Who owns DDS (DDS)
Which tracked institutional funds hold DDS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DDS 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
85 tracked funds added or opened DDS while 68 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
DDS’s largest tracked holder by dollar value, Newport Trust Company, LLC, sizes it at 6.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DDS 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 317 tracked filers holding DDS, 179 increased or opened the position and 136 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 DDS 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 33
- VANGUARD PORTFOLIO MANAGEMENT LLC$85M
- VANGUARD CAPITAL MANAGEMENT LLC$75M
- BALYASNY ASSET MANAGEMENT L.P.$16M
- VANGUARD FIDUCIARY TRUST CO$11M
- HANCOCK WHITNEY CORP$6M
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$5M
Full exits 20
- VANGUARD GROUP INC$169M
- Pacer Advisors, Inc.$17M
- CIBC WORLD MARKETS CORP$10M
- Brandywine Global Investment Management, LLC$9M
- Abacus FCF Advisors LLC$7M
- Bridgewater Associates, LP$6M
Largest adds
- UBS Group AG$54M
- GOLDMAN SACHS GROUP INC$31M
- D. E. Shaw & Co., Inc.$28M
- BNP PARIBAS FINANCIAL MARKETS$25M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$22M
- CITADEL ADVISORS LLC$17M
Largest trims
- Newport Trust Company, LLC$161M
- NORGES BANK$35M
- FIRST TRUST ADVISORS LP$26M
- AMERICAN CENTURY COMPANIES INC$17M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$16M
- BANK OF AMERICA CORP /DE/$12M
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 |
|---|---|---|---|---|
| Newport Trust Company, LLC trimmed | 4,512,177 | $2.6B | 53.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 216,085 | $124M | 2.6% | 2026-Q1 |
| BlackRock, Inc. added | 188,173 | $108M | 2.2% | 2026-Q1 |
| UBS Group AG added | 166,707 | $95M | 2.0% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 160,885 | $92M | 1.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 149,102 | $85M | 1.8% | 2026-Q1 |
| MORGAN STANLEY added | 144,759 | $83M | 1.7% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 142,180 | $81M | 1.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 131,844 | $75M | 1.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 125,002 | $71M | 1.5% | 2026-Q1 |
| Clientfirst Wealth Management, LLC | 108,101 | $62M | 1.3% | 2026-Q1 |
| Gotham Asset Management, LLC added | 102,344 | $59M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 85,428 | $49M | 1.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 79,861 | $46M | 0.9% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 70,240 | $40M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 68,237 | $39M | 0.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 62,959 | $36M | 0.7% | 2026-Q1 |
| STATE STREET CORP trimmed | 62,715 | $36M | 0.7% | 2026-Q1 |
| WEDGE CAPITAL MANAGEMENT L L P/NC added | 61,411 | $35M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 54,593 | $31M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 51,202 | $29M | 0.6% | 2026-Q1 |
| Hexagon Capital Partners LLC added | 49,090 | $28M | 0.6% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 44,722 | $26M | 0.5% | 2026-Q1 |
| MACQUARIE GROUP LTD added | 43,200 | $25M | 0.5% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 43,200 | $25M | 0.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 43,046 | $25M | 0.5% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 40,715 | $23M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 36,199 | $21M | 0.4% | 2026-Q1 |
| Man Group plc added | 36,171 | $21M | 0.4% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 35,308 | $20M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 34,307 | $20M | 0.4% | 2026-Q1 |
| Summit Street Capital Management, LLC trimmed | 33,119 | $19M | 0.4% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 32,360 | $19M | 0.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 29,349 | $17M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 28,733 | $16M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 29,190 | $16M | 0.3% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 27,014 | $15M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 24,464 | $14M | 0.3% | 2026-Q1 |
| Horrell Capital Management, Inc. trimmed | 22,337 | $13M | 0.3% | 2026-Q1 |
| WINMILL & CO. INC | 21,538 | $12M | 0.3% | 2026-Q1 |
| Voleon Capital Management LP trimmed | 20,750 | $12M | 0.2% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 19,997 | $11M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 19,623 | $11M | 0.2% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 18,602 | $11M | 0.2% | 2026-Q1 |
| Cambria Investment Management, L.P. added | 17,299 | $10M | 0.2% | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC trimmed | 16,793 | $10M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 16,680 | $10M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 16,069 | $9M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 15,232 | $9M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 13,921 | $8M | 0.2% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC added | 13,913 | $8M | 0.2% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 13,821 | $8M | 0.2% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 13,727 | $8M | 0.2% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 12,078 | $7M | 0.1% | 2026-Q1 |
| Illinois Municipal Retirement Fund added | 11,903 | $7M | 0.1% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 11,698 | $7M | 0.1% | 2026-Q1 |
| HANCOCK WHITNEY CORP new | 11,370 | $6M | 0.1% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 11,168 | $6M | 0.1% | 2026-Q1 |
| Walleye Capital LLC added | 11,008 | $6M | 0.1% | 2026-Q1 |
| Edgestream Partners, L.P. added | 10,766 | $6M | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP added | 10,568 | $6M | 0.1% | 2026-Q1 |
| Balboa Wealth Partners | 9,411 | $5M | 0.1% | 2026-Q1 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 9,236 | $5M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 9,220 | $5M | 0.1% | 2026-Q1 |
| Unison Advisors LLC added | 8,005 | $5M | 0.1% | 2026-Q1 |
| BARCLAYS PLC added | 7,685 | $4M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 7,290 | $4M | 0.1% | 2026-Q1 |
| STEPHENS INC /AR/ | 7,261 | $4M | 0.1% | 2026-Q1 |
| Inspire Investing, LLC added | 6,897 | $4M | 0.1% | 2026-Q1 |
| Swiss National Bank | 6,880 | $4M | 0.1% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 6,710 | $4M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 6,607 | $4M | 0.1% | 2026-Q1 |
| Treasurer of the State of North Carolina added | 6,594 | $4M | 0.1% | 2026-Q1 |
| Quadrature Capital Ltd added | 6,204 | $4M | 0.1% | 2026-Q1 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 5,969 | $3M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 5,920 | $3M | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 5,915 | $3M | 0.1% | 2026-Q1 |
| CX Institutional new | 5,903 | $3M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 5,448 | $3M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 5,435 | $3M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 5,354 | $3M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 5,321 | $3M | 0.1% | 2026-Q1 |
| Quantbot Technologies LP added | 5,301 | $3M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 4,966 | $3M | 0.1% | 2026-Q1 |
| Aquatic Capital Management LLC added | 4,460 | $3M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 279,251 | $169M | 3.5% | 2025-Q4 stale |
| Beacon Pointe Advisors, LLC added | 152,624 | $64M | 1.3% | 2025-Q2 stale |
| Pacer Advisors, Inc. trimmed | 27,768 | $17M | 0.3% | 2025-Q4 stale |
| CIBC WORLD MARKETS CORP new | 16,080 | $10M | 0.2% | 2025-Q4 stale |
| Brandywine Global Investment Management, LLC added | 15,627 | $9M | 0.2% | 2025-Q4 stale |
| Alyeska Investment Group, L.P. trimmed | 12,762 | $8M | 0.2% | 2025-Q3 stale |
| Abacus FCF Advisors LLC added | 11,741 | $7M | 0.1% | 2025-Q4 stale |
| TWINBEECH CAPITAL LP added | 17,031 | $6M | 0.1% | 2025-Q1 stale |
| Bridgewater Associates, LP added | 9,715 | $6M | 0.1% | 2025-Q4 stale |
| Mariner, LLC added | 8,719 | $5M | 0.1% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 8,187 | $5M | 0.1% | 2025-Q4 stale |
| Informed Momentum Co LLC trimmed | 7,919 | $5M | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 6,680 | $4M | 0.1% | 2025-Q4 stale |
| COMERICA BANK trimmed | 5,813 | $4M | 0.1% | 2025-Q4 stale |
| Verition Fund Management LLC trimmed | 4,274 | $3M | 0.1% | 2025-Q3 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.