Who owns DABS
Which tracked institutional funds hold DABS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DABS company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on DABS is one-sided between 2025-Q4 and 2026-Q1: 10 added or opened and 3 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DABS’s largest tracked holder by dollar value, Focus Partners Wealth, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DABS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 28 tracked filers holding DABS, 23 increased or opened the position and 6 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DABS between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- Global Wealth Management Investment Advisory, Inc.$4M
- Empowered Funds, LLC$2M
- ENVESTNET ASSET MANAGEMENT INC$1M
Full exits 2
- Compound Planning, Inc.$725K
- Safe Harbor Wealth Advisors, LLC$664K
Largest adds
- Gradient Investments LLC$7M
- Asset Advisors Investment Management, LLC$4M
- BEAM WEALTH ADVISORS, INC.$3M
- Foundations Investment Advisors, LLC$2M
- Brown Financial Advisors$580K
- JANE STREET GROUP, LLC$555K
Largest trims
- FLOW TRADERS U.S. LLC$952K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Gradient Investments LLC added | 1,241,253 | $63M | 8.3% | 2026-Q1 |
| BEAM WEALTH ADVISORS, INC. added | 333,511 | $17M | 2.2% | 2026-Q1 |
| Asset Advisors Investment Management, LLC added | 222,773 | $11M | 1.5% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 135,527 | $7M | 0.9% | 2026-Q1 |
| Mattson Financial Services, LLC added | 93,481 | $5M | 0.6% | 2026-Q1 |
| Global Wealth Management Investment Advisory, Inc. new | 80,777 | $4M | 0.5% | 2026-Q1 |
| Brown Financial Advisors added | 72,812 | $4M | 0.5% | 2026-Q1 |
| Empowered Funds, LLC new | 43,389 | $2M | 0.3% | 2026-Q1 |
| Paladin Wealth, LLC added | 42,705 | $2M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC new | 29,198 | $1M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 15,770 | $801K | 0.1% | 2026-Q1 |
| NAPLES GLOBAL ADVISORS, LLC added | 11,275 | $573K | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 9,887 | $502K | 0.1% | 2026-Q1 |
| Breakwater Capital Group new | 6,506 | $330K | 0.0% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT new | 6,455 | $328K | 0.0% | 2026-Q1 |
| CALTON & ASSOCIATES, INC. new | 6,226 | $316K | 0.0% | 2026-Q1 |
| BASSO CAPITAL MANAGEMENT, L.P. | 5,500 | $279K | 0.0% | 2026-Q1 |
| Legacy Capital Group California, Inc. new | 5,206 | $264K | 0.0% | 2026-Q1 |
| Savvy Advisors, Inc. new | 5,148 | $261K | 0.0% | 2026-Q1 |
| Beacon Capital Management, Inc. new | 2,315 | $118K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 995 | $51K | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC new | 612 | $31K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC added | 313 | $16K | 0.0% | 2026-Q1 |
| Signature Equity Partners, LLC new | 153 | $8K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 113 | $6K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 35 | $2K | 0.0% | 2026-Q1 |
| Ameritas Advisory Services, LLC new | 30 | $2K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 10 | $508 | 0.0% | 2026-Q1 |
| Focus Partners Wealth new | 3,380,343 | $631M | 82.6% | 2025-Q3 stale |
| BARCLAYS PLC new | 200,000 | $10M | 1.3% | 2025-Q1 stale |
| Compound Planning, Inc. new | 14,237 | $725K | 0.1% | 2025-Q4 stale |
| Safe Harbor Wealth Advisors, LLC new | 12,967 | $664K | 0.1% | 2025-Q4 stale |
| Csenge Advisory Group new | 7,085 | $361K | 0.0% | 2025-Q4 stale |
| A4 Wealth Advisors LLC trimmed | 4,963 | $253K | 0.0% | 2025-Q4 stale |
| Allworth Financial LP new | 142 | $7K | 0.0% | 2025-Q2 stale |
| FMR LLC new | 1 | $51 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.