DFEB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.7% ·
share flow +10.8% ·
net new positions -8.3%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 223.71K | +34.5% | $10.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 173.99K | -11.8% | $8.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 169.77K | +7.7% | $8.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Cwm, Llc | 163.56K | +27.9% | $7.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 154.18K | +10.7% | $7.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 86.72K | -21.7% | $4.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 84.74K | +29.5% | $4.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Mariner, LLC | 42.51K | -4.2% | $2.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 36.56K | +1.7% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 35.86K | +400.5% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Truist Financial Corp | 34.74K | +1.1% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 28.44K | +235.8% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 17.47K | -27.5% | $831,874 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Captrust Financial Advisors | 14.20K | 0.0% | $672,654 | 0.0% | Held | 2 | SEC ↗ |
| 15 | First Trust Advisors Lp | 10.99K | -10.5% | $520,691 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 9.68K | New | $458,447 | 0.0% | New | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 9.28K | -5.5% | $439,783 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 6.42K | New | $304,115 | 0.0% | New | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 3.32K | -10.8% | $157,316 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 2.89K | -15.1% | $136,947 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Barclays Plc | 2.78K | -33.8% | $131,594 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 850 | 0.0% | $40,264 | 0.0% | Held | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 846 | +227.9% | $39,537 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 100 | 0.0% | $4,737 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $458,447 | 0.0% |
| Citadel Advisors | $304,115 | 0.0% |
Exited
| IMC-Chicago, LLC | $797,667 | was 0.0% |
| Royal Bank Of Canada | $44,000 | was 0.0% |
| UBS Group AG | $5,965 | was 0.0% |
| Assetmark, Inc | $477 | 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.