DOCT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.7% ·
share flow +2.6% ·
net new positions +6.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 13 | -2 | 958.53K | $44.74M | +1 | −3 |
| Q1 2026 | 16 | 0 | 859.45K | $37.31M | +3 | −3 |
| Q4 2025 | 16 | +1 | 902.26K | $39.96M | +1 | — |
| Q2 2025 | 1 | 0 | 5.31K | $217,908 | — | — |
| Q1 2025 | 1 | 0 | 7.85K | $301,124 | — | — |
| Q4 2024 | 1 | 0 | 8.05K | $317,086 | — | — |
| Q3 2024 | 1 | 0 | 9.43K | $368,167 | — | — |
| Q2 2024 | 1 | — | 9.14K | $350,877 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 156.08K | — | $6.91M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 156.08K | — | $6.91M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 135.51K | — | $6.00M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 135.51K | — | $6.00M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 114.34K | — | $5.06M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 112.97K | — | $5.00M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 86.24K | — | $3.82M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cwm, Llc | 71.02K | — | $3.15M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 68.59K | — | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Truist Financial Corp | 63.66K | — | $2.82M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 51.43K | — | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 22.58K | New | $999,935 | 0.0% | New | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 12.48K | — | $552,961 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 4.68K | — | $207,100 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 1.50K | — | $66,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 1.50K | — | $66,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 800 | — | $35,432 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Barclays Plc | 360 | — | $15,944 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 21 | — | $930 | 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
| JPMorgan Chase | $999,935 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 109 holders, 4.03M shares, $150.80M 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.