Security record · archived quarter
DVLU
name pending profile ingest
9Tracked holders
0Δ holders
352.70KShares held
$12.61MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +4.1% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 8 | +1 | 475.46K | $18.86M | +1 | n/a |
| Q1 2026 | 7 | -2 | 490.10K | $16.77M | +1 | −3 |
| Q4 2025 | 9 | 0 | 352.70K | $12.61M | n/a | n/a |
| Q3 2025 | 3 | 0 | 54.26K | $1.82M | n/a | n/a |
| Q2 2025 | 1 | 0 | 20.72K | $618,729 | n/a | n/a |
| Q1 2025 | 1 | 0 | 22.42K | $637,514 | n/a | n/a |
| Q4 2024 | 1 | 0 | 27.09K | $789,288 | n/a | n/a |
| Q3 2024 | 1 | 0 | 14.05K | $433,023 | n/a | n/a |
| Q2 2024 | 1 | n/a | 25.23K | $707,497 | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 175.65K | n/a | $6.28M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 58.35K | n/a | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 39.69K | -0.8% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 28.34K | +99.3% | $1.01M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 5 | Cetera Investment Advisers | 27.40K | n/a | $979,131 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 15.97K | n/a | $570,651 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 6.87K | n/a | $245,409 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 432 | n/a | $15,438 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1 | -97.0% | $55 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 18 holders, 877.78K shares, $28.78M 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: Q4 2025 ·
Methodology ·
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