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Security record · archived quarter

DAUG

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q1 2025 Q2 2024
19Tracked holders
0Δ holders
1.35MShares held
$59.82MReported value
+1New positions
−1Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.3% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 16 -2 1.25M $58.34M −2
Q1 2026 19 0 1.25M $54.26M +2 −2
Q4 2025 19 0 1.35M $59.82M +1 −1
Q3 2025 3 +2 33.43K $1.46M +2
Q1 2025 1 +1 20.54K $796,937 +1
Q2 2024 1 21.59K $817,030
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Commonwealth Equity Services, Llc 385.19K $17.08M 0.0% n/c 1 SEC ↗
2 Osaic Holdings, Inc. 233.06K $10.33M 0.0% n/c 1 SEC ↗
3 Osaic Holdings, Inc. 233.06K $10.33M 0.0% n/c 1 SEC ↗
4 LPL Financial LLC 143.73K $6.37M 0.0% n/c 1 SEC ↗
5 Cetera Investment Advisers 137.33K $6.09M 0.0% n/c 1 SEC ↗
6 Envestnet Asset Management Inc 118.19K $5.24M 0.0% n/c 1 SEC ↗
7 Cwm, Llc 111.22K $4.93M 0.0% n/c 1 SEC ↗
8 Mariner, LLC 62.20K $2.76M 0.0% n/c 1 SEC ↗
9 Raymond James Financial Inc 32.99K $1.46M 0.0% n/c 1 SEC ↗
10 Raymond James Financial Inc 32.99K $1.46M 0.0% n/c 1 SEC ↗
11 Mml Investors Services, Llc 28.78K $1.28M 0.0% n/c 1 SEC ↗
12 Truist Financial Corp 22.24K $986,255 0.0% n/c 1 SEC ↗
13 JPMorgan Chase 20.01K +463.4% $887,368 0.0% ▲ Add 2 SEC ↗
14 JPMorgan Chase 20.01K +463.4% $887,368 0.0% ▲ Add 2 SEC ↗
15 JPMorgan Chase 20.01K +463.4% $887,368 0.0% ▲ Add 2 SEC ↗
16 Susquehanna International Group, Llp 19.94K $884,175 0.0% n/c 1 SEC ↗
17 Susquehanna International Group, Llp 19.94K $884,175 0.0% n/c 1 SEC ↗
18 HighTower Advisors, LLC 17.48K $775,169 0.0% n/c 1 SEC ↗
19 AQR Capital Management 8.62K -3.4% $382,201 0.0% ▼ Trim 2 SEC ↗
20 Wealth Enhancement Advisory… 4.78K $213,226 0.0% n/c 1 SEC ↗
21 Barclays Plc 1.21K $53,834 0.0% n/c 1 SEC ↗
22 Royal Bank Of Canada 1.11K $49,000 0.0% n/c 1 SEC ↗
23 UBS Group AG 506 $22,438 0.0% n/c 1 SEC ↗
24 Morgan Stanley 350 New $15,520 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Morgan Stanley $15,520 0.0%

Exited

Citadel Advisors $914,237 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 110 holders, 3.20M shares, $132.64M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API