Security record · archived quarter
DFVX
name pending profile ingest
13Tracked holders
0Δ holders
430.15KShares held
$35.68MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +6.2% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 352.09K | +9.3% | $29.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 28.39K | New | $2.33M | 0.0% | New | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 20.11K | +132.7% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 16.77K | -5.1% | $1.38M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | Bnp Paribas Financial Markets | 3.85K | +96.9% | $316,924 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 3.79K | +0.3% | $311,745 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.93K | +1595.6% | $158,955 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.93K | +1595.6% | $158,955 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 1.72K | 0.0% | $141,029 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 655 | +18.0% | $53,861 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 655 | +18.0% | $53,861 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Assetmark, Inc | 378 | 0.0% | $31,084 | 0.0% | Held | 3 | SEC ↗ |
| 13 | UBS Group AG | 317 | New | $26,068 | 0.0% | New | 1 | SEC ↗ |
| 14 | Citigroup Inc | 138 | +331.2% | $11,348 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 0 | — | $13 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $2.33M | 0.0% |
| UBS Group AG | $26,068 | 0.0% |
Exited
| Susquehanna International… | $3.57M | was 0.0% |
| Pnc Financial Services Group… | $9,287 | 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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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