DFEB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.7% ·
share flow -1.2% ·
net new positions -3.8%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 197.34K | n/a | $9.42M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 166.28K | n/a | $7.94M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 157.68K | n/a | $7.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 139.23K | n/a | $6.64M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cwm, Llc | 127.88K | n/a | $6.10M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 110.76K | n/a | $5.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 65.44K | n/a | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mariner, LLC | 44.38K | n/a | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 35.95K | n/a | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Truist Financial Corp | 34.36K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 24.10K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | IMC-Chicago, LLC | 16.71K | n/a | $797,667 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Captrust Financial Advisors | 14.20K | n/a | $677,647 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | First Trust Advisors Lp | 12.28K | n/a | $586,116 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 9.82K | -10.7% | $468,722 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 8.47K | n/a | $404,202 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 7.17K | n/a | $341,925 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Barclays Plc | 4.20K | n/a | $200,192 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 3.72K | 0.0% | $177,572 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 3.41K | n/a | $162,540 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 925 | n/a | $44,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | National Bank Of Canada /Fi/ | 850 | n/a | $40,564 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 258 | n/a | $12,342 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 125 | n/a | $5,965 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 100 | n/a | $4,772 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Assetmark, Inc | 10 | n/a | $477 | 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
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $605,347 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 141 holders, 4.13M shares, $183.15M 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.