Security record · archived quarter
DIAL
name pending profile ingest
22Tracked holders
+4Δ holders
13.46MShares held
$243.28MReported value
+6New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +22.2% ·
share flow +2.9% ·
net new positions +18.2%
— 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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | -1 | 12.80M | $232.64M | +1 | −2 |
| Q1 2026 | 22 | +4 | 13.46M | $243.28M | +6 | −2 |
| Q4 2025 | 18 | +1 | 13.08M | $239.99M | +1 | — |
| Q3 2025 | 3 | -1 | 919.69K | $16.97M | — | −1 |
| Q2 2025 | 2 | 0 | 57.94K | $1.05M | — | — |
| Q1 2025 | 1 | 0 | 55.41K | $990,695 | — | — |
| Q4 2024 | 1 | 0 | 86.78K | $1.52M | — | — |
| Q3 2024 | 1 | 0 | 32.92K | $608,417 | — | — |
| Q2 2024 | 1 | — | 58.43K | $1.03M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 6.25M | -5.9% | $113.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 6.25M | -5.9% | $113.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 2.31M | +5.9% | $41.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.23M | +33.6% | $22.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.23M | +33.6% | $22.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 888.73K | -3.5% | $16.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 888.73K | -3.5% | $16.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 795.21K | +31.4% | $14.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 795.21K | +31.4% | $14.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 646.76K | +7.5% | $11.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 646.76K | +7.5% | $11.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 575.50K | New | $10.41M | 0.0% | New | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 235.19K | +13.9% | $4.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 235.19K | +13.9% | $4.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 192.03K | New | $3.47M | 0.0% | New | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 75.68K | New | $1.37M | 0.0% | New | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 59.02K | +26.3% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 59.02K | +26.3% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 53.16K | +51.4% | $961,190 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 43.37K | -3.1% | $784,095 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Focus Partners Wealth | 33.82K | -17.5% | $611,510 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 32.80K | -1.3% | $593,024 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 32.80K | -1.3% | $593,024 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 13.86K | +1.2% | $250,533 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 11.34K | +7.5% | $203,664 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Fifth Third Bancorp | 916 | New | $16,561 | 0.0% | New | 1 | SEC ↗ |
| 27 | Cwm, Llc | 573 | 0.0% | $10,360 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 542 | New | $9,799 | 0.0% | New | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 150 | 0.0% | $2,712 | 0.0% | Held | 4 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 42 | New | $752 | 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
| Citadel Advisors | $10.41M | 0.0% |
| Susquehanna International… | $3.47M | 0.0% |
| Jane Street Group, Llc | $1.37M | 0.0% |
| Fifth Third Bancorp | $16,561 | 0.0% |
| Northwestern Mutual Wealth… | $9,799 | 0.0% |
| Jones Financial Companies Lllp | $752 | 0.0% |
Exited
| Goldman Sachs Group | $13.77M | was 0.0% |
| Mml Investors Services, Llc | $298,004 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 53 holders, 15.13M shares, $273.09M 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 ·
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