DJD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow -7.0% ·
net new positions -7.7%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 517.31K | -19.7% | $30.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Cibc World Market Inc. | 484.82K | -2.3% | $28.96M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 153.32K | +4.4% | $9.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 48.46K | +6.4% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 42.06K | -0.2% | $2.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 40.44K | +8.1% | $2.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 38.18K | +131.9% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 29.49K | +4.2% | $1.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 15.54K | -4.7% | $928,416 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 14.09K | +1.6% | $841,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 11.51K | +36.3% | $677,714 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Goldman Sachs Group ✦ | 10.41K | 0.0% | $621,714 | 0.0% | Held | 3 | SEC ↗ |
| 13 | CIBC Bancorp USA Inc. | 10.00K | n/a | $597,400 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 9.17K | +9.7% | $547,636 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Focus Partners Wealth | 5.55K | +1.5% | $331,438 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 5.40K | -31.4% | $322,458 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Mariner, LLC | 4.39K | New | $262,493 | 0.0% | New | 1 | SEC ↗ |
| 18 | Creative Planning | 4.04K | +12.8% | $241,041 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 3.98K | +1.3% | $238,071 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 2.71K | +14.9% | $162,075 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 1.99K | +16.6% | $118,750 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Northwestern Mutual Wealth… | 1.54K | +0.9% | $91,761 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 760 | -91.3% | $45,402 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Fifth Third Bancorp | 352 | 0.0% | $21,028 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Russell Investments Group, Ltd. | 233 | -1.3% | $13,919 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 1 | -99.4% | $64 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Mariner, LLC | $262,493 | 0.0% |
Exited
| Susquehanna International… | $236,045 | was 0.0% |
| Blair William & Co/Il | $27,266 | was 0.0% |
| Cwm, Llc | $9,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 91 holders, 2.65M shares, $153.74M 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.