DAPP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -20.0% ·
share flow +18.1% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer 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 | 20 | 0 | 6.76M | $132.63M | +3 | −3 |
| Q1 2026 | 20 | -5 | 3.80M | $56.69M | +3 | −8 |
| Q4 2025 | 25 | 0 | 3.22M | $53.40M | +1 | −1 |
| Q3 2025 | 5 | -1 | 74.79K | $1.63M | — | −1 |
| Q2 2025 | 4 | 0 | 59.61K | $986,611 | — | — |
| Q1 2025 | 2 | 0 | 206.73K | $1.87M | — | — |
| Q4 2024 | 2 | 0 | 133.15K | $1.91M | — | — |
| Q3 2024 | 2 | +1 | 136.49K | $1.61M | +1 | — |
| Q2 2024 | 1 | — | 19.86K | $238,073 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.37M | +67.2% | $20.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.37M | +67.2% | $20.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.37M | +67.2% | $20.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 946.89K | -6.5% | $14.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 415.64K | New | $6.20M | 0.0% | New | 1 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 413.99K | -43.9% | $6.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 413.99K | -43.9% | $6.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 241.11K | New | $3.60M | 0.0% | New | 1 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 241.11K | New | $3.60M | 0.0% | New | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 105.37K | +86.7% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Corient Private Wealth LP | 80.36K | -50.0% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 60.51K | -61.3% | $902,750 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 51.71K | -7.0% | $771,543 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 35.12K | New | $524,065 | 0.0% | New | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 28.11K | -50.3% | $419,379 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 19.69K | +26.8% | $293,761 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Sumitomo Mitsui Trust Group, Inc. | 16.00K | 0.0% | $238,720 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 5.85K | -19.6% | $87,282 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 2.77K | +31.2% | $41,336 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Simplex Trading, Llc | 1.32K | -0.5% | $19,769 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Group One Trading Llc | 1.18K | -66.6% | $17,561 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 201 | 0.0% | $2,993 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 77 | +352.9% | $1,161 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 77 | +352.9% | $1,161 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 14 | -99.0% | $210 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $6.20M | 0.0% |
| Goldman Sachs Group | $3.60M | 0.0% |
| Goldman Sachs Group | $3.60M | 0.0% |
| UBS Group AG | $524,065 | 0.0% |
Exited
| Wealth Enhancement Advisory… | $1.61M | was 0.0% |
| Qube Research & Technologies… | $197,418 | was 0.0% |
| Mariner, LLC | $169,052 | was 0.0% |
| BlackRock | $53,747 | was 0.0% |
| Royal Bank Of Canada | $29,000 | was 0.0% |
| Pnc Financial Services Group… | $10,232 | was 0.0% |
| Us Bancorp \De\ | $4,827 | was 0.0% |
| Northwestern Mutual Wealth… | $1,818 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 73 holders, 5.44M shares, $78.94M 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.