Who owns DGT
Which tracked institutional funds hold DGT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DGT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-27). 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
23 tracked funds added or opened DGT while 13 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
DGT’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DGT 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 93 tracked filers holding DGT, 40 increased or opened the position and 45 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 DGT 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 2
- SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$767K
- CALTON & ASSOCIATES, INC.$646K
Full exits 5
- Cambridge Investment Research Advisors, Inc.$10M
- CITADEL ADVISORS LLC$2M
- FLOW TRADERS U.S. LLC$1M
- GOLDMAN SACHS GROUP INC$1M
- THOROUGHBRED FINANCIAL SERVICES, LLC$1M
Largest adds
- AMERIPRISE FINANCIAL INC$15M
- MORGAN STANLEY$4M
- LPL Financial LLC$4M
- Cetera Investment Advisers$2M
- HUB Investment Partners, LLC$2M
- JONES FINANCIAL COMPANIES LLLP$2M
Largest trims
- Members Advisory Group LLC$6M
- Onyx Bridge Wealth Group LLC$2M
- JANE STREET GROUP, LLC$2M
- Systelligence, LLC$1M
- WELLS FARGO & COMPANY/MN$1M
- Vise Technologies, Inc.$732K
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 |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 249,129 | $46M | 13.9% | 2026-Q2 |
| MORGAN STANLEY added | 182,736 | $34M | 10.2% | 2026-Q2 |
| Baltimore-Washington Financial Advisors, Inc. added | 87,866 | $16M | 4.9% | 2026-Q2 |
| HUB Investment Partners, LLC added | 84,798 | $16M | 4.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 84,414 | $16M | 4.7% | 2026-Q2 |
| Members Advisory Group LLC trimmed | 80,007 | $15M | 4.5% | 2026-Q2 |
| Systelligence, LLC trimmed | 79,315 | $15M | 4.4% | 2026-Q2 |
| Cetera Investment Advisers added | 77,442 | $14M | 4.3% | 2026-Q2 |
| FAGAN ASSOCIATES, INC. trimmed | 75,104 | $14M | 4.2% | 2026-Q2 |
| INTACT INVESTMENT MANAGEMENT INC. | 73,266 | $14M | 4.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 47,949 | $9M | 2.6% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 38,880 | $7M | 2.2% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC trimmed | 33,003 | $6M | 1.8% | 2026-Q2 |
| Main Street Financial Solutions, LLC trimmed | 30,391 | $6M | 1.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 29,706 | $5M | 1.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 27,244 | $5M | 1.5% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC added | 25,173 | $5M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 24,046 | $4M | 1.3% | 2026-Q2 |
| Fortis Advisors, LLC added | 23,867 | $4M | 1.3% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 22,994 | $4M | 1.3% | 2026-Q2 |
| Roundview Capital LLC trimmed | 19,166 | $4M | 1.1% | 2026-Q2 |
| Gotham Asset Management, LLC | 17,172 | $3M | 1.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 15,463 | $3M | 0.9% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 15,199 | $3M | 0.8% | 2026-Q2 |
| NWAM LLC trimmed | 15,123 | $3M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 14,759 | $3M | 0.8% | 2026-Q2 |
| UBS Group AG added | 14,616 | $3M | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 14,352 | $3M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 13,965 | $3M | 0.8% | 2026-Q2 |
| Asset Management Group, Inc. added | 12,898 | $2M | 0.7% | 2026-Q2 |
| Equitable Holdings, Inc. added | 11,898 | $2M | 0.7% | 2026-Q2 |
| AdvisorNet Financial, Inc trimmed | 11,127 | $2M | 0.6% | 2026-Q2 |
| MERIDIAN INVESTMENT COUNSEL INC. trimmed | 9,971 | $2M | 0.6% | 2026-Q2 |
| Compound Planning, Inc. trimmed | 6,427 | $1M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 5,733 | $1M | 0.3% | 2026-Q2 |
| ARCADIA INVESTMENT ADVISORS LLC | 4,867 | $899K | 0.3% | 2026-Q2 |
| IHT Wealth Management, LLC added | 4,635 | $856K | 0.3% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 4,352 | $804K | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 4,322 | $799K | 0.2% | 2026-Q2 |
| PERRYMAN FINANCIAL ADVISORY INC /AD added | 4,306 | $796K | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 4,172 | $771K | 0.2% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new | 4,153 | $767K | 0.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 4,078 | $754K | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC added | 4,078 | $753K | 0.2% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. new | 3,494 | $646K | 0.2% | 2026-Q2 |
| Michels Family Financial, LLC trimmed | 3,367 | $622K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 3,219 | $595K | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 2,957 | $546K | 0.2% | 2026-Q2 |
| Vise Technologies, Inc. trimmed | 2,749 | $508K | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 2,312 | $429K | 0.1% | 2026-Q2 |
| McMill Wealth Management | 7,054 | $429K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,264 | $418K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 2,227 | $411K | 0.1% | 2026-Q2 |
| Integrated Advisors Network LLC trimmed | 2,200 | $407K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 2,117 | $391K | 0.1% | 2026-Q2 |
| BlueChip Wealth Advisors LLC trimmed | 2,104 | $389K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 1,986 | $369K | 0.1% | 2026-Q2 |
| Creekside Partners | 1,762 | $326K | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. new | 1,748 | $323K | 0.1% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 1,606 | $297K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP | 1,604 | $296K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 1,472 | $272K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 1,414 | $261K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 1,247 | $230K | 0.1% | 2026-Q2 |
| Convergence Financial, LLC new | 1,200 | $222K | 0.1% | 2026-Q2 |
| Mariner, LLC new | 1,172 | $217K | 0.1% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC trimmed | 1,172 | $217K | 0.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 1,137 | $210K | 0.1% | 2026-Q2 |
| GLENMEDE TRUST CO NA | 1,085 | $200K | 0.1% | 2026-Q2 |
| North Star Investment Management Corp. | 1,000 | $185K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC | 982 | $181K | 0.1% | 2026-Q2 |
| FMR LLC added | 635 | $117K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 630 | $116K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 430 | $79K | 0.0% | 2026-Q2 |
| OBSIDIAN CIO, LLC trimmed | 1,271 | $77K | 0.0% | 2026-Q2 |
| WEBSTER BANK, N. A. | 380 | $70K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 350 | $65K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC | 320 | $59K | 0.0% | 2026-Q2 |
| Main Street Group, LTD added | 184 | $34K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC added | 146 | $27K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 130 | $24K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 103 | $19K | 0.0% | 2026-Q2 |
| Arlington Trust Co LLC | 100 | $18K | 0.0% | 2026-Q2 |
| Physician Wealth Advisors, Inc. | 84 | $16K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 76 | $14K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC | 56 | $10K | 0.0% | 2026-Q2 |
| TUCKER ASSET MANAGEMENT LLC | 50 | $9K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 30 | $6K | 0.0% | 2026-Q2 |
| Archer Investment Corp | 30 | $6K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 23 | $4K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 10 | $2K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 9 | $2K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 6 | $1K | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. added | 61,626 | $10M | 3.2% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 8,876 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 7,216 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 7,435 | $1M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV added | 9,694 | $2M | 0.5% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 34,383 | $5M | 1.6% | 2025-Q2 stale (4 quarters behind) |
| CHB Investment Group, LLC trimmed | 12,622 | $2M | 0.6% | 2025-Q2 stale (4 quarters behind) |
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.