Who owns DBEZ (DBEZ)
Which tracked institutional funds hold DBEZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DBEZ 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
The tracked-fund tape on DBEZ is one-sided between 2025-Q4 and 2026-Q1: 3 added or opened and 1 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
DBEZ’s largest tracked holder by dollar value, AFFINITY WEALTH MANAGEMENT LLC, sizes it at 3.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DBEZ 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 21 tracked filers holding DBEZ, 12 increased or opened the position and 8 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 DBEZ 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.
Largest adds
- FLOW TRADERS U.S. LLC$788K
- ELEVATUS WELATH MANAGEMENT$306K
- JANE STREET GROUP, LLC$266K
Largest trims
- Sonoma Allocations LLC$569K
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 |
|---|---|---|---|---|
| AFFINITY WEALTH MANAGEMENT LLC added | 375,861 | $21M | 51.3% | 2026-Q1 |
| Sonoma Allocations LLC trimmed | 93,350 | $5M | 13.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 83,690 | $5M | 11.4% | 2026-Q1 |
| ELEVATUS WELATH MANAGEMENT added | 28,097 | $2M | 3.8% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 25,007 | $1M | 3.4% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 3,638 | $1M | 3.1% | 2026-Q1 |
| KKM Financial LLC | 19,263 | $1M | 2.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 15,816 | $870K | 2.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 15,465 | $851K | 2.1% | 2026-Q1 |
| ProVise Management Group, LLC added | 10,854 | $597K | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 7,905 | $435K | 1.1% | 2026-Q1 |
| LPL Financial LLC added | 7,701 | $424K | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. | 5,400 | $297K | 0.7% | 2026-Q1 |
| WHITTIER TRUST CO | 3,075 | $173K | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 1,504 | $83K | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 712 | $39K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 423 | $23K | 0.1% | 2026-Q1 |
| NBC SECURITIES, INC. | 327 | $18K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC | 221 | $12K | 0.0% | 2026-Q1 |
| FMR LLC | 106 | $6K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 100 | $6K | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 4,647 | $256K | 0.6% | 2025-Q4 stale |
| Fermata Advisors, LLC trimmed | 4,489 | $239K | 0.6% | 2025-Q3 stale |
| RAYMOND JAMES FINANCIAL INC new | 2,578 | $131K | 0.3% | 2025-Q2 stale |
| JPMORGAN CHASE & CO trimmed | 293 | $16K | 0.0% | 2025-Q4 stale |
| ROYAL BANK OF CANADA | 283 | $16K | 0.0% | 2025-Q4 stale |
| ASSETMARK, INC new | 114 | $6K | 0.0% | 2025-Q2 stale |
| COMERICA BANK | 100 | $6K | 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.