DFAW
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +16.7% ·
share flow -4.1% ·
net new positions +9.5%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 209.49K | +19.9% | $17.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Brown Advisory Inc | 112.15K | New | $9.28M | 0.0% | New | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 106.19K | +301.1% | $8.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Mercer Global Advisors Inc /Adv | 89.47K | +43.8% | $7.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 78.15K | +10.6% | $6.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 66.22K | +11.3% | $5.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 61.66K | -1.2% | $5.10M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 8 | Focus Partners Wealth | 35.44K | -86.7% | $2.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Jane Street Group, Llc | 31.55K | -41.9% | $2.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of Montreal /Can/ | 23.31K | +3.2% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 8.23K | -3.2% | $681,203 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Corient Private Wealth LP | 7.38K | +17.5% | $610,684 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Creative Planning | 5.40K | -9.4% | $447,244 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 3.82K | New | $316,423 | 0.0% | New | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 3.50K | New | $291,168 | 0.0% | New | 1 | SEC ↗ |
| 16 | Truist Financial Corp | 3.12K | New | $257,974 | 0.0% | New | 1 | SEC ↗ ×2 |
| 17 | Osaic Holdings, Inc. | 2.35K | +14.1% | $194,770 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | National Bank Of Canada /Fi/ | 581 | 0.0% | $47,834 | 0.0% | Held | 3 | SEC ↗ |
| 19 | UBS Group AG | 171 | +17.9% | $14,157 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 132 | +1.5% | $10,909 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Assetmark, Inc | 123 | New | $10,211 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Brown Advisory Inc | $9.28M | 0.0% |
| Bank Of America Corp /De/ | $316,423 | 0.0% |
| Wealth Enhancement Advisory… | $291,168 | 0.0% |
| Truist Financial Corp | $257,974 | 0.0% |
| Assetmark, Inc | $10,211 | 0.0% |
Exited
| HighTower Advisors, LLC | $3.21M | was 0.0% |
| Gotham Asset Management | $2.07M | was 0.0% |
| Morgan Stanley | $49,137 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 200 holders, 8.43M shares, $613.67M 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.