DPG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -8.3% ·
share flow +4.9% ·
net new positions -9.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.96M | +1.4% | $29.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.96M | +1.4% | $29.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.96M | +1.4% | $29.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.43M | +2.7% | $21.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.43M | +2.7% | $21.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Allspring Global Investments… | 806.50K | +29.1% | $11.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 424.17K | -0.1% | $6.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 424.17K | -0.1% | $6.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 335.66K | +45.8% | $4.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 335.66K | +45.8% | $4.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 270.31K | -27.8% | $4.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 268.33K | -0.8% | $3.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 268.33K | -0.8% | $3.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | First Trust Advisors Lp | 170.49K | +24.4% | $2.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 67.58K | +19.3% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 67.58K | +19.3% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 67.58K | +19.3% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 47.40K | +32.6% | $703,388 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Invesco Ltd. | 46.16K | -8.5% | $684,940 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 40.43K | +101.1% | $599,987 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 35.79K | -2.4% | $531,140 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Truist Financial Corp | 31.87K | -4.2% | $472,942 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 23.49K | -29.4% | $348,577 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 21.32K | -0.8% | $316,402 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 8.31K | -5.5% | $123,291 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 4.00K | New | $59,360 | 0.0% | New | 1 | SEC ↗ |
| 27 | Fifth Third Bancorp | 2.17K | 0.0% | $32,218 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Assetmark, Inc | 1.45K | 0.0% | $21,563 | 0.0% | Held | 3 | SEC ↗ |
| 29 | UBS AM, a distinct business unit of… | 114 | 0.0% | $1,692 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Citigroup Inc | 1 | 0.0% | $15 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Rockefeller Capital… | $59,360 | 0.0% |
Exited
| Citadel Advisors | $209,467 | was 0.0% |
| Susquehanna International… | $182,767 | was 0.0% |
| Us Bancorp \De\ | $14,440 | was 0.0% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.