Security record · archived quarter
DIAX
name pending profile ingest
27Tracked holders
0Δ holders
6.72MShares held
$102.62MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.4% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q4 2025 | 27 | 0 | 6.72M | $102.62M | — | — |
| Q3 2025 | 2 | — | 1.81M | $26.95M | — | — |
| Q2 2024 | 1 | — | 25.14K | $352,197 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.71M | -5.2% | $26.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.71M | -5.2% | $26.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.71M | -5.2% | $26.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.71M | -5.2% | $26.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.71M | -5.2% | $26.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.71M | -5.2% | $26.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.12M | — | $17.15M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.12M | — | $17.15M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 729.62K | — | $11.13M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 729.62K | — | $11.13M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 729.62K | — | $11.13M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 636.47K | — | $9.71M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 636.47K | — | $9.71M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Allspring Global Investments… | 603.23K | — | $9.21M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Invesco Ltd. | 554.87K | — | $8.47M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Invesco Ltd. | 554.87K | — | $8.47M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 403.87K | — | $6.16M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 403.87K | — | $6.16M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | LPL Financial LLC | 202.29K | — | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 135.85K | — | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 96.64K | — | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 96.64K | — | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 92.82K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 92.82K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 92.82K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 91.61K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 89.66K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cetera Investment Advisers | 87.56K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Stifel Financial Corp | 35.36K | — | $539,598 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Stifel Financial Corp | 35.36K | — | $539,598 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 34.89K | — | $532,480 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Lido Advisors, LLC | 18.82K | — | $285,973 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 15.56K | — | $237,387 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 15.08K | — | $230,116 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 15.05K | — | $229,709 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mariner, LLC | 13.60K | — | $207,576 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Baird Financial Group, Inc. | 10.93K | — | $166,792 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Assetmark, Inc | 944 | — | $14,405 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 750 | — | $11,445 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 403 | -50.0% | $6,150 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 180 | — | $2,747 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Fifth Third Bancorp | 172 | — | $2,625 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 3 holders, 55.28K shares, $625,436 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: Q4 2025 ·
Methodology ·
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