DWSH
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -30.0% ·
share flow +30.0% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 643.59K | +5350.0% | $4.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 112.27K | +102.1% | $703,909 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Royal Bank Of Canada | 3.33K | -75.8% | $21,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1 | 0.0% | $8 | 0.0% | Held | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1 | 0.0% | $5 | 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
| Susquehanna International… | $536,265 | 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.