DTEC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -13.6% ·
share flow -17.4% ·
net new positions -15.8%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 645 | $32,867 | n/a | n/a |
| Q2 2026 | 20 | +2 | 380.76K | $18.33M | +2 | n/a |
| Q1 2026 | 19 | -3 | 418.30K | $18.10M | n/a | −3 |
| Q4 2025 | 22 | -1 | 506.59K | $24.62M | n/a | −1 |
| Q3 2025 | 3 | -1 | 60.10K | $3.07M | n/a | −1 |
| Q2 2025 | 2 | 0 | 5.03K | $247,999 | n/a | n/a |
| Q1 2025 | 1 | 0 | 11.38K | $494,687 | n/a | n/a |
| Q4 2024 | 1 | 0 | 10.70K | $484,894 | n/a | n/a |
| Q3 2024 | 1 | +1 | 7.31K | $324,056 | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 76.53K | -40.0% | $3.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 62.98K | -0.3% | $2.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 51.03K | -8.2% | $2.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Susquehanna International Group, Llp | 46.00K | -8.4% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 42.26K | +28.9% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | UBS Group AG | 36.80K | -23.9% | $1.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 34.83K | -13.0% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Stifel Financial Corp | 17.52K | +2.9% | $758,068 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 13.27K | -5.1% | $574,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 11.58K | 0.0% | $501,232 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 6.85K | -19.2% | $296,626 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 5.62K | -7.6% | $243,099 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | National Bank Of Canada /Fi/ | 5.47K | -3.7% | $236,379 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 4.39K | -34.0% | $190,152 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Cwm, Llc | 1.18K | 0.0% | $51,014 | 0.0% | Held | 2 | SEC ↗ |
| 16 | TD Waterhouse Canada Inc. | 645 | 0.0% | $27,828 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 600 | +61.3% | $25,989 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 520 | -58.9% | $22,506 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 220 | 0.0% | $9,524 | 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
| No new tracked buyers this quarter. |
Exited
| Jane Street Group, Llc | $354,638 | was 0.0% |
| Creative Planning | $215,698 | was 0.0% |
| Lido Advisors, LLC | $204,551 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 41 holders, 551.91K shares, $22.34M 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.