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-Q2 13F filings (latest filed 2026-08-26). 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
6 tracked funds added or opened DABS while 3 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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, Gradient Investments LLC, sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.8pp 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 2026-Q1 and 2026-Q2, across 34 tracked filers holding DABS, 25 increased or opened the position and 11 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 2026-Q1 and 2026-Q2 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
- Focus Partners Wealth$13M
- DAVENPORT & Co LLC$4M
- Ashton Thomas Private Wealth, LLC$523K
Full exits 2
- JANE STREET GROUP, LLC$801K
- FLOW TRADERS U.S. LLC$502K
Largest adds
- Foundations Investment Advisors, LLC$4M
- Asset Advisors Investment Management, LLC$587K
- Empowered Funds, LLC$483K
Largest trims
- Gradient Investments LLC$2M
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 trimmed | 1,208,993 | $61M | 42.2% | 2026-Q2 |
| BEAM WEALTH ADVISORS, INC. | 333,511 | $17M | 11.7% | 2026-Q2 |
| Focus Partners Wealth trimmed | 254,765 | $13M | 8.9% | 2026-Q2 |
| Asset Advisors Investment Management, LLC added | 234,837 | $12M | 8.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 223,759 | $11M | 7.8% | 2026-Q2 |
| Mattson Financial Services, LLC trimmed | 89,871 | $5M | 3.1% | 2026-Q2 |
| DAVENPORT & Co LLC new | 87,005 | $4M | 3.0% | 2026-Q2 |
| Global Wealth Management Investment Advisory, Inc. added | 81,918 | $4M | 2.9% | 2026-Q2 |
| Brown Financial Advisors trimmed | 69,785 | $4M | 2.4% | 2026-Q2 |
| Empowered Funds, LLC added | 53,074 | $3M | 1.8% | 2026-Q2 |
| Paladin Wealth, LLC added | 45,274 | $2M | 1.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 30,467 | $2M | 1.1% | 2026-Q2 |
| NAPLES GLOBAL ADVISORS, LLC added | 12,725 | $645K | 0.4% | 2026-Q2 |
| Breakwater Capital Group added | 10,475 | $531K | 0.4% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC new | 10,316 | $523K | 0.4% | 2026-Q2 |
| Savvy Advisors, Inc. added | 9,949 | $504K | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 8,172 | $414K | 0.3% | 2026-Q2 |
| Walser Wealth Management Company, A Ltd Liability Co new | 6,664 | $338K | 0.2% | 2026-Q2 |
| BASSO CAPITAL MANAGEMENT, L.P. added | 6,008 | $304K | 0.2% | 2026-Q2 |
| Csenge Advisory Group trimmed | 5,478 | $278K | 0.2% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. trimmed | 5,262 | $267K | 0.2% | 2026-Q2 |
| Legacy Capital Group California, Inc. added | 5,242 | $266K | 0.2% | 2026-Q2 |
| Beacon Capital Management, Inc. added | 2,614 | $132K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 995 | $50K | 0.0% | 2026-Q2 |
| 1620 INVESTMENT ADVISORS, INC. new | 400 | $20K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 302 | $15K | 0.0% | 2026-Q2 |
| ASHTON THOMAS SECURITIES, LLC new | 175 | $9K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC added | 155 | $8K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 121 | $6K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC new | 90 | $5K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 35 | $2K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 25 | $1K | 0.0% | 2026-Q2 |
| Luminist Capital LLC new | 0 | $709 | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 9 | $456 | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 15,770 | $801K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 9,887 | $502K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| RITHOLTZ WEALTH MANAGEMENT new | 6,455 | $328K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC new | 612 | $31K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Ameritas Advisory Services, LLC new | 30 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Compound Planning, Inc. new | 14,237 | $725K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Safe Harbor Wealth Advisors, LLC new | 12,967 | $664K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| A4 Wealth Advisors LLC trimmed | 4,963 | $253K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| FMR LLC new | 1 | $51 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Allworth Financial LP new | 142 | $7K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.