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Security record · archived quarter

DBA

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
44Tracked holders
+4Δ holders
10.12MShares held
$276.51MReported value
+8New positions
−4Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +10.0% · share flow +30.0% · net new positions +9.1%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 42 -1 7.26M $193.57M +4 −5
Q1 2026 44 +4 10.12M $276.51M +8 −4
Q4 2025 39 0 5.27M $134.53M
Q3 2025 4 -1 1.45M $38.93M −1
Q2 2025 2 0 20.25K $529,437
Q1 2025 1 0 58.44K $1.54M
Q4 2024 1 0 7.58K $201,659
Q3 2024 1 0 45.52K $1.19M
Q2 2024 1 50.25K $1.20M
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Tidal Investments LLC 2.59M New $70.68M 0.2% New 1 SEC ↗
2 Wells Fargo & Company/Mn 1.24M +33.5% $33.88M 0.0% ▲ Add 2 SEC ↗
3 Wells Fargo & Company/Mn 1.24M +33.5% $33.88M 0.0% ▲ Add 2 SEC ↗
4 Morgan Stanley 1.18M +87.9% $32.14M 0.0% ▲ Add 3 SEC ↗
5 Morgan Stanley 1.18M +87.9% $32.14M 0.0% ▲ Add 3 SEC ↗
6 Morgan Stanley 1.18M +87.9% $32.14M 0.0% ▲ Add 3 SEC ↗
7 Morgan Stanley 1.18M +87.9% $32.14M 0.0% ▲ Add 3 SEC ↗
8 Morgan Stanley 1.18M +87.9% $32.14M 0.0% ▲ Add 3 SEC ↗
9 LPL Financial LLC 757.00K +198.6% $20.68M 0.0% ▲ Add 2 SEC ↗
10 Bank Of America Corp /De/ 638.18K +5.1% $17.44M 0.0% ▲ Add 2 SEC ↗
11 Bank Of America Corp /De/ 638.18K +5.1% $17.44M 0.0% ▲ Add 2 SEC ↗
12 Bank Of America Corp /De/ 638.18K +5.1% $17.44M 0.0% ▲ Add 2 SEC ↗
13 Bank Of America Corp /De/ 638.18K +5.1% $17.44M 0.0% ▲ Add 2 SEC ↗
14 1832 Asset Management L.P. 584.53K -5.9% $15.97M 0.0% ▼ Trim 2 SEC ↗
15 HighTower Advisors, LLC 459.19K -3.8% $12.55M 0.0% ▼ Trim 2 SEC ↗
16 JPMorgan Chase 428.40K +5.2% $11.62M 0.0% ▲ Add 3 SEC ↗
17 JPMorgan Chase 428.40K +5.2% $11.62M 0.0% ▲ Add 3 SEC ↗
18 Royal Bank Of Canada 290.10K +212.4% $7.92M 0.0% ▲ Add 2 SEC ↗
19 Royal Bank Of Canada 290.10K +212.4% $7.92M 0.0% ▲ Add 2 SEC ↗
20 Royal Bank Of Canada 290.10K +212.4% $7.92M 0.0% ▲ Add 2 SEC ↗
21 Royal Bank Of Canada 290.10K +212.4% $7.92M 0.0% ▲ Add 2 SEC ↗
22 Manufacturers Life Insurance… 283.82K +983.2% $7.75M 0.0% ▲ Add 2 SEC ↗
23 Daiwa Securities Group Inc. 211.30K +19.0% $5.77M 0.0% ▲ Add 2 SEC ↗
24 National Bank Of Canada /Fi/ 184.98K +476.2% $5.05M 0.0% ▲ Add 2 SEC ↗
25 Ameriprise Financial Inc 139.59K -11.7% $3.81M 0.0% ▼ Trim 2 SEC ↗
26 Ameriprise Financial Inc 139.59K -11.7% $3.81M 0.0% ▼ Trim 2 SEC ↗
27 Ameriprise Financial Inc 139.59K -11.7% $3.81M 0.0% ▼ Trim 2 SEC ↗
28 Simplex Trading, Llc 138.36K New $3.78M 0.1% New 1 SEC ↗
29 Cetera Investment Advisers 136.14K -17.1% $3.72M 0.0% ▼ Trim 2 SEC ↗
30 UBS Group AG 133.70K +57.9% $3.65M 0.0% ▲ Add 2 SEC ↗
31 UBS Group AG 133.70K +57.9% $3.65M 0.0% ▲ Add 2 SEC ↗
32 UBS Group AG 133.70K +57.9% $3.65M 0.0% ▲ Add 2 SEC ↗
33 Rockefeller Capital Management L.P. 93.87K +17.0% $2.56M 0.0% ▲ Add 2 SEC ↗
34 Rockefeller Capital Management L.P. 93.87K +17.0% $2.56M 0.0% ▲ Add 2 SEC ↗
35 Raymond James Financial Inc 76.07K -19.6% $2.08M 0.0% ▼ Trim 2 SEC ↗
36 Raymond James Financial Inc 76.07K -19.6% $2.08M 0.0% ▼ Trim 2 SEC ↗
37 IMC-Chicago, LLC 63.53K New $1.74M 0.0% New 1 SEC ↗
38 Stifel Financial Corp 60.44K +66.4% $1.65M 0.0% ▲ Add 2 SEC ↗
39 Stifel Financial Corp 60.44K +66.4% $1.65M 0.0% ▲ Add 2 SEC ↗
40 Osaic Holdings, Inc. 55.33K -65.5% $1.51M 0.0% ▼ Trim 2 SEC ↗
41 Osaic Holdings, Inc. 55.33K -65.5% $1.51M 0.0% ▼ Trim 2 SEC ↗
42 Group One Trading Llc 43.28K New $1.18M 0.0% New 1 SEC ↗
43 Mercer Global Advisors Inc /Adv 40.80K +2.0% $1.11M 0.0% ▲ Add 2 SEC ↗
44 Cibc World Market Inc. 38.91K New $1.06M 0.0% New 1 SEC ↗
45 Susquehanna International Group, Llp 38.05K +93.2% $1.04M 0.0% ▲ Add 2 SEC ↗
46 Commonwealth Equity Services, Llc 34.17K +72.5% $933,530 0.0% ▲ Add 2 SEC ↗
47 Focus Partners Wealth 25.94K -0.2% $708,689 0.0% ▼ Trim 2 SEC ↗
48 Envestnet Asset Management Inc 24.86K +24.7% $679,100 0.0% ▲ Add 2 SEC ↗
49 Fifth Third Bancorp 22.38K +107.2% $611,367 0.0% ▲ Add 2 SEC ↗
50 CIBC Bancorp USA Inc. 22.34K $610,247 0.0% n/c 1 SEC ↗
51 CIBC Bancorp USA Inc. 22.34K $610,247 0.0% n/c 1 SEC ↗
52 Cwm, Llc 18.43K +0.3% $503,585 0.0% ▲ Add 2 SEC ↗
53 Creative Planning 12.43K +26.0% $339,524 0.0% ▲ Add 2 SEC ↗
54 Mml Investors Services, Llc 10.79K +1.0% $294,752 0.0% ▲ Add 2 SEC ↗
55 Blair William & Co/Il 10.24K 0.0% $279,785 0.0% Held 2 SEC ↗
56 Captrust Financial Advisors 10.12K New $276,451 0.0% New 1 SEC ↗
57 Parallax Volatility Advisers, L.P. 9.10K 0.0% $248,694 0.0% Held 2 SEC ↗
58 Mariner, LLC 8.89K +4.4% $242,766 0.0% ▲ Add 2 SEC ↗
59 Bank Of Montreal /Can/ 5.35K New $146,271 0.0% New 1 SEC ↗
60 Bank Of Montreal /Can/ 5.35K New $146,271 0.0% New 1 SEC ↗
61 Bank Of Montreal /Can/ 5.35K New $146,271 0.0% New 1 SEC ↗
62 Fidelity (FMR) 3.42K -50.0% $93,362 0.0% ▼ Trim 4 SEC ↗
63 Pnc Financial Services Group, Inc. 3.14K -25.6% $85,802 0.0% ▼ Trim 2 SEC ↗
64 Pnc Financial Services Group, Inc. 3.14K -25.6% $85,802 0.0% ▼ Trim 2 SEC ↗
65 Citigroup Inc 1.42K 0.0% $38,849 0.0% Held 2 SEC ↗
66 Citigroup Inc 1.42K 0.0% $38,849 0.0% Held 2 SEC ↗
67 Northwestern Mutual Wealth… 1.20K New $32,893 0.0% New 1 SEC ↗
68 TD Waterhouse Canada Inc. 540 +38.5% $14,617 0.0% ▲ Add 2 SEC ↗
69 Jones Financial Companies Lllp 275 +25.6% $7,472 0.0% ▲ Add 2 SEC ↗

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

New buyers

Tidal Investments LLC $70.68M 0.2%
Simplex Trading, Llc $3.78M 0.1%
IMC-Chicago, LLC $1.74M 0.0%
Group One Trading Llc $1.18M 0.0%
Cibc World Market Inc. $1.06M 0.0%
Captrust Financial Advisors $276,451 0.0%
Bank Of Montreal /Can/ $146,271 0.0%
Bank Of Montreal /Can/ $146,271 0.0%
Bank Of Montreal /Can/ $146,271 0.0%
Northwestern Mutual Wealth… $32,893 0.0%

Exited

Goldman Sachs Group $348,093 was 0.0%
Belvedere Trading LLC $322,113 was 0.1%
Bnp Paribas Financial Markets $740 was 0.0%
Us Bancorp \De\ $715 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 161 holders, 15.24M shares, $415.91M 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: Q1 2026 · Methodology · Get this via the API