Security record · archived quarter
DEHP
name pending profile ingest
15Tracked holders
0Δ holders
515.63KShares held
$16.63MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -16.3% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 152.08K | n/a | $4.90M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 96.46K | n/a | $3.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | JPMorgan Chase ✦ | 59.80K | -51.5% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 52.88K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 35.48K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 35.46K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 30.43K | n/a | $981,303 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 14.06K | n/a | $453,564 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 12.58K | -74.7% | $405,576 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Truist Financial Corp | 12.26K | n/a | $395,255 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Citigroup Inc | 8.15K | n/a | $262,741 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 5.56K | n/a | $179,000 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 256 | n/a | $8,256 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 179 | n/a | $5,773 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 1 | -94.7% | $40 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 118 holders, 6.70M shares, $211.92M 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 ·
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