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Institutional Ownership · SEC Form 13F

Who owns DGS (DGS)


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

255
Institutional holders
17,669,933
Shares held (tracked funds)

How the tape is positioned

49 tracked funds added or opened DGS while 17 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

DGS’s largest tracked holder by dollar value, Creative Planning, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.1pp gap the other way — the median holder sizes DGS more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in DGS 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 255 tracked filers holding DGS, 119 increased or opened the position and 103 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 DGS 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 7

  • Empowered Funds, LLC$6M
  • TRB Wealth Management, LLC$5M
  • Ocean Park Asset Management, LLC$2M
  • AQR CAPITAL MANAGEMENT LLC$2M
  • NorthCrest Asset Manangement, LLC$2M
  • Independent Advisor Alliance$836K

Full exits 4

  • SEVEN MILE ADVISORY$5M
  • Global Retirement Partners, LLC$2M
  • FLOW TRADERS U.S. LLC$2M
  • Diversify Advisory Services, LLC$663K

Largest adds

  • AMERIPRISE FINANCIAL INC$14M
  • OLD MISSION CAPITAL LLC$13M
  • BANK OF AMERICA CORP /DE/$10M
  • Discipline Wealth Solutions, LLC$4M
  • NATIONAL BANK OF CANADA /FI/$4M
  • MORGAN STANLEY$3M

Largest trims

  • Tortoise Investment Management, LLC$8M
  • Avos Capital Management, LLC$6M
  • Creative Planning$6M
  • Efficient Advisors, LLC$4M
  • Baird Financial Group, Inc.$4M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3M

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
Creative Planning trimmed4,208,248$253M23.4%2026-Q1
BANK OF AMERICA CORP /DE/ added1,282,527$77M7.1%2026-Q1
NATIONAL BANK OF CANADA /FI/ added608,600$37M3.4%2026-Q1
MORGAN STANLEY added556,169$33M3.1%2026-Q1
HighTower Advisors, LLC added517,055$31M2.9%2026-Q1
Unison Advisors LLC added445,149$27M2.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added440,521$26M2.4%2026-Q1
CAPTRUST FINANCIAL ADVISORS added430,764$26M2.4%2026-Q1
LPL Financial LLC trimmed416,879$25M2.3%2026-Q1
FIFTH THIRD BANCORP added378,528$23M2.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed367,119$22M2.0%2026-Q1
AMERIPRISE FINANCIAL INC added365,698$22M2.0%2026-Q1
Focus Partners Wealth added329,771$20M1.8%2026-Q1
RAYMOND JAMES FINANCIAL INC added321,354$19M1.8%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added304,500$18M1.7%2026-Q1
PARK AVENUE SECURITIES LLC added260,365$16M1.4%2026-Q1
WELLS FARGO & COMPANY/MN added248,932$15M1.4%2026-Q1
OLD MISSION CAPITAL LLC added233,815$14M1.3%2026-Q1
Cerity Partners LLC trimmed166,756$10M0.9%2026-Q1
Baker Ellis Asset Management LLC added164,465$10M0.9%2026-Q1
Checchi Capital Advisers, LLC trimmed159,151$10M0.9%2026-Q1
Neumann Capital Management, LLC trimmed157,417$9M0.9%2026-Q1
BIP Wealth, LLC trimmed154,391$9M0.9%2026-Q1
Portland Global Advisors LLC added145,956$9M0.8%2026-Q1
Cascade Financial Partners, LLC added144,086$9M0.8%2026-Q1
Rockefeller Capital Management L.P. trimmed135,448$8M0.8%2026-Q1
Tortoise Investment Management, LLC trimmed131,140$8M0.7%2026-Q1
Discipline Wealth Solutions, LLC added122,314$7M0.7%2026-Q1
Cambridge Investment Research Advisors, Inc. added121,747$7M0.7%2026-Q1
O'Connor Financial Group LLC trimmed121,255$7M0.7%2026-Q1
Bristlecone Value Partners, LLC trimmed119,987$7M0.7%2026-Q1
BLUELINE ADVISORS LLC added117,890$7M0.7%2026-Q1
Stonebridge Wealth Management, LLC trimmed117,185$7M0.7%2026-Q1
UBS Group AG added116,627$7M0.6%2026-Q1
Csenge Advisory Group trimmed114,484$7M0.6%2026-Q1
Empowered Funds, LLC new104,359$6M0.6%2026-Q1
Prosperity Consulting Group, LLC trimmed103,469$6M0.6%2026-Q1
Steward Partners Investment Advisory, LLC added94,516$6M0.5%2026-Q1
SMITH, MOORE & CO. added94,023$6M0.5%2026-Q1
Spectrum Wealth Advisory Group, LLC trimmed88,536$5M0.5%2026-Q1
TRB Wealth Management, LLC new84,416$5M0.5%2026-Q1
Shore Point Advisors, LLC added104,164$5M0.5%2026-Q1
BKM Wealth Management, LLC trimmed79,171$5M0.4%2026-Q1
Cetera Investment Advisers trimmed75,817$5M0.4%2026-Q1
Inlight Wealth Management, LLC trimmed70,733$4M0.4%2026-Q1
Efficient Advisors, LLC trimmed68,935$4M0.4%2026-Q1
Causey Wealth LLC trimmed67,917$4M0.4%2026-Q1
Leibman Financial Services, Inc. added67,567$4M0.4%2026-Q1
rebel Financial LLC trimmed67,228$4M0.4%2026-Q1
Econ Financial Services Corp added66,956$4M0.4%2026-Q1
MML INVESTORS SERVICES, LLC added65,862$4M0.4%2026-Q1
Beckerman Institutional, LLC trimmed64,932$4M0.4%2026-Q1
BlackRock, Inc. added64,781$4M0.4%2026-Q1
Addison Advisors LLC added58,038$3M0.3%2026-Q1
Stratos Wealth Partners, LTD. trimmed56,009$3M0.3%2026-Q1
United Advisor Group, LLC trimmed54,193$3M0.3%2026-Q1
Haven Private, LLC added50,001$3M0.3%2026-Q1
Premier Private Wealth Management LLC trimmed49,346$3M0.3%2026-Q1
Nicholas Hoffman & Company, LLC. added47,584$3M0.3%2026-Q1
Occidental Asset Management, LLC added46,337$3M0.3%2026-Q1
Janney Montgomery Scott LLC trimmed45,939$3M0.3%2026-Q1
Great Point Wealth Advisors, LLC trimmed44,985$3M0.3%2026-Q1
Midway Capital Research & Management added44,414$3M0.2%2026-Q1
WESCAP Management Group, Inc. trimmed43,354$3M0.2%2026-Q1
Alpha Omega Wealth Management LLC added42,990$3M0.2%2026-Q1
Mariner, LLC added40,318$2M0.2%2026-Q1
Sterling Financial Planning, Inc. trimmed39,616$2M0.2%2026-Q1
ROYAL BANK OF CANADA trimmed39,422$2M0.2%2026-Q1
Texas Yale Capital Corp.38,284$2M0.2%2026-Q1
VISTA INVESTMENT MANAGEMENT added37,045$2M0.2%2026-Q1
STIFEL FINANCIAL CORP added35,928$2M0.2%2026-Q1
FFG RETIREMENT ADVISORS LLC added35,474$2M0.2%2026-Q1
Focus Partners Advisor Solutions, LLC trimmed35,364$2M0.2%2026-Q1
Kestra Advisory Services, LLC added34,979$2M0.2%2026-Q1
Sound Stewardship, LLC trimmed34,689$2M0.2%2026-Q1
Marathon Strategic Advisors, LLC added34,494$2M0.2%2026-Q1
Ocean Park Asset Management, LLC new34,128$2M0.2%2026-Q1
FAMILY WEALTH PARTNERS, LLC trimmed34,128$2M0.2%2026-Q1
PINNACLE ASSOCIATES LTD trimmed33,999$2M0.2%2026-Q1
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added31,360$2M0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC new28,497$2M0.2%2026-Q1
Waterfront Wealth Inc. added28,360$2M0.2%2026-Q1
JOHNSON INVESTMENT COUNSEL INC trimmed27,229$2M0.2%2026-Q1
NorthCrest Asset Manangement, LLC new25,433$2M0.1%2026-Q1
Lifetime Wealth Management P.C. added22,629$1M0.1%2026-Q1
Lido Advisors, LLC trimmed22,595$1M0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added21,832$1M0.1%2026-Q1
WHITTIER TRUST CO trimmed20,847$1M0.1%2026-Q1
Baird Financial Group, Inc. trimmed20,782$1M0.1%2026-Q1
SHRIER WEALTH MANAGEMENT, LLC trimmed20,522$1M0.1%2026-Q1
Financial Harvest, LLC added20,137$1M0.1%2026-Q1
Perigon Wealth Management, LLC added20,126$1M0.1%2026-Q1
CW Advisors, LLC added702,311$39M3.6%2025-Q2 stale
Kovitz Investment Group Partners, LLC added288,183$16M1.5%2025-Q3 stale
SEVEN MILE ADVISORY added93,119$5M0.5%2025-Q4 stale
Global Retirement Partners, LLC added40,339$2M0.2%2025-Q4 stale
CITADEL ADVISORS LLC added36,406$2M0.2%2025-Q3 stale
FLOW TRADERS U.S. LLC trimmed30,664$2M0.2%2025-Q4 stale
DHK Financial Advisors, Inc. added28,200$1M0.1%2025-Q2 stale
Insight Advisors, LLC/ PA trimmed25,164$1M0.1%2025-Q1 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