Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

DMXF

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q3 2024
37Tracked holders
-2Δ holders
2.07MShares held
$155.89MReported value
+0New positions
−2Exits
Falling 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -5.1% · share flow -10.3% · net new positions -5.4%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 42 0 3.85M $325.37M +2 −2
Q1 2026 43 +6 3.91M $294.34M +7 −1
Q4 2025 37 -2 2.07M $155.89M −2
Q3 2025 6 +2 1.19M $90.31M +2
Q2 2025 2 -1 895.82K $66.68M −1
Q1 2025 1 +1 94.33K $6.35M +1
Q3 2024 1 +1 62.50K $4.50M +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 844.78K +2.8% $63.49M 0.0% ▲ Add 3 SEC ↗
2 Sei Investments Co 357.56K $26.87M 0.0% n/c 1 SEC ↗
3 LPL Financial LLC 85.03K $6.39M 0.0% n/c 1 SEC ↗
4 Corient Private Wealth LP 64.05K $4.81M 0.0% n/c 1 SEC ↗
5 Corient Private Wealth LP 64.05K $4.81M 0.0% n/c 1 SEC ↗
6 JPMorgan Chase 62.80K -54.5% $4.72M 0.0% ▼ Trim 2 SEC ↗
7 JPMorgan Chase 62.80K -54.5% $4.72M 0.0% ▼ Trim 2 SEC ↗
8 JPMorgan Chase 62.80K -54.5% $4.72M 0.0% ▼ Trim 2 SEC ↗
9 HighTower Advisors, LLC 62.45K $4.69M 0.0% n/c 1 SEC ↗
10 UBS Group AG 55.41K $4.16M 0.0% n/c 1 SEC ↗
11 UBS Group AG 55.41K $4.16M 0.0% n/c 1 SEC ↗
12 Susquehanna International Group, Llp 53.38K $4.01M 0.0% n/c 1 SEC ↗
13 Cwm, Llc 48.56K $3.65M 0.0% n/c 1 SEC ↗
14 TD Waterhouse Canada Inc. 43.72K $3.28M 0.0% n/c 1 SEC ↗
15 Fidelity (FMR) 40.70K -8.6% $3.06M 0.0% ▼ Trim 3 SEC ↗
16 Cetera Investment Advisers 40.07K $3.01M 0.0% n/c 1 SEC ↗
17 Royal Bank Of Canada 39.84K $3.00M 0.0% n/c 1 SEC ↗
18 Royal Bank Of Canada 39.84K $3.00M 0.0% n/c 1 SEC ↗
19 Royal Bank Of Canada 39.84K $3.00M 0.0% n/c 1 SEC ↗
20 Royal Bank Of Canada 39.84K $3.00M 0.0% n/c 1 SEC ↗
21 Bank Of Montreal /Can/ 33.01K $2.48M 0.0% n/c 1 SEC ↗
22 Osaic Holdings, Inc. 29.86K $2.24M 0.0% n/c 1 SEC ↗
23 Osaic Holdings, Inc. 29.86K $2.24M 0.0% n/c 1 SEC ↗
24 Osaic Holdings, Inc. 29.86K $2.24M 0.0% n/c 1 SEC ↗
25 Osaic Holdings, Inc. 29.86K $2.24M 0.0% n/c 1 SEC ↗
26 Bank Of America Corp /De/ 23.79K $1.79M 0.0% n/c 1 SEC ↗
27 Bank Of America Corp /De/ 23.79K $1.79M 0.0% n/c 1 SEC ↗
28 Northwestern Mutual Wealth… 22.88K $1.72M 0.0% n/c 1 SEC ↗
29 Wells Fargo & Company/Mn 20.82K $1.56M 0.0% n/c 1 SEC ↗
30 Wells Fargo & Company/Mn 20.82K $1.56M 0.0% n/c 1 SEC ↗
31 Commonwealth Equity Services, Llc 20.30K $1.53M 0.0% n/c 1 SEC ↗
32 Jane Street Group, Llc 19.74K $1.48M 0.0% n/c 1 SEC ↗
33 Creative Planning 17.01K $1.28M 0.0% n/c 1 SEC ↗
34 Envestnet Asset Management Inc 13.94K $1.05M 0.0% n/c 1 SEC ↗
35 Lazard Asset Management Llc 13.21K $992,788 0.0% n/c 1 SEC ↗
36 Mml Investors Services, Llc 10.85K $815,279 0.0% n/c 1 SEC ↗
37 Franklin Resources Inc 9.06K $681,175 0.0% n/c 1 SEC ↗
38 Cerity Partners LLC 8.62K $648,030 0.0% n/c 1 SEC ↗
39 Morgan Stanley 6.92K -92.3% $520,002 0.0% ▼ Trim 2 SEC ↗
40 Morgan Stanley 6.92K -92.3% $520,002 0.0% ▼ Trim 2 SEC ↗
41 Morgan Stanley 6.92K -92.3% $520,002 0.0% ▼ Trim 2 SEC ↗
42 Raymond James Financial Inc 6.36K $478,017 0.0% n/c 1 SEC ↗
43 Raymond James Financial Inc 6.36K $478,017 0.0% n/c 1 SEC ↗
44 Mariner, LLC 6.33K $475,891 0.0% n/c 1 SEC ↗
45 Mariner, LLC 6.33K $475,891 0.0% n/c 1 SEC ↗
46 Wealth Enhancement Advisory… 3.29K $254,993 0.0% n/c 1 SEC ↗
47 Quantinno Capital Management LP 2.97K $223,451 0.0% n/c 1 SEC ↗
48 Assetmark, Inc 2.04K $153,026 0.0% n/c 1 SEC ↗
49 Us Bancorp \De\ 1.96K $147,614 0.0% n/c 1 SEC ↗
50 Rockefeller Capital Management L.P. 1.10K $82,546 0.0% n/c 1 SEC ↗
51 National Bank Of Canada /Fi/ 679 $50,925 0.0% n/c 1 SEC ↗
52 UBS AM, a distinct business unit of… 660 $49,606 0.0% n/c 1 SEC ↗
53 Jones Financial Companies Lllp 363 $27,271 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

No new tracked buyers this quarter.

Exited

Citadel Advisors $4.69M was 0.0%
Baillie Gifford $2.68M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 243 holders, 7.68M shares, $557.72M 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: Q4 2025 · Methodology · Get this via the API