Who owns DBND
Which tracked institutional funds hold DBND, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DBND 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
28 tracked funds added or opened DBND while 21 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
DBND’s largest tracked holder by dollar value, CWM, LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DBND 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 95 tracked filers holding DBND, 61 increased or opened the position and 48 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 DBND 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 5
- Ashton Thomas Private Wealth, LLC$5M
- Vise Technologies, Inc.$3M
- O'SHAUGHNESSY ASSET MANAGEMENT, LLC$971K
- AXXCESS WEALTH MANAGEMENT, LLC$598K
- Strategic Family Wealth Counselors, L.L.C.$550K
Full exits 8
- CWM, LLC$82M
- Seascape Capital Management$29M
- GOLDMAN SACHS GROUP INC$2M
- Private Advisor Group, LLC$1M
- JANE STREET GROUP, LLC$875K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$831K
Largest adds
- SilverOak Wealth Management LLC$13M
- NewEdge Advisors, LLC$11M
- Foundations Investment Advisors, LLC$9M
- Boothe Investment Group, Inc.$3M
- MML INVESTORS SERVICES, LLC$2M
- W.G. Shaheen & Associates DBA Whitney & Co$1M
Largest trims
- Journey Advisory Group, LLC$10M
- January Capital Advisors LLC$3M
- ENVESTNET ASSET MANAGEMENT INC$2M
- Ausdal Financial Partners, Inc.$2M
- Cravens & Co Advisors, LLC$1M
- LPL Financial LLC$1M
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 |
|---|---|---|---|---|
| Foundations Investment Advisors, LLC added | 1,162,917 | $53M | 7.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 783,836 | $36M | 5.2% | 2026-Q2 |
| Boothe Investment Group, Inc. added | 754,481 | $34M | 5.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 725,049 | $33M | 4.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 705,094 | $32M | 4.7% | 2026-Q2 |
| UBS Group AG added | 646,329 | $29M | 4.3% | 2026-Q2 |
| W.G. Shaheen & Associates DBA Whitney & Co added | 616,118 | $28M | 4.1% | 2026-Q2 |
| Benchmark Financial Wealth Advisors, LLC trimmed | 521,491 | $24M | 3.5% | 2026-Q2 |
| Mariner, LLC added | 493,783 | $23M | 3.3% | 2026-Q2 |
| SilverOak Wealth Management LLC added | 328,419 | $15M | 2.2% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 306,991 | $14M | 2.0% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC trimmed | 306,991 | $14M | 2.0% | 2026-Q2 |
| Journey Advisory Group, LLC trimmed | 272,062 | $12M | 1.8% | 2026-Q2 |
| Holcombe Financial, Inc. added | 268,537 | $12M | 1.8% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 237,611 | $11M | 1.6% | 2026-Q2 |
| Beckerman Institutional, LLC added | 235,558 | $11M | 1.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 235,493 | $11M | 1.6% | 2026-Q2 |
| Visionary Wealth Advisors added | 228,259 | $10M | 1.5% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 225,713 | $10M | 1.5% | 2026-Q2 |
| Hippocratic Financial Advisors, LLC added | 201,663 | $9M | 1.3% | 2026-Q2 |
| Cravens & Co Advisors, LLC trimmed | 188,416 | $9M | 1.2% | 2026-Q2 |
| Landmark Wealth Management, LLC added | 186,581 | $9M | 1.2% | 2026-Q2 |
| WADDELL & ASSOCIATES, LLC added | 168,588 | $8M | 1.1% | 2026-Q2 |
| Fortis Advisors, LLC added | 165,920 | $8M | 1.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 152,444 | $7M | 1.0% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 140,876 | $6M | 0.9% | 2026-Q2 |
| Elyxium Wealth, LLC added | 137,206 | $6M | 0.9% | 2026-Q2 |
| OPTIMA CAPITAL LLC trimmed | 124,123 | $6M | 0.8% | 2026-Q2 |
| Premier Path Wealth Partners, LLC added | 122,949 | $6M | 0.8% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC new | 115,052 | $5M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 104,756 | $5M | 0.7% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 96,654 | $4M | 0.6% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 87,281 | $4M | 0.6% | 2026-Q2 |
| BlueChip Wealth Advisors LLC added | 85,933 | $4M | 0.6% | 2026-Q2 |
| January Capital Advisors LLC trimmed | 84,184 | $4M | 0.6% | 2026-Q2 |
| Cornerstone Wealth Group, LLC added | 83,126 | $4M | 0.6% | 2026-Q2 |
| Austin Wealth Management, LLC trimmed | 65,599 | $3M | 0.4% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 63,238 | $3M | 0.4% | 2026-Q2 |
| Vise Technologies, Inc. new | 61,020 | $3M | 0.4% | 2026-Q2 |
| MORGAN STANLEY added | 49,415 | $2M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 43,645 | $2M | 0.3% | 2026-Q2 |
| ENTREWEALTH, LLC added | 39,925 | $2M | 0.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 37,499 | $2M | 0.2% | 2026-Q2 |
| Pettinga Financial Advisors LLC added | 36,215 | $2M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 32,897 | $1M | 0.2% | 2026-Q2 |
| L & S Advisors Inc | 31,930 | $1M | 0.2% | 2026-Q2 |
| Centurion Wealth Management LLC added | 30,022 | $1M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 29,539 | $1M | 0.2% | 2026-Q2 |
| Smartleaf Asset Management LLC | 29,364 | $1M | 0.2% | 2026-Q2 |
| Beaumont Financial Advisors, LLC added | 29,022 | $1M | 0.2% | 2026-Q2 |
| Algorithmic Investment Models, LLC added | 26,309 | $1M | 0.2% | 2026-Q2 |
| Blue Line Capital, LLC / IL added | 23,251 | $1M | 0.2% | 2026-Q2 |
| Essential Planning, LLC. trimmed | 22,733 | $1M | 0.2% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 21,300 | $971K | 0.1% | 2026-Q2 |
| SHRIER WEALTH MANAGEMENT, LLC added | 20,156 | $919K | 0.1% | 2026-Q2 |
| Walser Wealth Management Company, A Ltd Liability Co added | 20,114 | $917K | 0.1% | 2026-Q2 |
| PANORAMIC INVESTMENT ADVISORS, LLC added | 19,375 | $883K | 0.1% | 2026-Q2 |
| SHELTON CAPITAL MANAGEMENT trimmed | 19,134 | $872K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 17,760 | $810K | 0.1% | 2026-Q2 |
| Barnes Wealth Management Group, Inc added | 13,670 | $623K | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 13,120 | $598K | 0.1% | 2026-Q2 |
| Principia Wealth Advisory, LLC added | 12,378 | $564K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 12,304 | $561K | 0.1% | 2026-Q2 |
| Strategic Family Wealth Counselors, L.L.C. new | 12,071 | $550K | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 11,465 | $523K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 11,197 | $510K | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 11,017 | $502K | 0.1% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. | 8,980 | $409K | 0.1% | 2026-Q2 |
| Stonehearth Capital Management, LLC added | 8,812 | $402K | 0.1% | 2026-Q2 |
| MANCHESTER FINANCIAL INC trimmed | 8,432 | $384K | 0.1% | 2026-Q2 |
| Stewardship Advisors, LLC trimmed | 8,273 | $377K | 0.1% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC new | 7,945 | $362K | 0.1% | 2026-Q2 |
| Triumph Capital Management added | 7,590 | $346K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC | 6,205 | $283K | 0.0% | 2026-Q2 |
| NWF Advisory Services Inc. added | 5,849 | $267K | 0.0% | 2026-Q2 |
| Sigma Planning Corp added | 5,473 | $250K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. trimmed | 5,129 | $234K | 0.0% | 2026-Q2 |
| StoneX Group Inc. new | 4,867 | $222K | 0.0% | 2026-Q2 |
| First Financial Group Corp trimmed | 4,695 | $214K | 0.0% | 2026-Q2 |
| Krilogy Financial LLC trimmed | 4,500 | $205K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC new | 3,374 | $154K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC new | 3,000 | $137K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 2,906 | $132K | 0.0% | 2026-Q2 |
| IMA Advisory Services, Inc. new | 2,900 | $132K | 0.0% | 2026-Q2 |
| ASHTON THOMAS SECURITIES, LLC new | 1,946 | $89K | 0.0% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT | 1,369 | $62K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 505 | $23K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 500 | $23K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 486 | $22K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 424 | $19K | 0.0% | 2026-Q2 |
| Regatta Research & Money Management new | 308 | $14K | 0.0% | 2026-Q2 |
| Meramec Financial Planners, LLC new | 264 | $12K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 180 | $8K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 59 | $3K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 22 | $1K | 0.0% | 2026-Q2 |
| CWM, LLC added | 1,795,342 | $82M | 12.0% | 2026-Q1 stale (1 quarter behind) |
| Seascape Capital Management trimmed | 634,793 | $29M | 4.2% | 2026-Q1 stale (1 quarter behind) |
| Bristlecone Advisors, LLC added | 74,663 | $3M | 0.5% | 2025-Q3 stale (3 quarters behind) |
| One Capital Management, LLC added | 195,102 | $9M | 1.3% | 2025-Q2 stale (4 quarters behind) |
| CW Advisors, LLC added | 100,599 | $5M | 0.7% | 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.