DJIA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.5% ·
share flow -0.6% ·
net new positions -11.8%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | 0 | 1.53M | $33.78M | +4 | −4 |
| Q1 2026 | 19 | +2 | 1.13M | $23.76M | +3 | −1 |
| Q4 2025 | 17 | -2 | 1.10M | $24.30M | — | −2 |
| Q3 2025 | 4 | 0 | 7.05K | $153,976 | — | — |
| Q2 2025 | 2 | — | 6.00K | $130,176 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 648.31K | — | $14.26M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 185.97K | — | $4.09M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 185.97K | — | $4.09M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 82.57K | — | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 82.57K | — | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Jane Street Group, Llc | 53.20K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Jane Street Group, Llc | 53.20K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 37.58K | — | $826,652 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 31.15K | — | $686,000 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 31.15K | — | $686,000 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mariner, LLC | 22.40K | — | $492,844 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 15.76K | — | $346,654 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 13.25K | — | $291,405 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of Montreal /Can/ | 7.14K | — | $157,190 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 5.17K | — | $113,740 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Simplex Trading, Llc | 1.44K | — | $31,680 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 553 | -48.4% | $12,177 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 553 | -48.4% | $12,177 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 92 | -30.8% | $2,029 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 92 | -30.8% | $2,029 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | UBS Group AG | 65 | — | $1,430 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 62 | — | $1,364 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 1 | — | $27 | 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
| BlackRock | $127,560 | was 0.0% |
| JPMorgan Chase | $88 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 52 holders, 2.13M shares, $42.46M 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.