DAUG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -11.8% ·
share flow +9.5% ·
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 Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 358.72K | -3.0% | $16.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 207.12K | +57.8% | $9.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 190.08K | +23.3% | $8.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 145.04K | +4.6% | $6.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 113.97K | +2.4% | $5.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Mariner, LLC | 59.94K | -4.2% | $2.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 39.36K | +20.9% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 31.90K | +0.7% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Susquehanna International Group, Llp | 28.13K | -23.1% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Truist Financial Corp | 21.62K | +0.4% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 19.98K | +1194.2% | $933,955 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 12 | AQR Capital Management ✦ | 8.47K | -1.4% | $396,750 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Barclays Plc | 3.30K | +43.4% | $154,783 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Fifth Third Bancorp | 1.26K | 0.0% | $59,168 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 350 | 0.0% | $16,397 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $777,151 | was 0.0% |
| HighTower Advisors, LLC | $706,892 | was 0.0% |
| UBS Group AG | $1,699 | 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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.