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Security record · archived quarter

DBC

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
52Tracked holders
0Δ holders
16.00MShares held
$357.75MReported value
+0New positions
−0Exits
Stable 5 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 +3.1% · 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
Q3 2026 2 0 23.21K $763,578 n/a n/a
Q2 2026 54 -2 15.92M $432.78M +3 −5
Q1 2026 57 +5 16.14M $467.35M +6 −1
Q4 2025 52 0 16.00M $357.75M n/a n/a
Q3 2025 4 0 1.72M $38.65M n/a n/a
Q2 2025 1 0 64.12K $1.40M n/a n/a
Q1 2025 1 0 48.19K $1.08M n/a n/a
Q4 2024 1 0 42.24K $903,006 n/a n/a
Q3 2024 1 0 28.63K $637,501 n/a n/a
Q2 2024 1 n/a 52.71K $1.22M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 4.12M n/a $92.17M 0.0% n/c 1 SEC ↗ ×4
2 Wells Fargo & Company/Mn 3.51M n/a $78.43M 0.0% n/c 1 SEC ↗ ×4
3 Morgan Stanley ✦ 1.28M -1.2% $28.70M 0.0% ▼ Trim 2 SEC ↗ ×5
4 Deutsche Bank Ag\ 998.32K n/a $22.32M 0.0% n/c 1 SEC ↗ ×7
5 JPMorgan Chase ✦ 817.25K +285.1% $18.27M 0.0% ▲ Add 2 SEC ↗ ×4
6 LPL Financial LLC 579.88K n/a $12.97M 0.0% n/c 1 SEC ↗
7 Corient Private Wealth LP 468.97K n/a $10.49M 0.0% n/c 1 SEC ↗ ×2
8 Envestnet Asset Management Inc 463.48K n/a $10.36M 0.0% n/c 1 SEC ↗
9 Victory Capital Management Inc 439.10K n/a $9.82M 0.0% n/c 1 SEC ↗
10 Man Group plc 438.27K n/a $9.80M 0.0% n/c 1 SEC ↗
11 Jane Street Group, Llc 331.74K n/a $7.42M 0.0% n/c 1 SEC ↗
12 Lido Advisors, LLC 303.47K n/a $6.81M 0.0% n/c 1 SEC ↗
13 Cetera Investment Advisers 247.77K n/a $5.54M 0.0% n/c 1 SEC ↗
14 Creative Planning 224.26K n/a $5.01M 0.0% n/c 1 SEC ↗
15 UBS Group AG 150.35K n/a $3.36M 0.0% n/c 1 SEC ↗ ×2
16 Manufacturers Life Insurance… 138.45K n/a $3.10M 0.0% n/c 1 SEC ↗
17 Neuberger Berman Group LLC 122.21K n/a $2.73M 0.0% n/c 1 SEC ↗
18 Northwestern Mutual Wealth… 119.27K n/a $2.67M 0.0% n/c 1 SEC ↗
19 Bank of New York Mellon Corp 115.02K n/a $2.57M 0.0% n/c 1 SEC ↗ ×4
20 Ameriprise Financial Inc 95.04K n/a $2.13M 0.0% n/c 1 SEC ↗ ×3
21 Royal Bank Of Canada 83.15K n/a $1.86M 0.0% n/c 1 SEC ↗ ×2
22 Mackenzie Financial Corp 75.13K n/a $1.70M 0.0% n/c 1 SEC ↗
23 Raymond James Financial Inc 73.32K n/a $1.64M 0.0% n/c 1 SEC ↗ ×2
24 Commonwealth Equity Services, Llc 71.30K n/a $1.59M 0.0% n/c 1 SEC ↗
25 Stifel Financial Corp 64.55K n/a $1.44M 0.0% n/c 1 SEC ↗ ×3
26 Bank Of Montreal /Can/ 62.16K n/a $1.39M 0.0% n/c 1 SEC ↗ ×4
27 HighTower Advisors, LLC 61.62K n/a $1.38M 0.0% n/c 1 SEC ↗
28 Osaic Holdings, Inc. 58.09K n/a $1.30M 0.0% n/c 1 SEC ↗ ×3
29 Citadel Advisors ✦ 54.48K +338.3% $1.22M 0.0% ▲ Add 7 SEC ↗
30 Truist Financial Corp 47.81K n/a $1.07M 0.0% n/c 1 SEC ↗ ×2
31 Hrt Financial Lp 44.62K n/a $997,000 0.0% n/c 1 SEC ↗
32 Mariner, LLC 43.16K n/a $964,962 0.0% n/c 1 SEC ↗ ×2
33 Mml Investors Services, Llc 41.27K n/a $922,888 0.0% n/c 1 SEC ↗
34 Goldman Sachs Group ✦ 34.60K -82.0% $773,567 0.0% ▼ Trim 2 SEC ↗
35 Rockefeller Capital Management L.P. 32.93K n/a $736,410 0.0% n/c 1 SEC ↗
36 Blair William & Co/Il 20.84K n/a $465,912 0.0% n/c 1 SEC ↗
37 Pnc Financial Services Group, Inc. 20.08K n/a $449,072 0.0% n/c 1 SEC ↗ ×2
38 First Manhattan Co. Llc. 18.60K n/a $415,896 0.0% n/c 1 SEC ↗
39 Barclays Plc 18.49K n/a $413,370 0.0% n/c 1 SEC ↗ ×2
40 Brown Advisory Inc 16.32K n/a $364,915 0.0% n/c 1 SEC ↗
41 Focus Partners Wealth 16.16K n/a $361,480 0.0% n/c 1 SEC ↗
42 Wealth Enhancement Advisory… 14.69K n/a $334,932 0.0% n/c 1 SEC ↗
43 Baird Financial Group, Inc. 14.97K n/a $334,662 0.0% n/c 1 SEC ↗ ×2
44 Citigroup Inc 12.60K n/a $281,736 0.0% n/c 1 SEC ↗
45 Simplex Trading, Llc 12.25K n/a $273,820 0.0% n/c 1 SEC ↗
46 Us Bancorp \De\ 11.79K n/a $263,517 0.0% n/c 1 SEC ↗ ×3
47 Cwm, Llc 2.86K n/a $64,000 0.0% n/c 1 SEC ↗
48 Jones Financial Companies Lllp 1.18K n/a $26,273 0.0% n/c 1 SEC ↗
49 Group One Trading Llc 1.14K n/a $25,468 0.0% n/c 1 SEC ↗
50 Bnp Paribas Financial Markets 936 n/a $20,929 0.0% n/c 1 SEC ↗
51 Daiwa Securities Group Inc. 200 n/a $4,000 0.0% n/c 1 SEC ↗
52 Assetmark, Inc 3 n/a $67 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

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 217 holders, 22.60M shares, $648.39M 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