DMXF
name pending profile ingest
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
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×2 |
| 5 | JPMorgan Chase ✦ | 62.80K | -54.5% | $4.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | HighTower Advisors, LLC | 62.45K | — | $4.69M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 55.41K | — | $4.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Susquehanna International Group, Llp | 53.38K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cwm, Llc | 48.56K | — | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | TD Waterhouse Canada Inc. | 43.72K | — | $3.28M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 40.70K | -8.6% | $3.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 40.07K | — | $3.01M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 39.84K | — | $3.00M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 14 | Bank Of Montreal /Can/ | 33.01K | — | $2.48M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 29.86K | — | $2.24M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 16 | Bank Of America Corp /De/ | 23.79K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Northwestern Mutual Wealth… | 22.88K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 20.82K | — | $1.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Commonwealth Equity Services, Llc | 20.30K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 19.74K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Creative Planning | 17.01K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 13.94K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Lazard Asset Management Llc | 13.21K | — | $992,788 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 10.85K | — | $815,279 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Franklin Resources Inc | 9.06K | — | $681,175 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cerity Partners LLC | 8.62K | — | $648,030 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 6.92K | -92.3% | $520,002 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 28 | Raymond James Financial Inc | 6.36K | — | $478,017 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Mariner, LLC | 6.33K | — | $475,891 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Wealth Enhancement Advisory… | 3.29K | — | $254,993 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Quantinno Capital Management LP | 2.97K | — | $223,451 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 2.04K | — | $153,026 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Us Bancorp \De\ | 1.96K | — | $147,614 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 1.10K | — | $82,546 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 679 | — | $50,925 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 660 | — | $49,606 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.