Who owns DGT (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-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
The tracked-fund tape on DGT is one-sided between 2025-Q4 and 2026-Q1: 22 added or opened and 7 trimmed or exited — on balance accumulating.
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 2025-Q4 and 2026-Q1, across 96 tracked filers holding DGT, 57 increased or opened the position and 31 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 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 6
- HUB Investment Partners, LLC$13M
- JANE STREET GROUP, LLC$4M
- Fortis Advisors, LLC$4M
- CITADEL ADVISORS LLC$2M
- GOLDMAN SACHS GROUP INC$1M
- GREAT VALLEY ADVISOR GROUP, INC.$635K
Full exits 3
- Main Street Financial Solutions, LLC$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Janney Montgomery Scott LLC$893K
Largest adds
- MORGAN STANLEY$7M
- Cambridge Investment Research Advisors, Inc.$6M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5M
- LPL Financial LLC$4M
- Cetera Investment Advisers$2M
- JONES FINANCIAL COMPANIES LLLP$2M
Largest trims
- Systelligence, LLC$18M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3M
- BANK OF AMERICA CORP /DE/$1M
- FLOW TRADERS U.S. LLC$1M
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 added | 250,190 | $42M | 13.8% | 2026-Q1 |
| MORGAN STANLEY added | 176,876 | $30M | 9.8% | 2026-Q1 |
| Members Advisory Group LLC added | 124,976 | $21M | 6.9% | 2026-Q1 |
| Systelligence, LLC trimmed | 94,596 | $16M | 5.2% | 2026-Q1 |
| Baltimore-Washington Financial Advisors, Inc. added | 84,562 | $14M | 4.7% | 2026-Q1 |
| HUB Investment Partners, LLC new | 79,433 | $13M | 4.4% | 2026-Q1 |
| FAGAN ASSOCIATES, INC. added | 76,074 | $13M | 4.2% | 2026-Q1 |
| INTACT INVESTMENT MANAGEMENT INC. | 73,266 | $12M | 4.0% | 2026-Q1 |
| Cetera Investment Advisers added | 70,882 | $12M | 3.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 61,626 | $10M | 3.4% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC added | 47,654 | $8M | 2.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 40,050 | $7M | 2.2% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 38,566 | $7M | 2.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 27,331 | $5M | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 26,692 | $5M | 1.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 24,637 | $4M | 1.4% | 2026-Q1 |
| Fortis Advisors, LLC new | 23,798 | $4M | 1.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 23,055 | $4M | 1.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 22,947 | $4M | 1.3% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 22,341 | $4M | 1.2% | 2026-Q1 |
| Roundview Capital LLC trimmed | 19,266 | $3M | 1.1% | 2026-Q1 |
| Gotham Asset Management, LLC | 17,172 | $3M | 0.9% | 2026-Q1 |
| ARQ WEALTH ADVISORS, LLC added | 16,994 | $3M | 0.9% | 2026-Q1 |
| NWAM LLC added | 15,413 | $3M | 0.9% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 15,228 | $3M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 14,996 | $3M | 0.8% | 2026-Q1 |
| UBS Group AG added | 14,581 | $2M | 0.8% | 2026-Q1 |
| Asset Management Group, Inc. added | 12,816 | $2M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 12,745 | $2M | 0.7% | 2026-Q1 |
| Equitable Holdings, Inc. added | 11,760 | $2M | 0.6% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 11,157 | $2M | 0.6% | 2026-Q1 |
| MERIDIAN INVESTMENT COUNSEL INC. trimmed | 10,221 | $2M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 8,876 | $2M | 0.5% | 2026-Q1 |
| Vise Technologies, Inc. | 7,441 | $1M | 0.4% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 7,216 | $1M | 0.4% | 2026-Q1 |
| Compound Planning, Inc. added | 6,910 | $1M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 6,460 | $1M | 0.4% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 6,389 | $1M | 0.4% | 2026-Q1 |
| Integrated Advisors Network LLC trimmed | 4,883 | $828K | 0.3% | 2026-Q1 |
| ARCADIA INVESTMENT ADVISORS LLC | 4,867 | $825K | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 4,454 | $755K | 0.2% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 4,447 | $754K | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors added | 4,370 | $741K | 0.2% | 2026-Q1 |
| IHT Wealth Management, LLC added | 4,244 | $720K | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 4,169 | $707K | 0.2% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 4,054 | $694K | 0.2% | 2026-Q1 |
| PERRYMAN FINANCIAL ADVISORY INC /AD added | 3,847 | $652K | 0.2% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 3,747 | $635K | 0.2% | 2026-Q1 |
| BlueChip Wealth Advisors LLC | 3,613 | $613K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 3,456 | $586K | 0.2% | 2026-Q1 |
| Michels Family Financial, LLC trimmed | 3,384 | $574K | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 2,957 | $501K | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 2,915 | $494K | 0.2% | 2026-Q1 |
| Creative Planning new | 2,723 | $462K | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 2,659 | $455K | 0.1% | 2026-Q1 |
| McMill Wealth Management new | 7,054 | $399K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 2,109 | $358K | 0.1% | 2026-Q1 |
| Sigma Planning Corp trimmed | 1,957 | $332K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC new | 1,856 | $315K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 1,791 | $304K | 0.1% | 2026-Q1 |
| Creekside Partners | 1,762 | $299K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 1,604 | $272K | 0.1% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 1,592 | $271K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 1,595 | $270K | 0.1% | 2026-Q1 |
| PRIVATE TRUST CO NA added | 1,465 | $248K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 1,421 | $241K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP new | 1,271 | $215K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 1,252 | $214K | 0.1% | 2026-Q1 |
| GLENMEDE TRUST CO NA | 1,085 | $184K | 0.1% | 2026-Q1 |
| North Star Investment Management Corp. | 1,000 | $170K | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC | 982 | $166K | 0.1% | 2026-Q1 |
| CWM, LLC trimmed | 689 | $117K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 630 | $107K | 0.0% | 2026-Q1 |
| OBSIDIAN CIO, LLC added | 1,730 | $98K | 0.0% | 2026-Q1 |
| FMR LLC added | 536 | $91K | 0.0% | 2026-Q1 |
| Advisors Preferred, LLC added | 430 | $73K | 0.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | 430 | $73K | 0.0% | 2026-Q1 |
| WEBSTER BANK, N. A. | 380 | $64K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 350 | $59K | 0.0% | 2026-Q1 |
| Larson Financial Group LLC trimmed | 145 | $25K | 0.0% | 2026-Q1 |
| Main Street Financial Solutions, LLC trimmed | 39,855 | $7M | 2.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 34,383 | $5M | 1.7% | 2025-Q2 stale |
| CHB Investment Group, LLC trimmed | 12,622 | $2M | 0.6% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 7,435 | $1M | 0.4% | 2025-Q4 stale |
| Newbridge Financial Services Group, Inc. added | 5,601 | $906K | 0.3% | 2025-Q3 stale |
| Janney Montgomery Scott LLC trimmed | 5,355 | $893K | 0.3% | 2025-Q4 stale |
| Sowell Financial Services LLC trimmed | 2,545 | $383K | 0.1% | 2025-Q2 stale |
| COMERICA BANK trimmed | 2,132 | $355K | 0.1% | 2025-Q4 stale |
| Thrivent Financial for Lutherans trimmed | 1,650 | $249K | 0.1% | 2025-Q2 stale |
| SYNOVUS FINANCIAL CORP trimmed | 1,428 | $231K | 0.1% | 2025-Q3 stale |
| CW Advisors, LLC new | 1,456 | $220K | 0.1% | 2025-Q2 stale |
| Joseph P. Lucia & Associates, LLC | 1,522 | $213K | 0.1% | 2025-Q1 stale |
| AlphaCore Capital LLC new | 1,275 | $213K | 0.1% | 2025-Q4 stale |
| SPC Financial, Inc. new | 1,275 | $206K | 0.1% | 2025-Q3 stale |
| Glenmede Investment Management, LP | 1,085 | $176K | 0.1% | 2025-Q3 stale |
| Garton & Associates Financial Advisors LLC new | 614 | $102K | 0.0% | 2025-Q4 stale |
| FLAGSHIP HARBOR ADVISORS, LLC new | 522 | $87K | 0.0% | 2025-Q4 stale |
| Ameritas Advisory Services, LLC new | 320 | $52K | 0.0% | 2025-Q3 stale |
| BlackRock, Inc. | 272 | $45K | 0.0% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. | 186 | $30K | 0.0% | 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.