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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 11,704,650 | $1.0B | 9.7% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 11,696,187 | $1.0B | 9.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 11,527,081 | $1.0B | 9.5% | 2026-Q1 |
| MORGAN STANLEY added | 8,988,724 | $790M | 7.4% | 2026-Q1 |
| Hamilton Capital, LLC added | 7,220,684 | $634M | 6.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 6,841,705 | $601M | 5.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,440,502 | $302M | 2.8% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 2,832,094 | $249M | 2.3% | 2026-Q1 |
| UBS Group AG added | 2,766,363 | $243M | 2.3% | 2026-Q1 |
| Cetera Investment Advisers added | 2,589,945 | $228M | 2.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,157,249 | $189M | 1.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,654,013 | $145M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,507,750 | $132M | 1.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 1,407,611 | $124M | 1.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 1,319,213 | $116M | 1.1% | 2026-Q1 |
| Larson Financial Group LLC added | 1,215,864 | $107M | 1.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 1,149,149 | $101M | 0.9% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 1,079,247 | $95M | 0.9% | 2026-Q1 |
| WADDELL & ASSOCIATES, LLC added | 1,026,457 | $90M | 0.8% | 2026-Q1 |
| Stratos Investment Management, LLC added | 940,629 | $83M | 0.8% | 2026-Q1 |
| Clearwater Capital Advisors, LLC added | 930,174 | $82M | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 927,276 | $81M | 0.8% | 2026-Q1 |
| Bouchey Financial Group Ltd added | 874,519 | $79M | 0.7% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 856,692 | $75M | 0.7% | 2026-Q1 |
| RVW Wealth, LLC added | 829,962 | $73M | 0.7% | 2026-Q1 |
| Glassman Wealth Services trimmed | 813,128 | $71M | 0.7% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 770,424 | $68M | 0.6% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 761,831 | $67M | 0.6% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 723,634 | $64M | 0.6% | 2026-Q1 |
| Legacy Financial Advisors, Inc. trimmed | 722,416 | $63M | 0.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 716,773 | $63M | 0.6% | 2026-Q1 |
| SNS Financial Group, LLC added | 717,040 | $63M | 0.6% | 2026-Q1 |
| Independent Advisor Alliance added | 664,879 | $58M | 0.5% | 2026-Q1 |
| IAM Advisory, LLC added | 663,745 | $58M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 657,804 | $56M | 0.5% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 614,688 | $55M | 0.5% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 606,427 | $53M | 0.5% | 2026-Q1 |
| Prestige Wealth Management Group LLC trimmed | 603,626 | $53M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 597,611 | $53M | 0.5% | 2026-Q1 |
| Mariner, LLC added | 581,216 | $51M | 0.5% | 2026-Q1 |
| BEACON FINANCIAL GROUP trimmed | 574,692 | $50M | 0.5% | 2026-Q1 |
| Spinnaker Investment Group, LLC trimmed | 568,471 | $50M | 0.5% | 2026-Q1 |
| HighPoint Advisor Group LLC added | 568,241 | $50M | 0.5% | 2026-Q1 |
| SkyView Investment Advisors, LLC added | 533,930 | $47M | 0.4% | 2026-Q1 |
| CWM, LLC trimmed | 527,285 | $46M | 0.4% | 2026-Q1 |
| CONNABLE OFFICE INC added | 522,039 | $46M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 520,236 | $46M | 0.4% | 2026-Q1 |
| Fiduciary Planning LLC trimmed | 513,030 | $45M | 0.4% | 2026-Q1 |
| Glen Eagle Advisors, LLC trimmed | 510,077 | $45M | 0.4% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 509,821 | $45M | 0.4% | 2026-Q1 |
| Duncan Williams Asset Management, LLC trimmed | 507,774 | $45M | 0.4% | 2026-Q1 |
| One Capital Management, LLC trimmed | 498,699 | $44M | 0.4% | 2026-Q1 |
| Intrua Financial, LLC added | 497,887 | $44M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 490,870 | $43M | 0.4% | 2026-Q1 |
| BCM ADVISORS, LLC trimmed | 390,211 | $36M | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 411,010 | $36M | 0.3% | 2026-Q1 |
| RESOLUTE CAPITAL, LLC added | 409,789 | $36M | 0.3% | 2026-Q1 |
| IFP Advisors, Inc added | 406,724 | $36M | 0.3% | 2026-Q1 |
| Serenus Wealth Advisors, LLC added | 398,649 | $35M | 0.3% | 2026-Q1 |
| Team Financial Group, LLC added | 391,711 | $34M | 0.3% | 2026-Q1 |
| Savant Capital, LLC trimmed | 390,416 | $34M | 0.3% | 2026-Q1 |
| TAIYO LIFE INSURANCE CO trimmed | 390,000 | $34M | 0.3% | 2026-Q1 |
| Aspire Capital Advisors LLC added | 379,846 | $33M | 0.3% | 2026-Q1 |
| HOWARD FINANCIAL SERVICES, LTD. added | 375,339 | $33M | 0.3% | 2026-Q1 |
| NewEdge Wealth, LLC trimmed | 366,729 | $32M | 0.3% | 2026-Q1 |
| Sanchez Wealth Management Group added | 365,552 | $32M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 358,819 | $31M | 0.3% | 2026-Q1 |
| Belpointe Asset Management LLC added | 332,954 | $29M | 0.3% | 2026-Q1 |
| Per Stirling Capital Management, LLC. trimmed | 328,365 | $29M | 0.3% | 2026-Q1 |
| Choice Wealth Advisors LLC added | 327,972 | $29M | 0.3% | 2026-Q1 |
| Modern Wealth Management, LLC added | 322,088 | $28M | 0.3% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD added | 318,370 | $28M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 317,691 | $28M | 0.3% | 2026-Q1 |
| Cerity Partners LLC trimmed | 316,695 | $28M | 0.3% | 2026-Q1 |
| Stenger Family Office, LLC new | 307,503 | $27M | 0.3% | 2026-Q1 |
| TigerOak Management, L.L.C. trimmed | 296,463 | $26M | 0.2% | 2026-Q1 |
| Winthrop Advisory Group LLC added | 294,509 | $26M | 0.2% | 2026-Q1 |
| LVM CAPITAL MANAGEMENT LTD/MI added | 287,570 | $25M | 0.2% | 2026-Q1 |
| Amplius Wealth Advisors, LLC added | 283,428 | $25M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 282,700 | $25M | 0.2% | 2026-Q1 |
| Western Wealth Management, LLC added | 277,773 | $24M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 272,557 | $24M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 269,078 | $24M | 0.2% | 2026-Q1 |
| CVFG LLC new | 266,242 | $23M | 0.2% | 2026-Q1 |
| HB Wealth Management, LLC trimmed | 263,766 | $23M | 0.2% | 2026-Q1 |
| SK Wealth Management, LLC trimmed | 258,309 | $23M | 0.2% | 2026-Q1 |
| Cresta Advisors, Ltd. added | 241,906 | $21M | 0.2% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 237,640 | $21M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 236,963 | $21M | 0.2% | 2026-Q1 |
| ACT Advisors, LLC. added | 234,126 | $21M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 232,570 | $20M | 0.2% | 2026-Q1 |
| Compass Financial Services Inc trimmed | 227,624 | $20M | 0.2% | 2026-Q1 |
| COLUMBIA ADVISORY PARTNERS LLC trimmed | 226,430 | $20M | 0.2% | 2026-Q1 |
| Kovitz Investment Group Partners, LLC added | 1,294,595 | $115M | 1.1% | 2025-Q3 stale |
| COMERICA BANK added | 854,542 | $76M | 0.7% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 487,073 | $41M | 0.4% | 2025-Q2 stale |
| Tyler-Stone Wealth Management added | 314,479 | $26M | 0.2% | 2025-Q2 stale |
| FORTE CAPITAL LLC /ADV added | 284,906 | $24M | 0.2% | 2025-Q2 stale |
| PALO ALTO WEALTH ADVISORS, LLC added | 236,775 | $21M | 0.2% | 2025-Q3 stale |
| POTOMAC FUND MANAGEMENT INC /ADV new | 222,766 | $20M | 0.2% | 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.
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.