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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
57Tracked holders
+5Δ holders
16.14MShares held
$467.35MReported value
+6New positions
−1Exits
Rising 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +9.6% · share flow +0.9% · net new positions +8.8% · 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
Q3 2026 2 0 23.21K $763,578 n/a n/a
Q2 2026 53 -2 15.88M $431.64M +3 −6
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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 3.90M -5.3% $113.02M 0.0% ▼ Trim 2 SEC ↗ ×3
2 Wells Fargo & Company/Mn 3.42M -2.6% $98.90M 0.0% ▼ Trim 2 SEC ↗ ×4
3 Morgan Stanley ✦ 1.58M +23.2% $45.80M 0.0% ▲ Add 3 SEC ↗ ×5
4 Deutsche Bank Ag\ 803.70K -19.5% $23.27M 0.0% ▼ Trim 2 SEC ↗ ×6
5 LPL Financial LLC 632.73K +9.1% $18.32M 0.0% ▲ Add 2 SEC ↗
6 Man Group plc 552.94K +26.2% $16.01M 0.0% ▲ Add 2 SEC ↗
7 Envestnet Asset Management Inc 541.10K +16.8% $15.66M 0.0% ▲ Add 2 SEC ↗
8 Jane Street Group, Llc 538.89K +62.4% $15.60M 0.0% ▲ Add 2 SEC ↗
9 Goldman Sachs Group ✦ 534.72K +1445.6% $15.48M 0.0% ▲ Add 3 SEC ↗ ×4
10 Victory Capital Management Inc 439.10K 0.0% $12.71M 0.0% Held 2 SEC ↗
11 Ameriprise Financial Inc 285.24K +200.1% $8.26M 0.0% ▲ Add 2 SEC ↗ ×3
12 Cetera Investment Advisers 251.00K +1.3% $7.27M 0.0% ▲ Add 2 SEC ↗
13 Citadel Advisors ✦ 244.24K +348.4% $7.07M 0.0% ▲ Add 8 SEC ↗
14 Corient Private Wealth LP 236.18K -49.6% $6.84M 0.0% ▼ Trim 2 SEC ↗
15 Creative Planning 233.69K +4.2% $6.77M 0.0% ▲ Add 2 SEC ↗
16 Royal Bank Of Canada 146.93K +76.7% $4.25M 0.0% ▲ Add 2 SEC ↗ ×3
17 Manufacturers Life Insurance… 143.44K +3.6% $4.15M 0.0% ▲ Add 2 SEC ↗
18 UBS Group AG 140.06K -6.8% $4.05M 0.0% ▼ Trim 2 SEC ↗ ×2
19 Lido Advisors, LLC 137.75K -54.6% $3.99M 0.0% ▼ Trim 2 SEC ↗
20 JPMorgan Chase ✦ 135.83K -83.4% $3.97M 0.0% ▼ Trim 3 SEC ↗ ×4
21 Neuberger Berman Group LLC 122.21K 0.0% $3.54M 0.0% Held 2 SEC ↗
22 Commonwealth Equity Services, Llc 97.94K +37.4% $2.84M 0.0% ▲ Add 2 SEC ↗
23 Northwestern Mutual Wealth… 93.68K -21.5% $2.71M 0.0% ▼ Trim 2 SEC ↗
24 Raymond James Financial Inc 80.80K +10.2% $2.34M 0.0% ▲ Add 2 SEC ↗ ×2
25 Bank Of Montreal /Can/ 75.08K +20.8% $2.17M 0.0% ▲ Add 2 SEC ↗ ×4
26 Stifel Financial Corp 68.34K +5.9% $1.98M 0.0% ▲ Add 2 SEC ↗ ×2
27 Mackenzie Financial Corp 59.78K -20.4% $1.73M 0.0% ▼ Trim 2 SEC ↗
28 Point72 Asset Management ✦ 54.83K New $1.59M 0.0% New 1 SEC ↗
29 Osaic Holdings, Inc. 53.54K -7.8% $1.55M 0.0% ▼ Trim 2 SEC ↗ ×2
30 Us Bancorp \De\ 52.32K +344.0% $1.51M 0.0% ▲ Add 2 SEC ↗ ×2
31 Mariner, LLC 41.83K -3.1% $1.21M 0.0% ▼ Trim 2 SEC ↗ ×2
32 HighTower Advisors, LLC 40.08K -35.0% $1.16M 0.0% ▼ Trim 2 SEC ↗
33 Fifth Third Bancorp 38.29K New $1.11M 0.0% New 1 SEC ↗
34 Mml Investors Services, Llc 38.17K -7.5% $1.11M 0.0% ▼ Trim 2 SEC ↗
35 Rockefeller Capital Management L.P. 36.85K +11.9% $1.07M 0.0% ▲ Add 2 SEC ↗
36 Bank of New York Mellon Corp 34.11K -70.3% $987,510 0.0% ▼ Trim 2 SEC ↗ ×4
37 Truist Financial Corp 33.85K -29.2% $979,907 0.0% ▼ Trim 2 SEC ↗ ×2
38 Susquehanna International Group, Llp 32.80K New $949,473 0.0% New 1 SEC ↗
39 Blair William & Co/Il 20.96K +0.6% $606,845 0.0% ▲ Add 2 SEC ↗
40 Pnc Financial Services Group, Inc. 20.16K +0.4% $583,711 0.0% ▲ Add 2 SEC ↗ ×2
41 First Manhattan Co. Llc. 18.60K 0.0% $538,470 0.0% Held 2 SEC ↗
42 Brown Advisory Inc 16.02K -1.8% $463,779 0.0% ▼ Trim 2 SEC ↗
43 Focus Partners Wealth 15.58K -3.6% $451,068 0.0% ▼ Trim 2 SEC ↗
44 Barclays Plc 14.44K -21.9% $418,009 0.0% ▼ Trim 2 SEC ↗
45 Wealth Enhancement Advisory… 13.88K -5.5% $407,084 0.0% ▼ Trim 2 SEC ↗
46 Citigroup Inc 12.60K 0.0% $364,770 0.0% Held 2 SEC ↗
47 Baird Financial Group, Inc. 12.35K -17.5% $357,446 0.0% ▼ Trim 2 SEC ↗ ×2
48 Captrust Financial Advisors 8.98K New $260,121 0.0% New 1 SEC ↗
49 Cerity Partners LLC 7.94K New $229,883 0.0% New 1 SEC ↗ ×2
50 Bnp Paribas Financial Markets 7.93K +747.0% $229,516 0.0% ▲ Add 2 SEC ↗
51 Hrt Financial Lp 7.47K -83.2% $216,000 0.0% ▼ Trim 2 SEC ↗
52 Group One Trading Llc 4.30K +277.9% $124,601 0.0% ▲ Add 2 SEC ↗
53 Cwm, Llc 3.84K +34.3% $111,287 0.0% ▲ Add 2 SEC ↗
54 Jones Financial Companies Lllp 1.18K 0.0% $34,193 0.0% Held 2 SEC ↗
55 TD Waterhouse Canada Inc. 750 New $21,495 0.0% New 1 SEC ↗
56 Daiwa Securities Group Inc. 200 0.0% $5,790 0.0% Held 2 SEC ↗
57 Assetmark, Inc 3 0.0% $87 0.0% Held 2 SEC ↗

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

New buyers

Exited

Simplex Trading, Llc $273,820 was 0.0%

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: Q1 2026 · Methodology · Get this via the API