DSEP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.6% ·
share flow +11.9% ·
net new positions +5.3%
— formula
Broad accumulation — rising shares across more 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 | 19 | +1 | 1.11M | $52.71M | +2 | −1 |
| Q1 2026 | 19 | -1 | 1.12M | $49.17M | +4 | −5 |
| Q4 2025 | 20 | 0 | 1.21M | $54.22M | +1 | −1 |
| Q3 2025 | 2 | 0 | 7.54K | $333,312 | — | — |
| Q2 2025 | 1 | 0 | 13.38K | $567,225 | — | — |
| Q1 2025 | 1 | +1 | 11.44K | $453,931 | +1 | — |
| Q2 2024 | 1 | — | 8.94K | $349,766 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 368.47K | +23.4% | $17.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 134.43K | +6.0% | $6.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 116.56K | +28.1% | $5.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 87.80K | -0.8% | $4.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 81.31K | +3.1% | $3.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 81.31K | +3.1% | $3.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 77.47K | +14.7% | $3.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 73.91K | -15.0% | $3.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 73.91K | -15.0% | $3.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Truist Financial Corp | 59.12K | -0.8% | $2.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 30.07K | +136.2% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 23.19K | -14.5% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 18.85K | +149.8% | $894,339 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 11.79K | -0.4% | $563,227 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 9.38K | 0.0% | $444,842 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Hrt Financial Lp | 6.67K | New | $316,000 | 0.0% | New | 1 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 4.90K | 0.0% | $232,598 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Barclays Plc | 4.23K | +60.4% | $200,529 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 1.50K | New | $71,000 | 0.0% | New | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 1.08K | 0.0% | $51,235 | 0.0% | Held | 4 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 400 | 0.0% | $18,760 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $316,000 | 0.0% |
| Royal Bank Of Canada | $71,000 | 0.0% |
Exited
| Citadel Advisors | $749,589 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 108 holders, 3.26M shares, $132.53M 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.