Security record · archived quarter
DFNM
name pending profile ingest
31Tracked holders
+1Δ holders
7.86MShares held
$376.75MReported value
+5New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +3.3% ·
share flow +5.9% ·
net new positions +3.2%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 185.05K | $8.53M | n/a | −1 |
| Q2 2026 | 31 | +2 | 8.60M | $415.65M | +4 | −3 |
| Q1 2026 | 31 | +1 | 7.86M | $376.75M | +5 | −4 |
| Q4 2025 | 30 | +1 | 7.42M | $357.43M | +1 | n/a |
| Q3 2025 | 3 | n/a | 223.43K | $10.72M | n/a | n/a |
| Q1 2025 | 1 | 0 | 5.79K | $275,228 | n/a | n/a |
| Q4 2024 | 1 | 0 | 5.82K | $278,201 | n/a | n/a |
| Q3 2024 | 1 | +1 | 5.86K | $284,384 | +1 | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 4.22M | +15.3% | $202.35M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 653.39K | +6.7% | $31.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 589.44K | -15.4% | $28.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 518.55K | +8.3% | $24.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 418.52K | +16.1% | $20.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Assetmark, Inc | 332.59K | -2.6% | $15.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 208.37K | -39.6% | $10.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 138.60K | +65.0% | $6.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 135.53K | +29.0% | $6.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mercer Global Advisors Inc /Adv | 88.27K | +143.9% | $4.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Stifel Financial Corp | 82.95K | +6.0% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Corient Private Wealth LP | 81.80K | -43.8% | $3.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 66.95K | +0.7% | $3.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Osaic Holdings, Inc. | 61.78K | -58.8% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Financial Engines Advisors L.L.C. | 48.40K | 0.0% | $2.32M | 0.0% | Held | 2 | SEC ↗ |
| 16 | Sei Investments Co | 35.87K | +10.2% | $1.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 28.96K | +8.5% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 27.47K | -31.3% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Jane Street Group, Llc | 22.77K | +38.6% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 21.35K | New | $1.02M | 0.0% | New | 1 | SEC ↗ |
| 21 | Fifth Third Bancorp | 14.42K | New | $691,294 | 0.0% | New | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 13.26K | +46.9% | $635,408 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 12.61K | +1.2% | $604,280 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 8.73K | -0.6% | $418,573 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 8.21K | +239.5% | $393,655 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 8.08K | -30.3% | $387,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Quantinno Capital Management LP | 5.14K | New | $246,216 | 0.0% | New | 1 | SEC ↗ |
| 28 | Us Bancorp \De\ | 4.57K | -27.1% | $218,848 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cwm, Llc | 1.35K | +11.9% | $64,897 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 98 | New | $4,697 | 0.0% | New | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 0 | New | $5 | 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
| Susquehanna International… | $1.02M | 0.0% |
| Fifth Third Bancorp | $691,294 | 0.0% |
| Quantinno Capital Management… | $246,216 | 0.0% |
| Pnc Financial Services Group… | $4,697 | 0.0% |
| Wells Fargo & Company/Mn | $5 | 0.0% |
Exited
| Goldman Sachs Group | $1.67M | was 0.0% |
| Creative Planning | $285,166 | was 0.0% |
| Blair William & Co/Il | $6,310 | was 0.0% |
| UBS Group AG | $1,012 | was 0.0% |
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.
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: Q1 2026 ·
Methodology ·
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