Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns DBP (DBP)


Which tracked institutional funds hold DBP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DBP 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.

72
Institutional holders
1,582,431
Shares held (tracked funds)

How the tape is positioned

17 tracked funds added or opened DBP while 8 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

DBP’s largest tracked holder by dollar value, Texas Yale Capital Corp., 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 DBP 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 72 tracked filers holding DBP, 39 increased or opened the position and 26 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 DBP 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 4

  • FIFTH THIRD BANCORP$3M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
  • FLOW TRADERS U.S. LLC$1M
  • VestGen Advisors, LLC$891K

Full exits 2

  • COMERICA BANK$2M
  • JANE STREET GROUP, LLC$675K

Largest adds

  • Dorsey Wright & Associates$4M
  • ENVESTNET ASSET MANAGEMENT INC$3M
  • AMERIPRISE FINANCIAL INC$2M
  • Texas Yale Capital Corp.$2M
  • MANUFACTURERS LIFE INSURANCE COMPANY, THE$2M
  • WELLS FARGO & COMPANY/MN$821K

Largest trims

  • PINEBRIDGE INVESTMENTS LLC$3M
  • Advisory Services Network, LLC$3M
  • Cambria Investment Management, L.P.$664K
  • Cetera Investment Advisers$543K
  • Focus Financial Network, Inc.$404K
  • Artesa Financial Group, LLC$268K

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).

FundSharesReported value% of valueQuarter
Texas Yale Capital Corp.238,800$26M13.7%2026-Q1
WELLS FARGO & COMPANY/MN trimmed233,910$26M13.4%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE added139,142$15M8.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed136,338$15M7.8%2026-Q1
Equitable Holdings, Inc. trimmed124,991$15M7.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added112,797$12M6.5%2026-Q1
Cambria Investment Management, L.P. trimmed87,021$10M5.0%2026-Q1
Dorsey Wright & Associates added76,185$8M4.4%2026-Q1
AMERIPRISE FINANCIAL INC added60,779$7M3.5%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added39,957$4M2.3%2026-Q1
LPL Financial LLC added36,162$4M2.1%2026-Q1
FIFTH THIRD BANCORP added31,687$3M1.8%2026-Q1
Cetera Investment Advisers trimmed29,122$3M1.7%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed14,130$2M0.8%2026-Q1
FLOW TRADERS U.S. LLC trimmed12,142$1M0.7%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed11,960$1M0.7%2026-Q1
Cambridge Investment Research Advisors, Inc. added11,084$1M0.6%2026-Q1
STIFEL FINANCIAL CORP added10,831$1M0.6%2026-Q1
ROYAL BANK OF CANADA added9,878$1M0.6%2026-Q1
OneAscent Financial Services LLC added9,092$1M0.5%2026-Q1
Prospera Financial Services Inc added9,010$991K0.5%2026-Q1
PRINCIPAL SECURITIES, INC. trimmed8,343$918K0.5%2026-Q1
MORGAN STANLEY trimmed8,311$915K0.5%2026-Q1
VestGen Advisors, LLC new7,778$891K0.5%2026-Q1
VestGen Investment Management added7,228$795K0.4%2026-Q1
Gateway Wealth Partners, LLC added6,430$708K0.4%2026-Q1
Brown Miller Wealth Management, LLC6,068$668K0.3%2026-Q1
AXXCESS WEALTH MANAGEMENT, LLC6,068$668K0.3%2026-Q1
American State Bank (Iowa)5,970$657K0.3%2026-Q1
Joseph P. Lucia & Associates, LLC added5,640$621K0.3%2026-Q1
Lester Murray Antman dba SimplyRich5,000$550K0.3%2026-Q1
Gibbs Wealth Management added4,944$544K0.3%2026-Q1
Legacy Capital Group California, Inc. trimmed4,061$447K0.2%2026-Q1
Focus Financial Network, Inc. trimmed3,895$429K0.2%2026-Q1
Artesa Financial Group, LLC trimmed3,793$417K0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added3,690$406K0.2%2026-Q1
CIBC WORLD MARKET INC. new3,466$381K0.2%2026-Q1
TWO SIGMA SECURITIES, LLC new3,356$369K0.2%2026-Q1
MML INVESTORS SERVICES, LLC added3,312$364K0.2%2026-Q1
HighTower Advisors, LLC new3,247$357K0.2%2026-Q1
Retirement Planning Group, LLC new3,000$330K0.2%2026-Q1
PINEBRIDGE INVESTMENTS LLC trimmed2,974$327K0.2%2026-Q1
PFG Advisors trimmed2,498$275K0.1%2026-Q1
Ausdal Financial Partners, Inc. new2,496$275K0.1%2026-Q1
Private Advisory Group LLC trimmed2,457$270K0.1%2026-Q1
Mason & Associates Inc2,479$261K0.1%2026-Q1
DIMENSION CAPITAL MANAGEMENT LLC2,330$256K0.1%2026-Q1
Avior Wealth Management, LLC new2,242$247K0.1%2026-Q1
Orion Porfolio Solutions, LLC trimmed2,049$225K0.1%2026-Q1
Stratos Wealth Partners, LTD.2,026$223K0.1%2026-Q1
Stirlingshire Investments, Inc. new1,998$220K0.1%2026-Q1
POWER WEALTH MANAGEMENT LLC new1,996$220K0.1%2026-Q1
Rockefeller Capital Management L.P. trimmed1,975$217K0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed1,969$217K0.1%2026-Q1
Advyzon Investment Management, LLC new1,968$217K0.1%2026-Q1
Portside Wealth Group, LLC new1,938$213K0.1%2026-Q1
Independent Advisor Alliance trimmed1,896$209K0.1%2026-Q1
UBS Group AG1,231$135K0.1%2026-Q1
Knights of Columbus Asset Advisors LLC trimmed1,055$116K0.1%2026-Q1
WestEnd Advisors, LLC trimmed1,018$112K0.1%2026-Q1
Advisory Services Network, LLC trimmed930$102K0.1%2026-Q1
Geneos Wealth Management Inc.905$100K0.1%2026-Q1
Copia Wealth Management890$98K0.1%2026-Q1
AE Wealth Management LLC added840$92K0.0%2026-Q1
BANK OF MONTREAL /CAN/ trimmed504$55K0.0%2026-Q1
Financial Network Wealth Advisors LLC added487$54K0.0%2026-Q1
CWM, LLC304$33K0.0%2026-Q1
Aptus Capital Advisors, LLC126$14K0.0%2026-Q1
Physician Wealth Advisors, Inc.97$11K0.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP70$7K0.0%2026-Q1
Medallion Wealth Advisors, LLC new40$4K0.0%2026-Q1
Clearstead Advisors, LLC added25$3K0.0%2026-Q1
PINEBRIDGE INVESTMENTS, L.P. added71,290$6M3.3%2025-Q3 stale
COMERICA BANK added21,878$2M1.2%2025-Q4 stale
Midwest Professional Planners, LTD. added19,416$1M0.7%2025-Q1 stale
American Trust trimmed13,279$1M0.6%2025-Q3 stale
Newbridge Financial Services Group, Inc. added11,407$1M0.5%2025-Q3 stale
Compound Planning, Inc. added11,407$1M0.5%2025-Q3 stale
Saxony Capital Management, LLC new8,368$744K0.4%2025-Q3 stale
JANE STREET GROUP, LLC added6,563$675K0.4%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added6,416$482K0.3%2025-Q2 stale
EWG Elevate Inc. trimmed6,236$469K0.2%2025-Q2 stale
TOWNSQUARE CAPITAL LLC new5,862$419K0.2%2025-Q1 stale
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed3,948$297K0.2%2025-Q2 stale
HRT FINANCIAL LP new3,482$248K0.1%2025-Q1 stale
Arrow Investment Advisors, LLC trimmed3,228$231K0.1%2025-Q1 stale
CITADEL ADVISORS LLC trimmed2,054$211K0.1%2025-Q4 stale
NewEdge Advisors, LLC trimmed1,528$157K0.1%2025-Q4 stale
CIBC Private Wealth Group LLC600$62K0.0%2025-Q4 stale
Kestra Advisory Services, LLC new272$28K0.0%2025-Q4 stale
Motiv8 Investments LLC new48$5K0.0%2025-Q4 stale
Steward Partners Investment Advisory, LLC new45$4K0.0%2025-Q3 stale
GeoWealth Management, LLC36$3K0.0%2025-Q3 stale
Modus Advisors, LLC20$2K0.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership