DUBS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +13.7% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 549.96K | +15.6% | $22.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 22.69K | +5.8% | $944,832 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | First Trust Advisors Lp | 8.65K | New | $360,423 | 0.0% | New | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 7.05K | -5.4% | $293,713 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Assetmark, Inc | 595 | New | $24,779 | 0.0% | New | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 353 | 0.0% | $14,561 | 0.0% | Held | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 16 | New | $666 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| First Trust Advisors Lp | $360,423 | 0.0% |
| Assetmark, Inc | $24,779 | 0.0% |
| Wells Fargo & Company/Mn | $666 | 0.0% |
Exited
| Jane Street Group, Llc | $479,562 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 35 holders, 10.02M shares, $363.42M 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.