DFVX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow -2.0% ·
net new positions +5.9%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 385.38K | $32.38M | n/a | n/a |
| Q2 2026 | 13 | 0 | 430.15K | $35.68M | +2 | −2 |
| Q1 2026 | 14 | -3 | 406.27K | $30.31M | +1 | −4 |
| Q4 2025 | 17 | +1 | 297.05K | $22.48M | +1 | n/a |
| Q3 2025 | 2 | 0 | 45.38K | $3.30M | n/a | n/a |
| Q2 2025 | 1 | +1 | 23.34K | $1.61M | +1 | n/a |
| Q4 2024 | 1 | +1 | 11.30K | $737,776 | +1 | n/a |
| Q2 2024 | 1 | n/a | 9.31K | $578,555 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 214.00K | n/a | $16.31M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 38.33K | -13.9% | $2.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Susquehanna International Group, Llp | 26.33K | n/a | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 8.06K | n/a | $599,128 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 3.77K | n/a | $280,093 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bnp Paribas Financial Markets | 1.53K | n/a | $113,979 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.50K | n/a | $111,748 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cwm, Llc | 1.08K | n/a | $80,000 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 985 | +12.7% | $73,235 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 500 | n/a | $37,175 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Pnc Financial Services Group, Inc. | 446 | n/a | $33,160 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 326 | n/a | $24,000 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 99 | n/a | $7,361 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Assetmark, Inc | 59 | n/a | $4,387 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citigroup Inc | 33 | n/a | $2,454 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 0 | New | $12 | 0.0% | New | 1 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 0 | n/a | $0 | 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
| JPMorgan Chase | $12 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 41 holders, 5.81M shares, $456.46M 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.