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Security record · archived quarter

DSTL

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
39Tracked holders
+3Δ holders
5.45MShares held
$311.10MReported value
+5New positions
−2Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +8.3% · share flow -13.5% · net new positions +7.7%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wealth Enhancement Advisory… 1.82M -28.0% $101.38M 0.2% ▼ Trim 2 SEC ↗
2 Cetera Investment Advisers 797.26K -11.6% $46.15M 0.0% ▼ Trim 2 SEC ↗
3 Raymond James Financial Inc 645.11K -2.7% $37.34M 0.0% ▼ Trim 2 SEC ↗
4 Raymond James Financial Inc 645.11K -2.7% $37.34M 0.0% ▼ Trim 2 SEC ↗
5 Raymond James Financial Inc 645.11K -2.7% $37.34M 0.0% ▼ Trim 2 SEC ↗
6 LPL Financial LLC 541.63K -6.2% $31.35M 0.0% ▼ Trim 2 SEC ↗
7 Rockefeller Capital Management L.P. 450.83K +0.6% $26.09M 0.0% ▲ Add 2 SEC ↗
8 Cerity Partners LLC 311.40K -2.1% $18.02M 0.0% ▼ Trim 2 SEC ↗
9 Cerity Partners LLC 311.40K -2.1% $18.02M 0.0% ▼ Trim 2 SEC ↗
10 JPMorgan Chase 177.80K +21.0% $10.12M 0.0% ▲ Add 3 SEC ↗
11 JPMorgan Chase 177.80K +21.0% $10.12M 0.0% ▲ Add 3 SEC ↗
12 Focus Partners Wealth 173.15K -7.5% $10.02M 0.0% ▼ Trim 2 SEC ↗
13 Captrust Financial Advisors 156.29K -2.4% $9.03M 0.0% ▼ Trim 2 SEC ↗
14 Osaic Holdings, Inc. 70.72K -7.9% $4.09M 0.0% ▼ Trim 2 SEC ↗
15 Osaic Holdings, Inc. 70.72K -7.9% $4.09M 0.0% ▼ Trim 2 SEC ↗
16 Qube Research & Technologies Ltd 40.51K -7.7% $2.34M 0.0% ▼ Trim 2 SEC ↗
17 Envestnet Asset Management Inc 39.38K +96.2% $2.28M 0.0% ▲ Add 2 SEC ↗
18 Commonwealth Equity Services, Llc 35.04K -15.5% $2.03M 0.0% ▼ Trim 2 SEC ↗
19 Royal Bank Of Canada 28.17K +289.9% $1.63M 0.0% ▲ Add 2 SEC ↗
20 Cibc World Market Inc. 19.55K +9.7% $1.13M 0.0% ▲ Add 2 SEC ↗
21 Mariner, LLC 18.83K 0.0% $1.09M 0.0% Held 2 SEC ↗
22 AQR Capital Management 12.89K New $746,311 0.0% New 1 SEC ↗
23 Morgan Stanley 12.01K +33.0% $694,861 0.0% ▲ Add 3 SEC ↗
24 Morgan Stanley 12.01K +33.0% $694,861 0.0% ▲ Add 3 SEC ↗
25 Morgan Stanley 12.01K +33.0% $694,861 0.0% ▲ Add 3 SEC ↗
26 Goldman Sachs Group 11.42K New $660,758 0.0% New 1 SEC ↗
27 Mml Investors Services, Llc 11.04K +15.9% $638,677 0.0% ▲ Add 2 SEC ↗
28 Truist Financial Corp 10.69K +1.5% $618,831 0.0% ▲ Add 2 SEC ↗
29 Truist Financial Corp 10.69K +1.5% $618,831 0.0% ▲ Add 2 SEC ↗
30 Stifel Financial Corp 10.10K -17.1% $584,310 0.0% ▼ Trim 2 SEC ↗
31 Quantinno Capital Management LP 7.94K -5.2% $459,451 0.0% ▼ Trim 2 SEC ↗
32 Citadel Advisors 6.69K New $387,101 0.0% New 1 SEC ↗
33 Us Bancorp \De\ 5.83K +0.9% $337,267 0.0% ▲ Add 2 SEC ↗
34 UBS Group AG 5.50K -6.9% $318,514 0.0% ▼ Trim 2 SEC ↗
35 UBS Group AG 5.50K -6.9% $318,514 0.0% ▼ Trim 2 SEC ↗
36 Susquehanna International Group, Llp 5.10K +18.9% $295,246 0.0% ▲ Add 2 SEC ↗
37 Creative Planning 4.43K New $256,293 0.0% New 1 SEC ↗
38 Mercer Global Advisors Inc /Adv 3.84K -5.2% $222,433 0.0% ▼ Trim 2 SEC ↗
39 Bank Of America Corp /De/ 3.84K -57.2% $222,086 0.0% ▼ Trim 2 SEC ↗
40 Jane Street Group, Llc 3.64K -61.5% $210,452 0.0% ▼ Trim 2 SEC ↗
41 Russell Investments Group, Ltd. 2.03K +0.3% $117,450 0.0% ▲ Add 2 SEC ↗
42 Cwm, Llc 1.32K +1096.4% $76,170 0.0% ▲ Add 2 SEC ↗
43 Northwestern Mutual Wealth… 899 -58.0% $52,050 0.0% ▼ Trim 2 SEC ↗
44 Pnc Financial Services Group, Inc. 626 0.0% $36,233 0.0% Held 2 SEC ↗
45 UBS AM, a distinct business unit of… 460 New $26,625 0.0% New 1 SEC ↗
46 Fidelity (FMR) 251 +0.4% $14,555 0.0% ▲ Add 4 SEC ↗
47 Fidelity (FMR) 251 +0.4% $14,555 0.0% ▲ Add 4 SEC ↗
48 Assetmark, Inc 216 0.0% $12,502 0.0% Held 2 SEC ↗
49 Wells Fargo & Company/Mn 1 -98.7% $32 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

AQR Capital Management $746,311 0.0%
Goldman Sachs Group $660,758 0.0%
Citadel Advisors $387,101 0.0%
Creative Planning $256,293 0.0%
UBS AM, a distinct business… $26,625 0.0%

Exited

Two Sigma Investments $2.83M was 0.0%
Jones Financial Companies Lllp $109,495 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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API