Security record
DVAL
name pending profile ingest
8Tracked holders
0Δ holders
429.75KShares held
$6.74MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -30.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 152.38K | -5.9% | $2.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Franklin Resources Inc | 141.05K | -78.9% | $2.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 43.89K | +37.3% | $688,528 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Jones Financial Companies Lllp | 37.87K | +732.8% | $595,556 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 36.61K | -80.6% | $574,267 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Susquehanna International Group, Llp | 15.36K | -3.5% | $240,945 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 2.59K | +44.7% | $40,712 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1 | New | $25 | 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
| Morgan Stanley | $25 | 0.0% |
Exited
| UBS Group AG | $310 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 11 holders, 1.25M shares, $15.88M 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: Q2 2026 ·
Methodology ·
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