DWSH
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow 0.0% ·
net new positions -20.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 370.69K | n/a | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 11.35K | n/a | $73,088 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Envestnet Asset Management Inc | 10.20K | n/a | $65,675 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 9.17K | n/a | $59,000 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1 | n/a | $5 | 0.0% | n/c | 1 | 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
| Morgan Stanley | $9 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 13 holders, 245.73K shares, $1.61M 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.