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Security record · archived quarter

DMB

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
15Tracked holders
-3Δ holders
1.84MShares held
$19.34MReported value
+0New positions
−3Exits
Strongly Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -16.7% · share flow -0.8% · net new positions -20.0% — formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 15 +1 1.76M $19.46M +2 −2
Q1 2026 15 -3 1.84M $19.34M — −3
Q4 2025 18 0 1.85M $20.34M — —
Q3 2025 1 — 265.09K $2.84M — —
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Allspring Global Investments… 959.25K +0.1% $10.11M 0.0% ▲ Add 2 SEC ↗
2 Morgan Stanley ✦ 247.31K -2.6% $2.61M 0.0% ▼ Trim 3 SEC ↗ ×2
3 Ameriprise Financial Inc 124.60K -14.2% $1.31M 0.0% ▼ Trim 2 SEC ↗
4 LPL Financial LLC 117.67K -0.3% $1.24M 0.0% ▼ Trim 2 SEC ↗
5 Raymond James Financial Inc 83.83K +42.6% $883,547 0.0% ▲ Add 2 SEC ↗ ×2
6 Bank Of America Corp /De/ 74.14K -0.8% $781,379 0.0% ▼ Trim 2 SEC ↗
7 Osaic Holdings, Inc. 59.81K +191.0% $630,367 0.0% ▲ Add 2 SEC ↗ ×2
8 HighTower Advisors, LLC 40.78K -12.0% $429,876 0.0% ▼ Trim 2 SEC ↗
9 Invesco Ltd. 35.04K -25.4% $369,353 0.0% ▼ Trim 2 SEC ↗
10 Wells Fargo & Company/Mn 25.59K -20.5% $269,742 0.0% ▼ Trim 2 SEC ↗ ×2
11 Commonwealth Equity Services, Llc 21.52K -6.3% $226,820 0.0% ▼ Trim 2 SEC ↗
12 UBS Group AG 18.82K -6.0% $198,331 0.0% ▼ Trim 2 SEC ↗
13 Focus Partners Wealth 14.55K 0.0% $153,325 0.0% Held 2 SEC ↗
14 Susquehanna International Group, Llp 10.72K -8.5% $113,031 0.0% ▼ Trim 2 SEC ↗
15 Northwestern Mutual Wealth… 1.40K 0.0% $14,714 0.0% Held 2 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

Bank of New York Mellon Corp $253,627 was 0.0%
Pnc Financial Services Group… $12,089 was 0.0%
Royal Bank Of Canada $7,000 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 53 holders, 7.79M shares, $73.12M 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: Q1 2026 · Methodology · Get this via the API