DFCA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +16.7% ·
share flow -0.2% ·
net new positions +14.3%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 38.48K | $1.83M | n/a | n/a |
| Q2 2026 | 11 | -2 | 7.87M | $395.04M | n/a | −3 |
| Q1 2026 | 15 | +1 | 8.33M | $415.38M | +2 | −1 |
| Q4 2025 | 14 | +2 | 7.43M | $371.90M | +2 | n/a |
| Q3 2025 | 1 | n/a | 43.56K | $2.17M | n/a | n/a |
| Q1 2025 | 1 | 0 | 4.23K | $210,006 | n/a | n/a |
| Q4 2024 | 1 | +1 | 6.21K | $310,760 | +1 | n/a |
| Q2 2024 | 1 | n/a | 4.99K | $249,849 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 6.14M | n/a | $307.42M | 0.5% | n/c | 1 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 1.01M | n/a | $50.82M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Wealth Enhancement Advisory… | 84.56K | n/a | $4.24M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 41.40K | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 33.67K | n/a | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 21.59K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 21.24K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mariner, LLC | 19.43K | n/a | $973,208 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 13.20K | n/a | $660,808 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 12.12K | -72.2% | $607,222 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Corient Private Wealth LP | 10.41K | n/a | $521,530 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Citadel Advisors ✦ | 9.62K | New | $481,721 | 0.0% | New | 1 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 5.02K | New | $251,252 | 0.0% | New | 1 | SEC ↗ |
| 14 | Cwm, Llc | 403 | n/a | $20,000 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $481,721 | 0.0% |
| Goldman Sachs Group | $251,252 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 73 holders, 10.42M shares, $513.53M 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.