DHY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.5% ·
share flow -7.9% ·
net new positions +4.3%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | +1 | 8.94M | $15.91M | +4 | −3 |
| Q1 2026 | 24 | +1 | 6.69M | $12.71M | +2 | −1 |
| Q4 2025 | 23 | +1 | 5.03M | $10.07M | +1 | — |
| Q3 2025 | 1 | -1 | 1.40M | $2.89M | — | −1 |
| Q2 2025 | 1 | 0 | 48.78K | $103,899 | — | — |
| Q1 2025 | 1 | +1 | 36.58K | $77,545 | +1 | — |
| Q3 2024 | 1 | 0 | 47.07K | $106,858 | — | — |
| Q2 2024 | 1 | — | 43.99K | $88,858 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 989.75K | — | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 949.09K | -32.2% | $1.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 764.11K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 608.26K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Envestnet Asset Management Inc | 562.18K | — | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 415.83K | — | $831,650 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 133.51K | — | $267,000 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jane Street Group, Llc | 109.15K | — | $218,306 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Creative Planning | 71.38K | — | $142,754 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 61.40K | — | $122,790 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Mml Investors Services, Llc | 51.55K | — | $103,110 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 48.50K | — | $96,997 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 42.37K | — | $84,748 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Focus Partners Wealth | 40.00K | — | $80,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 34.05K | — | $68,108 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 33.94K | — | $67,870 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 25.89K | — | $52,032 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 23.56K | — | $47,120 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Rockefeller Capital Management L.P. | 20.00K | — | $40,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 19.95K | New | $39,902 | 0.0% | New | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 17.85K | — | $35,703 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 11.43K | — | $22,866 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Assetmark, Inc | 1.07K | — | $2,150 | 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
| Citadel Advisors | $39,902 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 72 holders, 13.22M shares, $23.24M 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.