DBO
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -15.9% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| 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 | 1.63M | -3.9% | $28.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 1.63M | -3.9% | $28.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.63M | -3.9% | $28.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.63M | -3.9% | $28.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 192.90K | -32.7% | $3.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 109.54K | -7.5% | $1.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Asset Management One Co., Ltd. | 64.50K | 0.0% | $1.14M | 0.0% | Held | 3 | SEC ↗ |
| 8 | Bnp Paribas Financial Markets | 61.49K | New | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 55.55K | +21.8% | $980,494 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 48.81K | -40.0% | $861,575 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 31.67K | -3.3% | $559,021 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 31.67K | -3.3% | $559,021 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 31.67K | -3.3% | $559,021 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 31.67K | -3.3% | $559,021 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 31.51K | +71.2% | $556,134 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 31.02K | -3.8% | $547,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 31.02K | -3.8% | $547,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 28.19K | -4.8% | $497,589 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 23.47K | -29.5% | $414,404 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | UBS Group AG | 21.85K | -8.8% | $385,670 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 18.47K | -5.1% | $325,982 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mirae Asset Global Investments Co.… | 13.70K | -84.8% | $241,823 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | IMC-Chicago, LLC | 11.41K | New | $201,369 | 0.0% | New | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 9.78K | -3.2% | $172,570 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 9.78K | -3.2% | $172,570 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | TD Waterhouse Canada Inc. | 3.57K | -22.3% | $61,336 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Us Bancorp \De\ | 2.25K | -10.0% | $39,713 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 715 | 0.0% | $12,620 | 0.0% | Held | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 626 | -86.8% | $11,112 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Belvedere Trading LLC | 162 | New | $2,859 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Bnp Paribas Financial Markets | $1.09M | 0.0% |
| IMC-Chicago, LLC | $201,369 | 0.0% |
| Belvedere Trading LLC | $2,859 | 0.0% |
Exited
| Jane Street Group, Llc | $4.37M | was 0.0% |
| Simplex Trading, Llc | $287,024 | was 0.0% |
| Stifel Financial Corp | $221,130 | was 0.0% |
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.