DVLU
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -22.2% ·
share flow +30.0% ·
net new positions -20.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| 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 |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 182.36K | +3.8% | $6.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 115.41K | New | $3.95M | 0.0% | New | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 63.33K | +8.5% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 43.56K | +53.7% | $1.49M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 39.43K | -0.7% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 31.18K | +13.8% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 14.83K | -7.1% | $507,203 | 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
| Raymond James Financial Inc | $3.95M | 0.0% |
Exited
| Susquehanna International… | $245,409 | was 0.0% |
| UBS Group AG | $15,438 | was 0.0% |
| Morgan Stanley | $55 | was 0.0% |
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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.