DBE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow +30.0% ·
net new positions +10.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 300.63K | +323.7% | $7.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 225.50K | -2.0% | $5.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Cetera Investment Advisers | 62.59K | -22.1% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 50.30K | -2.1% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Manufacturers Life Insurance… | 50.24K | -60.4% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 49.02K | +182.8% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 43.91K | +83.7% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 36.16K | New | $948,089 | 0.0% | New | 1 | SEC ↗ ×2 |
| 9 | Citadel Advisors ✦ | 22.69K | New | $595,037 | 0.0% | New | 1 | SEC ↗ |
| 10 | Stifel Financial Corp | 21.77K | +1.3% | $570,687 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Barclays Plc | 5.11K | 0.0% | $133,853 | 0.0% | Held | 3 | SEC ↗ |
| 12 | UBS Group AG | 5.03K | -24.4% | $131,965 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 3.56K | +127.8% | $93,238 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 3.34K | -2.4% | $87,545 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 15 | Royal Bank Of Canada | 2.72K | -2.3% | $71,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 2.68K | -8.4% | $70,327 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Wells Fargo & Company/Mn | 1.20K | +385.8% | $31,476 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 624 | 0.0% | $16,361 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 200 | 0.0% | $5,172 | 0.0% | Held | 3 | SEC ↗ |
| 20 | National Bank Of Canada /Fi/ | 125 | 0.0% | $3,274 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Raymond James Financial Inc | $948,089 | 0.0% |
| Citadel Advisors | $595,037 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 33 holders, 1.03M shares, $27.80M 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.