Who owns DDM
Which tracked institutional funds hold DDM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DDM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
12 tracked funds added or opened DDM while 6 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
DDM’s largest tracked holder by dollar value, Global View Capital Management LLC, sizes it at 3.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DDM 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 44 tracked filers holding DDM, 22 increased or opened the position and 21 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 DDM 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 4
- Global View Capital Management LLC$17M
- JANE STREET GROUP, LLC$1M
- Castleview Partners, LLC$803K
- Encompass More Asset Management$772K
Full exits 3
- Beaton Management Co. Inc.$874K
- Massar Capital Management, LP$869K
- FLOW TRADERS U.S. LLC$576K
Largest adds
- Focus Partners Wealth$8M
- GenWealth Group, Inc.$2M
- IMC-Chicago, LLC$2M
- Koshinski Asset Management, Inc.$600K
- Capital Investment Counsel, Inc$599K
- GTS SECURITIES LLC$511K
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- CITADEL ADVISORS LLC$597K
- Tower Research Capital LLC (TRC)$256K
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 |
|---|---|---|---|---|
| Global View Capital Management LLC trimmed | 254,774 | $17M | 20.5% | 2026-Q2 |
| Focus Partners Wealth added | 192,792 | $13M | 15.5% | 2026-Q2 |
| GenWealth Group, Inc. trimmed | 164,774 | $11M | 13.3% | 2026-Q2 |
| Capital Investment Counsel, Inc trimmed | 61,200 | $4M | 4.9% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 51,401 | $3M | 4.1% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 31,084 | $2M | 2.5% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC | 30,036 | $2M | 2.4% | 2026-Q2 |
| IMC-Chicago, LLC added | 29,671 | $2M | 2.4% | 2026-Q2 |
| GTS SECURITIES LLC added | 24,678 | $2M | 2.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 19,239 | $1M | 1.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 15,622 | $1M | 1.3% | 2026-Q2 |
| Plotkin Financial Advisors, LLC trimmed | 12,589 | $825K | 1.0% | 2026-Q2 |
| Castleview Partners, LLC added | 12,258 | $803K | 1.0% | 2026-Q2 |
| Encompass More Asset Management new | 11,774 | $772K | 0.9% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 11,612 | $761K | 0.9% | 2026-Q2 |
| Discipline Wealth Solutions, LLC added | 11,165 | $732K | 0.9% | 2026-Q2 |
| Harvest Investment Services, LLC added | 9,212 | $604K | 0.7% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 8,663 | $568K | 0.7% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 8,009 | $525K | 0.6% | 2026-Q2 |
| Creative Planning added | 7,871 | $516K | 0.6% | 2026-Q2 |
| Mariner, LLC trimmed | 6,765 | $443K | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ | 6,192 | $406K | 0.5% | 2026-Q2 |
| MGO ONE SEVEN LLC | 6,000 | $393K | 0.5% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC | 5,700 | $374K | 0.5% | 2026-Q2 |
| Safe Harbor Fiduciary, LLC added | 5,472 | $359K | 0.4% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 5,276 | $346K | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC | 4,430 | $290K | 0.4% | 2026-Q2 |
| LPL Financial LLC new | 4,364 | $286K | 0.4% | 2026-Q2 |
| SOA Wealth Advisors, LLC. | 4,072 | $267K | 0.3% | 2026-Q2 |
| Wealthstar Advisors, LLC added | 3,912 | $256K | 0.3% | 2026-Q2 |
| Chung Wu Investment Group, LLC added | 1,600 | $105K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 506 | $33K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 500 | $33K | 0.0% | 2026-Q2 |
| UBS Group AG added | 452 | $30K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 404 | $26K | 0.0% | 2026-Q2 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 300 | $20K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 203 | $13K | 0.0% | 2026-Q2 |
| Ancora Advisors LLC | 196 | $13K | 0.0% | 2026-Q2 |
| Optiver Holding B.V. | 74 | $5K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 34 | $2K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 31 | $2K | 0.0% | 2026-Q2 |
| SHP Wealth Management | 18 | $1K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $103 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $67 | 0.0% | 2026-Q2 |
| Beaton Management Co. Inc. | 16,800 | $874K | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Massar Capital Management, LP new | 16,702 | $869K | 1.1% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 11,073 | $576K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Schwallier Wealth Management LLC new | 7,824 | $407K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| CPR Investments Inc. trimmed | 6,769 | $352K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Keener Financial Planning LLC | 5,510 | $286K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 4,847 | $252K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| WealthShield Partners, LLC | 1,404 | $73K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JONES FINANCIAL COMPANIES LLLP added | 1,308 | $65K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Bogart Wealth, LLC new | 720 | $37K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Qube Research & Technologies Ltd trimmed | 161 | $8K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. | 104 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Physician Wealth Advisors, Inc. new | 1 | $53 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP added | 146,589 | $8M | 10.2% | 2025-Q4 stale (2 quarters behind) |
| Modern Wealth Management, LLC added | 8,316 | $473K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| Squarepoint Ops LLC added | 4,156 | $236K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 2,742 | $156K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 5,700 | $611K | 0.8% | 2025-Q3 stale (3 quarters behind) |
| TWO SIGMA SECURITIES, LLC trimmed | 3,123 | $335K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Meridian Wealth Management, LLC added | 2,143 | $230K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| BARCLAYS PLC trimmed | 600 | $57K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Allworth Financial LP | 1 | $62 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| HAZLETT, BURT & WATSON, INC. | 75 | $7K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Atlantic Union Bankshares Corp new | 55 | $5K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| BNP PARIBAS FINANCIAL MARKETS new | 17 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Farther Finance Advisors, LLC new | 10 | $980 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.