Security record · archived quarter
DFGR
name pending profile ingest
37Tracked holders
0Δ holders
9.84MShares held
$259.92MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | +3 | 8.43M | $244.50M | +3 | — |
| Q1 2026 | 36 | -1 | 9.49M | $252.30M | +3 | −4 |
| Q4 2025 | 37 | 0 | 9.84M | $259.92M | — | — |
| Q3 2025 | 7 | 0 | 468.98K | $12.81M | — | — |
| Q2 2025 | 5 | +1 | 122.71K | $3.29M | +1 | — |
| Q1 2025 | 2 | 0 | 37.39K | $981,752 | — | — |
| Q4 2024 | 2 | +1 | 32.55K | $831,246 | +1 | — |
| Q3 2024 | 1 | -1 | 7.13K | $205,858 | — | −1 |
| Q2 2024 | 2 | — | 108.50K | $2.71M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 4.01M | — | $105.84M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Corient Private Wealth LP | 1.37M | — | $36.09M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Corient Private Wealth LP | 1.37M | — | $36.09M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Corient Private Wealth LP | 1.37M | — | $36.09M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 1.17M | — | $30.83M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cwm, Llc | 580.77K | — | $15.34M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 418.76K | — | $11.06M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 325.10K | +475.0% | $8.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 283.19K | — | $7.54M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 270.70K | — | $7.15M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Financial Engines Advisors L.L.C. | 262.59K | — | $6.94M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 202.53K | — | $5.35M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 161.25K | -55.9% | $4.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 161.25K | -55.9% | $4.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 161.25K | -55.9% | $4.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 153.72K | — | $4.06M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 153.72K | — | $4.06M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 113.22K | — | $2.99M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 92.75K | — | $2.45M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Creative Planning | 67.36K | — | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 66.17K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 66.17K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Captrust Financial Advisors | 49.45K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 41.40K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Stifel Financial Corp | 41.40K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 33.95K | +36.8% | $896,986 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Mariner, LLC | 30.83K | — | $814,608 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | D. E. Shaw & Co. ✦ | 26.97K | +88.2% | $712,495 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 29 | Truist Financial Corp | 23.73K | — | $626,887 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Truist Financial Corp | 23.73K | — | $626,887 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 18.07K | +205.8% | $477,494 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 18.07K | +205.8% | $477,494 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Cetera Investment Advisers | 14.16K | — | $374,092 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 12.90K | — | $340,717 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 11.16K | — | $294,953 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Citigroup Inc | 10.82K | — | $285,891 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Brown Advisory Inc | 10.44K | — | $275,798 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 4.18K | — | $110,403 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 4.18K | — | $110,403 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 4.05K | — | $107,080 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 2.73K | — | $72,219 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | National Bank Of Canada /Fi/ | 2.73K | — | $72,219 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Fifth Third Bancorp | 1.75K | — | $46,314 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 1.22K | -8.0% | $32,139 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Royal Bank Of Canada | 503 | — | $13,000 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Jones Financial Companies Lllp | 378 | — | $9,987 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | UBS Group AG | 282 | — | $7,450 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | BlackRock ✦ (passive) | 43 | 0.0% | $1,136 | 0.0% | Held | 3 | 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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 312 holders, 99.85M shares, $2.64B 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: Q4 2025 ·
Methodology ·
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