DAPR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.3% ·
share flow -22.5% ·
net new positions -5.6%
— formula
Broad distribution — falling shares and 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 | 16 | -1 | 973.44K | $39.79M | +2 | −3 |
| Q1 2026 | 18 | -1 | 818.41K | $32.54M | +1 | −2 |
| Q4 2025 | 19 | 0 | 1.06M | $41.57M | — | — |
| Q3 2025 | 1 | 0 | 7.08K | $273,423 | — | — |
| Q2 2025 | 1 | 0 | 23.46K | $884,474 | — | — |
| Q1 2025 | 1 | +1 | 8.78K | $326,984 | +1 | — |
| Q3 2024 | 1 | 0 | 21.97K | $801,429 | — | — |
| Q2 2024 | 1 | — | 17.83K | $629,822 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 182.96K | -0.2% | $7.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 151.40K | -11.3% | $6.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 126.84K | -50.7% | $5.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 83.84K | -16.1% | $3.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 79.31K | -52.1% | $3.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cwm, Llc | 37.63K | -1.9% | $1.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 32.77K | -9.2% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 30.50K | +345.1% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 24.94K | -4.1% | $991,843 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 18.96K | -6.0% | $754,092 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Truist Financial Corp | 15.00K | +7.8% | $596,347 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 10.00K | +35.4% | $397,803 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | Mariner, LLC | 8.35K | -7.3% | $332,073 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank Of Montreal /Can/ | 8.00K | 0.0% | $318,115 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 5.66K | -48.9% | $225,242 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Fifth Third Bancorp | 1.80K | New | $71,576 | 0.0% | New | 1 | SEC ↗ |
| 17 | Barclays Plc | 303 | +494.1% | $12,049 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 145 | 0.0% | $5,766 | 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
| Fifth Third Bancorp | $71,576 | 0.0% |
Exited
| UBS Group AG | $64,527 | was 0.0% |
| Bank Of America Corp /De/ | $38,126 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 85 holders, 2.10M shares, $77.22M 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.