DFGX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +21.1% ·
share flow +11.9% ·
net new positions +17.4%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | +4 | 2.40M | $128.54M | +6 | −2 |
| Q1 2026 | 20 | +1 | 2.15M | $112.58M | +3 | −2 |
| Q4 2025 | 19 | 0 | 1.89M | $99.41M | +1 | −1 |
| Q3 2025 | 2 | 0 | 25.39K | $1.37M | — | — |
| Q2 2025 | 1 | 0 | 8.89K | $474,210 | — | — |
| Q1 2025 | 1 | 0 | 61.87K | $3.23M | — | — |
| Q4 2024 | 1 | 0 | 85.10K | $4.45M | — | — |
| Q3 2024 | 1 | +1 | 33.58K | $1.82M | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 594.30K | +27.7% | $31.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 468.56K | +0.5% | $25.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 334.13K | +7.6% | $17.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Assetmark, Inc | 279.07K | +5.7% | $14.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Mariner, LLC | 99.87K | +4.0% | $5.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Mariner, LLC | 99.87K | +4.0% | $5.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 90.51K | +6.2% | $4.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 90.51K | +6.2% | $4.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Truist Financial Corp | 80.88K | +52.1% | $4.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 72.17K | +7.6% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS AM, a distinct business unit of… | 70.14K | 0.0% | $3.76M | 0.0% | Held | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 69.35K | +44.9% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 66.14K | +37.5% | $3.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 66.14K | +37.5% | $3.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Cerity Partners LLC | 53.19K | +3.1% | $2.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | LPL Financial LLC | 52.96K | +18.2% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Citigroup Inc | 40.83K | +261.3% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 5.61K | New | $299,008 | 0.0% | New | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 5.56K | +10.0% | $298,115 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Corient Private Wealth LP | 4.85K | New | $260,142 | 0.0% | New | 1 | SEC ↗ |
| 21 | Hrt Financial Lp | 4.62K | New | $247,000 | 0.0% | New | 1 | SEC ↗ |
| 22 | UBS Group AG | 3.18K | +128.8% | $170,325 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS Group AG | 3.18K | +128.8% | $170,325 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 1.90K | New | $102,044 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fifth Third Bancorp | 289 | New | $15,489 | 0.0% | New | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 286 | 0.0% | $15,328 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 4 | New | $214 | 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
| Wealth Enhancement Advisory… | $299,008 | 0.0% |
| Corient Private Wealth LP | $260,142 | 0.0% |
| Hrt Financial Lp | $247,000 | 0.0% |
| Wells Fargo & Company/Mn | $102,044 | 0.0% |
| Fifth Third Bancorp | $15,489 | 0.0% |
| Rockefeller Capital… | $214 | 0.0% |
Exited
| Jane Street Group, Llc | $2.12M | was 0.0% |
| Citadel Advisors | $800,185 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 162 holders, 20.70M shares, $1.07B 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.