DFNM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.4% ·
share flow -0.9% ·
net new positions +3.3%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 3.66M | — | $176.44M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 696.65K | — | $33.56M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 612.17K | — | $29.49M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 478.82K | — | $23.06M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 360.41K | — | $17.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Wealth Enhancement Advisory… | 344.95K | — | $16.65M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Assetmark, Inc | 341.61K | — | $16.46M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 150.05K | — | $7.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Corient Private Wealth LP | 145.48K | — | $7.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | JPMorgan Chase ✦ | 105.04K | -22.6% | $5.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 83.99K | — | $4.05M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 78.27K | — | $3.77M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Truist Financial Corp | 66.50K | — | $3.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Financial Engines Advisors L.L.C. | 48.40K | — | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 40.00K | — | $1.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Mercer Global Advisors Inc /Adv | 36.19K | — | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 34.60K | -56.1% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Sei Investments Co | 32.53K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 26.68K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 16.43K | — | $791,529 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 12.46K | — | $600,322 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 11.59K | — | $559,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Citadel Advisors ✦ | 9.02K | New | $434,686 | 0.0% | New | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 8.79K | 0.0% | $423,318 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Us Bancorp \De\ | 6.27K | — | $301,833 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Creative Planning | 5.92K | — | $285,166 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 2.42K | — | $116,503 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 1.21K | — | $58,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Blair William & Co/Il | 131 | — | $6,310 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | UBS Group AG | 21 | — | $1,012 | 0.0% | n/c | 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 | $434,686 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 272 holders, 36.15M shares, $1.72B 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.