Security record
DLY
name pending profile ingest
27Tracked holders
+3Δ holders
8.70MShares held
$122.43MReported value
+5New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow +1.1% ·
net new positions +11.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +3 | 8.70M | $122.43M | +5 | −2 |
| Q1 2026 | 24 | -1 | 8.61M | $119.55M | +2 | −3 |
| Q4 2025 | 24 | 0 | 8.09M | $117.58M | — | — |
| Q3 2025 | 1 | — | 2.44M | $36.79M | — | — |
| Q4 2024 | 1 | +1 | 50.76K | $803,562 | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.44M | +0.3% | $34.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.44M | +0.3% | $34.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.44M | +0.3% | $34.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 2.41M | -1.7% | $33.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 2.41M | -1.7% | $33.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | UBS Group AG | 1.13M | +11.1% | $15.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 1.13M | +11.1% | $15.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 673.70K | -5.0% | $9.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 673.70K | -5.0% | $9.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 673.70K | -5.0% | $9.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 564.17K | +13.7% | $7.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 341.07K | -25.6% | $4.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 341.07K | -25.6% | $4.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 303.20K | +4.9% | $4.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | LPL Financial LLC | 261.42K | -11.2% | $3.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 93.23K | +206.5% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 93.23K | +206.5% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 93.23K | +206.5% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 60.63K | -5.6% | $853,034 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Fifth Third Bancorp | 47.31K | -5.2% | $665,610 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Invesco Ltd. | 45.72K | +0.8% | $643,337 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | First Trust Advisors Lp | 38.86K | +9.3% | $546,760 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Cetera Investment Advisers | 38.21K | +2.5% | $537,584 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Captrust Financial Advisors | 38.13K | 0.0% | $536,461 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Jane Street Group, Llc | 38.07K | +56.9% | $535,659 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Jane Street Group, Llc | 38.07K | +56.9% | $535,659 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 28.95K | -9.7% | $407,327 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 25.13K | +11.1% | $353,642 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 22.96K | New | $323,019 | 0.0% | New | 1 | SEC ↗ |
| 30 | Lido Advisors, LLC | 21.37K | New | $300,634 | 0.0% | New | 1 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 18.83K | -28.0% | $264,924 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | IMC-Chicago, LLC | 16.71K | New | $235,096 | 0.0% | New | 1 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 15.27K | -2.5% | $214,802 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Corient Private Wealth LP | 14.15K | -24.9% | $199,105 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | CIBC Bancorp USA Inc. | 10.71K | 0.0% | $150,633 | 0.0% | Held | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 6.22K | New | $87,094 | 0.0% | New | 1 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 1.11K | New | $15,607 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $323,019 | 0.0% |
| Lido Advisors, LLC | $300,634 | 0.0% |
| IMC-Chicago, LLC | $235,096 | 0.0% |
| JPMorgan Chase | $87,094 | 0.0% |
| Northwestern Mutual Wealth… | $15,607 | 0.0% |
Exited
| Commonwealth Equity Services… | $152,520 | was 0.0% |
| BlackRock | $381 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 95 holders, 13.75M shares, $164.64M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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