DAPR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow +24.7% ·
net new positions -6.2%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 | Envestnet Asset Management Inc | 223.14K | +75.9% | $9.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 149.61K | -18.2% | $6.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 148.77K | -1.7% | $6.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 125.32K | +49.5% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 125.32K | +49.5% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 125.32K | +49.5% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 105.83K | +33.4% | $4.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 66.77K | +118.9% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 66.77K | +118.9% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 42.51K | +29.7% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 30.48K | +60.8% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 30.48K | +60.8% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Truist Financial Corp | 21.40K | +42.7% | $874,996 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 21.28K | New | $867,351 | 0.0% | New | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 21.28K | New | $867,351 | 0.0% | New | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 19.68K | -21.1% | $804,396 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Mariner, LLC | 7.89K | -5.5% | $322,666 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 5.66K | 0.0% | $232,516 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 2.54K | New | $103,835 | 0.0% | New | 1 | SEC ↗ |
| 20 | Fifth Third Bancorp | 1.80K | 0.0% | $73,584 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Barclays Plc | 744 | +145.5% | $30,415 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| JPMorgan Chase | $867,351 | 0.0% |
| JPMorgan Chase | $867,351 | 0.0% |
| Morgan Stanley | $103,835 | 0.0% |
Exited
| Citadel Advisors | $397,803 | was 0.0% |
| Bank Of Montreal /Can/ | $318,115 | was 0.0% |
| Wells Fargo & Company/Mn | $5,766 | 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.