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Security record · archived quarter

DCOR

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024
30Tracked holders
+3Δ holders
1.40MShares held
$101.18MReported value
+5New positions
−2Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +11.1% · share flow +16.2% · net new positions +10.0%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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 35 +6 1.92M $157.80M +8 −2
Q1 2026 30 +3 1.40M $101.18M +5 −2
Q4 2025 27 +1 1.21M $88.99M +1
Q3 2025 3 0 23.32K $1.68M
Q2 2025 1 +1 5.06K $338,528 +1
Q4 2024 1 +1 10.16K $651,994 +1
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 295.38K +59.4% $21.29M 0.0% ▲ Add 2 SEC ↗
2 Mariner, LLC 237.40K +30.5% $17.11M 0.0% ▲ Add 2 SEC ↗
3 Mariner, LLC 237.40K +30.5% $17.11M 0.0% ▲ Add 2 SEC ↗
4 Commonwealth Equity Services, Llc 205.47K +7.0% $14.81M 0.0% ▲ Add 2 SEC ↗
5 Osaic Holdings, Inc. 191.19K -28.9% $13.78M 0.0% ▼ Trim 2 SEC ↗
6 Osaic Holdings, Inc. 191.19K -28.9% $13.78M 0.0% ▼ Trim 2 SEC ↗
7 Cerity Partners LLC 71.58K +1.3% $5.16M 0.0% ▲ Add 2 SEC ↗
8 Raymond James Financial Inc 71.22K +18.7% $5.13M 0.0% ▲ Add 2 SEC ↗
9 LPL Financial LLC 69.74K +33.6% $5.03M 0.0% ▲ Add 2 SEC ↗
10 Focus Partners Wealth 59.70K +37.9% $4.30M 0.0% ▲ Add 2 SEC ↗
11 Truist Financial Corp 46.21K +4.9% $3.33M 0.0% ▲ Add 2 SEC ↗
12 AQR Capital Management 35.67K +51.0% $2.57M 0.0% ▲ Add 2 SEC ↗
13 Mercer Global Advisors Inc /Adv 24.53K New $1.77M 0.0% New 1 SEC ↗
14 Northern Trust Corp 18.69K +345.1% $1.35M 0.0% ▲ Add 2 SEC ↗
15 JPMorgan Chase 14.52K +106.7% $1.02M 0.0% ▲ Add 3 SEC ↗
16 JPMorgan Chase 14.52K +106.7% $1.02M 0.0% ▲ Add 3 SEC ↗
17 Financial Engines Advisors L.L.C. 14.09K -26.1% $1.02M 0.0% ▼ Trim 2 SEC ↗
18 Cwm, Llc 10.73K +0.1% $773,426 0.0% ▲ Add 2 SEC ↗
19 Mml Investors Services, Llc 8.61K -20.9% $620,499 0.0% ▼ Trim 2 SEC ↗
20 Susquehanna International Group, Llp 6.25K New $450,644 0.0% New 1 SEC ↗
21 Cetera Investment Advisers 5.92K -34.8% $426,901 0.0% ▼ Trim 2 SEC ↗
22 Wealth Enhancement Advisory… 5.26K 0.0% $382,344 0.0% Held 2 SEC ↗
23 Creative Planning 3.70K New $266,624 0.0% New 1 SEC ↗
24 Bank Of Montreal /Can/ 1.75K 0.0% $126,068 0.0% Held 2 SEC ↗
25 Assetmark, Inc 1.29K 0.0% $92,767 0.0% Held 2 SEC ↗
26 Fifth Third Bancorp 1.25K +2729.6% $89,740 0.0% ▲ Add 2 SEC ↗
27 Royal Bank Of Canada 1.06K New $77,000 0.0% New 1 SEC ↗
28 Wells Fargo & Company/Mn 1.07K +106700.0% $76,945 0.0% ▲ Add 2 SEC ↗
29 Wells Fargo & Company/Mn 1.07K +106700.0% $76,945 0.0% ▲ Add 2 SEC ↗
30 Qube Research & Technologies Ltd 653 -33.2% $47,068 0.0% ▼ Trim 2 SEC ↗
31 National Bank Of Canada /Fi/ 613 -33.4% $44,185 0.0% ▼ Trim 2 SEC ↗
32 Morgan Stanley 413 -53.1% $29,769 0.0% ▼ Trim 3 SEC ↗
33 UBS AM, a distinct business unit of… 118 New $8,505 0.0% New 1 SEC ↗
34 UBS Group AG 62 -96.2% $4,469 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

Mercer Global Advisors Inc… $1.77M 0.0%
Susquehanna International… $450,644 0.0%
Creative Planning $266,624 0.0%
Royal Bank Of Canada $77,000 0.0%
UBS AM, a distinct business… $8,505 0.0%

Exited

Citadel Advisors $889,671 was 0.0%
Northwestern Mutual Wealth… $60,745 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 213 holders, 23.57M shares, $1.59B 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 · Get this via the API