DFSB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow +22.6% ·
net new positions +12.5%
— 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 | 16 | +2 | 1.79M | $93.29M | +2 | — |
| Q1 2026 | 15 | 0 | 1.46M | $75.62M | +1 | −1 |
| Q4 2025 | 15 | -1 | 1.48M | $76.91M | — | −1 |
| Q3 2025 | 2 | — | 41.58K | $2.21M | — | — |
| Q4 2024 | 1 | +1 | 61.80K | $3.15M | +1 | — |
| Q2 2024 | 1 | — | 13.12K | $670,688 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 1.01M | +19.6% | $52.46M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Sei Investments Co | 285.53K | +9.3% | $14.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Corient Private Wealth LP | 135.84K | +8.2% | $7.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wealth Enhancement Advisory… | 101.69K | +7.4% | $5.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 90.07K | New | $4.69M | 0.0% | New | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 49.83K | +2.8% | $2.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 31.00K | +55.9% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 31.00K | +55.9% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 31.00K | +55.9% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Jane Street Group, Llc | 27.69K | +129.1% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 20.48K | +0.6% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 19.42K | +0.1% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Creative Planning | 8.12K | +35.5% | $423,056 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 5.70K | 0.0% | $297,000 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 5.18K | +6.3% | $270,109 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of Montreal /Can/ | 3.03K | +132.3% | $157,945 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Assetmark, Inc | 598 | New | $31,183 | 0.0% | New | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 172 | +6.8% | $8,989 | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $4.69M | 0.0% |
| Assetmark, Inc | $31,183 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 117 holders, 9.60M shares, $490.55M 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.