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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Creative Planning trimmed | 4,208,248 | $253M | 23.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,282,527 | $77M | 7.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 608,600 | $37M | 3.4% | 2026-Q1 |
| MORGAN STANLEY added | 556,169 | $33M | 3.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 517,055 | $31M | 2.9% | 2026-Q1 |
| Unison Advisors LLC added | 445,149 | $27M | 2.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 440,521 | $26M | 2.4% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 430,764 | $26M | 2.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 416,879 | $25M | 2.3% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 378,528 | $23M | 2.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 367,119 | $22M | 2.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 365,698 | $22M | 2.0% | 2026-Q1 |
| Focus Partners Wealth added | 329,771 | $20M | 1.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 321,354 | $19M | 1.8% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 304,500 | $18M | 1.7% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 260,365 | $16M | 1.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 248,932 | $15M | 1.4% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 233,815 | $14M | 1.3% | 2026-Q1 |
| Cerity Partners LLC trimmed | 166,756 | $10M | 0.9% | 2026-Q1 |
| Baker Ellis Asset Management LLC added | 164,465 | $10M | 0.9% | 2026-Q1 |
| Checchi Capital Advisers, LLC trimmed | 159,151 | $10M | 0.9% | 2026-Q1 |
| Neumann Capital Management, LLC trimmed | 157,417 | $9M | 0.9% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 154,391 | $9M | 0.9% | 2026-Q1 |
| Portland Global Advisors LLC added | 145,956 | $9M | 0.8% | 2026-Q1 |
| Cascade Financial Partners, LLC added | 144,086 | $9M | 0.8% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 135,448 | $8M | 0.8% | 2026-Q1 |
| Tortoise Investment Management, LLC trimmed | 131,140 | $8M | 0.7% | 2026-Q1 |
| Discipline Wealth Solutions, LLC added | 122,314 | $7M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 121,747 | $7M | 0.7% | 2026-Q1 |
| O'Connor Financial Group LLC trimmed | 121,255 | $7M | 0.7% | 2026-Q1 |
| Bristlecone Value Partners, LLC trimmed | 119,987 | $7M | 0.7% | 2026-Q1 |
| BLUELINE ADVISORS LLC added | 117,890 | $7M | 0.7% | 2026-Q1 |
| Stonebridge Wealth Management, LLC trimmed | 117,185 | $7M | 0.7% | 2026-Q1 |
| UBS Group AG added | 116,627 | $7M | 0.6% | 2026-Q1 |
| Csenge Advisory Group trimmed | 114,484 | $7M | 0.6% | 2026-Q1 |
| Empowered Funds, LLC new | 104,359 | $6M | 0.6% | 2026-Q1 |
| Prosperity Consulting Group, LLC trimmed | 103,469 | $6M | 0.6% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 94,516 | $6M | 0.5% | 2026-Q1 |
| SMITH, MOORE & CO. added | 94,023 | $6M | 0.5% | 2026-Q1 |
| Spectrum Wealth Advisory Group, LLC trimmed | 88,536 | $5M | 0.5% | 2026-Q1 |
| TRB Wealth Management, LLC new | 84,416 | $5M | 0.5% | 2026-Q1 |
| Shore Point Advisors, LLC added | 104,164 | $5M | 0.5% | 2026-Q1 |
| BKM Wealth Management, LLC trimmed | 79,171 | $5M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 75,817 | $5M | 0.4% | 2026-Q1 |
| Inlight Wealth Management, LLC trimmed | 70,733 | $4M | 0.4% | 2026-Q1 |
| Efficient Advisors, LLC trimmed | 68,935 | $4M | 0.4% | 2026-Q1 |
| Causey Wealth LLC trimmed | 67,917 | $4M | 0.4% | 2026-Q1 |
| Leibman Financial Services, Inc. added | 67,567 | $4M | 0.4% | 2026-Q1 |
| rebel Financial LLC trimmed | 67,228 | $4M | 0.4% | 2026-Q1 |
| Econ Financial Services Corp added | 66,956 | $4M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 65,862 | $4M | 0.4% | 2026-Q1 |
| Beckerman Institutional, LLC trimmed | 64,932 | $4M | 0.4% | 2026-Q1 |
| BlackRock, Inc. added | 64,781 | $4M | 0.4% | 2026-Q1 |
| Addison Advisors LLC added | 58,038 | $3M | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 56,009 | $3M | 0.3% | 2026-Q1 |
| United Advisor Group, LLC trimmed | 54,193 | $3M | 0.3% | 2026-Q1 |
| Haven Private, LLC added | 50,001 | $3M | 0.3% | 2026-Q1 |
| Premier Private Wealth Management LLC trimmed | 49,346 | $3M | 0.3% | 2026-Q1 |
| Nicholas Hoffman & Company, LLC. added | 47,584 | $3M | 0.3% | 2026-Q1 |
| Occidental Asset Management, LLC added | 46,337 | $3M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 45,939 | $3M | 0.3% | 2026-Q1 |
| Great Point Wealth Advisors, LLC trimmed | 44,985 | $3M | 0.3% | 2026-Q1 |
| Midway Capital Research & Management added | 44,414 | $3M | 0.2% | 2026-Q1 |
| WESCAP Management Group, Inc. trimmed | 43,354 | $3M | 0.2% | 2026-Q1 |
| Alpha Omega Wealth Management LLC added | 42,990 | $3M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 40,318 | $2M | 0.2% | 2026-Q1 |
| Sterling Financial Planning, Inc. trimmed | 39,616 | $2M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 39,422 | $2M | 0.2% | 2026-Q1 |
| Texas Yale Capital Corp. | 38,284 | $2M | 0.2% | 2026-Q1 |
| VISTA INVESTMENT MANAGEMENT added | 37,045 | $2M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 35,928 | $2M | 0.2% | 2026-Q1 |
| FFG RETIREMENT ADVISORS LLC added | 35,474 | $2M | 0.2% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 35,364 | $2M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 34,979 | $2M | 0.2% | 2026-Q1 |
| Sound Stewardship, LLC trimmed | 34,689 | $2M | 0.2% | 2026-Q1 |
| Marathon Strategic Advisors, LLC added | 34,494 | $2M | 0.2% | 2026-Q1 |
| Ocean Park Asset Management, LLC new | 34,128 | $2M | 0.2% | 2026-Q1 |
| FAMILY WEALTH PARTNERS, LLC trimmed | 34,128 | $2M | 0.2% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD trimmed | 33,999 | $2M | 0.2% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 31,360 | $2M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 28,497 | $2M | 0.2% | 2026-Q1 |
| Waterfront Wealth Inc. added | 28,360 | $2M | 0.2% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC trimmed | 27,229 | $2M | 0.2% | 2026-Q1 |
| NorthCrest Asset Manangement, LLC new | 25,433 | $2M | 0.1% | 2026-Q1 |
| Lifetime Wealth Management P.C. added | 22,629 | $1M | 0.1% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 22,595 | $1M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 21,832 | $1M | 0.1% | 2026-Q1 |
| WHITTIER TRUST CO trimmed | 20,847 | $1M | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 20,782 | $1M | 0.1% | 2026-Q1 |
| SHRIER WEALTH MANAGEMENT, LLC trimmed | 20,522 | $1M | 0.1% | 2026-Q1 |
| Financial Harvest, LLC added | 20,137 | $1M | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 20,126 | $1M | 0.1% | 2026-Q1 |
| CW Advisors, LLC added | 702,311 | $39M | 3.6% | 2025-Q2 stale |
| Kovitz Investment Group Partners, LLC added | 288,183 | $16M | 1.5% | 2025-Q3 stale |
| SEVEN MILE ADVISORY added | 93,119 | $5M | 0.5% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 40,339 | $2M | 0.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 36,406 | $2M | 0.2% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC trimmed | 30,664 | $2M | 0.2% | 2025-Q4 stale |
| DHK Financial Advisors, Inc. added | 28,200 | $1M | 0.1% | 2025-Q2 stale |
| Insight Advisors, LLC/ PA trimmed | 25,164 | $1M | 0.1% | 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.
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.