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Security record · archived quarter

DBAW

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
21Tracked holders
+2Δ holders
2.72MShares held
$116.17MReported value
+3New positions
−1Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +10.5% · share flow 0.0% · net new positions +9.5% · formula
Ownership fragmentation: more holders, smaller aggregate stake

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 22 +2 2.72M $131.67M +3 −1
Q1 2026 21 +2 2.72M $116.17M +3 −1
Q4 2025 19 -1 2.72M $112.22M n/a −1
Q3 2025 3 0 271.24K $10.69M n/a n/a
Q2 2025 2 +1 34.56K $1.27M +1 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Raymond James Financial Inc 609.93K -0.7% $26.04M 0.0% ▼ Trim 2 SEC ↗ ×2
2 Bank Of America Corp /De/ 581.55K 0.0% $24.83M 0.0% ▲ Add 2 SEC ↗ ×2
3 LPL Financial LLC 552.41K -0.8% $23.58M 0.0% ▼ Trim 2 SEC ↗
4 Morgan Stanley ✦ 325.71K +6.7% $13.91M 0.0% ▲ Add 3 SEC ↗ ×2
5 Ameriprise Financial Inc 307.16K -19.2% $13.11M 0.0% ▼ Trim 2 SEC ↗ ×2
6 Citadel Advisors ✦ 82.14K New $3.51M 0.0% New 1 SEC ↗
7 Envestnet Asset Management Inc 50.03K +4.8% $2.14M 0.0% ▲ Add 2 SEC ↗
8 Mml Investors Services, Llc 41.77K -11.0% $1.78M 0.0% ▼ Trim 2 SEC ↗
9 Royal Bank Of Canada 35.14K -17.7% $1.50M 0.0% ▼ Trim 2 SEC ↗
10 Jones Financial Companies Lllp 30.41K +22.4% $1.26M 0.0% ▲ Add 2 SEC ↗
11 Cwm, Llc 28.77K +0.5% $1.23M 0.0% ▲ Add 2 SEC ↗
12 UBS Group AG 20.27K -7.2% $865,389 0.0% ▼ Trim 2 SEC ↗ ×2
13 Osaic Holdings, Inc. 16.74K +152.4% $714,810 0.0% ▲ Add 2 SEC ↗ ×2
14 Jane Street Group, Llc 11.34K -73.5% $483,950 0.0% ▼ Trim 2 SEC ↗
15 Cerity Partners LLC 10.31K 0.0% $440,191 0.0% Held 2 SEC ↗
16 Lido Advisors, LLC 7.30K New $311,647 0.0% New 1 SEC ↗
17 Cetera Investment Advisers 5.23K +2.7% $223,274 0.0% ▲ Add 2 SEC ↗
18 Rockefeller Capital Management L.P. 2.88K 0.0% $122,951 0.0% Held 2 SEC ↗
19 Wells Fargo & Company/Mn 1.76K n/a $75,357 0.0% ▲ Add 2 SEC ↗ ×2
20 Fifth Third Bancorp 778 New $33,214 0.0% New 1 SEC ↗
21 Fidelity (FMR) ✦ 334 -65.5% $14,266 0.0% ▼ Trim 4 SEC ↗

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

New buyers

Citadel Advisors $3.51M 0.0%
Lido Advisors, LLC $311,647 0.0%
Fifth Third Bancorp $33,214 0.0%

Exited

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.

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