DBO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.0% ·
share flow +0.9% ·
net new positions +4.8%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | 0 | 2.39M | $42.15M | +3 | −3 |
| Q1 2026 | 22 | +1 | 2.84M | $55.88M | +4 | −3 |
| Q4 2025 | 21 | +1 | 2.44M | $29.72M | +1 | — |
| Q3 2025 | 2 | -1 | 38.60K | $519,140 | — | −1 |
| Q2 2025 | 1 | 0 | 21.71K | $286,953 | — | — |
| Q1 2025 | 1 | 0 | 34.59K | $495,603 | — | — |
| Q4 2024 | 1 | 0 | 13.69K | $195,875 | — | — |
| Q3 2024 | 1 | 0 | 25.30K | $353,371 | — | — |
| Q2 2024 | 1 | — | 49.18K | $779,440 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.45M | — | $17.70M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 1.45M | — | $17.70M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.45M | — | $17.70M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.45M | — | $17.70M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 203.72K | — | $2.49M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 133.97K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mirae Asset Global Investments Co.… | 132.80K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Asset Management One Co., Ltd. | 112.50K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 94.94K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 44.05K | — | $537,450 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 41.53K | — | $506,675 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 39.64K | — | $483,571 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 32.80K | — | $401,000 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 32.80K | — | $401,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 30.21K | +0.6% | $368,595 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 30.21K | +0.6% | $368,595 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 30.21K | +0.6% | $368,595 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 30.21K | +0.6% | $368,595 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 25.04K | New | $305,537 | 0.0% | New | 1 | SEC ↗ |
| 20 | UBS Group AG | 23.73K | — | $289,494 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 23.73K | — | $289,494 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 18.47K | — | $225,325 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 15.66K | — | $191,032 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 11.80K | — | $143,960 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 11.80K | — | $143,960 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 10.47K | — | $127,737 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 10.47K | — | $127,737 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | TD Waterhouse Canada Inc. | 5.90K | — | $71,921 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 4.64K | -45.9% | $56,608 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Us Bancorp \De\ | 2.50K | — | $30,500 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bnp Paribas Financial Markets | 240 | — | $2,928 | 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
| Citadel Advisors | $305,537 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 60 holders, 5.51M shares, $106.88M 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.