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Security record · archived quarter

DGT

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
30Tracked holders
+5Δ holders
764.46KShares held
$129.44MReported value
+7New positions
−2Exits
Strongly Rising 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +20.0% · share flow +16.0% · net new positions +16.7% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 2.27K $422,076 n/a n/a
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 n/a −1
Q3 2025 5 0 150.56K $24.35M n/a n/a
Q2 2025 4 +1 21.66K $3.26M +1 n/a
Q1 2025 1 0 17.17K $2.40M n/a n/a
Q4 2024 1 -1 10.54K $1.39M n/a −1
Q3 2024 2 +2 32.29K $4.45M +2 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 250.19K +7.8% $42.42M 0.0% ▲ Add 2 SEC ↗
2 Morgan Stanley ✦ 176.88K +28.3% $29.99M 0.0% ▲ Add 3 SEC ↗ ×2
3 Cetera Investment Advisers 70.88K +19.7% $12.02M 0.0% ▲ Add 2 SEC ↗
4 Jones Financial Companies Lllp 40.05K +46.0% $6.62M 0.0% ▲ Add 2 SEC ↗
5 Northwestern Mutual Wealth… 27.33K +0.7% $4.63M 0.0% ▲ Add 2 SEC ↗
6 Osaic Holdings, Inc. 26.69K +0.8% $4.53M 0.0% ▲ Add 2 SEC ↗ ×3
7 Jane Street Group, Llc 24.64K New $4.18M 0.0% New 1 SEC ↗
8 Bank Of America Corp /De/ 23.05K -28.1% $3.91M 0.0% ▼ Trim 2 SEC ↗ ×2
9 Wells Fargo & Company/Mn 22.95K +43.3% $3.89M 0.0% ▲ Add 2 SEC ↗ ×2
10 Gotham Asset Management ✦ 17.17K 0.0% $2.91M 0.0% Held 7 SEC ↗
11 Raymond James Financial Inc 15.00K -3.8% $2.54M 0.0% ▼ Trim 2 SEC ↗ ×2
12 UBS Group AG 14.58K +6.8% $2.47M 0.0% ▲ Add 2 SEC ↗
13 Envestnet Asset Management Inc 12.74K +18.5% $2.16M 0.0% ▲ Add 2 SEC ↗
14 Citadel Advisors ✦ 8.88K New $1.50M 0.0% New 1 SEC ↗
15 Goldman Sachs Group ✦ 6.46K New $1.10M 0.0% New 1 SEC ↗
16 Royal Bank Of Canada 4.45K +25.2% $755,000 0.0% ▲ Add 2 SEC ↗
17 Commonwealth Equity Services, Llc 3.46K -10.0% $585,960 0.0% ▼ Trim 2 SEC ↗
18 Rockefeller Capital Management L.P. 2.96K 0.0% $501,353 0.0% Held 2 SEC ↗
19 Ameriprise Financial Inc 2.92K +21.0% $494,409 0.0% ▲ Add 2 SEC ↗ ×2
20 Creative Planning 2.72K New $461,694 0.0% New 1 SEC ↗
21 Wealth Enhancement Advisory… 2.66K -85.7% $454,730 0.0% ▼ Trim 2 SEC ↗
22 Mml Investors Services, Llc 1.79K +11.8% $303,578 0.0% ▲ Add 2 SEC ↗
23 Fifth Third Bancorp 1.60K New $271,955 0.0% New 1 SEC ↗
24 Mercer Global Advisors Inc /Adv 1.42K -3.1% $240,901 0.0% ▼ Trim 2 SEC ↗
25 Hrt Financial Lp 1.27K New $215,000 0.0% New 1 SEC ↗
26 Cwm, Llc 689 -9.6% $116,818 0.0% ▼ Trim 2 SEC ↗
27 Fidelity (FMR) ✦ 536 +41.0% $90,897 0.0% ▲ Add 4 SEC ↗
28 Bank Of Montreal /Can/ 430 0.0% $72,906 0.0% Held 2 SEC ↗
29 Pnc Financial Services Group, Inc. 48 0.0% $8,138 0.0% Held 2 SEC ↗
30 Russell Investments Group, Ltd. 20 New $3,391 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Jane Street Group, Llc $4.18M 0.0%
Citadel Advisors $1.50M 0.0%
Goldman Sachs Group $1.10M 0.0%
Creative Planning $461,694 0.0%
Fifth Third Bancorp $271,955 0.0%
Hrt Financial Lp $215,000 0.0%
Russell Investments Group… $3,391 0.0%

Exited

Susquehanna International… $1.24M was 0.0%
BlackRock $45,259 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.

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: Q1 2026 · Methodology · Get this via the API