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Security record

DXYZ

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q3 2024 Q2 2024
32Tracked holders
+5Δ holders
2.40MShares held
$61.95MReported value
+11New positions
−6Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +18.5% · share flow +30.0% · net new positions +15.6% — 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 32 +5 2.40M $61.95M +11 −6
Q1 2026 28 +4 1.22M $32.59M +5 −1
Q4 2025 23 0 813.36K $24.91M — —
Q3 2025 1 — 48.55K $1.03M — —
Q3 2024 1 0 29.04K $288,978 — —
Q2 2024 1 — 76.76K $1.17M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 907.20K +305.3% $23.37M 0.0% ▲ Add 4 SEC ↗ ×2
2 Susquehanna International Group, Llp 379.56K New $9.78M 0.0% New 1 SEC ↗ ×2
3 LPL Financial LLC 259.92K +25.2% $6.70M 0.0% ▲ Add 3 SEC ↗
4 Citadel Advisors ✦ 218.19K New $5.62M 0.0% New 1 SEC ↗
5 Osaic Holdings, Inc. 143.52K +42.4% $3.70M 0.0% ▲ Add 3 SEC ↗ ×3
6 Cetera Investment Advisers 133.81K -20.3% $3.45M 0.0% ▼ Trim 3 SEC ↗
7 Commonwealth Equity Services, Llc 73.85K +26.4% $1.90M 0.0% ▲ Add 3 SEC ↗
8 UBS Group AG 55.37K +62.0% $1.43M 0.0% ▲ Add 3 SEC ↗ ×2
9 Invesco Ltd. 26.67K -39.2% $687,045 0.0% ▼ Trim 3 SEC ↗
10 Raymond James Financial Inc 25.73K +38.5% $662,933 0.0% ▲ Add 3 SEC ↗ ×2
11 Creative Planning 25.10K +46.3% $646,669 0.0% ▲ Add 3 SEC ↗
12 Millennium Management ✦ 23.05K +192.9% $593,665 0.0% ▲ Add 2 SEC ↗
13 Stifel Financial Corp 20.84K -26.9% $536,835 0.0% ▼ Trim 3 SEC ↗
14 Captrust Financial Advisors 13.47K +46.5% $346,970 0.0% ▲ Add 2 SEC ↗
15 Hrt Financial Lp 13.30K New $342,000 0.0% New 1 SEC ↗
16 Baird Financial Group, Inc. 13.26K New $341,500 0.0% New 1 SEC ↗
17 HighTower Advisors, LLC 12.49K +20.5% $321,845 0.0% ▲ Add 3 SEC ↗
18 Tidal Investments LLC 12.47K New $321,356 0.0% New 1 SEC ↗
19 Cibc World Market Inc. 10.75K New $276,972 0.0% New 1 SEC ↗
20 Focus Partners Wealth 8.10K -35.1% $208,759 0.0% ▼ Trim 3 SEC ↗
21 Pnc Financial Services Group, Inc. 6.59K -5.3% $169,810 0.0% ▼ Trim 3 SEC ↗ ×3
22 Belvedere Trading LLC 5.50K New $141,809 0.0% New 1 SEC ↗
23 Bank Of Montreal /Can/ 4.24K New $109,171 0.0% New 1 SEC ↗
24 Royal Bank Of Canada 3.80K +164.2% $97,000 0.0% ▲ Add 3 SEC ↗ ×2
25 Group One Trading Llc 3.11K New $80,062 0.0% New 1 SEC ↗
26 JPMorgan Chase ✦ 1.88K +59.6% $49,125 0.0% ▲ Add 2 SEC ↗ ×3
27 Us Bancorp \De\ 1.00K +0.1% $25,786 0.0% ▲ Add 2 SEC ↗
28 Fifth Third Bancorp 910 New $23,442 0.0% New 1 SEC ↗
29 National Bank Of Canada /Fi/ 686 +128.7% $17,644 0.0% ▲ Add 3 SEC ↗
30 Wells Fargo & Company/Mn 300 -59.5% $7,728 0.0% ▼ Trim 3 SEC ↗
31 Optiver Holding B.V. 191 New $4,920 0.0% New 1 SEC ↗
32 TD Waterhouse Canada Inc. 25 -90.0% $621 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Susquehanna International… $9.78M 0.0%
Citadel Advisors $5.62M 0.0%
Hrt Financial Lp $342,000 0.0%
Baird Financial Group, Inc. $341,500 0.0%
Tidal Investments LLC $321,356 0.0%
Cibc World Market Inc. $276,972 0.0%
Belvedere Trading LLC $141,809 0.0%
Bank Of Montreal /Can/ $109,171 0.0%
Group One Trading Llc $80,062 0.0%
Fifth Third Bancorp $23,442 0.0%
Optiver Holding B.V. $4,920 0.0%

Exited

Jane Street Group, Llc $3.73M was 0.0%
Envestnet Asset Management Inc $1.70M was 0.0%
Point72 Asset Management $609,084 was 0.0%
CIBC Bancorp USA Inc. $409,493 was 0.0%
Quantinno Capital Management… $316,861 was 0.0%
Mariner, LLC $294,848 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 130 holders, 2.34M shares, $60.06M 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.

Insider transactions

Open-market purchases (P)

Sep 03 Prasad Sohail

Officer, Director · President and CEO · 9.76K sh @ 32.14 · $313,686

Sep 02 Prasad Sohail

Officer, Director · President and CEO · 13.24K sh @ 31.53 · $417,457

Sep 01 Prasad Sohail

Officer, Director · President and CEO · 33.00K sh @ 31.40 · $1.04M

Aug 31 Silver Ethan

Officer · Chief Operating… · 753 sh @ 33.19 · $25,000

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 14 SC 13G — J. Goldman & Co LP

View original SEC filing ↗

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