DMAX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -8.3% ·
share flow +5.0% ·
net new positions -9.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 400.00K | 0.0% | $10.94M | 0.0% | Held | 5 | SEC ↗ |
| 2 | Raymond James Financial Inc | 167.82K | +34.3% | $4.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Envestnet Asset Management Inc | 89.96K | +0.3% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 55.02K | 0.0% | $1.50M | 0.0% | Held | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 36.39K | +59.8% | $994,957 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Creative Planning | 27.42K | 0.0% | $749,657 | 0.0% | Held | 3 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 27.26K | -7.8% | $745,310 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 26.67K | -23.6% | $729,180 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Lido Advisors, LLC | 16.39K | 0.0% | $448,211 | 0.0% | Held | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 13.53K | 0.0% | $370,000 | 0.0% | Held | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 6.93K | New | $189,264 | 0.0% | New | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| JPMorgan Chase | $189,264 | 0.0% |
Exited
| Jane Street Group, Llc | $309,975 | was 0.0% |
| UBS Group AG | $12,621 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 43 holders, 3.62M shares, $96.32M 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.