Security record · archived quarter
DXIV
name pending profile ingest
7Tracked holders
0Δ holders
275.14KShares held
$17.90MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -4.6% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 160.00K | — | $10.41M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Assetmark, Inc | 61.79K | — | $4.02M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 39.32K | — | $2.56M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 8.92K | -59.6% | $580,555 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 3.95K | — | $257,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | National Bank Of Canada /Fi/ | 1.15K | — | $74,409 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cwm, Llc | 11 | — | $1,000 | 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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 31 holders, 1.42M shares, $77.73M 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: Q4 2025 ·
Methodology ·
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