DIVB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.7% ·
share flow -1.7% ·
net new positions +3.6%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 12.85K | $852,243 | n/a | n/a |
| 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 | n/a |
| Q3 2025 | 4 | 0 | 347.25K | $18.14M | n/a | n/a |
| Q2 2025 | 2 | 0 | 24.76K | $1.25M | n/a | n/a |
| Q1 2025 | 1 | 0 | 5.08K | $246,385 | n/a | n/a |
| Q4 2024 | 1 | +1 | 7.31K | $346,494 | +1 | n/a |
| Q2 2024 | 1 | n/a | 40.14K | $1.78M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.58M | n/a | $190.17M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.19M | n/a | $63.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Corient Private Wealth LP | 819.33K | n/a | $43.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 520.62K | n/a | $27.67M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 249.27K | n/a | $13.25M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 124.95K | -49.1% | $6.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Morgan Stanley ✦ | 65.25K | +15.5% | $3.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Envestnet Asset Management Inc | 62.69K | n/a | $3.33M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mariner, LLC | 62.44K | n/a | $3.32M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Northwestern Mutual Wealth… | 53.37K | n/a | $2.84M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 52.38K | n/a | $2.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Osaic Holdings, Inc. | 42.14K | n/a | $2.24M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Citadel Advisors ✦ | 25.66K | -39.5% | $1.36M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | Royal Bank Of Canada | 23.15K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Mml Investors Services, Llc | 22.39K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 19.82K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 17.99K | n/a | $956,115 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 13.82K | n/a | $734,480 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 11.57K | n/a | $614,767 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Goldman Sachs Group ✦ | 8.12K | New | $431,312 | 0.0% | New | 1 | SEC ↗ |
| 21 | Us Bancorp \De\ | 7.81K | n/a | $415,314 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Fidelity (FMR) ✦ | 3.03K | +10.3% | $161,043 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Cwm, Llc | 1.32K | n/a | $70,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 1.00K | n/a | $53,150 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 259 | n/a | $13,766 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 143 | n/a | $7,600 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 83 | n/a | $4,411 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Assetmark, Inc | 0 | n/a | $7 | 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
| Goldman Sachs Group | $431,312 | 0.0% |
Exited
| No tracked exits this quarter. |
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.