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Security record · archived quarter

EWS

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
44Tracked holders
+1Δ holders
5.23MShares held
$143.78MReported value
+1New positions
−0Exits
Falling 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.3% · share flow -22.0% · net new positions +2.3% · formula
Ownership fragmentation: more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 0 207.51K $6.84M n/a n/a
Q2 2026 41 -1 11.11M $329.15M +3 −6
Q1 2026 45 +1 9.69M $273.12M +7 −6
Q4 2025 44 +1 5.23M $143.78M +1 n/a
Q3 2025 6 -2 3.14M $89.06M n/a −2
Q2 2025 6 +2 2.79M $72.60M +3 −1
Q1 2025 2 -1 557.99K $13.26M n/a −1
Q4 2024 3 -1 613.12K $13.40M n/a −1
Q3 2024 4 +2 571.70K $12.66M +3 −1
Q2 2024 2 n/a 508.57K $9.76M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 UBS Group AG 788.06K n/a $21.68M 0.0% n/c 1 SEC ↗ ×3
2 JPMorgan Chase ✦ 636.02K -52.3% $17.50M 0.0% ▼ Trim 2 SEC ↗ ×4
3 Wellington Management ✦ 403.34K +1.2% $11.10M 0.0% ▲ Add 7 SEC ↗ ×2
4 Morgan Stanley ✦ 397.29K -10.0% $10.93M 0.0% ▼ Trim 2 SEC ↗ ×4
5 Amundi 353.73K n/a $9.73M 0.0% n/c 1 SEC ↗
6 Ameriprise Financial Inc 341.00K n/a $9.38M 0.0% n/c 1 SEC ↗ ×3
7 Jane Street Group, Llc 313.33K n/a $8.62M 0.0% n/c 1 SEC ↗
8 LPL Financial LLC 308.31K n/a $8.48M 0.0% n/c 1 SEC ↗
9 HighTower Advisors, LLC 193.04K n/a $5.31M 0.0% n/c 1 SEC ↗
10 Royal Bank Of Canada 156.66K n/a $4.31M 0.0% n/c 1 SEC ↗ ×6
11 Barclays Plc 145.62K n/a $4.01M 0.0% n/c 1 SEC ↗
12 Susquehanna International Group, Llp 145.29K n/a $4.00M 0.0% n/c 1 SEC ↗
13 TD Waterhouse Canada Inc. 134.99K n/a $3.71M 0.0% n/c 1 SEC ↗
14 Brown Advisory Inc 109.64K n/a $3.02M 0.0% n/c 1 SEC ↗ ×2
15 Bank Of America Corp /De/ 107.76K n/a $2.96M 0.0% n/c 1 SEC ↗ ×3
16 Wells Fargo & Company/Mn 92.67K n/a $2.55M 0.0% n/c 1 SEC ↗ ×2
17 D. E. Shaw & Co. ✦ 80.91K +16.7% $2.23M 0.0% ▲ Add 3 SEC ↗
18 Citadel Advisors ✦ 72.98K New $2.01M 0.0% New 1 SEC ↗
19 BlackRock ✦ (passive) 65.64K -92.7% $1.81M 0.0% ▼ Trim 3 SEC ↗ ×3
20 Bnp Paribas Financial Markets 55.85K n/a $1.54M 0.0% n/c 1 SEC ↗
21 Osaic Holdings, Inc. 51.22K n/a $1.41M 0.0% n/c 1 SEC ↗ ×2
22 Focus Partners Wealth 50.21K n/a $1.38M 0.0% n/c 1 SEC ↗
23 Raymond James Financial Inc 35.80K n/a $984,976 0.0% n/c 1 SEC ↗ ×2
24 Citigroup Inc 23.41K n/a $644,037 0.0% n/c 1 SEC ↗
25 Jones Financial Companies Lllp 19.42K n/a $534,344 0.0% n/c 1 SEC ↗
26 Envestnet Asset Management Inc 19.25K n/a $529,648 0.0% n/c 1 SEC ↗
27 Pnc Financial Services Group, Inc. 17.24K n/a $474,273 0.0% n/c 1 SEC ↗ ×3
28 Cibc World Market Inc. 15.58K n/a $428,633 0.0% n/c 1 SEC ↗
29 Kayne Anderson Rudnick Investment… 13.23K n/a $364,782 0.0% n/c 1 SEC ↗
30 Wealthfront Advisers LLC 12.92K n/a $355,429 0.0% n/c 1 SEC ↗
31 Fidelity (FMR) ✦ 11.48K +65.9% $315,893 0.0% ▲ Add 3 SEC ↗
32 Commonwealth Equity Services, Llc 10.63K n/a $292,380 0.0% n/c 1 SEC ↗
33 Mirae Asset Global Investments Co.… 10.24K n/a $281,675 0.0% n/c 1 SEC ↗
34 Parallax Volatility Advisers, L.P. 9.47K n/a $260,410 0.0% n/c 1 SEC ↗
35 Invesco Ltd. 7.87K n/a $216,586 0.0% n/c 1 SEC ↗
36 Mariner, LLC 7.56K n/a $208,058 0.0% n/c 1 SEC ↗
37 Rockefeller Capital Management L.P. 4.64K n/a $127,608 0.0% n/c 1 SEC ↗
38 Bank Of Montreal /Can/ 1.62K n/a $44,594 0.0% n/c 1 SEC ↗
39 Us Bancorp \De\ 812 n/a $22,338 0.0% n/c 1 SEC ↗
40 Simplex Trading, Llc 601 n/a $16,533 0.0% n/c 1 SEC ↗
41 National Bank Of Canada /Fi/ 512 n/a $14,083 0.0% n/c 1 SEC ↗
42 Blair William & Co/Il 504 n/a $13,865 0.0% n/c 1 SEC ↗
43 Cwm, Llc 330 n/a $9,000 0.0% n/c 1 SEC ↗
44 Toronto Dominion Bank 2 n/a $55 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $2.01M 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 140 holders, 14.73M shares, $358.31M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API