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Security record

DXUV

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024
15Tracked holders
+10Δ holders
390.92KShares held
$26.01MReported value
+10New positions
−0Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 15 +10 390.92K $26.01M +10 —
Q1 2026 5 -1 152.30K $9.04M +2 −3
Q4 2025 6 -1 200.37K $11.98M — −1
Q3 2025 1 0 8.71K $509,188 — —
Q2 2025 1 +1 17.88K $969,632 +1 —
Q4 2024 1 +1 18.59K $982,376 +1 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 106.71K New $7.10M 0.0% New 1 SEC ↗
2 Assetmark, Inc 67.15K +5.3% $4.47M 0.0% ▲ Add 3 SEC ↗
3 Citigroup Inc 57.49K New $3.82M 0.0% New 1 SEC ↗
4 Goldman Sachs Group ✦ 45.46K New $3.02M 0.0% New 1 SEC ↗
5 Truist Financial Corp 34.94K New $2.34M 0.0% New 1 SEC ↗
6 Mml Investors Services, Llc 31.15K -58.5% $2.07M 0.0% ▼ Trim 3 SEC ↗
7 Commonwealth Equity Services, Llc 26.87K +146.2% $1.79M 0.0% ▲ Add 3 SEC ↗
8 LPL Financial LLC 7.88K New $523,852 0.0% New 1 SEC ↗
9 Wealth Enhancement Advisory… 7.40K New $498,161 0.0% New 1 SEC ↗
10 Royal Bank Of Canada 2.48K +9.2% $165,000 0.0% ▲ Add 2 SEC ↗ ×2
11 Pnc Financial Services Group, Inc. 1.47K New $97,423 0.0% New 1 SEC ↗
12 UBS Group AG 1.24K +404.5% $82,194 0.0% ▲ Add 2 SEC ↗
13 Fifth Third Bancorp 668 New $44,422 0.0% New 1 SEC ↗
14 Jones Financial Companies Lllp 18 New $1,189 0.0% New 1 SEC ↗
15 Osaic Holdings, Inc. 4 New $266 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

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 50 holders, 4.81M shares, $238.51M 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: Q2 2026 · Methodology · Get this via the API