Who owns DAUG (DAUG)
Which tracked institutional funds hold DAUG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DAUG company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
10 tracked funds added or opened DAUG while 13 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
DAUG’s largest tracked holder by dollar value, COMMONWEALTH EQUITY SERVICES, LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes DAUG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DAUG 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 111 tracked filers holding DAUG, 30 increased or opened the position and 60 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 DAUG 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 2
- CITADEL ADVISORS LLC$777K
- Integrated Wealth Concepts LLC$662K
Full exits 4
- Foguth Wealth Management, LLC.$2M
- StoneX Group Inc.$1M
- OLD MISSION CAPITAL LLC$1M
- KESTRA PRIVATE WEALTH SERVICES, LLC$1M
Largest adds
- Horizon Investments, LLC$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$709K
- HARBOUR INVESTMENTS, INC.$708K
- FOUNDERS FINANCIAL SECURITIES LLC$567K
- ENVESTNET ASSET MANAGEMENT INC$476K
- Kestra Advisory Services, LLC$359K
Largest trims
- OSAIC HOLDINGS, INC.$5M
- Cambridge Investment Research Advisors, Inc.$1M
- 1ST SOURCE BANK$978K
- COMMONWEALTH EQUITY SERVICES, LLC$971K
- JPMORGAN CHASE & CO$821K
- REAP Financial Group, LLC$445K
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 369,888 | $16M | 9.9% | 2026-Q1 |
| MinichMacGregor Wealth Management, LLC added | 211,946 | $9M | 5.7% | 2026-Q1 |
| Hartford Financial Management Inc. added | 161,461 | $7M | 4.3% | 2026-Q1 |
| LPL Financial LLC added | 154,130 | $7M | 4.1% | 2026-Q1 |
| Horizon Investments, LLC added | 145,260 | $6M | 3.9% | 2026-Q1 |
| Cetera Investment Advisers added | 138,693 | $6M | 3.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 131,270 | $6M | 3.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 111,359 | $5M | 3.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 110,360 | $5M | 2.9% | 2026-Q1 |
| CWM, LLC trimmed | 107,380 | $5M | 2.9% | 2026-Q1 |
| REAP Financial Group, LLC trimmed | 106,919 | $5M | 2.9% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 73,947 | $3M | 2.0% | 2026-Q1 |
| Prosperity Consulting Group, LLC trimmed | 62,767 | $3M | 1.7% | 2026-Q1 |
| Mariner, LLC added | 62,590 | $3M | 1.7% | 2026-Q1 |
| Sage Capital Advisors,llc trimmed | 61,794 | $3M | 1.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 61,316 | $3M | 1.6% | 2026-Q1 |
| Ritter Daniher Financial Advisory LLC / DE trimmed | 53,385 | $2M | 1.4% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 42,931 | $2M | 1.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 42,685 | $2M | 1.1% | 2026-Q1 |
| Wood Tarver Financial Group, LLC trimmed | 38,671 | $2M | 1.0% | 2026-Q1 |
| LifeWealth Investments, LLC trimmed | 37,583 | $2M | 1.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 36,589 | $2M | 1.0% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. | 35,000 | $2M | 0.9% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 32,559 | $1M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 31,688 | $1M | 0.8% | 2026-Q1 |
| Nova Wealth Management, Inc. trimmed | 31,132 | $1M | 0.8% | 2026-Q1 |
| Ignite Planners, LLC trimmed | 30,225 | $1M | 0.8% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 29,462 | $1M | 0.8% | 2026-Q1 |
| Kovack Advisors, Inc. added | 28,441 | $1M | 0.8% | 2026-Q1 |
| Grantvest Financial Group LLC trimmed | 25,273 | $1M | 0.7% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 23,537 | $1M | 0.6% | 2026-Q1 |
| Sowell Financial Services LLC added | 23,441 | $1M | 0.6% | 2026-Q1 |
| Integrity Financial Corp /WA trimmed | 21,947 | $956K | 0.6% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 21,540 | $938K | 0.6% | 2026-Q1 |
| CFC Planning Co LLC trimmed | 19,096 | $832K | 0.5% | 2026-Q1 |
| Atria Investments, Inc trimmed | 18,676 | $813K | 0.5% | 2026-Q1 |
| Camelot Portfolios, LLC trimmed | 18,653 | $812K | 0.5% | 2026-Q1 |
| 1ST SOURCE BANK trimmed | 18,328 | $798K | 0.5% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC | 18,189 | $792K | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 17,844 | $777K | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 16,231 | $707K | 0.4% | 2026-Q1 |
| Ameritas Advisory Services, LLC | 15,951 | $695K | 0.4% | 2026-Q1 |
| TopTier Wealth Management, LLC | 15,649 | $682K | 0.4% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 15,405 | $671K | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC | 15,195 | $662K | 0.4% | 2026-Q1 |
| Sigma Planning Corp | 14,325 | $624K | 0.4% | 2026-Q1 |
| Strategic Blueprint, LLC trimmed | 14,228 | $620K | 0.4% | 2026-Q1 |
| RFG Advisory, LLC added | 12,036 | $524K | 0.3% | 2026-Q1 |
| AlphaStar Capital Management, LLC | 11,298 | $492K | 0.3% | 2026-Q1 |
| Commonwealth Financial Services, LLC trimmed | 10,948 | $477K | 0.3% | 2026-Q1 |
| Tanglewood Legacy Advisors, LLC trimmed | 10,946 | $477K | 0.3% | 2026-Q1 |
| IFP Advisors, Inc | 10,882 | $474K | 0.3% | 2026-Q1 |
| Spire Wealth Management trimmed | 10,210 | $445K | 0.3% | 2026-Q1 |
| &PARTNERS added | 10,022 | $436K | 0.3% | 2026-Q1 |
| ARBOR CAPITAL MANAGEMENT INC /ADV trimmed | 9,849 | $435K | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 9,749 | $425K | 0.3% | 2026-Q1 |
| Buck Wealth Strategies, LLC | 9,527 | $415K | 0.3% | 2026-Q1 |
| WEALTHGARDEN F.S. LLC | 9,379 | $408K | 0.3% | 2026-Q1 |
| Lakeridge Wealth Management LLC | 9,045 | $394K | 0.2% | 2026-Q1 |
| Mayfair Advisory Group, LLC | 8,730 | $380K | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 8,585 | $374K | 0.2% | 2026-Q1 |
| Santori & Peters, Inc. | 8,505 | $370K | 0.2% | 2026-Q1 |
| Sound Income Strategies, LLC | 8,304 | $363K | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC | 7,979 | $348K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 7,945 | $348K | 0.2% | 2026-Q1 |
| Sun Financial Inc trimmed | 7,432 | $344K | 0.2% | 2026-Q1 |
| IMG Wealth Management, Inc. | 7,853 | $342K | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED | 7,004 | $305K | 0.2% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. trimmed | 6,544 | $285K | 0.2% | 2026-Q1 |
| McKinley Carter Wealth Services, Inc. | 6,080 | $265K | 0.2% | 2026-Q1 |
| Octavia Wealth Advisors, LLC | 6,080 | $265K | 0.2% | 2026-Q1 |
| Old Port Advisors | 6,028 | $263K | 0.2% | 2026-Q1 |
| Trek Financial, LLC | 5,900 | $257K | 0.2% | 2026-Q1 |
| UPTICK PARTNERS, LLC trimmed | 5,447 | $237K | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC | 5,442 | $237K | 0.1% | 2026-Q1 |
| PRECEDENT WEALTH PARTNERS, LLC | 162,700 | $6M | 3.9% | 2025-Q1 stale |
| Bison Wealth, LLC trimmed | 123,591 | $5M | 3.2% | 2025-Q2 stale |
| Mission Financial Group, LLC trimmed | 48,814 | $2M | 1.3% | 2025-Q1 stale |
| HICKORY ASSET MANAGEMENT, INC. trimmed | 45,005 | $2M | 1.1% | 2025-Q2 stale |
| Foguth Wealth Management, LLC. trimmed | 34,516 | $2M | 0.9% | 2025-Q4 stale |
| StoneX Group Inc. trimmed | 31,417 | $1M | 0.9% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC trimmed | 25,326 | $1M | 0.7% | 2025-Q4 stale |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 23,524 | $1M | 0.6% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. | 23,054 | $960K | 0.6% | 2025-Q2 stale |
| BRASS TAX WEALTH MANAGEMENT, INC trimmed | 16,825 | $734K | 0.4% | 2025-Q3 stale |
| Virtue Capital Management, LLC added | 18,523 | $714K | 0.4% | 2025-Q1 stale |
| Schwallier Wealth Management LLC added | 15,560 | $604K | 0.4% | 2025-Q1 stale |
| WMG Financial Advisors, LLC | 8,304 | $362K | 0.2% | 2025-Q3 stale |
| Lunt Capital Management, Inc. trimmed | 7,846 | $348K | 0.2% | 2025-Q4 stale |
| SUMMIT WEALTH GROUP LLC / CO new | 2,038 | $337K | 0.2% | 2025-Q3 stale |
| CALTON & ASSOCIATES, INC. new | 7,910 | $330K | 0.2% | 2025-Q2 stale |
| Pursuit Wealth Management LLC new | 7,213 | $320K | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 7,636 | $318K | 0.2% | 2025-Q2 stale |
| BEACON FINANCIAL GROUP trimmed | 7,264 | $317K | 0.2% | 2025-Q3 stale |
| Signal Advisors Wealth, LLC trimmed | 6,821 | $302K | 0.2% | 2025-Q4 stale |
| WEDBUSH SECURITIES INC | 6,825 | $284K | 0.2% | 2025-Q2 stale |
| Orion Porfolio Solutions, LLC trimmed | 6,305 | $280K | 0.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 6,561 | $273K | 0.2% | 2025-Q2 stale |
| Cottage Street Advisors LLC new | 5,730 | $250K | 0.2% | 2025-Q3 stale |
| Advance Capital Management, Inc. trimmed | 5,301 | $235K | 0.1% | 2025-Q4 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.