DSTL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -2.7% ·
share flow -2.2% ·
net new positions -2.8%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | +2 | 5.87M | $351.09M | +4 | −2 |
| Q1 2026 | 39 | +3 | 5.45M | $311.10M | +5 | −2 |
| Q4 2025 | 36 | -1 | 6.30M | $373.71M | +1 | −2 |
| Q3 2025 | 5 | -1 | 347.29K | $20.13M | — | −1 |
| Q2 2025 | 3 | 0 | 7.05K | $390,380 | — | — |
| Q1 2025 | 1 | 0 | 5.49K | $297,832 | — | — |
| Q4 2024 | 1 | 0 | 5.81K | $319,217 | — | — |
| Q3 2024 | 1 | -1 | 5.81K | $329,715 | — | −1 |
| Q2 2024 | 2 | — | 14.55K | $747,879 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 2.53M | — | $151.58M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 901.47K | — | $53.10M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 662.75K | — | $39.04M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 662.75K | — | $39.04M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 662.75K | — | $39.04M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 577.13K | — | $33.99M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 448.15K | — | $26.40M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cerity Partners LLC | 317.95K | — | $18.73M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Focus Partners Wealth | 187.21K | — | $11.03M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Captrust Financial Advisors | 160.13K | — | $9.43M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 146.92K | -40.3% | $8.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 76.82K | — | $4.53M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 76.82K | — | $4.53M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 48.00K | New | $2.83M | 0.0% | New | 1 | SEC ↗ |
| 15 | Qube Research & Technologies Ltd | 43.91K | — | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 41.49K | — | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 20.07K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mariner, LLC | 18.83K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cibc World Market Inc. | 17.82K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 12.17K | — | $716,974 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Truist Financial Corp | 10.53K | — | $620,421 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 10.53K | — | $620,421 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 9.52K | — | $560,609 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jane Street Group, Llc | 9.46K | — | $557,017 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 9.03K | -18.7% | $531,690 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 9.03K | -18.7% | $531,690 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 8.97K | — | $528,215 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 8.97K | — | $528,215 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Quantinno Capital Management LP | 8.38K | — | $493,464 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Royal Bank Of Canada | 7.22K | — | $425,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Royal Bank Of Canada | 7.22K | — | $425,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | UBS Group AG | 5.91K | — | $348,276 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | UBS Group AG | 5.91K | — | $348,276 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 5.78K | — | $340,265 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 4.29K | — | $252,681 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 4.05K | — | $238,722 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 2.14K | — | $126,009 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 2.02K | — | $119,132 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 1.86K | — | $109,495 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 1.86K | — | $109,495 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 626 | — | $36,871 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 250 | -7.1% | $14,753 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Assetmark, Inc | 216 | — | $12,722 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Cwm, Llc | 110 | — | $6,000 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 76 | — | $4,492 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 76 | — | $4,492 | 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
| Two Sigma Investments | $2.83M | 0.0% |
Exited
| Goldman Sachs Group | $4.56M | was 0.0% |
| Citadel Advisors | $635,647 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 144 holders, 23.40M shares, $1.32B 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.