Security record · archived quarter
DBND
name pending profile ingest
28Tracked holders
+6Δ holders
5.16MShares held
$236.32MReported value
+7New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +27.3% ·
share flow +13.0% ·
net new positions +20.0%
— 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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -8 | 3.28M | $149.43M | — | −8 |
| Q1 2026 | 28 | +6 | 5.16M | $236.32M | +7 | −1 |
| Q4 2025 | 22 | +2 | 4.56M | $211.60M | +2 | — |
| Q3 2025 | 3 | 0 | 40.04K | $1.86M | — | — |
| Q2 2025 | 1 | -1 | 24.07K | $1.11M | — | −1 |
| Q1 2025 | 2 | 0 | 74.45K | $3.44M | — | — |
| Q4 2024 | 2 | +1 | 113.63K | $5.15M | +1 | — |
| Q3 2024 | 1 | -1 | 31.25K | $1.48M | — | −1 |
| Q2 2024 | 2 | — | 71.43K | $3.24M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 1.80M | +10.7% | $82.24M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 791.48K | +19.1% | $36.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 791.48K | +19.1% | $36.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 749.10K | +105.5% | $34.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 616.97K | +1.8% | $28.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Mariner, LLC | 473.94K | +8.2% | $21.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 197.94K | +19.9% | $9.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 103.03K | -0.6% | $4.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 103.03K | -0.6% | $4.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 103.03K | -0.6% | $4.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Corient Private Wealth LP | 82.91K | -51.9% | $3.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 63.78K | +113.9% | $2.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 40.88K | -2.6% | $1.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 35.70K | +66.2% | $1.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 31.40K | +27.4% | $1.44M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 29.34K | New | $1.34M | 0.0% | New | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 19.80K | +4504.2% | $906,958 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 19.80K | +4504.2% | $906,958 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Jane Street Group, Llc | 19.10K | New | $874,834 | 0.0% | New | 1 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 18.82K | 0.0% | $862,282 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 18.14K | New | $830,856 | 0.0% | New | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 14.06K | +224.9% | $643,915 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 14.06K | +224.9% | $643,915 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | National Bank Of Canada /Fi/ | 11.46K | 0.0% | $524,753 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Stifel Financial Corp | 11.15K | New | $510,967 | 0.0% | New | 1 | SEC ↗ |
| 26 | Fifth Third Bancorp | 11.11K | New | $508,874 | 0.0% | New | 1 | SEC ↗ |
| 27 | Cerity Partners LLC | 7.70K | -97.0% | $352,508 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Cetera Investment Advisers | 7.36K | +1.8% | $337,337 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 6.97K | -32.4% | $319,112 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 680 | New | $31,151 | 0.0% | New | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 440 | -2.9% | $20,090 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 187 | New | $8,504 | 0.0% | New | 1 | SEC ↗ |
| 33 | Assetmark, Inc | 22 | -56.9% | $1,008 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $1.34M | 0.0% |
| Jane Street Group, Llc | $874,834 | 0.0% |
| Susquehanna International… | $830,856 | 0.0% |
| Stifel Financial Corp | $510,967 | 0.0% |
| Fifth Third Bancorp | $508,874 | 0.0% |
| Northwestern Mutual Wealth… | $31,151 | 0.0% |
| Jones Financial Companies Lllp | $8,504 | 0.0% |
Exited
| Rockefeller Capital… | $3,037 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 99 holders, 13.65M shares, $607.79M 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 ·
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