DTH
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.3% ·
share flow -1.1% ·
net new positions -3.4%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.42M | — | $73.10M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 826.44K | +5.3% | $42.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 779.98K | — | $40.25M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Mariner, LLC | 399.00K | — | $20.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 104.75K | — | $5.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Cwm, Llc | 93.82K | — | $4.84M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 93.15K | — | $4.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 88.23K | — | $4.55M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 80.27K | — | $4.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Baird Financial Group, Inc. | 68.65K | — | $3.54M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 66.46K | — | $3.43M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 61.57K | — | $3.18M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 45.27K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 44.48K | — | $2.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Bank Of Montreal /Can/ | 40.21K | — | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 37.77K | — | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 37.54K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 28.53K | -58.0% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 21.36K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 19.61K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 11.14K | — | $574,657 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 7.47K | — | $385,744 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Stifel Financial Corp | 5.92K | — | $305,333 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 4.08K | — | $212,553 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 2.83K | — | $145,937 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 2.73K | — | $140,779 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | Fidelity (FMR) ✦ | 2.14K | +3.9% | $110,526 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | Blair William & Co/Il | 468 | — | $24,151 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Assetmark, Inc | 156 | — | $8,050 | 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
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $2.48M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 108 holders, 7.96M shares, $417.38M 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.