Who owns DDWM
Which tracked institutional funds hold DDWM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DDWM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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 DDWM is one-sided between 2026-Q1 and 2026-Q2: 46 added or opened and 12 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
DDWM’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes DDWM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DDWM 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 142 tracked filers holding DDWM, 89 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 DDWM 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
- AXXCESS WEALTH MANAGEMENT, LLC$57M
- CITADEL ADVISORS LLC$4M
- Global Retirement Partners, LLC$2M
- PURSUIT WEALTH STRATEGIES, LLC$1M
Full exits 6
- Cambridge Investment Research Advisors, Inc.$9M
- FFG RETIREMENT ADVISORS LLC$4M
- FLOW TRADERS U.S. LLC$3M
- Independent Advisor Alliance$2M
- TCFG WEALTH MANAGEMENT, LLC$1M
- PARK AVENUE SECURITIES LLC$554K
Largest adds
- LPL Financial LLC$44M
- MORGAN STANLEY$15M
- PARK NATIONAL CORP /OH/$11M
- RAYMOND JAMES FINANCIAL INC$9M
- MML INVESTORS SERVICES, LLC$8M
- Hennion & Walsh Asset Management, Inc.$7M
Largest trims
- SK Wealth Management, LLC$9M
- Tidemark, LLC$7M
- Private Advisor Group, LLC$5M
- Mariner, LLC$2M
- Atria Investments, Inc$999K
- Gateway Wealth Partners, LLC$275K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 3,980,772 | $184M | 14.2% | 2026-Q2 |
| PARK NATIONAL CORP /OH/ added | 3,761,775 | $174M | 13.5% | 2026-Q2 |
| MORGAN STANLEY added | 2,370,261 | $109M | 8.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,522,980 | $70M | 5.4% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 1,433,747 | $66M | 5.1% | 2026-Q2 |
| Capital Asset Advisory Services LLC added | 1,255,404 | $58M | 4.5% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 1,241,604 | $57M | 4.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,075,010 | $50M | 3.8% | 2026-Q2 |
| UBS Group AG added | 795,502 | $37M | 2.8% | 2026-Q2 |
| Cetera Investment Advisers added | 795,480 | $37M | 2.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 751,061 | $35M | 2.7% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 704,543 | $33M | 2.5% | 2026-Q2 |
| SK Wealth Management, LLC trimmed | 693,751 | $33M | 2.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 668,967 | $31M | 2.4% | 2026-Q2 |
| Stratos Investment Management, LLC added | 611,848 | $28M | 2.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 518,624 | $24M | 1.9% | 2026-Q2 |
| Horizon Wealth Management, LLC trimmed | 442,514 | $20M | 1.6% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 438,912 | $20M | 1.6% | 2026-Q2 |
| Choice Wealth Advisors LLC added | 356,619 | $16M | 1.3% | 2026-Q2 |
| Atria Investments, Inc trimmed | 326,330 | $15M | 1.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 274,238 | $13M | 1.0% | 2026-Q2 |
| Impact Capital Partners LLC added | 242,152 | $11M | 0.9% | 2026-Q2 |
| Burns Matteson Capital Management, LLC added | 190,915 | $9M | 0.7% | 2026-Q2 |
| Tidemark, LLC trimmed | 187,217 | $9M | 0.7% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 181,872 | $8M | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 158,604 | $7M | 0.6% | 2026-Q2 |
| Frazier Financial Advisors, LLC trimmed | 137,883 | $6M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 117,967 | $5M | 0.4% | 2026-Q2 |
| Simplicity Wealth,LLC added | 105,357 | $5M | 0.4% | 2026-Q2 |
| Trilogy Capital Inc. added | 100,250 | $5M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 98,800 | $5M | 0.4% | 2026-Q2 |
| Smartleaf Asset Management LLC | 98,698 | $5M | 0.4% | 2026-Q2 |
| Mariner, LLC trimmed | 97,866 | $5M | 0.4% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 97,440 | $4M | 0.3% | 2026-Q2 |
| VestGen Advisors, LLC added | 89,341 | $4M | 0.3% | 2026-Q2 |
| Vericrest Private Wealth added | 89,313 | $4M | 0.3% | 2026-Q2 |
| Occidental Asset Management, LLC trimmed | 86,100 | $4M | 0.3% | 2026-Q2 |
| COLUMBIA ADVISORY PARTNERS LLC added | 84,667 | $4M | 0.3% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 83,324 | $4M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 83,161 | $4M | 0.3% | 2026-Q2 |
| Premier Private Wealth Management LLC added | 82,143 | $4M | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 78,641 | $4M | 0.3% | 2026-Q2 |
| Trivium Point Advisory, LLC added | 62,022 | $3M | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC added | 60,785 | $3M | 0.2% | 2026-Q2 |
| Caprock Group, LLC added | 57,326 | $3M | 0.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 54,252 | $3M | 0.2% | 2026-Q2 |
| OPTIMA CAPITAL LLC trimmed | 50,715 | $2M | 0.2% | 2026-Q2 |
| Savant Capital, LLC added | 49,451 | $2M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 46,355 | $2M | 0.2% | 2026-Q2 |
| MOODY NATIONAL BANK TRUST DIVISION | 46,177 | $2M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 44,979 | $2M | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC added | 37,731 | $2M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC added | 37,150 | $2M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 36,624 | $2M | 0.1% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 35,968 | $2M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC | 34,293 | $2M | 0.1% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. added | 33,314 | $2M | 0.1% | 2026-Q2 |
| TCFG Investment Advisors, LLC trimmed | 32,870 | $2M | 0.1% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC trimmed | 32,735 | $2M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 32,463 | $1M | 0.1% | 2026-Q2 |
| World Investment Advisors | 32,319 | $1M | 0.1% | 2026-Q2 |
| PURSUIT WEALTH STRATEGIES, LLC new | 31,925 | $1M | 0.1% | 2026-Q2 |
| HF Advisory Group, LLC added | 29,470 | $1M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 27,707 | $1M | 0.1% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 26,236 | $1M | 0.1% | 2026-Q2 |
| RFG Advisory, LLC added | 26,132 | $1M | 0.1% | 2026-Q2 |
| TigerOak Management, L.L.C. added | 22,920 | $1M | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 22,672 | $1M | 0.1% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 22,175 | $1M | 0.1% | 2026-Q2 |
| Alchemi Wealth, LLC added | 19,189 | $886K | 0.1% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT added | 18,209 | $841K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 18,177 | $839K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 17,588 | $812K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 17,333 | $800K | 0.1% | 2026-Q2 |
| Oregon Pacific Wealth Management, LLC trimmed | 16,447 | $760K | 0.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 15,309 | $707K | 0.1% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. added | 15,071 | $696K | 0.1% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 15,046 | $695K | 0.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 14,489 | $669K | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 14,364 | $663K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 13,996 | $646K | 0.1% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 13,897 | $642K | 0.0% | 2026-Q2 |
| HOWARD BAILEY SECURITIES, LLC trimmed | 13,885 | $641K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 13,861 | $640K | 0.0% | 2026-Q2 |
| Comprehensive Money Management Services LLC trimmed | 12,212 | $564K | 0.0% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 11,326 | $523K | 0.0% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP added | 10,897 | $503K | 0.0% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 10,811 | $499K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 10,785 | $498K | 0.0% | 2026-Q2 |
| WESCAP Management Group, Inc. | 10,709 | $495K | 0.0% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 10,638 | $491K | 0.0% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 9,980 | $461K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 9,779 | $452K | 0.0% | 2026-Q2 |
| BEACON FINANCIAL GROUP | 9,689 | $447K | 0.0% | 2026-Q2 |
| Hopwood Nicholas Hunter trimmed | 9,362 | $432K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 9,336 | $431K | 0.0% | 2026-Q2 |
| Town Capital LLC new | 9,258 | $428K | 0.0% | 2026-Q2 |
| TopTier Wealth Management, LLC added | 9,059 | $418K | 0.0% | 2026-Q2 |
| CRUX WEALTH ADVISORS added | 8,514 | $393K | 0.0% | 2026-Q2 |
| Empirical Asset Management, LLC added | 8,419 | $389K | 0.0% | 2026-Q2 |
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.