DDIV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow -6.4% ·
net new positions -15.4%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 173.80K | +7.6% | $7.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 153.83K | -0.5% | $6.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 45.02K | -0.3% | $2.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 36.20K | -17.8% | $1.63M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 36.02K | +19.6% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 19.73K | -3.5% | $889,618 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Citadel Advisors ✦ | 13.15K | -47.5% | $592,747 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 11.99K | -66.5% | $540,741 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 7.26K | +46.4% | $327,169 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 5.41K | -26.3% | $244,054 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 2.54K | +0.2% | $114,530 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 190 | +0.5% | $8,572 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 1 | -99.9% | $65 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| HighTower Advisors, LLC | $354,609 | was 0.0% |
| Commonwealth Equity Services… | $291,378 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 41 holders, 1.10M shares, $44.20M 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.