Who owns DGCB
Which tracked institutional funds hold DGCB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DGCB company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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 DGCB is one-sided between 2025-Q4 and 2026-Q1: 49 added or opened and 13 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
DGCB’s largest tracked holder by dollar value, Vestmark Advisory Solutions, Inc., sizes it at 0.9% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DGCB 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 119 tracked filers holding DGCB, 94 increased or opened the position and 28 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 DGCB 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 14
- AA Financial Advisors, LLC$17M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$17M
- PARK AVENUE SECURITIES LLC$5M
- CSP Financial Group, LLC$5M
- Virtu Financial LLC$4M
- TCFG Investment Advisors, LLC$3M
Full exits 9
- E-Wealth Partners, LLC$8M
- Kestra Investment Management, LLC$6M
- Thrivent Financial for Lutherans$3M
- Austin Private Wealth, LLC$2M
- JANE STREET GROUP, LLC$1M
- AXXCESS WEALTH MANAGEMENT, LLC$1M
Largest adds
- Integrity Advisory Solutions, LLC$9M
- Allworth Financial LP$8M
- Farther Finance Advisors, LLC$3M
- Wealth Advisors Northwest LLC$3M
- INTEGRITY ALLIANCE, LLC.$3M
- CITIGROUP INC$2M
Largest trims
- NewEdge Advisors, LLC$10M
- ENVESTNET ASSET MANAGEMENT INC$4M
- BANK OF AMERICA CORP /DE/$2M
- Foundry Financial LLC$2M
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 |
|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. added | 1,541,232 | $83M | 11.4% | 2026-Q1 |
| Integrity Advisory Solutions, LLC added | 1,173,502 | $64M | 8.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 865,985 | $47M | 6.4% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 842,720 | $46M | 6.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 656,845 | $36M | 4.8% | 2026-Q1 |
| Three Arch Wealth Management LLC added | 559,563 | $30M | 4.1% | 2026-Q1 |
| Tencap Wealth Coaching, LLC added | 440,440 | $24M | 3.3% | 2026-Q1 |
| DiNuzzo Private Wealth, Inc. trimmed | 325,412 | $18M | 2.4% | 2026-Q1 |
| AA Financial Advisors, LLC new | 316,348 | $17M | 2.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 316,126 | $17M | 2.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 308,711 | $17M | 2.3% | 2026-Q1 |
| Wealth Advisors Northwest LLC added | 280,889 | $15M | 2.1% | 2026-Q1 |
| Allworth Financial LP added | 275,423 | $15M | 2.0% | 2026-Q1 |
| RFG Advisory, LLC added | 271,993 | $15M | 2.0% | 2026-Q1 |
| DRAVO BAY LLC added | 267,210 | $14M | 2.0% | 2026-Q1 |
| Mattern Wealth Management LLC added | 266,202 | $14M | 2.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 222,208 | $12M | 1.6% | 2026-Q1 |
| Betterment LLC added | 176,554 | $10M | 1.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 169,108 | $9M | 1.2% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 141,021 | $8M | 1.0% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 137,802 | $7M | 1.0% | 2026-Q1 |
| APS Management Group, Inc. added | 132,856 | $7M | 1.0% | 2026-Q1 |
| SageOak Financial, LLC added | 131,266 | $7M | 1.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 118,083 | $6M | 0.9% | 2026-Q1 |
| Vantage Point Financial LLC added | 100,845 | $5M | 0.7% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 99,529 | $5M | 0.7% | 2026-Q1 |
| CSP Financial Group, LLC new | 95,591 | $5M | 0.7% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 91,975 | $5M | 0.7% | 2026-Q1 |
| Virtu Financial LLC added | 82,612 | $4M | 0.6% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 79,071 | $4M | 0.6% | 2026-Q1 |
| Cogent Private Wealth, Inc. added | 78,361 | $4M | 0.6% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 68,192 | $4M | 0.5% | 2026-Q1 |
| CITIGROUP INC added | 65,553 | $4M | 0.5% | 2026-Q1 |
| Index Fund Advisors, Inc. added | 61,498 | $3M | 0.5% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 69,456 | $3M | 0.4% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 54,933 | $3M | 0.4% | 2026-Q1 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC added | 53,826 | $3M | 0.4% | 2026-Q1 |
| LPL Financial LLC added | 51,047 | $3M | 0.4% | 2026-Q1 |
| TCFG WEALTH MANAGEMENT, LLC trimmed | 49,439 | $3M | 0.4% | 2026-Q1 |
| TCFG Investment Advisors, LLC new | 49,439 | $3M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 48,468 | $3M | 0.4% | 2026-Q1 |
| Stratos Investment Management, LLC added | 47,072 | $3M | 0.3% | 2026-Q1 |
| HEFFERNAN ADVISORY, INC added | 46,657 | $3M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 46,181 | $2M | 0.3% | 2026-Q1 |
| Cerity Partners LLC new | 42,933 | $2M | 0.3% | 2026-Q1 |
| Meredith Wealth Planning trimmed | 42,851 | $2M | 0.3% | 2026-Q1 |
| Sowell Financial Services LLC added | 39,812 | $2M | 0.3% | 2026-Q1 |
| Broadhurst Jeffrey B added | 37,708 | $2M | 0.3% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 35,019 | $2M | 0.3% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 34,290 | $2M | 0.3% | 2026-Q1 |
| GeoWealth Management, LLC added | 33,936 | $2M | 0.3% | 2026-Q1 |
| Simplicity Wealth,LLC added | 31,585 | $2M | 0.2% | 2026-Q1 |
| PFG Advisors added | 30,924 | $2M | 0.2% | 2026-Q1 |
| Two West Capital Advisors LLC added | 30,696 | $2M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 28,264 | $2M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 25,816 | $1M | 0.2% | 2026-Q1 |
| Excelsior Advisor Network LLC added | 25,250 | $1M | 0.2% | 2026-Q1 |
| CYPRESS FINANCIAL PLANNING LLC added | 24,761 | $1M | 0.2% | 2026-Q1 |
| Porter White Investment Advisors, Inc. added | 24,290 | $1M | 0.2% | 2026-Q1 |
| Brookstone Capital Management added | 24,080 | $1M | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 22,309 | $1M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 21,348 | $1M | 0.2% | 2026-Q1 |
| Werba Rubin Papier Wealth Management added | 17,289 | $936K | 0.1% | 2026-Q1 |
| MASTER'S WEALTH MANAGEMENT INC. trimmed | 16,262 | $880K | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 16,020 | $867K | 0.1% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 15,636 | $849K | 0.1% | 2026-Q1 |
| Sterling Wealth Management, Inc. new | 15,212 | $823K | 0.1% | 2026-Q1 |
| FIRETHORN WEALTH PARTNERS, LLC added | 14,351 | $777K | 0.1% | 2026-Q1 |
| Savvy Advisors, Inc. added | 13,253 | $717K | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 12,937 | $700K | 0.1% | 2026-Q1 |
| Triad Wealth Partners, LLC trimmed | 12,078 | $654K | 0.1% | 2026-Q1 |
| Selective Wealth Management, Inc. added | 11,287 | $613K | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 11,241 | $609K | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 11,182 | $605K | 0.1% | 2026-Q1 |
| Foundry Financial LLC trimmed | 10,793 | $584K | 0.1% | 2026-Q1 |
| Aspire Private Capital, LLC added | 10,697 | $579K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC new | 10,579 | $573K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 10,166 | $550K | 0.1% | 2026-Q1 |
| Apella Capital, LLC new | 9,819 | $539K | 0.1% | 2026-Q1 |
| Hershey Financial Advisers, LLC added | 9,848 | $533K | 0.1% | 2026-Q1 |
| CHOREO, LLC new | 9,656 | $523K | 0.1% | 2026-Q1 |
| RCS Financial Planning, LLC trimmed | 9,644 | $522K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC added | 8,661 | $469K | 0.1% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 8,507 | $461K | 0.1% | 2026-Q1 |
| Mach-1 Financial Group, LLC new | 865,505 | $48M | 6.5% | 2025-Q3 stale |
| E-Wealth Partners, LLC new | 149,047 | $8M | 1.1% | 2025-Q4 stale |
| Kestra Investment Management, LLC added | 112,523 | $6M | 0.8% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC trimmed | 62,924 | $3M | 0.5% | 2025-Q1 stale |
| Thrivent Financial for Lutherans added | 52,624 | $3M | 0.4% | 2025-Q4 stale |
| Austin Private Wealth, LLC added | 41,617 | $2M | 0.3% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 26,166 | $1M | 0.2% | 2025-Q4 stale |
| Copperleaf Capital, LLC added | 23,693 | $1M | 0.2% | 2025-Q3 stale |
| CW Advisors, LLC added | 19,868 | $1M | 0.1% | 2025-Q2 stale |
| AXXCESS WEALTH MANAGEMENT, LLC new | 19,699 | $1M | 0.1% | 2025-Q4 stale |
| Daner Wealth Management, LLC trimmed | 17,089 | $937K | 0.1% | 2025-Q4 stale |
| Elwood & Goetz Wealth Advisory Group, LLC new | 15,643 | $867K | 0.1% | 2025-Q3 stale |
| Balance Wealth, LLC new | 14,636 | $778K | 0.1% | 2025-Q1 stale |
| Diversify Advisory Services, LLC new | 11,877 | $647K | 0.1% | 2025-Q4 stale |
| Nalls Sherbakoff Group, LLC | 9,446 | $512K | 0.1% | 2025-Q4 stale |
| Cetera Investment Advisers added | 8,458 | $469K | 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.