DFNL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +22.4% ·
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | -2 | 2.58M | $127.47M | — | −2 |
| Q1 2026 | 25 | +6 | 2.64M | $118.17M | +6 | — |
| Q4 2025 | 19 | +2 | 2.15M | $104.07M | +2 | — |
| Q3 2025 | 1 | -1 | 947.90K | $42.86M | — | −1 |
| Q2 2025 | 1 | 0 | 11.20K | $480,885 | — | — |
| Q1 2025 | 1 | +1 | 23.52K | $923,905 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 851.70K | -14.7% | $38.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 415.57K | +4.7% | $18.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 209.53K | +5.2% | $9.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 209.53K | +5.2% | $9.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 141.85K | New | $6.36M | 0.0% | New | 1 | SEC ↗ |
| 6 | Truist Financial Corp | 138.95K | New | $6.23M | 0.0% | New | 1 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 130.86K | +43.9% | $5.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 126.97K | +145.1% | $5.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 126.87K | -1.5% | $5.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 115.50K | New | $5.18M | 0.0% | New | 1 | SEC ↗ |
| 11 | UBS Group AG | 97.94K | +7.7% | $4.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 82.95K | -3.0% | $3.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 82.95K | -3.0% | $3.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 82.95K | -3.0% | $3.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 70.60K | +319.7% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 28.69K | +3.3% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 28.69K | +3.3% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 23.65K | New | $1.06M | 0.0% | New | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 23.18K | +75.8% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 15.37K | -32.5% | $689,190 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 13.88K | +37.8% | $622,644 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 13.88K | +37.8% | $622,644 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Captrust Financial Advisors | 8.07K | 0.0% | $362,083 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 7.72K | -12.5% | $346,030 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | UBS AM, a distinct business unit of… | 2.55K | New | $114,252 | 0.0% | New | 1 | SEC ↗ |
| 26 | Cwm, Llc | 1.77K | +1.7% | $79,367 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 866 | New | $38,831 | 0.0% | New | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 349 | 0.0% | $15,649 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 37 | 0.0% | $1,659 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 0 | -100.0% | $16 | 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
| Envestnet Asset Management Inc | $6.36M | 0.0% |
| Truist Financial Corp | $6.23M | 0.0% |
| Jane Street Group, Llc | $5.18M | 0.0% |
| Susquehanna International… | $1.06M | 0.0% |
| UBS AM, a distinct business… | $114,252 | 0.0% |
| Fifth Third Bancorp | $38,831 | 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.