Who owns DGRS (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-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
23 tracked funds added or opened DGRS while 11 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
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 2025-Q4 and 2026-Q1, across 127 tracked filers holding DGRS, 64 increased or opened the position and 57 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 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 8
- BANK OF NOVA SCOTIA$4M
- Dickmeyer Boyce Financial Management, Inc.$2M
- Strategic Financial Concepts, LLC$2M
- TWO SIGMA INVESTMENTS, LP$2M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$789K
- Ascentis Independent Advisors$696K
Full exits 2
- IFG Advisory, LLC$4M
- CITADEL ADVISORS LLC$671K
Largest adds
- MORGAN STANLEY$5M
- LPL Financial LLC$2M
- Stonebridge Financial Group, LLC$2M
- Modern Wealth Management, LLC$1M
- XML Financial, LLC$819K
- LVM CAPITAL MANAGEMENT LTD/MI$809K
Largest trims
- RAYMOND JAMES FINANCIAL INC$9M
- Marshall & Sterling Wealth Advisors Inc.$2M
- Capital Advisors, Ltd. LLC$2M
- Philip James Wealth Mangement, LLC$904K
- WELLS FARGO & COMPANY/MN$655K
- Linscomb Wealth, Inc.$482K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 558,856 | $30M | 12.5% | 2026-Q1 |
| MORGAN STANLEY added | 521,238 | $28M | 11.6% | 2026-Q1 |
| Stonebridge Financial Group, LLC added | 281,579 | $15M | 6.3% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 235,589 | $12M | 5.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 226,964 | $12M | 5.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 180,504 | $10M | 4.0% | 2026-Q1 |
| LVM CAPITAL MANAGEMENT LTD/MI added | 144,094 | $8M | 3.2% | 2026-Q1 |
| United Advisor Group, LLC added | 124,667 | $7M | 2.8% | 2026-Q1 |
| UBS Group AG added | 106,269 | $6M | 2.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 104,912 | $6M | 2.3% | 2026-Q1 |
| XML Financial, LLC added | 103,184 | $5M | 2.3% | 2026-Q1 |
| Linscomb Wealth, Inc. trimmed | 100,693 | $5M | 2.2% | 2026-Q1 |
| Founders Financial Alliance, LLC added | 95,245 | $5M | 2.1% | 2026-Q1 |
| Modern Wealth Management, LLC added | 94,025 | $5M | 2.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 89,730 | $5M | 2.0% | 2026-Q1 |
| BANK OF NOVA SCOTIA new | 84,430 | $4M | 1.9% | 2026-Q1 |
| COLUMBIA ADVISORY PARTNERS LLC trimmed | 78,681 | $4M | 1.8% | 2026-Q1 |
| Stonebridge Wealth Management, LLC trimmed | 66,289 | $4M | 1.5% | 2026-Q1 |
| Philip James Wealth Mangement, LLC trimmed | 55,201 | $3M | 1.2% | 2026-Q1 |
| Independent Advisor Alliance added | 54,356 | $3M | 1.2% | 2026-Q1 |
| CWM, LLC trimmed | 48,264 | $3M | 1.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 46,732 | $2M | 1.0% | 2026-Q1 |
| Dickmeyer Boyce Financial Management, Inc. new | 42,315 | $2M | 0.9% | 2026-Q1 |
| Strategic Financial Concepts, LLC added | 36,918 | $2M | 0.8% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 36,014 | $2M | 0.8% | 2026-Q1 |
| CERTUITY, LLC trimmed | 35,513 | $2M | 0.8% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 33,310 | $2M | 0.7% | 2026-Q1 |
| Private Advisor Group, LLC added | 29,496 | $2M | 0.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 29,100 | $2M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 28,669 | $2M | 0.6% | 2026-Q1 |
| LifeWealth Investments, LLC added | 28,328 | $2M | 0.6% | 2026-Q1 |
| Everstar Asset Management, LLC added | 25,804 | $1M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 20,702 | $1M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 18,659 | $988K | 0.4% | 2026-Q1 |
| Allworth Financial LP trimmed | 18,233 | $966K | 0.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 16,494 | $874K | 0.4% | 2026-Q1 |
| PRECEDENT WEALTH PARTNERS, LLC added | 16,225 | $859K | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 15,993 | $836K | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 14,907 | $789K | 0.3% | 2026-Q1 |
| HARBOR INVESTMENT ADVISORY, LLC added | 14,185 | $751K | 0.3% | 2026-Q1 |
| Creative Planning trimmed | 13,430 | $711K | 0.3% | 2026-Q1 |
| Ascentis Independent Advisors added | 13,144 | $696K | 0.3% | 2026-Q1 |
| Sovran Advisors, LLC added | 11,711 | $668K | 0.3% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 12,316 | $652K | 0.3% | 2026-Q1 |
| MWA Asset Management new | 3,152 | $612K | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 10,225 | $541K | 0.2% | 2026-Q1 |
| Team Financial Group, LLC trimmed | 10,009 | $530K | 0.2% | 2026-Q1 |
| Summit Financial, LLC trimmed | 9,826 | $520K | 0.2% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 9,792 | $519K | 0.2% | 2026-Q1 |
| FIRST NATIONAL BANK SIOUX FALLS added | 9,052 | $501K | 0.2% | 2026-Q1 |
| Princeton Global Asset Management LLC trimmed | 9,422 | $499K | 0.2% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC new | 9,101 | $482K | 0.2% | 2026-Q1 |
| Opes Wealth Management LLC added | 8,868 | $470K | 0.2% | 2026-Q1 |
| WealthPoint Financial, LLC | 9,192 | $456K | 0.2% | 2026-Q1 |
| Wealthcare Capital Partners, LLC added | 8,582 | $454K | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 8,330 | $441K | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors added | 8,233 | $436K | 0.2% | 2026-Q1 |
| Marshall & Sterling Wealth Advisors Inc. trimmed | 8,195 | $434K | 0.2% | 2026-Q1 |
| CAPITAL MANAGEMENT CORP /VA trimmed | 8,100 | $429K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 8,020 | $425K | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 7,380 | $391K | 0.2% | 2026-Q1 |
| Redmond Asset Management, LLC added | 7,305 | $387K | 0.2% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 7,253 | $384K | 0.2% | 2026-Q1 |
| SIGNET FINANCIAL MANAGEMENT, LLC trimmed | 7,152 | $379K | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 7,020 | $368K | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 6,770 | $360K | 0.2% | 2026-Q1 |
| TopTier Wealth Management, LLC added | 6,779 | $359K | 0.2% | 2026-Q1 |
| Asset Dedication, LLC | 6,424 | $340K | 0.1% | 2026-Q1 |
| RMR Wealth Builders trimmed | 6,332 | $335K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 6,278 | $332K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 6,199 | $328K | 0.1% | 2026-Q1 |
| Quartz Partners, LLC added | 6,102 | $323K | 0.1% | 2026-Q1 |
| Joseph Group Capital Management trimmed | 6,082 | $322K | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 6,034 | $320K | 0.1% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC | 5,727 | $303K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 5,438 | $288K | 0.1% | 2026-Q1 |
| Cascade Financial Partners, LLC | 5,372 | $284K | 0.1% | 2026-Q1 |
| Venturi Wealth Management, LLC trimmed | 5,174 | $274K | 0.1% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 4,701 | $265K | 0.1% | 2026-Q1 |
| Atria Investments, Inc trimmed | 4,918 | $260K | 0.1% | 2026-Q1 |
| IMC-Chicago, LLC trimmed | 4,579 | $242K | 0.1% | 2026-Q1 |
| HUNTINGTON NATIONAL BANK new | 4,556 | $241K | 0.1% | 2026-Q1 |
| Empirical Asset Management, LLC trimmed | 4,379 | $232K | 0.1% | 2026-Q1 |
| IFG Advisory, LLC added | 87,035 | $4M | 1.8% | 2025-Q4 stale |
| Tyler-Stone Wealth Management trimmed | 46,520 | $2M | 0.9% | 2025-Q2 stale |
| Waverton Investment Management Ltd | 18,820 | $1M | 0.5% | 2025-Q3 stale |
| MAS Advisors LLC trimmed | 20,533 | $1M | 0.4% | 2025-Q3 stale |
| Well Done, LLC | 17,163 | $858K | 0.4% | 2025-Q3 stale |
| Advisor Resource Council trimmed | 18,025 | $839K | 0.4% | 2025-Q2 stale |
| BROOKS, MOORE & ASSOCIATES, INC. | 15,171 | $721K | 0.3% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC added | 13,585 | $679K | 0.3% | 2025-Q3 stale |
| CITADEL ADVISORS LLC trimmed | 13,528 | $671K | 0.3% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 9,683 | $480K | 0.2% | 2025-Q4 stale |
| Collaborative Wealth Managment Inc. trimmed | 8,341 | $414K | 0.2% | 2025-Q4 stale |
| Virtu Financial LLC trimmed | 7,325 | $363K | 0.2% | 2025-Q4 stale |
| WILLNER & HELLER, LLC trimmed | 6,201 | $310K | 0.1% | 2025-Q3 stale |
| Waverly Advisors, LLC new | 4,974 | $247K | 0.1% | 2025-Q4 stale |
| Objective Capital Management, LLC added | 5,178 | $241K | 0.1% | 2025-Q1 stale |
| Lynch Investment Planning, LLC new | 4,766 | $236K | 0.1% | 2025-Q4 stale |
| Avant Capital LLC trimmed | 4,668 | $232K | 0.1% | 2025-Q4 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.