Security record · archived quarter
DPG
name pending profile ingest
24Tracked holders
0Δ holders
5.63MShares held
$71.50MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.2% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.02M | -0.5% | $25.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Wells Fargo & Company/Mn | 1.35M | n/a | $17.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Allspring Global Investments… | 498.76K | n/a | $6.34M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 421.52K | n/a | $5.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 355.58K | n/a | $4.52M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 270.43K | n/a | $3.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 203.37K | n/a | $2.58M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | First Trust Advisors Lp | 109.00K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 57.17K | n/a | $726,685 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 55.91K | n/a | $710,579 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Invesco Ltd. | 50.43K | n/a | $640,927 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 37.66K | n/a | $478,730 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 37.20K | n/a | $472,824 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Truist Financial Corp | 31.59K | n/a | $401,494 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 30.63K | n/a | $389,296 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | HighTower Advisors, LLC | 23.49K | n/a | $298,545 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 18.61K | n/a | $236,476 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 18.31K | n/a | $232,682 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cwm, Llc | 12.56K | n/a | $160,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 12.56K | -13.4% | $159,599 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Assetmark, Inc | 1.45K | n/a | $18,468 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Us Bancorp \De\ | 1.00K | n/a | $12,710 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS AM, a distinct business unit of… | 166 | n/a | $2,110 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citigroup Inc | 1 | n/a | $13 | 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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 84 holders, 11.47M shares, $155.67M 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 ·
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