DBAW
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.0% ·
share flow +1.3% ·
net new positions -5.3%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 614.34K | — | $25.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 581.47K | — | $23.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 556.69K | — | $22.95M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 380.32K | — | $15.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 305.36K | +19.4% | $12.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 47.73K | — | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 46.93K | — | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 42.71K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jane Street Group, Llc | 42.70K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cwm, Llc | 28.62K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 24.85K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 21.85K | — | $900,890 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cerity Partners LLC | 10.31K | — | $425,070 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 6.63K | — | $273,497 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 5.09K | — | $209,915 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 3.09K | — | $127,385 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 2.88K | — | $118,728 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 967 | 0.0% | $39,853 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 0 | — | $7 | 0.0% | n/c | 1 | 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 | $568,113 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 43 holders, 3.47M shares, $148.24M 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.