Who owns DEW
Which tracked institutional funds hold DEW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DEW company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-29). 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
8 tracked funds added or opened DEW while 4 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
DEW’s largest tracked holder by dollar value, Joseph Group Capital Management, sizes it at 3.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DEW 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 40 tracked filers holding DEW, 22 increased or opened the position and 17 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 DEW 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.
Full exits 2
- FLOW TRADERS U.S. LLC$803K
- Global Retirement Partners, LLC$703K
Largest adds
- AMERIPRISE FINANCIAL INC$2M
- Cambridge Investment Research Advisors, Inc.$1M
- LPL Financial LLC$838K
- Bank of New York Mellon Corp$726K
- Stonebridge Wealth Management, LLC$631K
- MORGAN STANLEY$474K
Largest trims
- Hudock, Inc.$434K
- Cetera Investment Advisers$335K
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 |
|---|---|---|---|---|
| Joseph Group Capital Management trimmed | 209,165 | $14M | 19.4% | 2026-Q1 |
| LPL Financial LLC added | 123,927 | $8M | 11.5% | 2026-Q1 |
| Stonebridge Wealth Management, LLC added | 91,036 | $6M | 8.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 74,290 | $5M | 6.9% | 2026-Q1 |
| MORGAN STANLEY added | 72,450 | $5M | 6.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 61,619 | $4M | 5.7% | 2026-Q1 |
| Hudock, Inc. trimmed | 53,514 | $4M | 5.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 49,781 | $3M | 4.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 37,144 | $2M | 3.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 36,919 | $2M | 3.4% | 2026-Q1 |
| UBS Group AG trimmed | 33,146 | $2M | 3.1% | 2026-Q1 |
| Asset Dedication, LLC added | 31,784 | $2M | 3.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 26,305 | $2M | 2.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 24,382 | $2M | 2.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 10,387 | $689K | 1.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 8,907 | $591K | 0.8% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 8,599 | $570K | 0.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 6,518 | $425K | 0.6% | 2026-Q1 |
| Gateway Wealth Partners, LLC new | 5,364 | $356K | 0.5% | 2026-Q1 |
| Vertex Planning Partners, LLC | 5,034 | $334K | 0.5% | 2026-Q1 |
| &PARTNERS added | 4,715 | $313K | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 3,675 | $244K | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 3,579 | $237K | 0.3% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 3,467 | $230K | 0.3% | 2026-Q1 |
| CWM, LLC | 3,316 | $220K | 0.3% | 2026-Q1 |
| WESTCO ADVISORY SERVICES INC /ADV | 3,290 | $218K | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,950 | $196K | 0.3% | 2026-Q1 |
| BlackRock, Inc. new | 2,725 | $181K | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 2,515 | $167K | 0.2% | 2026-Q1 |
| Key Financial Inc trimmed | 2,433 | $161K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,696 | $112K | 0.2% | 2026-Q1 |
| Parallel Advisors, LLC added | 1,646 | $109K | 0.2% | 2026-Q1 |
| Clearstead Advisors, LLC added | 1,399 | $93K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 1,356 | $90K | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 1,200 | $80K | 0.1% | 2026-Q1 |
| FMR LLC trimmed | 1,143 | $76K | 0.1% | 2026-Q1 |
| WealthShield Partners, LLC | 1,063 | $71K | 0.1% | 2026-Q1 |
| Godfrey Financial Associates, Inc. added | 154 | $10K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 80 | $5K | 0.0% | 2026-Q1 |
| ASSETMARK, INC | 39 | $3K | 0.0% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 13,041 | $803K | 1.1% | 2025-Q4 stale |
| Global Retirement Partners, LLC | 11,414 | $703K | 1.0% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 9,195 | $525K | 0.7% | 2025-Q2 stale |
| Stratos Investment Management, LLC added | 9,010 | $506K | 0.7% | 2025-Q1 stale |
| ENVESTNET ASSET MANAGEMENT INC added | 6,983 | $392K | 0.5% | 2025-Q1 stale |
| Creekmur Asset Management LLC added | 5,566 | $335K | 0.5% | 2025-Q3 stale |
| E-Wealth Partners, LLC new | 5,066 | $312K | 0.4% | 2025-Q4 stale |
| GTS SECURITIES LLC trimmed | 4,158 | $256K | 0.4% | 2025-Q4 stale |
| IFG Advisory, LLC | 4,092 | $252K | 0.4% | 2025-Q4 stale |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC new | 1,103 | $63K | 0.1% | 2025-Q2 stale |
| Legacy Wealth Managment, LLC/ID new | 766 | $43K | 0.1% | 2025-Q1 stale |
| Global Financial Private Client, LLC | 468 | $26K | 0.0% | 2025-Q1 stale |
| Ameritas Advisory Services, LLC | 142 | $8K | 0.0% | 2025-Q2 stale |
| Advisory Services Network, LLC new | 52 | $3K | 0.0% | 2025-Q3 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.