Who owns DHS
Which tracked institutional funds hold DHS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DHS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
43 tracked funds added or opened DHS while 19 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
DHS’s largest tracked holder by dollar value, MORGAN STANLEY, 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 gap the other way — the median holder sizes DHS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DHS 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 243 tracked filers holding DHS, 108 increased or opened the position and 86 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 DHS 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 6
- Evanson Financial, LLC$9M
- Global Retirement Partners, LLC$7M
- Fortune Financial Group, Inc.$1M
- SFG Wealth Management, LLC.$935K
- &PARTNERS$774K
- AlphaCore Capital LLC$539K
Full exits 16
- CWM, LLC$94M
- Value Investment Professionals, LLC$13M
- Evanson Asset Management, LLC$8M
- WIN ADVISORS, INC$8M
- Cambridge Investment Research Advisors, Inc.$4M
- LVM CAPITAL MANAGEMENT LTD/MI$3M
Largest adds
- NewEdge Advisors, LLC$9M
- GOLDMAN SACHS GROUP INC$8M
- BANK OF AMERICA CORP /DE/$4M
- MORGAN STANLEY$3M
- Cetera Investment Advisers$3M
- TRUIST FINANCIAL CORP$3M
Largest trims
- WELLS FARGO & COMPANY/MN$3M
- Mariner, LLC$934K
- EverSource Wealth Advisors, LLC$492K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 501,674 | $57M | 8.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 474,272 | $54M | 8.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 462,536 | $53M | 8.2% | 2026-Q2 |
| Cetera Investment Advisers added | 424,978 | $48M | 7.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 396,419 | $45M | 7.0% | 2026-Q2 |
| Linscomb Wealth, Inc. trimmed | 289,052 | $33M | 5.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 235,268 | $27M | 4.2% | 2026-Q2 |
| MB, LEVIS & ASSOCIATES, LLC added | 158,666 | $18M | 2.8% | 2026-Q2 |
| Focus Partners Wealth trimmed | 144,531 | $16M | 2.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 123,250 | $14M | 2.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 114,895 | $13M | 2.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 108,599 | $12M | 1.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 107,831 | $12M | 1.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 97,102 | $11M | 1.7% | 2026-Q2 |
| UBS Group AG added | 90,675 | $10M | 1.6% | 2026-Q2 |
| Stonebridge Wealth Management, LLC added | 85,714 | $10M | 1.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 80,276 | $9M | 1.4% | 2026-Q2 |
| Evanson Financial, LLC new | 76,243 | $9M | 1.3% | 2026-Q2 |
| Mariner, LLC trimmed | 72,592 | $8M | 1.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 69,704 | $8M | 1.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 66,622 | $8M | 1.2% | 2026-Q2 |
| 1 NORTH WEALTH SERVICES LLC added | 65,441 | $7M | 1.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 64,790 | $7M | 1.2% | 2026-Q2 |
| Global Retirement Partners, LLC added | 64,319 | $7M | 1.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 62,669 | $7M | 1.1% | 2026-Q2 |
| Wealthspire Retirement, LLC trimmed | 56,008 | $6M | 1.0% | 2026-Q2 |
| PRECEDENT WEALTH PARTNERS, LLC added | 55,000 | $6M | 1.0% | 2026-Q2 |
| FFG RETIREMENT ADVISORS LLC added | 44,787 | $5M | 0.8% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 41,267 | $5M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 39,769 | $5M | 0.7% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 39,103 | $4M | 0.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 38,924 | $4M | 0.7% | 2026-Q2 |
| Catalyst Investment Management LLC added | 35,494 | $4M | 0.6% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 34,000 | $4M | 0.6% | 2026-Q2 |
| Creative Planning added | 33,438 | $4M | 0.6% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 33,409 | $4M | 0.6% | 2026-Q2 |
| JT Stratford LLC added | 33,223 | $4M | 0.6% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC trimmed | 30,416 | $3M | 0.5% | 2026-Q2 |
| Apella Capital, LLC trimmed | 26,102 | $3M | 0.5% | 2026-Q2 |
| INVENIO WEALTH PARTNERS LLC trimmed | 25,922 | $3M | 0.5% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 21,895 | $2M | 0.4% | 2026-Q2 |
| CENTRAL TRUST Co added | 21,299 | $2M | 0.4% | 2026-Q2 |
| COMMERCE BANK trimmed | 20,950 | $2M | 0.4% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 20,519 | $2M | 0.4% | 2026-Q2 |
| Avantax Planning Partners, Inc. trimmed | 20,285 | $2M | 0.4% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 17,220 | $2M | 0.3% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 17,175 | $2M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 16,446 | $2M | 0.3% | 2026-Q2 |
| Virtus Family Office LLC added | 16,296 | $2M | 0.3% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 16,128 | $2M | 0.3% | 2026-Q2 |
| Barnes Wealth Management Group, Inc trimmed | 15,487 | $2M | 0.3% | 2026-Q2 |
| World Investment Advisors trimmed | 15,304 | $2M | 0.3% | 2026-Q2 |
| FMR LLC added | 15,263 | $2M | 0.3% | 2026-Q2 |
| Community Bank, N.A. added | 15,210 | $2M | 0.3% | 2026-Q2 |
| Dickmeyer Boyce Financial Management, Inc. added | 14,996 | $2M | 0.3% | 2026-Q2 |
| Keebeck Wealth Management | 14,602 | $2M | 0.3% | 2026-Q2 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. trimmed | 14,105 | $2M | 0.2% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK trimmed | 13,757 | $2M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 13,435 | $2M | 0.2% | 2026-Q2 |
| Axis Wealth Partners, LLC trimmed | 13,052 | $1M | 0.2% | 2026-Q2 |
| Savant Capital, LLC added | 12,748 | $1M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 12,571 | $1M | 0.2% | 2026-Q2 |
| UHLMANN PRICE SECURITIES, LLC added | 12,549 | $1M | 0.2% | 2026-Q2 |
| Americana Partners, LLC | 12,150 | $1M | 0.2% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,557 | $1M | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 11,466 | $1M | 0.2% | 2026-Q2 |
| NORTHERN TRUST CORP | 11,345 | $1M | 0.2% | 2026-Q2 |
| Melone Private Wealth, LLC trimmed | 10,509 | $1M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 10,409 | $1M | 0.2% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC added | 10,242 | $1M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 9,245 | $1M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 9,200 | $1M | 0.2% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 9,180 | $1M | 0.2% | 2026-Q2 |
| Fortune Financial Group, Inc. new | 8,908 | $1M | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 8,871 | $1M | 0.2% | 2026-Q2 |
| SFG Wealth Management, LLC. new | 8,226 | $935K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 8,203 | $933K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 8,189 | $931K | 0.1% | 2026-Q2 |
| TFC Financial Management, Inc. added | 7,986 | $908K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 7,859 | $893K | 0.1% | 2026-Q2 |
| ShoreHaven Wealth Partners, LLC trimmed | 7,804 | $887K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 7,620 | $866K | 0.1% | 2026-Q2 |
| Oxinas Partners, LLC trimmed | 7,340 | $834K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 7,261 | $825K | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 6,995 | $795K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC | 6,957 | $791K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 6,828 | $776K | 0.1% | 2026-Q2 |
| &PARTNERS added | 6,810 | $774K | 0.1% | 2026-Q2 |
| Maridea Wealth Management LLC | 6,764 | $769K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 6,205 | $705K | 0.1% | 2026-Q2 |
| Clearwater Capital Advisors, LLC trimmed | 5,919 | $673K | 0.1% | 2026-Q2 |
| Passive Capital Management, LLC. | 5,762 | $587K | 0.1% | 2026-Q2 |
| MSH Capital Advisors LLC added | 5,306 | $603K | 0.1% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 5,298 | $602K | 0.1% | 2026-Q2 |
| Main Street Financial Solutions, LLC trimmed | 5,252 | $597K | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 5,222 | $594K | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 5,211 | $592K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 5,014 | $570K | 0.1% | 2026-Q2 |
| Avestar Capital, LLC | 4,958 | $564K | 0.1% | 2026-Q2 |
| Relyea Zuckerberg Hanson LLC | 4,891 | $556K | 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.