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Security record · archived quarter

DBC

name pending profile ingest

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