DFEV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.7% ·
share flow -3.5% ·
net new positions -7.1%
— 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 | Jones Financial Companies Lllp | 1.62M | — | $54.76M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 939.62K | — | $31.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | HighTower Advisors, LLC | 932.68K | — | $31.47M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 831.37K | -0.8% | $28.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Truist Financial Corp | 252.38K | — | $8.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Corient Private Wealth LP | 208.94K | — | $7.05M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Royal Bank Of Canada | 154.13K | — | $5.20M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 144.24K | — | $4.87M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Creative Planning | 130.53K | — | $4.40M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 84.65K | — | $2.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Mml Investors Services, Llc | 84.35K | — | $2.85M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 66.56K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Commonwealth Equity Services, Llc | 62.75K | — | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 58.15K | -51.3% | $1.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 56.96K | — | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of Montreal /Can/ | 39.91K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | LPL Financial LLC | 37.23K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cwm, Llc | 32.10K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Citigroup Inc | 16.63K | — | $561,130 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Focus Partners Wealth | 15.16K | — | $511,425 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 9.26K | — | $312,424 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mariner, LLC | 7.88K | — | $266,016 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 7.28K | -6.3% | $245,560 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Cerity Partners LLC | 6.18K | — | $208,378 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 3.95K | — | $133,324 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Northwestern Mutual Wealth… | 1.40K | — | $47,270 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Russell Investments Group, Ltd. | 430 | — | $14,508 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 395 | — | $13,317 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“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 | $3.48M | was 0.0% |
| Goldman Sachs Group | $962,345 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 264 holders, 31.28M shares, $1.05B 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.