DVOL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow -30.0% ·
net new positions +11.1%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | -2 | 396.55K | $14.49M | n/a | −2 |
| Q1 2026 | 18 | +2 | 586.42K | $20.25M | +4 | −2 |
| Q4 2025 | 16 | -1 | 845.52K | $29.62M | n/a | −1 |
| Q3 2025 | 4 | 0 | 274.13K | $9.72M | n/a | n/a |
| Q2 2025 | 3 | +1 | 43.82K | $1.54M | +1 | n/a |
| Q1 2025 | 1 | 0 | 23.45K | $833,369 | n/a | n/a |
| Q4 2024 | 1 | 0 | 41.99K | $1.42M | n/a | n/a |
| Q3 2024 | 1 | 0 | 32.22K | $1.07M | n/a | n/a |
| Q2 2024 | 1 | n/a | 16.61K | $502,944 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 146.37K | -3.5% | $5.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 87.81K | -18.2% | $3.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Baird Financial Group, Inc. | 75.88K | +1.4% | $2.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 72.00K | New | $2.49M | 0.0% | New | 1 | SEC ↗ |
| 5 | Cwm, Llc | 49.19K | -58.1% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 42.12K | -78.4% | $1.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Susquehanna International Group, Llp | 25.71K | -21.7% | $888,856 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | JPMorgan Chase ✦ | 21.98K | New | $740,867 | 0.0% | New | 1 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 19.85K | +12.0% | $686,312 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 12.61K | New | $435,923 | 0.0% | New | 1 | SEC ↗ |
| 11 | Fifth Third Bancorp | 9.89K | New | $342,094 | 0.0% | New | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 7.13K | +14.1% | $246,613 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 6.83K | +0.2% | $236,196 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 4.46K | -93.5% | $154,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 3.56K | -33.4% | $123,049 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | UBS Group AG | 589 | +1450.0% | $20,363 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 442 | -34.7% | $15,266 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 0 | -100.0% | $12 | 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
| Goldman Sachs Group | $2.49M | 0.0% |
| JPMorgan Chase | $740,867 | 0.0% |
| Two Sigma Investments | $435,923 | 0.0% |
| Fifth Third Bancorp | $342,094 | 0.0% |
Exited
| Commonwealth Equity Services… | $1.34M | was 0.0% |
| Citadel Advisors | $804,147 | 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.