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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 5.29K | $254,992 | +1 | n/a |
| 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 | n/a |
| Q2 2025 | 1 | 0 | 5.31K | $217,908 | n/a | n/a |
| Q1 2025 | 1 | 0 | 7.85K | $301,124 | n/a | n/a |
| Q4 2024 | 1 | 0 | 8.05K | $317,086 | n/a | n/a |
| Q3 2024 | 1 | 0 | 9.43K | $368,167 | n/a | n/a |
| Q2 2024 | 1 | n/a | 9.14K | $350,877 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 156.08K | n/a | $6.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Raymond James Financial Inc | 135.51K | n/a | $6.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Envestnet Asset Management Inc | 114.34K | n/a | $5.06M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 112.97K | n/a | $5.00M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 86.24K | n/a | $3.82M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cwm, Llc | 71.02K | n/a | $3.15M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 68.59K | n/a | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Truist Financial Corp | 63.66K | n/a | $2.82M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 51.43K | n/a | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 22.58K | New | $999,935 | 0.0% | New | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 12.48K | n/a | $552,961 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 4.68K | n/a | $207,100 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 1.50K | n/a | $66,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Wells Fargo & Company/Mn | 800 | n/a | $35,432 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Barclays Plc | 360 | n/a | $15,944 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 21 | n/a | $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.