DSM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -8.7% ·
share flow -5.1% ·
net new positions -9.5%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +2 | 2.44M | $14.99M | +3 | −2 |
| Q1 2026 | 21 | -2 | 2.33M | $14.02M | +1 | −3 |
| Q4 2025 | 23 | -1 | 2.46M | $15.17M | n/a | −1 |
| Q3 2025 | 2 | 0 | 444.73K | $2.63M | n/a | n/a |
| Q2 2025 | 1 | 0 | 14.97K | $83,843 | n/a | n/a |
| Q1 2025 | 1 | 0 | 48.33K | $278,887 | n/a | n/a |
| Q4 2024 | 1 | 0 | 13.70K | $79,591 | n/a | n/a |
| Q3 2024 | 1 | 0 | 17.01K | $105,972 | n/a | n/a |
| Q2 2024 | 1 | n/a | 87.17K | $517,808 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 573.73K | -1.6% | $3.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 407.94K | +0.8% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 281.32K | -22.4% | $1.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Envestnet Asset Management Inc | 192.08K | -1.1% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Capstone Investment Advisors, Llc | 187.56K | 0.0% | $1.13M | 0.0% | Held | 2 | SEC ↗ |
| 6 | Nuveen, LLC | 136.10K | 0.0% | $817,955 | 0.0% | Held | 2 | SEC ↗ |
| 7 | Invesco Ltd. | 103.84K | +0.4% | $624,096 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 92.52K | -18.0% | $556,033 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 70.37K | New | $422,935 | 0.0% | New | 1 | SEC ↗ ×3 |
| 10 | Raymond James Financial Inc | 62.44K | +31.1% | $375,251 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Stifel Financial Corp | 61.46K | +1.2% | $369,393 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 30.46K | -28.2% | $183,089 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 23.29K | +0.1% | $139,976 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 22.56K | -12.3% | $135,614 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 20.91K | +3.3% | $125,687 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 18.90K | +0.1% | $113,571 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 13.04K | -18.5% | $78,401 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Jane Street Group, Llc | 12.55K | -42.7% | $75,437 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Mariner, LLC | 11.59K | -2.2% | $69,665 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cerity Partners LLC | 10.00K | 0.0% | $60,100 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Citigroup Inc | 1 | 0.0% | $6 | 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
| Bank of New York Mellon Corp | $422,935 | 0.0% |
Exited
| Bank Of America Corp /De/ | $452,589 | was 0.0% |
| Royal Bank Of Canada | $16,000 | was 0.0% |
| Northwestern Mutual Wealth… | $3,085 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 87 holders, 25.33M shares, $134.27M 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.
Open-market purchases (P)
10% owner · 69.08K sh @ 5.29 · $365,433
10% owner · 48.13K sh @ 5.26 · $253,190
10% owner · 90.51K sh @ 5.28 · $477,877
10% owner · 13.76K sh @ 5.24 · $72,113
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology