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Security record · archived quarter

DFNS

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
15Tracked holders
-1Δ holders
2.14MShares held
$1.53MReported value
+3New positions
−4Exits
Strongly Rising 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -6.2% · share flow +30.0% · net new positions -6.7%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 11 -4 5.03M $859,714 −4
Q1 2026 15 -1 2.14M $1.53M +3 −4
Q4 2025 16 +2 1.30M $5.23M +2
Q3 2025 5 0 519.94K $3.64M
Q2 2025 4 0 101.49K $1.11M
Q1 2025 2 +1 40.44K $480,807 +1
Q4 2024 1 +1 11.64K $426,728 +1
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Vanguard Capital Management Llc 647.03K $463,921 0.0% n/c 1 SEC ↗
2 BlackRock (passive) 533.26K +85.5% $382,510 0.0% ▲ Add 4 SEC ↗
3 BlackRock (passive) 533.26K +85.5% $382,510 0.0% ▲ Add 4 SEC ↗
4 BlackRock (passive) 533.26K +85.5% $382,510 0.0% ▲ Add 4 SEC ↗
5 UBS Group AG 479.28K +217.3% $343,642 0.0% ▲ Add 2 SEC ↗
6 UBS Group AG 479.28K +217.3% $343,642 0.0% ▲ Add 2 SEC ↗
7 Geode Capital Management (passive) 253.66K +103.4% $181,993 0.0% ▲ Add 6 SEC ↗
8 Geode Capital Management (passive) 253.66K +103.4% $181,993 0.0% ▲ Add 6 SEC ↗
9 Northern Trust Corp 47.92K 0.0% $34,370 0.0% Held 2 SEC ↗
10 State Street Global Advisors (passive) 43.26K +142.2% $31,033 0.0% ▲ Add 5 SEC ↗
11 Jane Street Group, Llc 31.32K New $22,468 0.0% New 1 SEC ↗
12 LPL Financial LLC 31.05K +4.0% $22,274 0.0% ▲ Add 2 SEC ↗
13 HighTower Advisors, LLC 21.36K -3.1% $15,325 0.0% ▼ Trim 2 SEC ↗
14 Squarepoint Ops LLC 18.95K New $13,593 0.0% New 1 SEC ↗
15 T. Rowe Price 13.90K 0.0% $10,000 0.0% Held 2 SEC ↗
16 Citadel Advisors 10.07K New $7,226 0.0% New 1 SEC ↗
17 Osaic Holdings, Inc. 3.21K 0.0% $2,307 0.0% Held 2 SEC ↗
18 Morgan Stanley 700 -76.2% $502 0.0% ▼ Trim 3 SEC ↗
19 National Bank Of Canada /Fi/ 40 0.0% $29 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Jane Street Group, Llc $22,468 0.0%
Squarepoint Ops LLC $13,593 0.0%
Citadel Advisors $7,226 0.0%

Exited

Millennium Management $60,277 was 0.0%
Citigroup Inc $24,398 was 0.0%
Northwestern Mutual Wealth… $20 was 0.0%
Bank Of America Corp /De/ $16 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 30 holders, 2.42M shares, $1.86M 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 · Get this via the API