DIM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.3% ·
share flow -1.7% ·
net new positions -5.6%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 32.59K | -0.8% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 25.33K | n/a | $2.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 23.31K | n/a | $1.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Rockefeller Capital Management L.P. | 23.12K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 16.77K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Cetera Investment Advisers | 16.53K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 9.64K | n/a | $776,231 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 8.25K | n/a | $664,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | LPL Financial LLC | 5.43K | n/a | $437,547 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Invesco Ltd. | 5.37K | n/a | $432,436 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 4.90K | n/a | $394,815 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 4.12K | n/a | $331,580 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 3.63K | n/a | $292,447 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Susquehanna International Group, Llp | 3.58K | n/a | $288,317 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 1.58K | n/a | $127,684 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | National Bank Of Canada /Fi/ | 165 | n/a | $13,258 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 43 | 0.0% | $3,483 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Russell Investments Group, Ltd. | 35 | n/a | $2,820 | 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
| Citadel Advisors | $218,949 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 48 holders, 529.57K shares, $40.21M 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.