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Security record · archived quarter

DBP

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q1 2025
18Tracked holders
+1Δ holders
767.81KShares held
$78.94MReported value
+1New positions
−0Exits
Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.9% · share flow +0.3% · net new positions +5.6%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wells Fargo & Company/Mn 242.37K $24.92M 0.0% n/c 1 SEC ↗
2 Wells Fargo & Company/Mn 242.37K $24.92M 0.0% n/c 1 SEC ↗
3 Osaic Holdings, Inc. 145.95K $15.01M 0.0% n/c 1 SEC ↗
4 Osaic Holdings, Inc. 145.95K $15.01M 0.0% n/c 1 SEC ↗
5 Manufacturers Life Insurance… 133.75K $13.75M 0.0% n/c 1 SEC ↗
6 Envestnet Asset Management Inc 89.28K $9.18M 0.0% n/c 1 SEC ↗
7 Ameriprise Financial Inc 43.94K $4.52M 0.0% n/c 1 SEC ↗
8 Cetera Investment Advisers 36.45K $3.75M 0.0% n/c 1 SEC ↗
9 LPL Financial LLC 34.17K $3.51M 0.0% n/c 1 SEC ↗
10 Stifel Financial Corp 9.04K $928,992 0.0% n/c 1 SEC ↗
11 Stifel Financial Corp 9.04K $928,992 0.0% n/c 1 SEC ↗
12 Morgan Stanley 8.42K +0.2% $865,965 0.0% ▲ Add 2 SEC ↗
13 Morgan Stanley 8.42K +0.2% $865,965 0.0% ▲ Add 2 SEC ↗
14 Royal Bank Of Canada 6.85K $705,000 0.0% n/c 1 SEC ↗
15 Royal Bank Of Canada 6.85K $705,000 0.0% n/c 1 SEC ↗
16 Jane Street Group, Llc 6.56K $674,742 0.0% n/c 1 SEC ↗
17 Commonwealth Equity Services, Llc 2.63K $270,880 0.0% n/c 1 SEC ↗
18 Rockefeller Capital Management L.P. 2.55K $262,046 0.0% n/c 1 SEC ↗
19 Mml Investors Services, Llc 2.19K $225,188 0.0% n/c 1 SEC ↗
20 Citadel Advisors 2.05K New $211,172 0.0% New 1 SEC ↗
21 UBS Group AG 1.23K $126,559 0.0% n/c 1 SEC ↗
22 Cwm, Llc 304 $31,000 0.0% n/c 1 SEC ↗
23 Jones Financial Companies Lllp 70 $7,197 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 $211,172 0.0%

Exited

No tracked exits this quarter.

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.

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: Q4 2025 · Methodology · Get this via the API