Security record · archived quarter
DWM
name pending profile ingest
33Tracked holders
+3Δ holders
3.42MShares held
$239.29MReported value
+3New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow -2.2% ·
net new positions +9.1%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +2 | 3.34M | $244.56M | +3 | −2 |
| Q1 2026 | 33 | +3 | 3.42M | $239.29M | +3 | n/a |
| Q4 2025 | 30 | 0 | 3.50M | $241.10M | n/a | n/a |
| Q3 2025 | 3 | 0 | 1.03M | $68.41M | n/a | n/a |
| Q2 2025 | 1 | n/a | 2.32K | $147,625 | n/a | n/a |
| Q4 2024 | 1 | 0 | 32.84K | $1.73M | n/a | n/a |
| Q3 2024 | 1 | 0 | 4.16K | $239,551 | n/a | n/a |
| Q2 2024 | 1 | n/a | 8.27K | $444,264 | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 950.13K | -1.6% | $66.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 476.01K | -0.1% | $33.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 431.85K | +7.2% | $30.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | Bank Of America Corp /De/ | 385.12K | -1.2% | $26.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 220.77K | +22.5% | $15.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Wealth Enhancement Advisory… | 208.17K | -37.3% | $14.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 111.71K | -14.5% | $7.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 89.09K | +1.7% | $6.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Ameriprise Financial Inc | 88.85K | +9.9% | $6.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Cetera Investment Advisers | 84.25K | +6.0% | $5.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 63.81K | -28.4% | $4.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cibc World Market Inc. | 53.66K | +3.0% | $3.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Sei Investments Co | 41.32K | -0.9% | $2.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 31.72K | -5.1% | $2.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Creative Planning | 27.45K | -0.5% | $1.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 17.89K | +66.2% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Focus Partners Wealth | 17.83K | +12.2% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS AM, a distinct business unit of… | 17.44K | +413.3% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 17.18K | +0.8% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | HighTower Advisors, LLC | 12.89K | +1.4% | $900,816 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Fifth Third Bancorp | 12.01K | New | $839,107 | 0.0% | New | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 11.84K | -13.6% | $827,332 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 11.95K | +3.7% | $811,992 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Rockefeller Capital Management L.P. | 8.49K | +0.1% | $593,328 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 7.72K | +7.7% | $523,117 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 6.45K | 0.0% | $450,796 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 27 | Cwm, Llc | 4.43K | +0.1% | $309,959 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 3.25K | -78.0% | $226,980 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Citigroup Inc | 3.00K | New | $209,742 | 0.0% | New | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 2.18K | +10.7% | $152,181 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 31 | Blair William & Co/Il | 2.08K | +0.2% | $145,737 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 1.55K | +4452.9% | $108,191 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Russell Investments Group, Ltd. | 132 | New | $9,226 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fifth Third Bancorp | $839,107 | 0.0% |
| Citigroup Inc | $209,742 | 0.0% |
| Russell Investments Group… | $9,226 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 129 holders, 5.60M shares, $381.57M 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 ·
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