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Security record · archived quarter

DWLD

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2024
27Tracked holders
+4Δ holders
5.28MShares held
$231.33MReported value
+4New positions
−0Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +17.4% · share flow +17.6% · net new positions +14.8%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 21 -5 5.48M $253.56M −5
Q1 2026 27 +4 5.28M $231.33M +4
Q4 2025 23 -1 4.49M $209.46M −1
Q3 2025 3 +2 1.59M $72.06M +2
Q2 2024 1 8.59K $286,442
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 1.80M +7.1% $78.86M 0.0% ▲ Add 3 SEC ↗
2 Morgan Stanley 1.80M +7.1% $78.86M 0.0% ▲ Add 3 SEC ↗
3 Cetera Investment Advisers 780.87K +7.2% $34.21M 0.0% ▲ Add 2 SEC ↗
4 LPL Financial LLC 548.10K +41.0% $24.01M 0.0% ▲ Add 2 SEC ↗
5 Bank Of America Corp /De/ 430.19K +300.6% $18.85M 0.0% ▲ Add 2 SEC ↗
6 Bank Of America Corp /De/ 430.19K +300.6% $18.85M 0.0% ▲ Add 2 SEC ↗
7 Royal Bank Of Canada 388.00K +21.0% $17.00M 0.0% ▲ Add 2 SEC ↗
8 Stifel Financial Corp 347.40K +3.4% $15.22M 0.0% ▲ Add 2 SEC ↗
9 Raymond James Financial Inc 258.28K +16.4% $11.32M 0.0% ▲ Add 2 SEC ↗
10 Raymond James Financial Inc 258.28K +16.4% $11.32M 0.0% ▲ Add 2 SEC ↗
11 UBS Group AG 178.84K +7.6% $7.83M 0.0% ▲ Add 2 SEC ↗
12 Baird Financial Group, Inc. 178.72K +2.9% $7.83M 0.0% ▲ Add 2 SEC ↗
13 Rockefeller Capital Management L.P. 89.40K -1.4% $3.92M 0.0% ▼ Trim 2 SEC ↗
14 Northwestern Mutual Wealth… 69.53K -9.8% $3.05M 0.0% ▼ Trim 2 SEC ↗
15 Envestnet Asset Management Inc 47.16K -4.8% $2.07M 0.0% ▼ Trim 2 SEC ↗
16 Commonwealth Equity Services, Llc 40.08K -1.7% $1.76M 0.0% ▼ Trim 2 SEC ↗
17 Captrust Financial Advisors 33.41K +9.2% $1.46M 0.0% ▲ Add 2 SEC ↗
18 Citadel Advisors 16.24K New $711,299 0.0% New 1 SEC ↗
19 Jane Street Group, Llc 13.48K -11.2% $590,690 0.0% ▼ Trim 2 SEC ↗
20 Truist Financial Corp 13.17K -0.7% $577,022 0.0% ▼ Trim 2 SEC ↗
21 Osaic Holdings, Inc. 11.23K -24.9% $491,906 0.0% ▼ Trim 2 SEC ↗
22 Susquehanna International Group, Llp 8.69K -40.2% $380,840 0.0% ▼ Trim 2 SEC ↗
23 HighTower Advisors, LLC 8.13K +62.4% $356,381 0.0% ▲ Add 2 SEC ↗
24 AQR Capital Management 7.40K 0.0% $324,194 0.0% Held 3 SEC ↗
25 Mariner, LLC 6.58K -0.3% $288,121 0.0% ▼ Trim 2 SEC ↗
26 Fifth Third Bancorp 2.20K New $96,510 0.0% New 1 SEC ↗
27 Cwm, Llc 1.50K 0.0% $65,933 0.0% Held 2 SEC ↗
28 UBS AM, a distinct business unit of… 1.50K New $65,540 0.0% New 1 SEC ↗
29 Russell Investments Group, Ltd. 100 New $4,381 0.0% New 1 SEC ↗
30 Wells Fargo & Company/Mn 1 -50.0% $37 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

Citadel Advisors $711,299 0.0%
Fifth Third Bancorp $96,510 0.0%
UBS AM, a distinct business… $65,540 0.0%
Russell Investments Group… $4,381 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 62 holders, 8.21M shares, $358.91M 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: Q1 2026 · Methodology · Get this via the API