DFRA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +13.4% ·
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 Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 5 | +1 | 2.53M | $75.93M | +2 | −1 |
| Q1 2026 | 4 | 0 | 2.23M | $67.68M | +1 | −1 |
| Q4 2025 | 4 | 0 | 1.13M | $32.85M | — | — |
| Q3 2025 | 2 | — | 3.72M | $106.99M | — | — |
| Q4 2024 | 1 | +1 | 7.53K | $211,352 | +1 | — |
| Q2 2024 | 1 | — | 17.29K | $521,153 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 2.47M | +12.7% | $74.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 2.47M | +12.7% | $74.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 22.55K | New | $678,516 | 0.0% | New | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 20.59K | +11.6% | $619,515 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 14.53K | New | $437,296 | 0.0% | New | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 633 | 0.0% | $19,070 | 0.0% | Held | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 633 | 0.0% | $19,070 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Osaic Holdings, Inc. | $678,516 | 0.0% |
| Citadel Advisors | $437,296 | 0.0% |
Exited
| Jane Street Group, Llc | $599,782 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 18 holders, 4.86M shares, $151.72M 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.