DXYZ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +16.7% ·
share flow +30.0% ·
net new positions +14.3%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 223.85K | +158.3% | $5.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 207.59K | +188.3% | $5.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 167.97K | +403.9% | $4.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Jane Street Group, Llc | 139.30K | -63.1% | $3.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Osaic Holdings, Inc. | 100.82K | +139.1% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Envestnet Asset Management Inc | 63.38K | +365.8% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 58.43K | +193.9% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Invesco Ltd. | 43.86K | +52.5% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 34.19K | +79.4% | $915,581 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Stifel Financial Corp | 28.52K | -32.2% | $763,714 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Point72 Asset Management ✦ | 22.74K | New | $609,084 | 0.0% | New | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 18.58K | +52.8% | $497,653 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Creative Planning | 17.16K | +46.5% | $459,452 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | CIBC Bancorp USA Inc. | 15.29K | n/a | $409,493 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Focus Partners Wealth | 12.48K | +11.1% | $334,298 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Quantinno Capital Management LP | 11.83K | -4.4% | $316,861 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Mariner, LLC | 11.01K | -26.4% | $294,848 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 10.37K | +46.0% | $277,735 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Captrust Financial Advisors | 9.20K | New | $246,280 | 0.0% | New | 1 | SEC ↗ |
| 20 | Millennium Management ✦ | 7.87K | New | $210,678 | 0.0% | New | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 6.96K | +36.7% | $186,442 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 1.44K | +131.3% | $38,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | JPMorgan Chase ✦ | 1.18K | New | $31,408 | 0.0% | New | 1 | SEC ↗ |
| 24 | Us Bancorp \De\ | 1.00K | New | $26,780 | 0.0% | New | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 740 | +261.0% | $19,817 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cwm, Llc | 570 | -52.5% | $15,265 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | National Bank Of Canada /Fi/ | 300 | +4185.7% | $8,034 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | TD Waterhouse Canada Inc. | 250 | 0.0% | $7,256 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $609,084 | 0.0% |
| Captrust Financial Advisors | $246,280 | 0.0% |
| Millennium Management | $210,678 | 0.0% |
| JPMorgan Chase | $31,408 | 0.0% |
| Us Bancorp \De\ | $26,780 | 0.0% |
Exited
| Bank Of America Corp /De/ | $42,269 | 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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Officer, Director · President and CEO · 9.76K sh @ 32.14 · $313,686
Officer, Director · President and CEO · 13.24K sh @ 31.53 · $417,457
Officer, Director · President and CEO · 33.00K sh @ 31.40 · $1.04M
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