13F QoQ Ownership Changes
EHLD Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 1 new · 0 added · 8 reduced · 2 exited
New Positions(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Allworth Financial LP | 20 | +20 | $136 | +$136 | — |
Reduced(8)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 16,394 | -1,251 | $111.3K | -$13.3K | -7.1% |
| MORGAN STANLEY | 282 | -140 | $1.9K | -$1.1K | -33.2% |
| BlackRock, Inc. | 2,640 | 0 | $18.0K | -$897 | 0.0% |
| UBS Group AG | 227 | -61 | $1.5K | -$512 | -21.2% |
| BARCLAYS PLC | 290 | 0 | $2.2K | +$171 | 0.0% |
| BANK OF AMERICA CORP /DE/ | 91 | 0 | $619 | -$31 | 0.0% |
| Archer Investment Corp | 5 | 0 | $34 | -$2 | 0.0% |
| CITIGROUP INC | 3 | 0 | $20 | -$1 | 0.0% |
Sold Out(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | 0 | -4,217 | $0 | -$30.6K | — |
| Royal Bank of Canada | 0 | -53 | $0 | $0 | — |