DFSI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -4.3% ·
share flow +2.4% ·
net new positions -4.5%
· formula
Concentrated accumulation: rising shares among fewer holders
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 | 1.17M | n/a | $50.00M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Corient Private Wealth LP | 184.31K | n/a | $7.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Wealth Enhancement Advisory… | 172.08K | n/a | $7.54M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 131.33K | +80.1% | $5.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Mercer Global Advisors Inc /Adv | 123.28K | n/a | $5.28M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 86.06K | n/a | $3.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Mml Investors Services, Llc | 65.60K | n/a | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 47.68K | n/a | $2.04M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cerity Partners LLC | 43.41K | n/a | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 39.06K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 28.00K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 16.57K | n/a | $710,079 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of Montreal /Can/ | 12.57K | n/a | $538,776 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 9.96K | n/a | $426,716 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Mariner, LLC | 9.56K | n/a | $409,498 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Brown Advisory Inc | 8.26K | n/a | $353,728 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 6.40K | +2077.9% | $274,364 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Stifel Financial Corp | 5.93K | n/a | $254,114 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 2.12K | -49.7% | $90,667 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 1.28K | n/a | $55,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 522 | n/a | $22,365 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 299 | n/a | $12,811 | 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
| No new tracked buyers this quarter. |
Exited
| Goldman Sachs Group | $505,038 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 226 holders, 16.11M shares, $674.64M 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.