DIVB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +22.2% ·
share flow +15.5% ·
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 Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +6 | 7.41M | $456.32M | +7 | −1 |
| Q1 2026 | 28 | 0 | 6.42M | $346.08M | +3 | −3 |
| Q4 2025 | 28 | +1 | 6.97M | $370.97M | +1 | — |
| Q3 2025 | 4 | 0 | 347.25K | $18.14M | — | — |
| Q2 2025 | 2 | 0 | 24.76K | $1.25M | — | — |
| Q1 2025 | 1 | 0 | 5.08K | $246,385 | — | — |
| Q4 2024 | 1 | +1 | 7.31K | $346,494 | +1 | — |
| Q2 2024 | 1 | — | 40.14K | $1.78M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.15M | +18.6% | $255.37M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.42M | +5.3% | $87.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.42M | +5.3% | $87.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Corient Private Wealth LP | 377.40K | +1846.5% | $23.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 258.90K | +4.1% | $15.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 231.86K | -58.3% | $14.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 155.47K | +13.0% | $9.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 155.47K | +13.0% | $9.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 155.47K | +13.0% | $9.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 123.98K | +0.1% | $7.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 123.98K | +0.1% | $7.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 123.98K | +0.1% | $7.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Royal Bank Of Canada | 123.47K | +30.8% | $7.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 123.47K | +30.8% | $7.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 123.47K | +30.8% | $7.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 123.47K | +30.8% | $7.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 110.44K | +69.7% | $6.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 110.44K | +69.7% | $6.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 106.23K | +57.8% | $6.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 99.90K | New | $6.15M | 0.0% | New | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 47.70K | -27.8% | $2.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 47.70K | -27.8% | $2.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 47.70K | -27.8% | $2.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 36.09K | +34.8% | $2.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 28.90K | +84.1% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 22.96K | +146.7% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 22.96K | +146.7% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mariner, LLC | 17.53K | -72.6% | $1.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 15.52K | -64.9% | $956,217 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 14.82K | New | $912,666 | 0.0% | New | 1 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 11.51K | -2.7% | $731,539 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 10.75K | New | $662,291 | 0.0% | New | 1 | SEC ↗ |
| 33 | Stifel Financial Corp | 10.19K | +153.7% | $627,826 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 9.91K | New | $610,456 | 0.0% | New | 1 | SEC ↗ |
| 35 | Nuveen, LLC | 9.65K | New | $594,440 | 0.0% | New | 1 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 6.60K | +10726.2% | $406,806 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Creative Planning | 5.96K | +23.6% | $367,466 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 4.40K | -2.3% | $270,958 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 39 | Us Bancorp \De\ | 2.23K | -31.1% | $137,122 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 1.25K | +24.5% | $76,692 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 1.25K | +24.5% | $76,692 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | BlackRock ✦ (passive) | 274 | 0.0% | $16,909 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 74 | 0.0% | $4,558 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Jones Financial Companies Lllp | 22 | New | $1,368 | 0.0% | New | 1 | SEC ↗ |
| 45 | Citigroup Inc | 2 | New | $123 | 0.0% | New | 1 | SEC ↗ |
| 46 | Assetmark, Inc | 0 | — | $8 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $6.15M | 0.0% |
| Citadel Advisors | $912,666 | 0.0% |
| Mercer Global Advisors Inc… | $662,291 | 0.0% |
| AQR Capital Management | $610,456 | 0.0% |
| Nuveen, LLC | $594,440 | 0.0% |
| Jones Financial Companies Lllp | $1,368 | 0.0% |
| Citigroup Inc | $123 | 0.0% |
Exited
| Goldman Sachs Group | $401,280 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 153 holders, 12.54M shares, $672.42M 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.