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Security record

DMXF

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q3 2024
42Tracked holders
0Δ holders
3.85MShares held
$325.37MReported value
+2New positions
−2Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.1% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

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 · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 1.12M +0.9% $94.49M 0.0% ▲ Add 3 SEC ↗
2 BlackRock (passive) 774.64K -7.9% $65.53M 0.0% ▼ Trim 5 SEC ↗
3 BlackRock (passive) 774.64K -7.9% $65.53M 0.0% ▼ Trim 5 SEC ↗
4 LPL Financial LLC 416.77K +15.9% $35.26M 0.0% ▲ Add 3 SEC ↗
5 Sei Investments Co 389.78K +4.2% $32.98M 0.0% ▲ Add 3 SEC ↗
6 JPMorgan Chase 211.76K +0.5% $17.77M 0.0% ▲ Add 4 SEC ↗
7 JPMorgan Chase 211.76K +0.5% $17.77M 0.0% ▲ Add 4 SEC ↗
8 Susquehanna International Group, Llp 125.36K -11.7% $10.61M 0.0% ▼ Trim 3 SEC ↗
9 Cetera Investment Advisers 113.05K +1.8% $9.56M 0.0% ▲ Add 3 SEC ↗
10 Mml Investors Services, Llc 69.21K +24.0% $5.86M 0.0% ▲ Add 3 SEC ↗
11 HighTower Advisors, LLC 68.59K +7.9% $5.80M 0.0% ▲ Add 3 SEC ↗
12 Royal Bank Of Canada 59.38K +22.5% $5.02M 0.0% ▲ Add 3 SEC ↗
13 Royal Bank Of Canada 59.38K +22.5% $5.02M 0.0% ▲ Add 3 SEC ↗
14 Royal Bank Of Canada 59.38K +22.5% $5.02M 0.0% ▲ Add 3 SEC ↗
15 Royal Bank Of Canada 59.38K +22.5% $5.02M 0.0% ▲ Add 3 SEC ↗
16 Royal Bank Of Canada 59.38K +22.5% $5.02M 0.0% ▲ Add 3 SEC ↗
17 UBS Group AG 53.99K -0.2% $4.57M 0.0% ▼ Trim 3 SEC ↗
18 TD Waterhouse Canada Inc. 43.72K 0.0% $3.65M 0.0% Held 3 SEC ↗
19 Fidelity (FMR) 42.39K -2.2% $3.59M 0.0% ▼ Trim 5 SEC ↗
20 Osaic Holdings, Inc. 35.68K +20.8% $3.02M 0.0% ▲ Add 3 SEC ↗
21 Osaic Holdings, Inc. 35.68K +20.8% $3.02M 0.0% ▲ Add 3 SEC ↗
22 Osaic Holdings, Inc. 35.68K +20.8% $3.02M 0.0% ▲ Add 3 SEC ↗
23 Osaic Holdings, Inc. 35.68K +20.8% $3.02M 0.0% ▲ Add 3 SEC ↗
24 Assetmark, Inc 30.95K +5.3% $2.62M 0.0% ▲ Add 3 SEC ↗
25 Jane Street Group, Llc 30.12K +49.7% $2.55M 0.0% ▲ Add 3 SEC ↗
26 Wells Fargo & Company/Mn 26.96K +12.9% $2.28M 0.0% ▲ Add 3 SEC ↗
27 Wells Fargo & Company/Mn 26.96K +12.9% $2.28M 0.0% ▲ Add 3 SEC ↗
28 Wells Fargo & Company/Mn 26.96K +12.9% $2.28M 0.0% ▲ Add 3 SEC ↗
29 Northwestern Mutual Wealth… 23.00K +4.0% $1.95M 0.0% ▲ Add 3 SEC ↗
30 Bank Of America Corp /De/ 22.62K +2.9% $1.91M 0.0% ▲ Add 3 SEC ↗
31 Bank Of America Corp /De/ 22.62K +2.9% $1.91M 0.0% ▲ Add 3 SEC ↗
32 Commonwealth Equity Services, Llc 22.17K +4.4% $1.88M 0.0% ▲ Add 3 SEC ↗
33 Brown Advisory Inc 22.05K +451.1% $1.87M 0.0% ▲ Add 2 SEC ↗
34 Creative Planning 18.93K +13.9% $1.60M 0.0% ▲ Add 3 SEC ↗
35 Goldman Sachs Group 17.67K -68.2% $1.49M 0.0% ▼ Trim 2 SEC ↗
36 Lido Advisors, LLC 15.48K -3.7% $1.31M 0.0% ▼ Trim 2 SEC ↗
37 Bank of New York Mellon Corp 14.66K -3.2% $1.24M 0.0% ▼ Trim 2 SEC ↗
38 Bank of New York Mellon Corp 14.66K -3.2% $1.24M 0.0% ▼ Trim 2 SEC ↗
39 Franklin Resources Inc 13.94K 0.0% $1.18M 0.0% Held 3 SEC ↗
40 Lazard Asset Management Llc 13.21K 0.0% $1.12M 0.0% Held 3 SEC ↗
41 Raymond James Financial Inc 12.99K +1.0% $1.10M 0.0% ▲ Add 3 SEC ↗
42 Raymond James Financial Inc 12.99K +1.0% $1.10M 0.0% ▲ Add 3 SEC ↗
43 Morgan Stanley 9.52K +4.7% $805,082 0.0% ▲ Add 4 SEC ↗
44 Morgan Stanley 9.52K +4.7% $805,082 0.0% ▲ Add 4 SEC ↗
45 Cerity Partners LLC 8.77K -51.8% $741,811 0.0% ▼ Trim 3 SEC ↗
46 Wealth Enhancement Advisory… 8.14K New $687,646 0.0% New 1 SEC ↗
47 Mariner, LLC 3.02K -69.3% $255,154 0.0% ▼ Trim 3 SEC ↗
48 Quantinno Capital Management LP 2.97K 0.0% $251,516 0.0% Held 3 SEC ↗
49 Jones Financial Companies Lllp 2.65K +23.9% $220,598 0.0% ▲ Add 3 SEC ↗
50 Us Bancorp \De\ 2.00K 0.0% $169,369 0.0% Held 3 SEC ↗
51 Bank Of Montreal /Can/ 1.93K +14.8% $163,447 0.0% ▲ Add 3 SEC ↗
52 Rockefeller Capital Management L.P. 1.16K +5.6% $98,272 0.0% ▲ Add 3 SEC ↗
53 Fifth Third Bancorp 827 0.0% $69,964 0.0% Held 2 SEC ↗
54 UBS AM, a distinct business unit of… 664 0.0% $56,174 0.0% Held 3 SEC ↗
55 Pnc Financial Services Group, Inc. 331 -2.6% $28,022 0.0% ▼ Trim 2 SEC ↗
56 National Bank Of Canada /Fi/ 209 -69.2% $17,633 0.0% ▼ Trim 3 SEC ↗
57 Russell Investments Group, Ltd. 51 New $4,315 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Wealth Enhancement Advisory… $687,646 0.0%
Russell Investments Group… $4,315 0.0%

Exited

Corient Private Wealth LP $2.49M was 0.0%
Toronto Dominion Bank $2,414 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: Q2 2026 · Methodology · Get this via the API