DVOL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -11.8% ·
share flow -26.2% ·
net new positions -13.3%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | -2 | 396.55K | $14.49M | — | −2 |
| Q1 2026 | 18 | +2 | 586.42K | $20.25M | +4 | −2 |
| Q4 2025 | 16 | -1 | 845.52K | $29.62M | — | −1 |
| Q3 2025 | 4 | 0 | 274.13K | $9.72M | — | — |
| Q2 2025 | 3 | +1 | 43.82K | $1.54M | +1 | — |
| Q1 2025 | 1 | 0 | 23.45K | $833,369 | — | — |
| Q4 2024 | 1 | 0 | 41.99K | $1.42M | — | — |
| Q3 2024 | 1 | 0 | 32.22K | $1.07M | — | — |
| Q2 2024 | 1 | — | 16.61K | $502,944 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 147.78K | +1.0% | $5.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 86.63K | -1.4% | $3.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 39.28K | -45.5% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 37.63K | -10.7% | $1.38M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 17.94K | +302.7% | $656,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 17.22K | -13.3% | $629,248 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 14.06K | -45.3% | $513,858 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Fifth Third Bancorp | 9.89K | 0.0% | $361,612 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 7.53K | +5.6% | $275,340 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 7.39K | -41.4% | $269,994 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 7.09K | +3.8% | $259,207 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 3.57K | +0.2% | $130,411 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 370 | -16.3% | $13,506 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 173 | -99.2% | $6,313 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 0 | — | $17 | 0.0% | Held | 3 | 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
| Baird Financial Group, Inc. | $2.62M | was 0.0% |
| UBS Group AG | $20,363 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 38 holders, 1.53M shares, $52.45M 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.