Who owns DGRS
Which tracked institutional funds hold DGRS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DGRS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
22 tracked funds added or opened DGRS while 10 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
DGRS’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 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes DGRS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DGRS 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 123 tracked filers holding DGRS, 47 increased or opened the position and 67 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 DGRS 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
- IFG Advisory, LLC$4M
- EP Wealth Advisors, LLC$519K
Full exits 6
- Lido Advisors, LLC$12M
- LVM CAPITAL MANAGEMENT LTD/MI$8M
- CWM, LLC$3M
- Cambridge Investment Research Advisors, Inc.$1M
- Ascentis Independent Advisors$696K
- MWA Asset Management$612K
Largest adds
- LPL Financial LLC$7M
- OSAIC HOLDINGS, INC.$6M
- MORGAN STANLEY$4M
- Stonebridge Financial Group, LLC$2M
- United Advisor Group, LLC$978K
- Modern Wealth Management, LLC$776K
Largest trims
- Founders Financial Alliance, LLC$5M
- RAYMOND JAMES FINANCIAL INC$4M
- BANK OF NOVA SCOTIA$715K
- TWO SIGMA INVESTMENTS, LP$443K
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 | 617,509 | $37M | 16.2% | 2026-Q2 |
| MORGAN STANLEY added | 535,104 | $32M | 14.1% | 2026-Q2 |
| Stonebridge Financial Group, LLC added | 289,800 | $17M | 7.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 167,788 | $10M | 4.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 141,714 | $8M | 3.7% | 2026-Q2 |
| United Advisor Group, LLC added | 127,703 | $8M | 3.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 116,618 | $7M | 3.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 101,805 | $6M | 2.7% | 2026-Q2 |
| UBS Group AG trimmed | 99,718 | $6M | 2.6% | 2026-Q2 |
| Modern Wealth Management, LLC added | 97,427 | $6M | 2.6% | 2026-Q2 |
| XML Financial, LLC trimmed | 97,128 | $6M | 2.6% | 2026-Q2 |
| Linscomb Wealth, Inc. trimmed | 96,203 | $6M | 2.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 83,919 | $5M | 2.2% | 2026-Q2 |
| COLUMBIA ADVISORY PARTNERS LLC added | 79,482 | $5M | 2.1% | 2026-Q2 |
| IFG Advisory, LLC trimmed | 75,781 | $4M | 2.0% | 2026-Q2 |
| BANK OF NOVA SCOTIA trimmed | 63,280 | $4M | 1.7% | 2026-Q2 |
| Stonebridge Wealth Management, LLC trimmed | 61,142 | $4M | 1.6% | 2026-Q2 |
| Philip James Wealth Mangement, LLC trimmed | 52,788 | $3M | 1.4% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 48,378 | $3M | 1.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 44,868 | $3M | 1.2% | 2026-Q2 |
| Dickmeyer Boyce Financial Management, Inc. added | 43,205 | $3M | 1.1% | 2026-Q2 |
| Strategic Financial Concepts, LLC added | 40,184 | $2M | 1.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. | 36,014 | $2M | 0.9% | 2026-Q2 |
| CERTUITY, LLC trimmed | 35,508 | $2M | 0.9% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 33,300 | $2M | 0.9% | 2026-Q2 |
| Private Advisor Group, LLC added | 32,257 | $2M | 0.8% | 2026-Q2 |
| LifeWealth Investments, LLC added | 31,831 | $2M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 30,504 | $2M | 0.8% | 2026-Q2 |
| Everstar Asset Management, LLC added | 30,019 | $2M | 0.8% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC added | 20,300 | $1M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 18,500 | $1M | 0.5% | 2026-Q2 |
| Allworth Financial LP trimmed | 17,940 | $1M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 16,327 | $969K | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 16,272 | $961K | 0.4% | 2026-Q2 |
| PRECEDENT WEALTH PARTNERS, LLC trimmed | 15,681 | $931K | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 14,907 | $885K | 0.4% | 2026-Q2 |
| Creative Planning added | 13,442 | $798K | 0.4% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 12,677 | $752K | 0.3% | 2026-Q2 |
| Sovran Advisors, LLC trimmed | 11,258 | $681K | 0.3% | 2026-Q2 |
| Team Financial Group, LLC added | 10,044 | $596K | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 9,979 | $592K | 0.3% | 2026-Q2 |
| WealthPoint Financial, LLC added | 9,970 | $592K | 0.3% | 2026-Q2 |
| Summit Financial, LLC trimmed | 9,587 | $569K | 0.3% | 2026-Q2 |
| Princeton Global Asset Management LLC trimmed | 9,179 | $545K | 0.2% | 2026-Q2 |
| FIRST NATIONAL BANK SIOUX FALLS | 9,052 | $501K | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors added | 8,920 | $529K | 0.2% | 2026-Q2 |
| Wealthcare Capital Partners, LLC added | 8,919 | $529K | 0.2% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC trimmed | 8,865 | $526K | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 8,743 | $519K | 0.2% | 2026-Q2 |
| CAPITAL MANAGEMENT CORP /VA | 8,100 | $481K | 0.2% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 8,076 | $479K | 0.2% | 2026-Q2 |
| Savant Capital, LLC added | 7,976 | $449K | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 7,815 | $464K | 0.2% | 2026-Q2 |
| Redmond Asset Management, LLC added | 7,765 | $461K | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 7,490 | $447K | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 7,380 | $438K | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 7,365 | $437K | 0.2% | 2026-Q2 |
| FMR LLC added | 7,128 | $423K | 0.2% | 2026-Q2 |
| TopTier Wealth Management, LLC added | 6,780 | $402K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 6,502 | $386K | 0.2% | 2026-Q2 |
| Quartz Partners, LLC added | 6,486 | $385K | 0.2% | 2026-Q2 |
| Asset Dedication, LLC | 6,424 | $381K | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 6,302 | $371K | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 6,283 | $373K | 0.2% | 2026-Q2 |
| RMR Wealth Builders trimmed | 6,167 | $366K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 5,947 | $353K | 0.2% | 2026-Q2 |
| Joseph Group Capital Management trimmed | 5,923 | $352K | 0.2% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC | 5,727 | $340K | 0.2% | 2026-Q2 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. trimmed | 5,579 | $331K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 5,432 | $322K | 0.1% | 2026-Q2 |
| Marshall & Sterling Wealth Advisors Inc. trimmed | 5,407 | $321K | 0.1% | 2026-Q2 |
| Cascade Financial Partners, LLC | 5,372 | $319K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 5,317 | $316K | 0.1% | 2026-Q2 |
| Venturi Wealth Management, LLC trimmed | 5,148 | $306K | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC added | 5,146 | $305K | 0.1% | 2026-Q2 |
| Atria Investments, Inc trimmed | 4,692 | $278K | 0.1% | 2026-Q2 |
| Founders Financial Alliance, LLC trimmed | 4,550 | $270K | 0.1% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 4,535 | $270K | 0.1% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK trimmed | 4,495 | $267K | 0.1% | 2026-Q2 |
| Empirical Asset Management, LLC trimmed | 4,141 | $246K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 3,905 | $232K | 0.1% | 2026-Q2 |
| Redwood Family Wealth LLC trimmed | 3,766 | $224K | 0.1% | 2026-Q2 |
| Beacon Financial Advisory LLC trimmed | 3,681 | $218K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 3,674 | $218K | 0.1% | 2026-Q2 |
| OPTIMA CAPITAL LLC added | 3,619 | $215K | 0.1% | 2026-Q2 |
| Bison Wealth, LLC trimmed | 3,473 | $205K | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 3,411 | $202K | 0.1% | 2026-Q2 |
| Seek First Inc. new | 3,381 | $201K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 3,300 | $196K | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 2,600 | $154K | 0.1% | 2026-Q2 |
| REAP Financial Group, LLC trimmed | 2,344 | $139K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 2,234 | $133K | 0.1% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 1,980 | $118K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 1,824 | $108K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 1,713 | $102K | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 1,244 | $74K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 1,189 | $71K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 1,170 | $69K | 0.0% | 2026-Q2 |
| Ancora Advisors LLC | 1,091 | $65K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 1,084 | $64K | 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.