DEHP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 167.54K | +10.2% | $5.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Mercer Global Advisors Inc /Adv | 106.98K | New | $3.61M | 0.0% | New | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 90.50K | +71.1% | $3.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 61.01K | +72.0% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 57.58K | -40.3% | $1.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | UBS AM, a distinct business unit of… | 56.22K | New | $1.90M | 0.0% | New | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 58.28K | -2.5% | $1.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Jane Street Group, Llc | 53.87K | New | $1.82M | 0.0% | New | 1 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 50.00K | New | $1.69M | 0.0% | New | 1 | SEC ↗ |
| 10 | UBS Group AG | 36.67K | +160.8% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 36.19K | +2.0% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mariner, LLC | 32.30K | New | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 16.40K | -46.1% | $554,291 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cerity Partners LLC | 15.91K | New | $537,666 | 0.0% | New | 1 | SEC ↗ |
| 15 | Truist Financial Corp | 11.38K | -7.2% | $384,374 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Citigroup Inc | 10.82K | +32.8% | $365,675 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Creative Planning | 10.79K | New | $364,721 | 0.0% | New | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 7.34K | +32.1% | $248,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 1.16K | +549.2% | $39,264 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Fifth Third Bancorp | 117 | New | $3,953 | 0.0% | New | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 71 | +7000.0% | $2,399 | 0.0% | ▲ Add | 3 | 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… | $3.61M | 0.0% |
| UBS AM, a distinct business… | $1.90M | 0.0% |
| Jane Street Group, Llc | $1.82M | 0.0% |
| Goldman Sachs Group | $1.69M | 0.0% |
| Mariner, LLC | $1.09M | 0.0% |
| Cerity Partners LLC | $537,666 | 0.0% |
| Creative Planning | $364,721 | 0.0% |
| Fifth Third Bancorp | $3,953 | 0.0% |
Exited
| Citadel Advisors | $405,576 | was 0.0% |
| Wells Fargo & Company/Mn | $8,256 | was 0.0% |
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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.