Who owns DHDG (DHDG)
Which tracked institutional funds hold DHDG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DHDG 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 DHDG is one-sided between 2025-Q4 and 2026-Q1: 5 added or opened and 0 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
DHDG’s largest tracked holder by dollar value, Investors Portfolio Services LLC, sizes it at 15.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 15.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DHDG 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 25 tracked filers holding DHDG, 13 increased or opened the position and 6 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 DHDG 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 3
- AXXCESS WEALTH MANAGEMENT, LLC$5M
- Capital Investment Advisory Services, LLC$1M
- Sigma Planning Corp$1M
Largest adds
- Investors Portfolio Services LLC$17M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
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 |
|---|---|---|---|---|
| Investors Portfolio Services LLC added | 500,724 | $17M | 28.5% | 2026-Q1 |
| SMART Wealth LLC trimmed | 156,939 | $5M | 8.9% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC new | 143,783 | $5M | 8.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 74,156 | $2M | 4.2% | 2026-Q1 |
| Maia Wealth LLC trimmed | 62,172 | $2M | 3.5% | 2026-Q1 |
| Capital Investment Advisory Services, LLC new | 37,201 | $1M | 2.1% | 2026-Q1 |
| Sigma Planning Corp new | 35,302 | $1M | 2.0% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 22,373 | $752K | 1.3% | 2026-Q1 |
| Cetera Investment Advisers added | 11,188 | $376K | 0.6% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 10,295 | $346K | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC new | 10,110 | $340K | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC new | 10,110 | $340K | 0.6% | 2026-Q1 |
| Cambridge Advisors Inc. | 8,717 | $293K | 0.5% | 2026-Q1 |
| Arax Advisory Partners | 7,700 | $259K | 0.4% | 2026-Q1 |
| Snowden Capital Advisors LLC new | 6,800 | $229K | 0.4% | 2026-Q1 |
| LPL Financial LLC | 6,800 | $229K | 0.4% | 2026-Q1 |
| N.E.W. Advisory Services LLC | 2,000 | $67K | 0.1% | 2026-Q1 |
| Godfrey Financial Associates, Inc. | 1,900 | $64K | 0.1% | 2026-Q1 |
| BARCLAYS PLC | 1,356 | $46K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 729 | $25K | 0.0% | 2026-Q1 |
| HAZLETT, BURT & WATSON, INC. new | 435 | $15K | 0.0% | 2026-Q1 |
| Noble Wealth Management PBC | 400 | $13K | 0.0% | 2026-Q1 |
| Triumph Capital Management | 200 | $7K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC | 165 | $6K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 6 | $202 | 0.0% | 2026-Q1 |
| Bullseye Investment Management, LLC | 211,878 | $6M | 10.8% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 148,514 | $5M | 8.3% | 2025-Q3 stale |
| Sanctuary Advisors, LLC new | 91,476 | $3M | 5.1% | 2025-Q3 stale |
| Lionshead Wealth Management, LLC new | 81,238 | $2M | 4.1% | 2025-Q1 stale |
| Uniting Wealth Partners, LLC new | 59,994 | $2M | 3.4% | 2025-Q3 stale |
| Jaffetilchin Investment Partners, LLC new | 59,094 | $2M | 3.0% | 2025-Q1 stale |
| WEDBUSH SECURITIES INC new | 13,900 | $443K | 0.7% | 2025-Q2 stale |
| JPMORGAN CHASE & CO trimmed | 13,021 | $443K | 0.7% | 2025-Q4 stale |
| Indie Asset Partners, LLC new | 7,125 | $215K | 0.4% | 2025-Q1 stale |
| HOLLENCREST CAPITAL MANAGEMENT new | 1,964 | $59K | 0.1% | 2025-Q1 stale |
| Kestra Advisory Services, LLC new | 850 | $29K | 0.0% | 2025-Q4 stale |
| CWM, LLC | 132 | $4K | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.