DFVX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -17.6% ·
share flow +30.0% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 2 | 0 | 45.38K | $3.30M | — | — |
| Q2 2025 | 1 | +1 | 23.34K | $1.61M | +1 | — |
| Q4 2024 | 1 | +1 | 11.30K | $737,776 | +1 | — |
| Q2 2024 | 1 | — | 9.31K | $578,555 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 322.12K | +50.5% | $24.06M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Susquehanna International Group, Llp | 48.09K | +82.7% | $3.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Susquehanna International Group, Llp | 48.09K | +82.7% | $3.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 17.68K | -53.9% | $1.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 8.64K | +7.2% | $642,085 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 3.78K | +0.3% | $280,860 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bnp Paribas Financial Markets | 1.96K | +27.7% | $145,400 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 1.72K | New | $127,420 | 0.0% | New | 1 | SEC ↗ |
| 9 | Cwm, Llc | 1.08K | 0.0% | $80,018 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 555 | +11.0% | $41,236 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 555 | +11.0% | $41,236 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Assetmark, Inc | 378 | +540.7% | $28,084 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 125 | -72.0% | $9,287 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 114 | -88.4% | $8,470 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Citigroup Inc | 32 | -3.0% | $2,378 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 0 | — | $12 | 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
| Northwestern Mutual Wealth… | $127,420 | 0.0% |
Exited
| Wells Fargo & Company/Mn | $111,748 | was 0.0% |
| Royal Bank Of Canada | $24,000 | was 0.0% |
| UBS Group AG | $7,361 | was 0.0% |
| Jones Financial Companies Lllp | $0 | was 0.0% |
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.