DGT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.8% ·
share flow +0.8% ·
net new positions -4.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | -3 | 831.31K | $153.55M | +1 | −4 |
| Q1 2026 | 30 | +5 | 764.46K | $129.44M | +7 | −2 |
| Q4 2025 | 25 | -1 | 658.98K | $109.91M | — | −1 |
| Q3 2025 | 5 | 0 | 150.56K | $24.35M | — | — |
| Q2 2025 | 4 | +1 | 21.66K | $3.26M | +1 | — |
| Q1 2025 | 1 | 0 | 17.17K | $2.40M | — | — |
| Q4 2024 | 1 | -1 | 10.54K | $1.39M | — | −1 |
| Q3 2024 | 2 | +2 | 32.29K | $4.45M | +2 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 231.98K | — | $38.67M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 137.83K | +22.9% | $22.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 137.83K | +22.9% | $22.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 137.83K | +22.9% | $22.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 59.20K | — | $9.87M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 32.04K | — | $5.34M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 32.04K | — | $5.34M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 27.43K | — | $4.57M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 27.13K | — | $4.52M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 26.49K | — | $4.42M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 26.49K | — | $4.42M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 26.49K | — | $4.42M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 26.49K | — | $4.42M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 18.56K | — | $3.15M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 17.17K | 0.0% | $2.86M | 0.0% | Held | 6 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 16.01K | — | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 16.01K | — | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 15.58K | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 15.58K | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 13.65K | — | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 10.75K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 7.43K | — | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 7.43K | — | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 3.84K | — | $639,990 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 3.56K | — | $593,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 2.96K | — | $492,932 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 2.41K | — | $401,444 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 2.41K | — | $401,444 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 1.60K | — | $267,070 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 1.47K | — | $244,343 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cwm, Llc | 762 | — | $127,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 430 | — | $71,681 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 380 | +20.6% | $63,263 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | BlackRock ✦ (passive) | 272 | 0.0% | $45,259 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 48 | — | $8,002 | 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
| Citadel Advisors | $3.34M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 96 holders, 1.71M shares, $275.06M 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.