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-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
5 tracked funds added or opened DEW while 3 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
DEW’s largest tracked holder by dollar value, Joseph Group Capital Management, sizes it at 3.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.0pp 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 2026-Q1 and 2026-Q2, across 43 tracked filers holding DEW, 22 increased or opened the position and 20 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 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 2
- WADDELL & ASSOCIATES, LLC$1M
- Global Retirement Partners, LLC$784K
Full exits 1
- Cambridge Investment Research Advisors, Inc.$2M
Largest adds
- LPL Financial LLC$1M
- Joseph Group Capital Management$387K
- Stonebridge Wealth Management, LLC$288K
Largest trims
- Bank of New York Mellon Corp$596K
- JANE STREET GROUP, LLC$466K
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 | 207,600 | $14M | 19.2% | 2026-Q2 |
| LPL Financial LLC added | 138,300 | $10M | 12.8% | 2026-Q2 |
| Stonebridge Wealth Management, LLC added | 92,101 | $6M | 8.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 72,968 | $5M | 6.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 68,090 | $5M | 6.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 59,415 | $4M | 5.5% | 2026-Q2 |
| Hudock, Inc. added | 53,588 | $4M | 4.9% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 48,443 | $3M | 4.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 38,200 | $3M | 3.5% | 2026-Q2 |
| UBS Group AG trimmed | 32,695 | $2M | 3.0% | 2026-Q2 |
| Asset Dedication, LLC | 31,784 | $2M | 2.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 27,187 | $2M | 2.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 25,415 | $2M | 2.3% | 2026-Q2 |
| WADDELL & ASSOCIATES, LLC new | 20,468 | $1M | 1.9% | 2026-Q2 |
| Global Retirement Partners, LLC | 11,414 | $784K | 1.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 9,365 | $643K | 0.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 8,847 | $608K | 0.8% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 7,013 | $484K | 0.7% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC new | 5,828 | $400K | 0.5% | 2026-Q2 |
| Vertex Planning Partners, LLC added | 5,300 | $364K | 0.5% | 2026-Q2 |
| E-Wealth Partners, LLC added | 5,152 | $354K | 0.5% | 2026-Q2 |
| Viaable, LLC new | 5,143 | $352K | 0.5% | 2026-Q2 |
| &PARTNERS added | 4,768 | $328K | 0.4% | 2026-Q2 |
| IFG Advisory, LLC | 4,092 | $281K | 0.4% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 3,786 | $260K | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 3,523 | $242K | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 3,502 | $241K | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 3,478 | $239K | 0.3% | 2026-Q2 |
| WESTCO ADVISORY SERVICES INC /ADV | 3,290 | $226K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 3,245 | $223K | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,883 | $198K | 0.3% | 2026-Q2 |
| BlackRock, Inc. | 2,725 | $187K | 0.3% | 2026-Q2 |
| Key Financial Inc | 2,433 | $167K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,796 | $123K | 0.2% | 2026-Q2 |
| Parallel Advisors, LLC added | 1,652 | $113K | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC added | 1,414 | $97K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 1,302 | $89K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 1,200 | $82K | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 1,121 | $77K | 0.1% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 601 | $41K | 0.1% | 2026-Q2 |
| Godfrey Financial Associates, Inc. added | 156 | $11K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC | 142 | $10K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 80 | $5K | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. added | 24,382 | $2M | 2.2% | 2026-Q1 stale (1 quarter behind) |
| Gateway Wealth Partners, LLC new | 5,364 | $356K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 3,316 | $220K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| WealthShield Partners, LLC | 1,063 | $71K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| ASSETMARK, INC | 39 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 13,041 | $803K | 1.1% | 2025-Q4 stale (2 quarters behind) |
| GTS SECURITIES LLC trimmed | 4,158 | $256K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Creekmur Asset Management LLC added | 5,566 | $335K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Advisory Services Network, LLC new | 52 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CITADEL ADVISORS LLC trimmed | 9,195 | $525K | 0.7% | 2025-Q2 stale (4 quarters behind) |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC new | 1,103 | $63K | 0.1% | 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.