DSMC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow +2.9% ·
net new positions +10.0%
— 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 | 10 | +1 | 276.69K | $11.17M | +2 | −1 |
| Q1 2026 | 9 | +1 | 268.95K | $10.06M | +2 | −1 |
| Q4 2025 | 8 | +1 | 290.56K | $10.31M | +1 | — |
| Q3 2025 | 1 | -1 | 12.54K | $449,925 | — | −1 |
| Q2 2025 | 2 | +1 | 12.04K | $391,704 | +1 | — |
| Q4 2024 | 1 | 0 | 22.57K | $788,748 | — | — |
| Q3 2024 | 1 | 0 | 23.37K | $842,758 | — | — |
| Q2 2024 | 1 | — | 8.34K | $289,355 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 211.92K | 0.0% | $8.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Tidal Investments LLC | 28.31K | +13.4% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 17.89K | -4.0% | $721,844 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Focus Partners Wealth | 11.83K | +0.7% | $477,302 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Nuveen, LLC | 5.24K | New | $211,527 | 0.0% | New | 1 | SEC ↗ |
| 6 | Us Bancorp \De\ | 1.36K | 0.0% | $54,809 | 0.0% | Held | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 72 | 0.0% | $2,906 | 0.0% | Held | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 71 | New | $2,865 | 0.0% | New | 1 | SEC ↗ |
| 9 | UBS Group AG | 2 | -99.0% | $81 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 1 | 0.0% | $44 | 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
| Nuveen, LLC | $211,527 | 0.0% |
| Osaic Holdings, Inc. | $2,865 | 0.0% |
Exited
| Fidelity (FMR) | $37 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 30 holders, 2.11M shares, $78.81M 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.