Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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
8 tracked funds added or opened DHDG while 3 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
DHDG’s largest tracked holder by dollar value, HOLLENCREST CAPITAL MANAGEMENT, sizes it at 4.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.9pp 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 2026-Q1 and 2026-Q2, across 30 tracked filers holding DHDG, 16 increased or opened the position and 11 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 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
- HOLLENCREST CAPITAL MANAGEMENT$75M
- Farther Finance Advisors, LLC$5M
- Gallagher Fiduciary Advisors, LLC$5M
- Atria Investments, Inc$5M
- Arkadios Wealth Advisors$4M
Full exits 1
- INDEPENDENT FINANCIAL GROUP, LLC$752K
Largest adds
- Cetera Investment Advisers$2M
- AXXCESS WEALTH MANAGEMENT, LLC$725K
- OLD MISSION CAPITAL LLC$360K
Largest trims
- Investors Portfolio Services LLC$16M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$835K
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 |
|---|---|---|---|---|
| HOLLENCREST CAPITAL MANAGEMENT added | 2,052,858 | $75M | 55.4% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 152,069 | $6M | 4.1% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 146,020 | $5M | 3.9% | 2026-Q2 |
| SMART Wealth LLC trimmed | 139,786 | $5M | 3.8% | 2026-Q2 |
| Gallagher Fiduciary Advisors, LLC new | 133,557 | $5M | 3.6% | 2026-Q2 |
| Atria Investments, Inc new | 129,739 | $5M | 3.5% | 2026-Q2 |
| Arkadios Wealth Advisors new | 105,356 | $4M | 2.8% | 2026-Q2 |
| Cetera Investment Advisers added | 65,087 | $2M | 1.8% | 2026-Q2 |
| Maia Wealth LLC trimmed | 61,161 | $2M | 1.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 45,353 | $2M | 1.2% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 37,201 | $1M | 1.0% | 2026-Q2 |
| Sigma Planning Corp trimmed | 33,942 | $1M | 0.9% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 19,318 | $706K | 0.5% | 2026-Q2 |
| Investors Portfolio Services LLC trimmed | 11,885 | $435K | 0.3% | 2026-Q2 |
| US BANCORP \DE\ new | 11,287 | $413K | 0.3% | 2026-Q2 |
| Cambridge Advisors Inc. | 8,717 | $319K | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 8,300 | $304K | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 8,257 | $302K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 8,257 | $302K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 7,618 | $279K | 0.2% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 7,100 | $260K | 0.2% | 2026-Q2 |
| LPL Financial LLC | 6,800 | $249K | 0.2% | 2026-Q2 |
| Optivise Advisory Services LLC new | 5,616 | $205K | 0.2% | 2026-Q2 |
| N.E.W. Advisory Services LLC added | 2,200 | $80K | 0.1% | 2026-Q2 |
| Godfrey Financial Associates, Inc. | 1,900 | $69K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 1,484 | $54K | 0.0% | 2026-Q2 |
| BARCLAYS PLC | 1,356 | $50K | 0.0% | 2026-Q2 |
| Noble Wealth Management PBC | 400 | $15K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 200 | $7K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. new | 131 | $5K | 0.0% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 22,373 | $752K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| HAZLETT, BURT & WATSON, INC. new | 435 | $15K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC | 165 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 6 | $202 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JPMORGAN CHASE & CO trimmed | 13,021 | $443K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 850 | $29K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Bullseye Investment Management, LLC | 211,878 | $6M | 4.7% | 2025-Q3 stale (3 quarters behind) |
| CITADEL ADVISORS LLC added | 148,514 | $5M | 3.6% | 2025-Q3 stale (3 quarters behind) |
| Sanctuary Advisors, LLC new | 91,476 | $3M | 2.2% | 2025-Q3 stale (3 quarters behind) |
| Uniting Wealth Partners, LLC new | 59,994 | $2M | 1.5% | 2025-Q3 stale (3 quarters behind) |
| WEDBUSH SECURITIES INC new | 13,900 | $443K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| CWM, LLC | 132 | $4K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.