DMAX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +28.6% ·
share flow +12.4% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 400.00K | 0.0% | $10.67M | 0.0% | Held | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 57.56K | New | $1.54M | 0.0% | New | 1 | SEC ↗ |
| 3 | Mercer Global Advisors Inc /Adv | 55.02K | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Creative Planning | 27.42K | n/a | $731,291 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 20.08K | n/a | $535,567 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Lido Advisors, LLC | 16.39K | n/a | $437,228 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 12.07K | n/a | $322,014 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 8.51K | New | $227,068 | 0.0% | New | 1 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 900 | n/a | $24,003 | 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
| Morgan Stanley | $1.54M | 0.0% |
| Citadel Advisors | $227,068 | 0.0% |
Exited
| No tracked exits this quarter. |
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.