DFNL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.8% ·
share flow +3.2% ·
net new positions +10.5%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 998.16K | +5.3% | $48.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 396.82K | n/a | $19.18M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 199.24K | n/a | $9.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | HighTower Advisors, LLC | 128.85K | n/a | $6.23M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 90.97K | n/a | $4.40M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 90.97K | n/a | $4.40M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 85.51K | n/a | $4.13M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 51.81K | n/a | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 27.77K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Stifel Financial Corp | 22.78K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 16.82K | New | $812,959 | 0.0% | New | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 13.19K | n/a | $637,420 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 10.08K | n/a | $487,210 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 8.82K | n/a | $426,174 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Captrust Financial Advisors | 8.07K | n/a | $390,265 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cwm, Llc | 1.74K | n/a | $84,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 1.38K | n/a | $66,603 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 349 | n/a | $16,867 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 37 | New | $1,788 | 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
| Citadel Advisors | $812,959 | 0.0% |
| Fidelity (FMR) | $1,788 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 61 holders, 6.99M shares, $248.55M 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.