DMO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.3% ·
share flow +0.4% ·
net new positions +5.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +1 | 1.53M | $16.43M | +2 | −1 |
| Q1 2026 | 19 | +2 | 1.53M | $16.44M | +2 | — |
| Q4 2025 | 17 | 0 | 1.46M | $16.15M | — | — |
| Q3 2025 | 1 | — | 142.91K | $1.67M | — | — |
| Q2 2024 | 1 | — | 14.94K | $178,210 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 397.81K | -1.0% | $4.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 279.61K | -1.7% | $2.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Baird Financial Group, Inc. | 182.32K | +35.6% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 167.51K | -26.1% | $1.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 160.70K | +8.6% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 160.70K | +8.6% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 154.80K | -20.6% | $1.66M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 154.80K | -20.6% | $1.66M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 37.23K | -10.5% | $398,800 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 31.22K | -8.1% | $334,400 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 28.70K | New | $307,377 | 0.0% | New | 1 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 28.37K | New | $303,853 | 0.0% | New | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 17.39K | +22.3% | $186,236 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 16.35K | -4.5% | $175,087 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 13.43K | -3.6% | $143,825 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 13.17K | +23.8% | $141,083 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 5.20K | -7.1% | $55,692 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 314 | -47.9% | $3,369 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 314 | -47.9% | $3,369 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Bnp Paribas Financial Markets | 307 | -2.9% | $3,288 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Fifth Third Bancorp | 7 | -97.0% | $75 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Citigroup Inc | 4 | 0.0% | $43 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 1 | 0.0% | $8 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| HighTower Advisors, LLC | $307,377 | 0.0% |
| Citadel Advisors | $303,853 | 0.0% |
Exited
| Us Bancorp \De\ | $3,408 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 43 holders, 2.43M shares, $23.30M 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.