DMA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow -1.1% ·
net new positions +10.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 95.00K | n/a | $852,000 | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 54.84K | n/a | $491,894 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Capstone Investment Advisors, Llc | 45.89K | n/a | $411,669 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 29.21K | n/a | $262,049 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 17.35K | n/a | $155,612 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 5.30K | 0.0% | $47,507 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 7 | JPMorgan Chase ✦ | 2.85K | -50.0% | $25,547 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Assetmark, Inc | 852 | n/a | $7,642 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 561 | n/a | $5,032 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 1 | New | $9 | 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
| Fidelity (FMR) | $9 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 27 holders, 4.27M shares, $34.61M 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.