Security record · archived quarter
DFGP
name pending profile ingest
26Tracked holders
+4Δ holders
3.48MShares held
$189.68MReported value
+5New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +18.2% ·
share flow +30.0% ·
net new positions +15.4%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | +4 | 3.48M | $189.68M | +5 | −1 |
| Q1 2026 | 23 | +3 | 2.47M | $133.53M | +6 | −3 |
| Q4 2025 | 20 | -3 | 2.37M | $128.09M | — | −3 |
| Q3 2025 | 4 | 0 | 359.73K | $19.99M | — | — |
| Q2 2025 | 1 | 0 | 20.72K | $1.13M | — | — |
| Q1 2025 | 1 | 0 | 33.18K | $1.77M | — | — |
| Q4 2024 | 1 | 0 | 80.41K | $4.25M | — | — |
| Q3 2024 | 1 | +1 | 5.78K | $318,698 | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 712.64K | +4.0% | $38.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 708.69K | +15.3% | $38.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Jones Financial Companies Lllp | 482.69K | New | $26.35M | 0.0% | New | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 436.46K | +9.9% | $23.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS AM, a distinct business unit of… | 184.79K | 0.0% | $10.06M | 0.0% | Held | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 146.51K | +66.1% | $7.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 123.22K | +81.8% | $6.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 123.22K | +81.8% | $6.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Mariner, LLC | 118.14K | -0.9% | $6.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Mariner, LLC | 118.14K | -0.9% | $6.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Citigroup Inc | 102.85K | +83.3% | $5.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 82.72K | +16.2% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 82.72K | +16.2% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 82.72K | +16.2% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 77.96K | +320.8% | $4.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 77.96K | +320.8% | $4.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Jane Street Group, Llc | 65.74K | New | $3.58M | 0.0% | New | 1 | SEC ↗ |
| 18 | Cerity Partners LLC | 48.36K | +2.6% | $2.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 41.62K | New | $2.27M | 0.0% | New | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 40.11K | -22.8% | $2.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 32.64K | +26.2% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 28.93K | +256.0% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 11.15K | +39.1% | $607,392 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Sei Investments Co | 9.58K | +13.0% | $521,560 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Nuveen, LLC | 8.24K | New | $448,588 | 0.0% | New | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 6.93K | +41.2% | $377,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 6.93K | +41.2% | $377,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | National Bank Of Canada /Fi/ | 4.88K | 0.0% | $265,831 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Raymond James Financial Inc | 3.92K | New | $213,630 | 0.0% | New | 1 | SEC ↗ |
| 30 | Raymond James Financial Inc | 3.92K | New | $213,630 | 0.0% | New | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 2.18K | +21.6% | $118,879 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 569 | +7.2% | $30,988 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | UBS Group AG | 150 | -51.3% | $8,169 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jones Financial Companies Lllp | $26.35M | 0.0% |
| Jane Street Group, Llc | $3.58M | 0.0% |
| Goldman Sachs Group | $2.27M | 0.0% |
| Nuveen, LLC | $448,588 | 0.0% |
| Raymond James Financial Inc | $213,630 | 0.0% |
| Raymond James Financial Inc | $213,630 | 0.0% |
Exited
| Fisher Asset Management | $404,925 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 170 holders, 37.17M shares, $1.90B 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: Q2 2026 ·
Methodology ·
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