Who owns DDLS
Which tracked institutional funds hold DDLS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DDLS company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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 DDLS is one-sided between 2025-Q4 and 2026-Q1: 7 added or opened and 0 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
DDLS’s largest tracked holder by dollar value, AE Wealth Management LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% 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 DDLS 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 43 tracked filers holding DDLS, 23 increased or opened the position and 16 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 DDLS 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 1
- KESTRA PRIVATE WEALTH SERVICES, LLC$9M
Largest adds
- FLOW TRADERS U.S. LLC$3M
- AE Wealth Management LLC$3M
- JANE STREET GROUP, LLC$592K
- Cambridge Investment Research Advisors, Inc.$443K
- Berkeley, Inc$333K
- CERTUITY, LLC$284K
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 |
|---|---|---|---|---|
| AE Wealth Management LLC added | 252,313 | $11M | 13.0% | 2026-Q1 |
| Stonebridge Wealth Management, LLC trimmed | 222,585 | $10M | 11.5% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 217,816 | $9M | 11.2% | 2026-Q1 |
| Cetera Investment Advisers added | 202,637 | $9M | 10.5% | 2026-Q1 |
| Berkeley, Inc added | 184,424 | $8M | 9.5% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 173,989 | $8M | 9.0% | 2026-Q1 |
| High Note Wealth, LLC added | 131,346 | $6M | 6.8% | 2026-Q1 |
| Lido Advisors, LLC added | 80,622 | $4M | 4.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 65,223 | $3M | 3.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 55,208 | $2M | 2.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 47,385 | $2M | 2.4% | 2026-Q1 |
| CERTUITY, LLC added | 40,545 | $2M | 2.1% | 2026-Q1 |
| JT Stratford LLC added | 37,335 | $2M | 1.9% | 2026-Q1 |
| United Advisor Group, LLC added | 23,613 | $1M | 1.2% | 2026-Q1 |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 14,590 | $634K | 0.8% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 8,744 | $380K | 0.5% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 6,896 | $300K | 0.4% | 2026-Q1 |
| Compound Planning, Inc. trimmed | 6,126 | $266K | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 5,720 | $249K | 0.3% | 2026-Q1 |
| Modera Wealth Management, LLC | 5,605 | $244K | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 5,391 | $234K | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP | 5,359 | $233K | 0.3% | 2026-Q1 |
| Larson Financial Group LLC | 3,700 | $161K | 0.2% | 2026-Q1 |
| MORGAN STANLEY | 2,298 | $100K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,064 | $90K | 0.1% | 2026-Q1 |
| Frazier Financial Advisors, LLC | 1,752 | $76K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. | 1,281 | $56K | 0.1% | 2026-Q1 |
| Medallion Wealth Advisors, LLC | 875 | $38K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 867 | $38K | 0.0% | 2026-Q1 |
| Rossby Financial, LCC | 629 | $28K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 549 | $24K | 0.0% | 2026-Q1 |
| FMR LLC added | 491 | $21K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 446 | $19K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 411 | $18K | 0.0% | 2026-Q1 |
| MATHER GROUP, LLC. new | 391 | $17K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 361 | $16K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 296 | $13K | 0.0% | 2026-Q1 |
| VANGUARD ADVISERS INC new | 148 | $6K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 122 | $5K | 0.0% | 2026-Q1 |
| Aptus Capital Advisors, LLC new | 50 | $2K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 33 | $1K | 0.0% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. new | 24 | $1K | 0.0% | 2026-Q1 |
| Parallel Advisors, LLC | 20 | $869 | 0.0% | 2026-Q1 |
| Exchange Capital Management, Inc. added | 69,995 | $3M | 3.3% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 35,632 | $1M | 1.7% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 11,530 | $455K | 0.5% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 7,251 | $312K | 0.4% | 2025-Q4 stale |
| Strategic Financial Concepts, LLC trimmed | 5,342 | $211K | 0.3% | 2025-Q2 stale |
| Accent Capital Management, LLC | 4,491 | $159K | 0.2% | 2025-Q1 stale |
| RAYMOND JAMES FINANCIAL INC new | 1,397 | $55K | 0.1% | 2025-Q2 stale |
| COLDSTREAM CAPITAL MANAGEMENT INC new | 1,089 | $38K | 0.0% | 2025-Q1 stale |
| Capital A Wealth Management, LLC added | 927 | $31K | 0.0% | 2025-Q2 stale |
| JPMORGAN CHASE & CO trimmed | 672 | $29K | 0.0% | 2025-Q4 stale |
| SouthState Corp new | 664 | $23K | 0.0% | 2025-Q1 stale |
| FRANKLIN RESOURCES INC new | 514 | $22K | 0.0% | 2025-Q4 stale |
| WELLS FARGO & COMPANY/MN trimmed | 352 | $15K | 0.0% | 2025-Q3 stale |
| CWM, LLC | 329 | $14K | 0.0% | 2025-Q4 stale |
| Kiker Wealth Management, LLC new | 378 | $13K | 0.0% | 2025-Q1 stale |
| BANK OF MONTREAL /CAN/ added | 80 | $3K | 0.0% | 2025-Q4 stale |
| Key Capital Management, INC new | 15 | $645 | 0.0% | 2025-Q4 stale |
| HARBOUR INVESTMENTS, INC. | 10 | $430 | 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.