DBEM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.8% ·
share flow +8.3% ·
net new positions +10.5%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | 0 | 1.11M | $45.40M | +1 | −1 |
| Q1 2026 | 19 | +2 | 1.03M | $35.18M | +4 | −2 |
| Q4 2025 | 17 | -1 | 951.70K | $30.30M | n/a | −1 |
| Q3 2025 | 2 | -1 | 25.05K | $772,976 | n/a | −1 |
| Q2 2025 | 1 | -1 | 16 | $437 | n/a | −1 |
| Q1 2025 | 1 | 0 | 81.64K | $2.09M | n/a | n/a |
| Q4 2024 | 1 | 0 | 81.32K | $2.02M | n/a | n/a |
| Q3 2024 | 1 | 0 | 94.43K | $2.49M | n/a | n/a |
| Q2 2024 | 1 | n/a | 78.67K | $1.95M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 332.59K | +38.0% | $11.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 203.88K | -5.6% | $6.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 141.11K | -8.9% | $4.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 118.30K | +42.3% | $4.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 80.81K | -6.8% | $2.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 44.98K | +100.8% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 35.79K | +8.1% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 24.61K | +72.2% | $839,753 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Truist Financial Corp | 9.73K | New | $332,004 | 0.0% | New | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 9.62K | -3.9% | $328,420 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Mariner, LLC | 8.65K | +2.5% | $295,350 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Deutsche Bank Ag\ | 7.50K | New | $255,975 | 0.0% | New | 1 | SEC ↗ |
| 13 | National Bank Of Canada /Fi/ | 6.31K | -14.6% | $214,700 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 4.56K | 0.0% | $156,000 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Fifth Third Bancorp | 1.05K | New | $36,002 | 0.0% | New | 1 | SEC ↗ |
| 16 | Us Bancorp \De\ | 677 | 0.0% | $23,103 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 436 | 0.0% | $14,525 | 0.0% | Held | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 175 | New | $5,774 | 0.0% | New | 1 | SEC ↗ |
| 19 | Cwm, Llc | 127 | 0.0% | $4,334 | 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
| Truist Financial Corp | $332,004 | 0.0% |
| Deutsche Bank Ag\ | $255,975 | 0.0% |
| Fifth Third Bancorp | $36,002 | 0.0% |
| JPMorgan Chase | $5,774 | 0.0% |
Exited
| Cerity Partners LLC | $1.59M | was 0.0% |
| Jane Street Group, Llc | $598,083 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 38 holders, 1.54M shares, $51.91M 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.