Security record · archived quarter
DGT
name pending profile ingest
26Tracked holders
-3Δ holders
831.31KShares held
$153.55MReported value
+1New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth -10.3% ·
share flow +8.8% ·
net new positions -11.5%
— formula
Concentrated accumulation — rising shares among fewer holders
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 | 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 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 249.13K | -0.4% | $46.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 182.74K | +3.3% | $33.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 182.74K | +3.3% | $33.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 84.41K | +2795.8% | $15.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 84.41K | +2795.8% | $15.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 77.44K | +9.2% | $14.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 47.95K | +19.7% | $8.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 29.71K | +11.3% | $5.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 29.71K | +11.3% | $5.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 29.71K | +11.3% | $5.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 29.71K | +11.3% | $5.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 27.24K | -0.3% | $5.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 24.05K | +4.3% | $4.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 24.05K | +4.3% | $4.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 17.17K | 0.0% | $3.17M | 0.0% | Held | 8 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 15.46K | -32.6% | $2.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 15.46K | -32.6% | $2.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 14.76K | -1.6% | $2.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 14.76K | -1.6% | $2.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | UBS Group AG | 14.62K | +0.2% | $2.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Jane Street Group, Llc | 14.35K | -41.8% | $2.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 13.96K | +9.6% | $2.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 3.22K | -6.9% | $594,790 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 2.96K | 0.0% | $546,428 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 2.31K | -13.1% | $429,171 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 2.26K | -49.2% | $418,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 2.23K | +24.3% | $411,479 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Fifth Third Bancorp | 1.60K | 0.0% | $296,405 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 1.41K | -0.5% | $261,317 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Mariner, LLC | 1.17K | New | $216,596 | 0.0% | New | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 635 | +18.5% | $117,284 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 430 | 0.0% | $79,460 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 76 | +58.3% | $14,044 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 76 | +58.3% | $14,044 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 6 | -70.0% | $1,109 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mariner, LLC | $216,596 | 0.0% |
Exited
| Citadel Advisors | $1.50M | was 0.0% |
| Goldman Sachs Group | $1.10M | was 0.0% |
| Creative Planning | $461,694 | was 0.0% |
| Hrt Financial Lp | $215,000 | 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: Q2 2026 ·
Methodology ·
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