DEHP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +9.5% ·
share flow +30.0% ·
net new positions +8.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | +2 | 1.25M | $53.31M | +3 | −1 |
| Q1 2026 | 21 | +6 | 881.13K | $29.70M | +8 | −2 |
| Q4 2025 | 15 | 0 | 515.63K | $16.63M | — | — |
| Q3 2025 | 3 | +1 | 173.06K | $5.29M | +1 | — |
| Q1 2025 | 1 | +1 | 36.72K | $926,129 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 198.25K | +85.3% | $8.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 182.69K | +9.0% | $7.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Jane Street Group, Llc | 140.84K | +161.4% | $6.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mariner, LLC | 133.41K | +313.1% | $5.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 99.61K | +73.0% | $4.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 99.61K | +73.0% | $4.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 99.61K | +73.0% | $4.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 87.13K | -3.7% | $3.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 61.01K | 0.0% | $2.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 57.33K | -1.6% | $2.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 57.33K | -1.6% | $2.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | UBS AM, a distinct business unit of… | 56.22K | 0.0% | $2.40M | 0.0% | Held | 2 | SEC ↗ |
| 13 | UBS Group AG | 41.17K | +12.3% | $1.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 41.17K | +12.3% | $1.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 39.42K | -21.2% | $1.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 33.10K | -8.5% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Citigroup Inc | 17.76K | +64.1% | $759,740 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 17.66K | +140.4% | $755,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 17.31K | +5.5% | $740,263 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Cerity Partners LLC | 16.43K | +3.3% | $702,754 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 12.23K | New | $523,034 | 0.0% | New | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 12.05K | +5.9% | $515,375 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Creative Planning | 11.02K | +2.1% | $471,289 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Nuveen, LLC | 6.73K | New | $287,928 | 0.0% | New | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 5.61K | New | $239,900 | 0.0% | New | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 132 | -88.6% | $5,646 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 100 | -14.5% | $4,277 | 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
| Wells Fargo & Company/Mn | $523,034 | 0.0% |
| Nuveen, LLC | $287,928 | 0.0% |
| Mml Investors Services, Llc | $239,900 | 0.0% |
Exited
| Morgan Stanley | $2,399 | 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.