EWS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +2.3% ·
share flow +30.0% ·
net new positions +2.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 6 | -2 | 3.14M | $89.06M | — | −2 |
| Q2 2025 | 6 | +2 | 2.79M | $72.60M | +3 | −1 |
| Q1 2025 | 2 | -1 | 557.99K | $13.26M | — | −1 |
| Q4 2024 | 3 | -1 | 613.12K | $13.40M | — | −1 |
| Q3 2024 | 4 | +2 | 571.70K | $12.66M | +3 | −1 |
| Q2 2024 | 2 | — | 508.57K | $9.76M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 4.52M | +6785.6% | $127.54M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 738.71K | +85.9% | $20.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 3 | UBS Group AG | 733.49K | -6.9% | $20.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | JPMorgan Chase ✦ | 616.41K | -3.1% | $17.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 5 | Wellington Management ✦ | 431.96K | +7.1% | $12.19M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | Amundi | 370.77K | +4.8% | $10.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 308.87K | +0.2% | $8.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Jane Street Group, Llc | 250.11K | -20.2% | $7.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 200.05K | +3.6% | $5.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 159.79K | +2.0% | $4.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 11 | TD Waterhouse Canada Inc. | 151.10K | +11.9% | $4.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 147.97K | +1292.3% | $4.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 140.99K | +52.1% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Brown Advisory Inc | 113.16K | +3.2% | $3.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Bank Of America Corp /De/ | 109.51K | +1.6% | $3.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Hrt Financial Lp | 98.77K | New | $2.79M | 0.0% | New | 1 | SEC ↗ |
| 17 | Barclays Plc | 80.62K | -44.6% | $2.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 71.78K | -50.6% | $2.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Focus Partners Wealth | 55.81K | +11.2% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 51.80K | +1.1% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 42.46K | +18.6% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Hsbc Holdings Plc | 31.74K | New | $895,646 | 0.0% | New | 1 | SEC ↗ ×2 |
| 23 | Bnp Paribas Financial Markets | 31.42K | -43.8% | $886,560 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 30.49K | -91.1% | $860,509 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Cibc World Market Inc. | 26.15K | +67.8% | $737,925 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Citigroup Inc | 21.98K | -6.1% | $620,417 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 21.52K | +10.8% | $593,567 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 18.61K | +7.9% | $525,147 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | Envestnet Asset Management Inc | 17.28K | -10.3% | $487,584 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 15.00K | New | $423,300 | 0.0% | New | 1 | SEC ↗ |
| 31 | Wealthfront Advisers LLC | 14.33K | +10.9% | $404,308 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Mariner, LLC | 12.19K | +61.2% | $344,075 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 12.10K | +2262.9% | $341,425 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Fidelity (FMR) ✦ | 11.65K | +1.4% | $328,679 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 10.31K | New | $291,773 | 0.0% | New | 1 | SEC ↗ |
| 36 | Quantinno Capital Management LP | 9.36K | New | $264,150 | 0.0% | New | 1 | SEC ↗ |
| 37 | Invesco Ltd. | 8.19K | +4.0% | $231,094 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 1.62K | 0.0% | $45,745 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Fifth Third Bancorp | 1.04K | New | $29,264 | 0.0% | New | 1 | SEC ↗ |
| 40 | Us Bancorp \De\ | 812 | 0.0% | $22,915 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Blair William & Co/Il | 504 | 0.0% | $14,223 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Cwm, Llc | 330 | 0.0% | $9,305 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Simplex Trading, Llc | 290 | -51.8% | $8,183 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | UBS AM, a distinct business unit of… | 10 | New | $282 | 0.0% | New | 1 | SEC ↗ |
| 45 | Toronto Dominion Bank | 2 | 0.0% | $56 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $2.79M | 0.0% |
| Hsbc Holdings Plc | $895,646 | 0.0% |
| Goldman Sachs Group | $423,300 | 0.0% |
| Wealth Enhancement Advisory… | $291,773 | 0.0% |
| Quantinno Capital Management… | $264,150 | 0.0% |
| Fifth Third Bancorp | $29,264 | 0.0% |
| UBS AM, a distinct business… | $282 | 0.0% |
Exited
| D. E. Shaw & Co. | $2.23M | was 0.0% |
| Citadel Advisors | $2.01M | was 0.0% |
| Kayne Anderson Rudnick… | $364,782 | was 0.0% |
| Mirae Asset Global… | $281,675 | was 0.0% |
| Parallax Volatility Advisers… | $260,410 | was 0.0% |
| Rockefeller Capital… | $127,608 | was 0.0% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.