DHY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.2% ·
share flow +30.0% ·
net new positions +4.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| 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 | Wells Fargo & Company/Mn | 3.63M | +44.4% | $6.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Invesco Ltd. | 1.84M | +54.5% | $3.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 732.08K | -1.6% | $1.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 610.71K | +4.6% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 399.72K | +0.8% | $711,500 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 228.72K | +632.6% | $407,123 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 211.46K | +484.0% | $376,390 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 207.20K | +251.8% | $368,818 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 149.65K | -64.3% | $266,372 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 128.96K | -0.7% | $230,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 105.12K | New | $183,964 | 0.0% | New | 1 | SEC ↗ |
| 12 | IMC-Chicago, LLC | 100.44K | New | $178,785 | 0.0% | New | 1 | SEC ↗ |
| 13 | UBS Group AG | 85.56K | +263.2% | $152,297 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 14 | Susquehanna International Group, Llp | 79.75K | -34.4% | $141,960 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Creative Planning | 69.21K | 0.0% | $123,190 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Captrust Financial Advisors | 53.57K | +0.6% | $95,351 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 51.23K | +23.4% | $91,193 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Mariner, LLC | 43.39K | +29.9% | $77,234 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Focus Partners Wealth | 40.00K | 0.0% | $71,200 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 34.55K | +1.8% | $61,490 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 31.93K | -14.4% | $56,843 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Nomura Holdings Inc | 27.85K | New | $49,573 | 0.0% | New | 1 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 27.40K | New | $48,779 | 0.0% | New | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 22.50K | 0.0% | $39,831 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Cetera Investment Advisers | 21.64K | -36.7% | $38,521 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| JPMorgan Chase | $183,964 | 0.0% |
| IMC-Chicago, LLC | $178,785 | 0.0% |
| Nomura Holdings Inc | $49,573 | 0.0% |
| Mercer Global Advisors Inc… | $48,779 | 0.0% |
Exited
| Jane Street Group, Llc | $118,526 | was 0.0% |
| Rockefeller Capital… | $9,500 | was 0.0% |
| Northwestern Mutual Wealth… | $1,001 | was 0.0% |
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.