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Institutional Ownership · SEC Form 13F

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.

127
Institutional holders
4,248,878
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
LPL Financial LLC added558,856$30M12.5%2026-Q1
MORGAN STANLEY added521,238$28M11.6%2026-Q1
Stonebridge Financial Group, LLC added281,579$15M6.3%2026-Q1
Lido Advisors, LLC trimmed235,589$12M5.3%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed226,964$12M5.1%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed180,504$10M4.0%2026-Q1
LVM CAPITAL MANAGEMENT LTD/MI added144,094$8M3.2%2026-Q1
United Advisor Group, LLC added124,667$7M2.8%2026-Q1
UBS Group AG added106,269$6M2.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added104,912$6M2.3%2026-Q1
XML Financial, LLC added103,184$5M2.3%2026-Q1
Linscomb Wealth, Inc. trimmed100,693$5M2.2%2026-Q1
Founders Financial Alliance, LLC added95,245$5M2.1%2026-Q1
Modern Wealth Management, LLC added94,025$5M2.1%2026-Q1
ROYAL BANK OF CANADA trimmed89,730$5M2.0%2026-Q1
BANK OF NOVA SCOTIA new84,430$4M1.9%2026-Q1
COLUMBIA ADVISORY PARTNERS LLC trimmed78,681$4M1.8%2026-Q1
Stonebridge Wealth Management, LLC trimmed66,289$4M1.5%2026-Q1
Philip James Wealth Mangement, LLC trimmed55,201$3M1.2%2026-Q1
Independent Advisor Alliance added54,356$3M1.2%2026-Q1
CWM, LLC trimmed48,264$3M1.1%2026-Q1
Stratos Wealth Partners, LTD. trimmed46,732$2M1.0%2026-Q1
Dickmeyer Boyce Financial Management, Inc. new42,315$2M0.9%2026-Q1
Strategic Financial Concepts, LLC added36,918$2M0.8%2026-Q1
Vestmark Advisory Solutions, Inc. added36,014$2M0.8%2026-Q1
CERTUITY, LLC trimmed35,513$2M0.8%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed33,310$2M0.7%2026-Q1
Private Advisor Group, LLC added29,496$2M0.7%2026-Q1
TWO SIGMA INVESTMENTS, LP added29,100$2M0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added28,669$2M0.6%2026-Q1
LifeWealth Investments, LLC added28,328$2M0.6%2026-Q1
Everstar Asset Management, LLC added25,804$1M0.6%2026-Q1
Cambridge Investment Research Advisors, Inc. added20,702$1M0.5%2026-Q1
OSAIC HOLDINGS, INC. added18,659$988K0.4%2026-Q1
Allworth Financial LP trimmed18,233$966K0.4%2026-Q1
Cetera Investment Advisers trimmed16,494$874K0.4%2026-Q1
PRECEDENT WEALTH PARTNERS, LLC added16,225$859K0.4%2026-Q1
JPMORGAN CHASE & CO added15,993$836K0.4%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new14,907$789K0.3%2026-Q1
HARBOR INVESTMENT ADVISORY, LLC added14,185$751K0.3%2026-Q1
Creative Planning trimmed13,430$711K0.3%2026-Q1
Ascentis Independent Advisors added13,144$696K0.3%2026-Q1
Sovran Advisors, LLC added11,711$668K0.3%2026-Q1
OPPENHEIMER & CO INC added12,316$652K0.3%2026-Q1
MWA Asset Management new3,152$612K0.3%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added10,225$541K0.2%2026-Q1
Team Financial Group, LLC trimmed10,009$530K0.2%2026-Q1
Summit Financial, LLC trimmed9,826$520K0.2%2026-Q1
IHT Wealth Management, LLC trimmed9,792$519K0.2%2026-Q1
FIRST NATIONAL BANK SIOUX FALLS added9,052$501K0.2%2026-Q1
Princeton Global Asset Management LLC trimmed9,422$499K0.2%2026-Q1
Avidian Wealth Enterprises, LLC new9,101$482K0.2%2026-Q1
Opes Wealth Management LLC added8,868$470K0.2%2026-Q1
WealthPoint Financial, LLC9,192$456K0.2%2026-Q1
Wealthcare Capital Partners, LLC added8,582$454K0.2%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added8,330$441K0.2%2026-Q1
Arkadios Wealth Advisors added8,233$436K0.2%2026-Q1
Marshall & Sterling Wealth Advisors Inc. trimmed8,195$434K0.2%2026-Q1
CAPITAL MANAGEMENT CORP /VA trimmed8,100$429K0.2%2026-Q1
Kestra Advisory Services, LLC added8,020$425K0.2%2026-Q1
Steward Partners Investment Advisory, LLC7,380$391K0.2%2026-Q1
Redmond Asset Management, LLC added7,305$387K0.2%2026-Q1
Gateway Wealth Partners, LLC added7,253$384K0.2%2026-Q1
SIGNET FINANCIAL MANAGEMENT, LLC trimmed7,152$379K0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added7,020$368K0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed6,770$360K0.2%2026-Q1
TopTier Wealth Management, LLC added6,779$359K0.2%2026-Q1
Asset Dedication, LLC6,424$340K0.1%2026-Q1
RMR Wealth Builders trimmed6,332$335K0.1%2026-Q1
Rockefeller Capital Management L.P. added6,278$332K0.1%2026-Q1
Sanctuary Advisors, LLC added6,199$328K0.1%2026-Q1
Quartz Partners, LLC added6,102$323K0.1%2026-Q1
Joseph Group Capital Management trimmed6,082$322K0.1%2026-Q1
PARK AVENUE SECURITIES LLC added6,034$320K0.1%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC5,727$303K0.1%2026-Q1
STIFEL FINANCIAL CORP trimmed5,438$288K0.1%2026-Q1
Cascade Financial Partners, LLC5,372$284K0.1%2026-Q1
Venturi Wealth Management, LLC trimmed5,174$274K0.1%2026-Q1
Chicago Partners Investment Group LLC trimmed4,701$265K0.1%2026-Q1
Atria Investments, Inc trimmed4,918$260K0.1%2026-Q1
IMC-Chicago, LLC trimmed4,579$242K0.1%2026-Q1
HUNTINGTON NATIONAL BANK new4,556$241K0.1%2026-Q1
Empirical Asset Management, LLC trimmed4,379$232K0.1%2026-Q1
IFG Advisory, LLC added87,035$4M1.8%2025-Q4 stale
Tyler-Stone Wealth Management trimmed46,520$2M0.9%2025-Q2 stale
Waverton Investment Management Ltd18,820$1M0.5%2025-Q3 stale
MAS Advisors LLC trimmed20,533$1M0.4%2025-Q3 stale
Well Done, LLC17,163$858K0.4%2025-Q3 stale
Advisor Resource Council trimmed18,025$839K0.4%2025-Q2 stale
BROOKS, MOORE & ASSOCIATES, INC.15,171$721K0.3%2025-Q3 stale
GOLDMAN SACHS GROUP INC added13,585$679K0.3%2025-Q3 stale
CITADEL ADVISORS LLC trimmed13,528$671K0.3%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added9,683$480K0.2%2025-Q4 stale
Collaborative Wealth Managment Inc. trimmed8,341$414K0.2%2025-Q4 stale
Virtu Financial LLC trimmed7,325$363K0.2%2025-Q4 stale
WILLNER & HELLER, LLC trimmed6,201$310K0.1%2025-Q3 stale
Waverly Advisors, LLC new4,974$247K0.1%2025-Q4 stale
Objective Capital Management, LLC added5,178$241K0.1%2025-Q1 stale
Lynch Investment Planning, LLC new4,766$236K0.1%2025-Q4 stale
Avant Capital LLC trimmed4,668$232K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership