DGCB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.6% ·
share flow -0.3% ·
net new positions -5.9%
· formula
Broad distribution: falling shares and fewer holders
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 | +1 | 4.49K | $234,429 | +1 | n/a |
| Q2 2026 | 18 | +1 | 3.36M | $183.83M | +2 | −1 |
| Q1 2026 | 18 | +1 | 2.44M | $131.94M | +4 | −3 |
| Q4 2025 | 17 | -1 | 2.09M | $113.42M | n/a | −1 |
| Q3 2025 | 4 | +1 | 27.03K | $1.50M | +1 | n/a |
| Q2 2025 | 1 | 0 | 10.23K | $554,936 | n/a | n/a |
| Q1 2025 | 1 | +1 | 11.40K | $606,191 | +1 | n/a |
| Q3 2024 | 1 | +1 | 5.63K | $309,023 | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 907.21K | n/a | $49.21M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 728.19K | n/a | $39.50M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 210.49K | n/a | $11.42M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Truist Financial Corp | 62.48K | n/a | $3.39M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 43.40K | n/a | $2.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | LPL Financial LLC | 43.25K | n/a | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Citigroup Inc | 27.10K | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jane Street Group, Llc | 26.17K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 9.91K | +36.3% | $537,713 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Sei Investments Co | 7.92K | n/a | $429,550 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 6.52K | -49.8% | $353,861 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 6.12K | n/a | $331,659 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 4.58K | -30.0% | $248,246 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 4.08K | n/a | $221,019 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 2.43K | n/a | $131,635 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cwm, Llc | 988 | n/a | $54,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Assetmark, Inc | 351 | n/a | $19,037 | 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
| Morgan Stanley | $12,698 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 118 holders, 12.38M shares, $637.51M 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.