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Institutional Ownership · SEC Form 13F

Who owns DGRW (DGRW)


Which tracked institutional funds hold DGRW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DGRW 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.

768
Institutional holders
135,350,785
Shares held (tracked funds)

How the tape is positioned

90 tracked funds added or opened DGRW while 164 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

DGRW’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.8% of theirs — a 0.7pp gap the other way — the median holder sizes DGRW more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in DGRW 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 768 tracked filers holding DGRW, 328 increased or opened the position and 359 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 DGRW 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 17

  • Stenger Family Office, LLC$27M
  • CVFG LLC$23M
  • Ethos Financial Group, LLC$8M
  • CPWA, LLC$6M
  • Dickmeyer Boyce Financial Management, Inc.$5M
  • JANE STREET GROUP, LLC$2M

Full exits 22

  • COMERICA BANK$76M
  • SAGE PRIVATE WEALTH GROUP, LLC$19M
  • Main Street Financial Solutions, LLC$18M
  • IFG Advisory, LLC$12M
  • SEVEN MILE ADVISORY$9M
  • WIN ADVISORS, INC$9M

Largest adds

  • FIFTH THIRD BANCORP$75M
  • Independent Advisor Alliance$58M
  • MORGAN STANLEY$28M
  • TUDOR INVESTMENT CORP ET AL$18M
  • Hamilton Capital, LLC$16M
  • Larson Financial Group LLC$16M

Largest trims

  • LPL Financial LLC$80M
  • PNC FINANCIAL SERVICES GROUP, INC.$73M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$48M
  • Prime Capital Investment Advisors, LLC$43M
  • BANK OF AMERICA CORP /DE/$38M
  • Rockefeller Capital Management L.P.$37M

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
BANK OF AMERICA CORP /DE/ trimmed11,704,650$1.0B9.7%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed11,696,187$1.0B9.7%2026-Q1
LPL Financial LLC trimmed11,527,081$1.0B9.5%2026-Q1
MORGAN STANLEY added8,988,724$790M7.4%2026-Q1
Hamilton Capital, LLC added7,220,684$634M6.0%2026-Q1
AMERIPRISE FINANCIAL INC trimmed6,841,705$601M5.7%2026-Q1
RAYMOND JAMES FINANCIAL INC added3,440,502$302M2.8%2026-Q1
HighTower Advisors, LLC trimmed2,832,094$249M2.3%2026-Q1
UBS Group AG added2,766,363$243M2.3%2026-Q1
Cetera Investment Advisers added2,589,945$228M2.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed2,157,249$189M1.8%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1,654,013$145M1.4%2026-Q1
ROYAL BANK OF CANADA trimmed1,507,750$132M1.2%2026-Q1
Private Advisor Group, LLC trimmed1,407,611$124M1.2%2026-Q1
Focus Partners Wealth trimmed1,319,213$116M1.1%2026-Q1
Larson Financial Group LLC added1,215,864$107M1.0%2026-Q1
Steward Partners Investment Advisory, LLC added1,149,149$101M0.9%2026-Q1
Prime Capital Investment Advisors, LLC trimmed1,079,247$95M0.9%2026-Q1
WADDELL & ASSOCIATES, LLC added1,026,457$90M0.8%2026-Q1
Stratos Investment Management, LLC added940,629$83M0.8%2026-Q1
Clearwater Capital Advisors, LLC added930,174$82M0.8%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed927,276$81M0.8%2026-Q1
Bouchey Financial Group Ltd added874,519$79M0.7%2026-Q1
FIFTH THIRD BANCORP added856,692$75M0.7%2026-Q1
RVW Wealth, LLC added829,962$73M0.7%2026-Q1
Glassman Wealth Services trimmed813,128$71M0.7%2026-Q1
Kestra Advisory Services, LLC added770,424$68M0.6%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed761,831$67M0.6%2026-Q1
Rockefeller Capital Management L.P. trimmed723,634$64M0.6%2026-Q1
Legacy Financial Advisors, Inc. trimmed722,416$63M0.6%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed716,773$63M0.6%2026-Q1
SNS Financial Group, LLC added717,040$63M0.6%2026-Q1
Independent Advisor Alliance added664,879$58M0.5%2026-Q1
IAM Advisory, LLC added663,745$58M0.5%2026-Q1
JPMORGAN CHASE & CO added657,804$56M0.5%2026-Q1
Equitable Holdings, Inc. trimmed614,688$55M0.5%2026-Q1
Lido Advisors, LLC trimmed606,427$53M0.5%2026-Q1
Prestige Wealth Management Group LLC trimmed603,626$53M0.5%2026-Q1
OSAIC HOLDINGS, INC. trimmed597,611$53M0.5%2026-Q1
Mariner, LLC added581,216$51M0.5%2026-Q1
BEACON FINANCIAL GROUP trimmed574,692$50M0.5%2026-Q1
Spinnaker Investment Group, LLC trimmed568,471$50M0.5%2026-Q1
HighPoint Advisor Group LLC added568,241$50M0.5%2026-Q1
SkyView Investment Advisors, LLC added533,930$47M0.4%2026-Q1
CWM, LLC trimmed527,285$46M0.4%2026-Q1
CONNABLE OFFICE INC added522,039$46M0.4%2026-Q1
Cambridge Investment Research Advisors, Inc. added520,236$46M0.4%2026-Q1
Fiduciary Planning LLC trimmed513,030$45M0.4%2026-Q1
Glen Eagle Advisors, LLC trimmed510,077$45M0.4%2026-Q1
OneDigital Investment Advisors LLC added509,821$45M0.4%2026-Q1
Duncan Williams Asset Management, LLC trimmed507,774$45M0.4%2026-Q1
One Capital Management, LLC trimmed498,699$44M0.4%2026-Q1
Intrua Financial, LLC added497,887$44M0.4%2026-Q1
STIFEL FINANCIAL CORP added490,870$43M0.4%2026-Q1
BCM ADVISORS, LLC trimmed390,211$36M0.3%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed411,010$36M0.3%2026-Q1
RESOLUTE CAPITAL, LLC added409,789$36M0.3%2026-Q1
IFP Advisors, Inc added406,724$36M0.3%2026-Q1
Serenus Wealth Advisors, LLC added398,649$35M0.3%2026-Q1
Team Financial Group, LLC added391,711$34M0.3%2026-Q1
Savant Capital, LLC trimmed390,416$34M0.3%2026-Q1
TAIYO LIFE INSURANCE CO trimmed390,000$34M0.3%2026-Q1
Aspire Capital Advisors LLC added379,846$33M0.3%2026-Q1
HOWARD FINANCIAL SERVICES, LTD. added375,339$33M0.3%2026-Q1
NewEdge Wealth, LLC trimmed366,729$32M0.3%2026-Q1
Sanchez Wealth Management Group added365,552$32M0.3%2026-Q1
JONES FINANCIAL COMPANIES LLLP added358,819$31M0.3%2026-Q1
Belpointe Asset Management LLC added332,954$29M0.3%2026-Q1
Per Stirling Capital Management, LLC. trimmed328,365$29M0.3%2026-Q1
Choice Wealth Advisors LLC added327,972$29M0.3%2026-Q1
Modern Wealth Management, LLC added322,088$28M0.3%2026-Q1
PINNACLE ASSOCIATES LTD added318,370$28M0.3%2026-Q1
Thrivent Financial for Lutherans trimmed317,691$28M0.3%2026-Q1
Cerity Partners LLC trimmed316,695$28M0.3%2026-Q1
Stenger Family Office, LLC new307,503$27M0.3%2026-Q1
TigerOak Management, L.L.C. trimmed296,463$26M0.2%2026-Q1
Winthrop Advisory Group LLC added294,509$26M0.2%2026-Q1
LVM CAPITAL MANAGEMENT LTD/MI added287,570$25M0.2%2026-Q1
Amplius Wealth Advisors, LLC added283,428$25M0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed282,700$25M0.2%2026-Q1
Western Wealth Management, LLC added277,773$24M0.2%2026-Q1
Concurrent Investment Advisors, LLC trimmed272,557$24M0.2%2026-Q1
TRUIST FINANCIAL CORP trimmed269,078$24M0.2%2026-Q1
CVFG LLC new266,242$23M0.2%2026-Q1
HB Wealth Management, LLC trimmed263,766$23M0.2%2026-Q1
SK Wealth Management, LLC trimmed258,309$23M0.2%2026-Q1
Cresta Advisors, Ltd. added241,906$21M0.2%2026-Q1
TUDOR INVESTMENT CORP ET AL added237,640$21M0.2%2026-Q1
Janney Montgomery Scott LLC trimmed236,963$21M0.2%2026-Q1
ACT Advisors, LLC. added234,126$21M0.2%2026-Q1
D.A. DAVIDSON & CO. added232,570$20M0.2%2026-Q1
Compass Financial Services Inc trimmed227,624$20M0.2%2026-Q1
COLUMBIA ADVISORY PARTNERS LLC trimmed226,430$20M0.2%2026-Q1
Kovitz Investment Group Partners, LLC added1,294,595$115M1.1%2025-Q3 stale
COMERICA BANK added854,542$76M0.7%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added487,073$41M0.4%2025-Q2 stale
Tyler-Stone Wealth Management added314,479$26M0.2%2025-Q2 stale
FORTE CAPITAL LLC /ADV added284,906$24M0.2%2025-Q2 stale
PALO ALTO WEALTH ADVISORS, LLC added236,775$21M0.2%2025-Q3 stale
POTOMAC FUND MANAGEMENT INC /ADV new222,766$20M0.2%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.

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