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Security record · archived quarter

DPG

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q3 2024
24Tracked holders
0Δ holders
5.63MShares held
$71.50MReported value
+0New positions
−0Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 22 -2 6.00M $89.01M +1 −3
Q1 2026 25 +1 5.73M $82.70M +3 −2
Q4 2025 24 0 5.63M $71.50M
Q3 2025 2 0 2.05M $26.46M
Q2 2025 1 +1 14.50K $179,945 +1
Q4 2024 1 0 14.71K $171,960
Q3 2024 1 +1 17.68K $207,540 +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 2.02M -0.5% $25.74M 0.0% ▼ Trim 2 SEC ↗
2 Morgan Stanley 2.02M -0.5% $25.74M 0.0% ▼ Trim 2 SEC ↗
3 Morgan Stanley 2.02M -0.5% $25.74M 0.0% ▼ Trim 2 SEC ↗
4 Wells Fargo & Company/Mn 1.35M $17.20M 0.0% n/c 1 SEC ↗
5 Wells Fargo & Company/Mn 1.35M $17.20M 0.0% n/c 1 SEC ↗
6 Allspring Global Investments… 498.76K $6.34M 0.0% n/c 1 SEC ↗
7 Raymond James Financial Inc 421.52K $5.36M 0.0% n/c 1 SEC ↗
8 Raymond James Financial Inc 421.52K $5.36M 0.0% n/c 1 SEC ↗
9 LPL Financial LLC 355.58K $4.52M 0.0% n/c 1 SEC ↗
10 UBS Group AG 270.43K $3.44M 0.0% n/c 1 SEC ↗
11 UBS Group AG 270.43K $3.44M 0.0% n/c 1 SEC ↗
12 Royal Bank Of Canada 203.37K $2.58M 0.0% n/c 1 SEC ↗
13 Royal Bank Of Canada 203.37K $2.58M 0.0% n/c 1 SEC ↗
14 Royal Bank Of Canada 203.37K $2.58M 0.0% n/c 1 SEC ↗
15 Royal Bank Of Canada 203.37K $2.58M 0.0% n/c 1 SEC ↗
16 First Trust Advisors Lp 109.00K $1.39M 0.0% n/c 1 SEC ↗
17 Cetera Investment Advisers 57.17K $726,685 0.0% n/c 1 SEC ↗
18 Osaic Holdings, Inc. 55.91K $710,579 0.0% n/c 1 SEC ↗
19 Osaic Holdings, Inc. 55.91K $710,579 0.0% n/c 1 SEC ↗
20 Invesco Ltd. 50.43K $640,927 0.0% n/c 1 SEC ↗
21 Commonwealth Equity Services, Llc 37.66K $478,730 0.0% n/c 1 SEC ↗
22 Envestnet Asset Management Inc 37.20K $472,824 0.0% n/c 1 SEC ↗
23 Truist Financial Corp 31.59K $401,494 0.0% n/c 1 SEC ↗
24 Bank Of America Corp /De/ 30.63K $389,296 0.0% n/c 1 SEC ↗
25 Bank Of America Corp /De/ 30.63K $389,296 0.0% n/c 1 SEC ↗
26 HighTower Advisors, LLC 23.49K $298,545 0.0% n/c 1 SEC ↗
27 Stifel Financial Corp 18.61K $236,476 0.0% n/c 1 SEC ↗
28 Pnc Financial Services Group, Inc. 18.31K $232,682 0.0% n/c 1 SEC ↗
29 Cwm, Llc 12.56K $160,000 0.0% n/c 1 SEC ↗
30 AQR Capital Management 12.56K -13.4% $159,599 0.0% ▼ Trim 3 SEC ↗
31 Assetmark, Inc 1.45K $18,468 0.0% n/c 1 SEC ↗
32 Us Bancorp \De\ 1.00K $12,710 0.0% n/c 1 SEC ↗
33 UBS AM, a distinct business unit of… 166 $2,110 0.0% n/c 1 SEC ↗
34 Citigroup Inc 1 $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 · Get this via the API