Security record · archived quarter
DXYZ
name pending profile ingest
23Tracked holders
0Δ holders
813.36KShares held
$24.91MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +4.9% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jane Street Group, Llc | 377.55K | — | $11.56M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 86.64K | +78.5% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 86.64K | +78.5% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 71.99K | — | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 42.18K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 42.18K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Stifel Financial Corp | 42.08K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 33.34K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Invesco Ltd. | 28.75K | — | $880,674 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 19.88K | — | $608,890 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 19.05K | — | $583,594 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 19.05K | — | $583,594 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 19.05K | — | $583,594 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mariner, LLC | 14.95K | — | $458,019 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 14.95K | — | $458,019 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 13.61K | — | $416,813 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Quantinno Capital Management LP | 12.38K | — | $379,108 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 12.16K | — | $372,553 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 12.16K | — | $372,553 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Creative Planning | 11.71K | — | $358,739 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Focus Partners Wealth | 11.23K | — | $344,075 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 7.10K | — | $217,596 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 5.09K | — | $155,968 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 1.38K | — | $42,269 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 1.38K | — | $42,269 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cwm, Llc | 1.20K | — | $37,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 622 | — | $19,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 622 | — | $19,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 622 | — | $19,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | TD Waterhouse Canada Inc. | 250 | — | $7,613 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 205 | — | $6,279 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | National Bank Of Canada /Fi/ | 7 | — | $213 | 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): 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.
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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