Who owns 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-Q2 13F filings (latest filed 2026-08-18). 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
58 tracked funds added or opened DGS while 20 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.1% 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 2026-Q1 and 2026-Q2, across 241 tracked filers holding DGS, 107 increased or opened the position and 111 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 2026-Q1 and 2026-Q2 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 5
- Global Retirement Partners, LLC$3M
- CITADEL ADVISORS LLC$2M
- Evanson Financial, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Collaborative Fund Advisors, LLC$703K
Full exits 15
- HighTower Advisors, LLC$31M
- PARK AVENUE SECURITIES LLC$16M
- Neumann Capital Management, LLC$9M
- Cambridge Investment Research Advisors, Inc.$7M
- Empowered Funds, LLC$6M
- Efficient Advisors, LLC$4M
Largest adds
- ASSETMARK, INC$21M
- OLD MISSION CAPITAL LLC$7M
- BANK OF AMERICA CORP /DE/$7M
- ENVESTNET ASSET MANAGEMENT INC$3M
- Creative Planning$3M
- MORGAN STANLEY$3M
Largest trims
- AMERIPRISE FINANCIAL INC$12M
- Addison Advisors LLC$2M
- Focus Partners Advisor Solutions, LLC$764K
- Mariner, LLC$749K
- Qube Research & Technologies Ltd$320K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Creative Planning trimmed | 3,960,885 | $256M | 24.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,296,488 | $84M | 8.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 614,358 | $40M | 3.9% | 2026-Q2 |
| MORGAN STANLEY added | 568,016 | $37M | 3.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 461,874 | $30M | 2.9% | 2026-Q2 |
| Unison Advisors LLC added | 448,588 | $29M | 2.8% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 436,804 | $28M | 2.7% | 2026-Q2 |
| LPL Financial LLC trimmed | 402,845 | $26M | 2.5% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 379,216 | $25M | 2.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 370,671 | $24M | 2.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 336,448 | $22M | 2.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 332,421 | $22M | 2.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 327,954 | $21M | 2.1% | 2026-Q2 |
| ASSETMARK, INC added | 321,124 | $21M | 2.0% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 308,550 | $20M | 1.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 261,905 | $17M | 1.6% | 2026-Q2 |
| BIP Wealth, LLC added | 164,935 | $11M | 1.0% | 2026-Q2 |
| Cerity Partners LLC trimmed | 164,578 | $11M | 1.0% | 2026-Q2 |
| Checchi Capital Advisers, LLC added | 163,820 | $11M | 1.0% | 2026-Q2 |
| Baker Ellis Asset Management LLC trimmed | 163,084 | $11M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 152,299 | $10M | 1.0% | 2026-Q2 |
| Cascade Financial Partners, LLC added | 151,624 | $10M | 1.0% | 2026-Q2 |
| Portland Global Advisors LLC added | 146,694 | $9M | 0.9% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 134,265 | $9M | 0.8% | 2026-Q2 |
| Tortoise Investment Management, LLC trimmed | 128,217 | $8M | 0.8% | 2026-Q2 |
| BLUELINE ADVISORS LLC added | 125,091 | $8M | 0.8% | 2026-Q2 |
| UBS Group AG added | 123,043 | $8M | 0.8% | 2026-Q2 |
| O'Connor Financial Group LLC added | 122,017 | $8M | 0.8% | 2026-Q2 |
| Bristlecone Value Partners, LLC trimmed | 118,729 | $8M | 0.7% | 2026-Q2 |
| Discipline Wealth Solutions, LLC trimmed | 118,161 | $8M | 0.7% | 2026-Q2 |
| Stonebridge Wealth Management, LLC added | 117,940 | $8M | 0.7% | 2026-Q2 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. trimmed | 113,641 | $7M | 0.7% | 2026-Q2 |
| Csenge Advisory Group trimmed | 110,702 | $7M | 0.7% | 2026-Q2 |
| Shore Point Advisors, LLC added | 109,806 | $6M | 0.5% | 2026-Q2 |
| BlackRock, Inc. added | 95,927 | $6M | 0.6% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 94,814 | $6M | 0.6% | 2026-Q2 |
| Prosperity Consulting Group, LLC trimmed | 92,842 | $6M | 0.6% | 2026-Q2 |
| TRB Wealth Management, LLC added | 86,696 | $6M | 0.5% | 2026-Q2 |
| Spectrum Wealth Advisory Group, LLC trimmed | 85,575 | $6M | 0.5% | 2026-Q2 |
| SMITH, MOORE & CO. trimmed | 84,547 | $6M | 0.6% | 2026-Q2 |
| Leibman Financial Services, Inc. added | 80,367 | $5M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 76,254 | $5M | 0.5% | 2026-Q2 |
| BKM Wealth Management, LLC trimmed | 72,376 | $5M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 68,367 | $4M | 0.4% | 2026-Q2 |
| Inlight Wealth Management, LLC trimmed | 67,498 | $4M | 0.4% | 2026-Q2 |
| Econ Financial Services Corp added | 67,391 | $4M | 0.4% | 2026-Q2 |
| Causey Wealth LLC trimmed | 67,257 | $4M | 0.4% | 2026-Q2 |
| Beckerman Institutional, LLC trimmed | 63,195 | $4M | 0.4% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 57,744 | $4M | 0.4% | 2026-Q2 |
| United Advisor Group, LLC added | 54,683 | $4M | 0.3% | 2026-Q2 |
| Premier Private Wealth Management LLC added | 50,238 | $3M | 0.3% | 2026-Q2 |
| Haven Private, LLC trimmed | 49,464 | $3M | 0.3% | 2026-Q2 |
| Nicholas Hoffman & Company, LLC. trimmed | 47,511 | $3M | 0.3% | 2026-Q2 |
| Occidental Asset Management, LLC trimmed | 46,063 | $3M | 0.3% | 2026-Q2 |
| Midway Capital Research & Management added | 45,268 | $3M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 44,065 | $3M | 0.3% | 2026-Q2 |
| Alpha Omega Wealth Management LLC added | 43,252 | $3M | 0.3% | 2026-Q2 |
| WESCAP Management Group, Inc. trimmed | 42,821 | $3M | 0.3% | 2026-Q2 |
| Great Point Wealth Advisors, LLC trimmed | 41,317 | $3M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 40,918 | $3M | 0.3% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 40,222 | $3M | 0.3% | 2026-Q2 |
| Sterling Financial Planning, Inc. trimmed | 39,294 | $3M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 38,932 | $3M | 0.2% | 2026-Q2 |
| Texas Yale Capital Corp. | 38,284 | $2M | 0.2% | 2026-Q2 |
| VISTA INVESTMENT MANAGEMENT added | 37,313 | $2M | 0.2% | 2026-Q2 |
| Sound Stewardship, LLC added | 37,097 | $2M | 0.2% | 2026-Q2 |
| FFG RETIREMENT ADVISORS LLC added | 35,756 | $2M | 0.2% | 2026-Q2 |
| Marathon Strategic Advisors, LLC added | 34,561 | $2M | 0.2% | 2026-Q2 |
| FAMILY WEALTH PARTNERS, LLC trimmed | 33,792 | $2M | 0.2% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD trimmed | 33,699 | $2M | 0.2% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 30,674 | $2M | 0.2% | 2026-Q2 |
| Waterfront Wealth Inc. added | 30,203 | $2M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 29,755 | $2M | 0.2% | 2026-Q2 |
| Lifetime Wealth Management P.C. added | 29,315 | $2M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 28,421 | $2M | 0.2% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC trimmed | 27,069 | $2M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 25,871 | $2M | 0.2% | 2026-Q2 |
| NorthCrest Asset Manangement, LLC | 25,433 | $2M | 0.2% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 21,906 | $1M | 0.1% | 2026-Q2 |
| Addison Advisors LLC trimmed | 21,834 | $1M | 0.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC trimmed | 21,037 | $1M | 0.1% | 2026-Q2 |
| Financial Harvest, LLC added | 20,786 | $1M | 0.1% | 2026-Q2 |
| SHRIER WEALTH MANAGEMENT, LLC added | 20,538 | $1M | 0.1% | 2026-Q2 |
| Evanson Financial, LLC new | 20,209 | $1M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 20,158 | $1M | 0.1% | 2026-Q2 |
| Three Bearings Fiduciary Advisors, Inc. trimmed | 20,151 | $1M | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 19,712 | $1M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 19,218 | $1M | 0.1% | 2026-Q2 |
| W1M Asset Management Ltd trimmed | 18,640 | $1M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 18,579 | $1M | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 17,633 | $1M | 0.1% | 2026-Q2 |
| WHITTIER TRUST CO trimmed | 17,494 | $1M | 0.1% | 2026-Q2 |
| Lodestone Wealth Management LLC added | 16,315 | $1M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 15,694 | $1M | 0.1% | 2026-Q2 |
| American Capital Advisory, LLC trimmed | 15,209 | $984K | 0.1% | 2026-Q2 |
| Astra Wealth Partners LLC added | 13,944 | $902K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC | 13,752 | $890K | 0.1% | 2026-Q2 |
| Everest Private Wealth added | 13,581 | $879K | 0.1% | 2026-Q2 |
| Avos Capital Management, LLC trimmed | 13,290 | $860K | 0.1% | 2026-Q2 |
| Modera Wealth Management, LLC | 13,064 | $845K | 0.1% | 2026-Q2 |
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.