Security record · archived quarter
DDTN
name pending profile ingest
7Tracked holders
0Δ holders
544.82KShares held
$10.24MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -26.8% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 331.15K | -39.5% | $6.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 61.15K | -0.5% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Truist Financial Corp | 61.15K | -0.5% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 58.16K | 0.0% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 24.68K | New | $462,133 | 0.0% | New | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 8.10K | New | $151,632 | 0.0% | New | 1 | SEC ↗ |
| 7 | UBS Group AG | 425 | +80.8% | $7,958 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $462,133 | 0.0% |
| Osaic Holdings, Inc. | $151,632 | 0.0% |
Exited
| Jane Street Group, Llc | $290,867 | was 0.0% |
| Royal Bank Of Canada | $20,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 20 holders, 1.47M shares, $27.50M 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