Who owns DDWM (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-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
41 tracked funds added or opened DDWM while 14 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
DDWM’s largest tracked holder by dollar value, PARK NATIONAL CORP /OH/, sizes it at 5.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 4.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 143 tracked filers holding DDWM, 93 increased or opened the position and 44 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 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 10
- Horizon Wealth Management, LLC$20M
- Choice Wealth Advisors LLC$15M
- OneDigital Investment Advisors LLC$8M
- COLUMBIA ADVISORY PARTNERS LLC$4M
- FLOW TRADERS U.S. LLC$3M
- Independent Advisor Alliance$2M
Full exits 5
- AXXCESS WEALTH MANAGEMENT, LLC$50M
- Insight Advisors, LLC/ PA$8M
- Global Retirement Partners, LLC$2M
- AIFG Consultants Ltd.$1M
- TRUIST FINANCIAL CORP$881K
Largest adds
- LPL Financial LLC$35M
- UBS Group AG$17M
- Baird Financial Group, Inc.$15M
- PARK NATIONAL CORP /OH/$8M
- JANE STREET GROUP, LLC$8M
- BANK OF AMERICA CORP /DE/$7M
Largest trims
- Concurrent Investment Advisors, LLC$6M
- SK Wealth Management, LLC$3M
- MML INVESTORS SERVICES, LLC$2M
- Trivium Point Advisory, LLC$2M
- Tidemark, LLC$1M
- Atria Investments, Inc$927K
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 |
|---|---|---|---|---|
| PARK NATIONAL CORP /OH/ added | 3,678,991 | $162M | 13.5% | 2026-Q1 |
| LPL Financial LLC added | 3,167,850 | $140M | 11.6% | 2026-Q1 |
| MORGAN STANLEY added | 2,150,517 | $95M | 7.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,384,479 | $61M | 5.1% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 1,331,088 | $59M | 4.9% | 2026-Q1 |
| Capital Asset Advisory Services LLC added | 1,186,900 | $55M | 4.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,028,863 | $45M | 3.8% | 2026-Q1 |
| SK Wealth Management, LLC trimmed | 931,914 | $42M | 3.5% | 2026-Q1 |
| Cetera Investment Advisers added | 738,583 | $33M | 2.7% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 700,739 | $31M | 2.6% | 2026-Q1 |
| UBS Group AG added | 698,744 | $31M | 2.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 690,532 | $30M | 2.5% | 2026-Q1 |
| Stratos Investment Management, LLC added | 593,549 | $26M | 2.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 525,779 | $23M | 1.9% | 2026-Q1 |
| Baird Financial Group, Inc. added | 483,311 | $21M | 1.8% | 2026-Q1 |
| Lido Advisors, LLC added | 457,898 | $20M | 1.7% | 2026-Q1 |
| Horizon Wealth Management, LLC new | 445,469 | $20M | 1.6% | 2026-Q1 |
| Atria Investments, Inc trimmed | 364,294 | $16M | 1.3% | 2026-Q1 |
| Tidemark, LLC trimmed | 357,878 | $16M | 1.3% | 2026-Q1 |
| Choice Wealth Advisors LLC new | 336,513 | $15M | 1.2% | 2026-Q1 |
| Impact Capital Partners LLC added | 230,768 | $10M | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 201,928 | $9M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 201,112 | $9M | 0.7% | 2026-Q1 |
| OneDigital Investment Advisors LLC new | 180,273 | $8M | 0.7% | 2026-Q1 |
| Burns Matteson Capital Management, LLC added | 169,859 | $7M | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 151,128 | $7M | 0.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 148,398 | $7M | 0.5% | 2026-Q1 |
| Mariner, LLC trimmed | 144,691 | $6M | 0.5% | 2026-Q1 |
| Frazier Financial Advisors, LLC added | 138,034 | $6M | 0.5% | 2026-Q1 |
| FFG RETIREMENT ADVISORS LLC added | 98,935 | $4M | 0.4% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 98,698 | $4M | 0.4% | 2026-Q1 |
| NBC SECURITIES, INC. added | 92,962 | $4M | 0.3% | 2026-Q1 |
| VestGen Advisors, LLC added | 86,654 | $4M | 0.3% | 2026-Q1 |
| Simplicity Wealth,LLC added | 88,086 | $4M | 0.3% | 2026-Q1 |
| Occidental Asset Management, LLC trimmed | 87,109 | $4M | 0.3% | 2026-Q1 |
| Vericrest Private Wealth added | 83,537 | $4M | 0.3% | 2026-Q1 |
| COLUMBIA ADVISORY PARTNERS LLC new | 81,835 | $4M | 0.3% | 2026-Q1 |
| Premier Private Wealth Management LLC trimmed | 79,369 | $4M | 0.3% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 78,092 | $3M | 0.3% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 66,719 | $3M | 0.2% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 65,533 | $3M | 0.2% | 2026-Q1 |
| Trilogy Capital Inc. added | 62,340 | $3M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 61,129 | $3M | 0.2% | 2026-Q1 |
| Caprock Group, LLC added | 56,556 | $2M | 0.2% | 2026-Q1 |
| OPTIMA CAPITAL LLC trimmed | 53,850 | $2M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 49,014 | $2M | 0.2% | 2026-Q1 |
| MOODY NATIONAL BANK TRUST DIVISION | 46,177 | $2M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance added | 45,120 | $2M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 44,476 | $2M | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 44,391 | $2M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 34,293 | $2M | 0.1% | 2026-Q1 |
| TCFG Investment Advisors, LLC new | 33,303 | $1M | 0.1% | 2026-Q1 |
| TCFG WEALTH MANAGEMENT, LLC added | 33,303 | $1M | 0.1% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC trimmed | 33,024 | $1M | 0.1% | 2026-Q1 |
| World Investment Advisors trimmed | 32,319 | $1M | 0.1% | 2026-Q1 |
| WORLD EQUITY GROUP, INC. added | 31,528 | $1M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 29,198 | $1M | 0.1% | 2026-Q1 |
| HF Advisory Group, LLC added | 28,532 | $1M | 0.1% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 28,373 | $1M | 0.1% | 2026-Q1 |
| Savant Capital, LLC trimmed | 25,889 | $1M | 0.1% | 2026-Q1 |
| RFG Advisory, LLC added | 25,870 | $1M | 0.1% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. added | 24,253 | $1M | 0.1% | 2026-Q1 |
| Gotham Asset Management, LLC trimmed | 23,491 | $1M | 0.1% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 22,637 | $999K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 22,494 | $992K | 0.1% | 2026-Q1 |
| SHEETS SMITH WEALTH MANAGEMENT added | 17,803 | $785K | 0.1% | 2026-Q1 |
| TigerOak Management, L.L.C. new | 17,364 | $766K | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 17,153 | $757K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 17,151 | $757K | 0.1% | 2026-Q1 |
| Oregon Pacific Wealth Management, LLC added | 17,117 | $755K | 0.1% | 2026-Q1 |
| Sigma Planning Corp added | 16,749 | $739K | 0.1% | 2026-Q1 |
| HOWARD BAILEY SECURITIES, LLC trimmed | 16,022 | $707K | 0.1% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 15,475 | $683K | 0.1% | 2026-Q1 |
| Trivium Point Advisory, LLC trimmed | 15,320 | $676K | 0.1% | 2026-Q1 |
| Financial Engines Advisors L.L.C. added | 15,239 | $672K | 0.1% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. added | 14,849 | $655K | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 14,721 | $649K | 0.1% | 2026-Q1 |
| Alchemi Wealth, LLC new | 14,552 | $642K | 0.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 13,885 | $612K | 0.1% | 2026-Q1 |
| Comprehensive Money Management Services LLC | 13,367 | $590K | 0.0% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC added | 13,297 | $587K | 0.0% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 13,178 | $581K | 0.0% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 12,667 | $559K | 0.0% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 12,572 | $555K | 0.0% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 12,556 | $554K | 0.0% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 11,696 | $516K | 0.0% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 11,068 | $488K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 10,711 | $472K | 0.0% | 2026-Q1 |
| WESCAP Management Group, Inc. | 10,709 | $472K | 0.0% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 10,204 | $450K | 0.0% | 2026-Q1 |
| Modera Wealth Management, LLC | 9,832 | $434K | 0.0% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 1,157,125 | $50M | 4.2% | 2025-Q4 stale |
| Exchange Capital Management, Inc. trimmed | 441,635 | $18M | 1.5% | 2025-Q2 stale |
| Insight Advisors, LLC/ PA new | 185,854 | $8M | 0.7% | 2025-Q4 stale |
| Defined Financial Planning LLC added | 164,875 | $7M | 0.6% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 114,117 | $5M | 0.4% | 2025-Q2 stale |
| Global Retirement Partners, LLC added | 35,892 | $2M | 0.1% | 2025-Q4 stale |
| AIFG Consultants Ltd. new | 24,907 | $1M | 0.1% | 2025-Q4 stale |
| TRUIST FINANCIAL CORP added | 20,233 | $881K | 0.1% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 20,601 | $758K | 0.1% | 2025-Q1 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.