DBP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -9.5% ·
share flow +17.3% ·
net new positions -10.5%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -2 | 988.03K | $91.37M | +1 | −3 |
| Q1 2026 | 22 | +4 | 842.86K | $92.76M | +6 | −2 |
| Q4 2025 | 18 | +1 | 767.81K | $78.94M | +1 | — |
| Q3 2025 | 1 | — | 8.41K | $747,713 | — | — |
| Q1 2025 | 1 | +1 | 4.79K | $342,246 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 281.48K | +20.3% | $26.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 281.48K | +20.3% | $26.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Manufacturers Life Insurance… | 215.32K | +54.8% | $19.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 143.36K | +5.2% | $13.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 143.36K | +5.2% | $13.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 125.68K | +11.4% | $11.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 47.62K | -21.6% | $4.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 39.62K | +9.6% | $3.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Fifth Third Bancorp | 35.59K | +12.3% | $3.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 28.95K | -0.6% | $2.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Jane Street Group, Llc | 26.22K | New | $2.42M | 0.0% | New | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 11.76K | +8.6% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 10.36K | +4.9% | $958,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 10.36K | +4.9% | $958,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 8.26K | -0.6% | $764,291 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 8.26K | -0.6% | $764,291 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 8.26K | -0.6% | $764,291 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Cibc World Market Inc. | 3.87K | +11.7% | $357,966 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 3.69K | 0.0% | $341,210 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 2.51K | -24.2% | $232,232 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 1.83K | -7.4% | $169,107 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | UBS Group AG | 1.34K | +8.8% | $123,823 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS Group AG | 1.34K | +8.8% | $123,823 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 504 | 0.0% | $46,607 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 70 | 0.0% | $6,545 | 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
| Jane Street Group, Llc | $2.42M | 0.0% |
Exited
| Susquehanna International… | $1.55M | was 0.0% |
| HighTower Advisors, LLC | $357,300 | was 0.0% |
| Raymond James Financial Inc | $216,669 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 72 holders, 1.58M shares, $171.89M 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.