Security record · archived quarter
DFEV
name pending profile ingest
35Tracked holders
+7Δ holders
6.99MShares held
$248.34MReported value
+7New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +20.4% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | +6 | 8.64M | $366.17M | +7 | −1 |
| Q1 2026 | 35 | +7 | 6.99M | $248.34M | +7 | — |
| Q4 2025 | 28 | -2 | 5.81M | $195.96M | — | −2 |
| Q3 2025 | 5 | +1 | 1.10M | $35.22M | +1 | — |
| Q2 2025 | 1 | -1 | 847.23K | $25.41M | — | −1 |
| Q1 2025 | 1 | 0 | 586.22K | $15.86M | — | — |
| Q4 2024 | 1 | +1 | 15.20K | $398,497 | +1 | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 2.06M | +26.6% | $71.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 2.06M | +26.6% | $71.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 987.81K | +5.1% | $35.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 987.81K | +5.1% | $35.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 954.52K | +2.3% | $34.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 734.09K | -11.7% | $26.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 734.09K | -11.7% | $26.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 500.00K | New | $17.89M | 0.0% | New | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 305.50K | +98.2% | $10.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 167.09K | +15.8% | $5.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Creative Planning | 139.94K | +7.2% | $5.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 137.31K | +62.2% | $4.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 137.31K | +62.2% | $4.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 137.31K | +62.2% | $4.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 133.79K | New | $4.79M | 0.0% | New | 1 | SEC ↗ |
| 16 | Truist Financial Corp | 121.56K | -51.8% | $4.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 121.56K | -51.8% | $4.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 112.01K | +96.7% | $4.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Corient Private Wealth LP | 112.14K | -46.3% | $4.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 76.72K | -9.1% | $2.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 65.72K | +4.7% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 57.19K | -1.7% | $1.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 57.19K | -1.7% | $1.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | UBS AM, a distinct business unit of… | 52.92K | New | $1.89M | 0.0% | New | 1 | SEC ↗ |
| 25 | Cwm, Llc | 50.89K | +58.5% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | LPL Financial LLC | 40.81K | +9.6% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 33.59K | -15.8% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 32.27K | -51.5% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 32.27K | -51.5% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 32.27K | -51.5% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Citigroup Inc | 20.50K | +23.3% | $733,597 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | UBS Group AG | 20.21K | New | $723,006 | 0.0% | New | 1 | SEC ↗ |
| 33 | Cerity Partners LLC | 19.88K | +221.9% | $711,234 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Focus Partners Wealth | 16.06K | +5.9% | $574,549 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Mariner, LLC | 10.98K | +39.2% | $392,803 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Cetera Investment Advisers | 9.12K | -1.5% | $326,499 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 7.85K | +7.8% | $280,805 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 7.85K | +7.8% | $280,805 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 6.65K | New | $238,063 | 0.0% | New | 1 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 5.82K | +315.6% | $208,362 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 1.47K | +272.1% | $52,596 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 1.47K | +272.1% | $52,596 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Fifth Third Bancorp | 1.46K | New | $52,382 | 0.0% | New | 1 | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 506 | -87.2% | $18,121 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 278 | -35.4% | $9,947 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Assetmark, Inc | 188 | New | $6,727 | 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
| Goldman Sachs Group | $17.89M | 0.0% |
| Mercer Global Advisors Inc… | $4.79M | 0.0% |
| UBS AM, a distinct business… | $1.89M | 0.0% |
| UBS Group AG | $723,006 | 0.0% |
| AQR Capital Management | $238,063 | 0.0% |
| Fifth Third Bancorp | $52,382 | 0.0% |
| Assetmark, Inc | $6,727 | 0.0% |
Exited
| No tracked exits this quarter. |
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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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