Who owns DISV (DISV)
Which tracked institutional funds hold DISV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DISV 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 DISV is one-sided between 2025-Q4 and 2026-Q1: 144 added or opened and 42 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
DISV’s largest tracked holder by dollar value, Focus Partners Wealth, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 1.8% of theirs — a 1.2pp gap the other way — the median holder sizes DISV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DISV 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 450 tracked filers holding DISV, 263 increased or opened the position and 169 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 DISV 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 18
- EXCHANGE TRADED CONCEPTS, LLC$12M
- SUMMIT WEALTH & RETIREMENT PLANNING, INC.$9M
- Sepio Capital, LP$7M
- Merit Financial Group, LLC$5M
- Navigate Wealth Management, LLC$4M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$3M
Full exits 17
- Ocean Park Asset Management, LLC$13M
- SEVEN MILE ADVISORY$11M
- FISCHER INVESTMENT STRATEGIES, LLC$10M
- SB Capital Management Inc$9M
- Yeomans Consulting Group, Inc.$5M
- Grunden Financial Advisory, Inc.$3M
Largest adds
- BANK OF AMERICA CORP /DE/$49M
- Focus Partners Wealth$25M
- JANE STREET GROUP, LLC$20M
- Focus Partners Advisor Solutions, LLC$14M
- MERCER GLOBAL ADVISORS INC /ADV$13M
- EXENCIAL WEALTH ADVISORS, LLC$13M
Largest trims
- Henrickson Nauta Wealth Advisors, Inc.$16M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7M
- NewEdge Advisors, LLC$7M
- HighTower Advisors, LLC$6M
- IFG Advisory, LLC$6M
- ROYAL BANK OF CANADA$4M
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 |
|---|---|---|---|---|
| Focus Partners Wealth added | 13,913,450 | $549M | 18.0% | 2026-Q1 |
| MATHER GROUP, LLC. trimmed | 5,744,036 | $227M | 7.4% | 2026-Q1 |
| Forum Financial Management, LP trimmed | 5,605,360 | $221M | 7.3% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 2,884,886 | $114M | 3.7% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 2,281,524 | $90M | 3.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,269,677 | $90M | 2.9% | 2026-Q1 |
| Cerity Partners LLC added | 1,419,318 | $56M | 1.8% | 2026-Q1 |
| Asset Dedication, LLC trimmed | 1,221,023 | $48M | 1.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,191,761 | $47M | 1.5% | 2026-Q1 |
| Evanson Asset Management, LLC added | 1,186,477 | $47M | 1.5% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC added | 1,171,519 | $46M | 1.5% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 1,058,778 | $42M | 1.4% | 2026-Q1 |
| Savant Capital, LLC added | 1,015,915 | $40M | 1.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 1,003,422 | $40M | 1.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 998,746 | $39M | 1.3% | 2026-Q1 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC trimmed | 945,408 | $39M | 1.3% | 2026-Q1 |
| MONOGRAPH WEALTH ADVISORS, LLC added | 910,138 | $36M | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 906,748 | $36M | 1.2% | 2026-Q1 |
| Creative Planning added | 881,278 | $35M | 1.1% | 2026-Q1 |
| GREAT OAK CAPITAL PARTNERS, LLC added | 838,344 | $35M | 1.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 807,245 | $32M | 1.0% | 2026-Q1 |
| Premier Financial Group added | 737,427 | $30M | 1.0% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 697,550 | $28M | 0.9% | 2026-Q1 |
| Planning Center, Inc. trimmed | 688,458 | $27M | 0.9% | 2026-Q1 |
| DiNuzzo Private Wealth, Inc. trimmed | 646,728 | $26M | 0.8% | 2026-Q1 |
| Integris Wealth Management, LLC trimmed | 629,411 | $25M | 0.8% | 2026-Q1 |
| Index Fund Advisors, Inc. added | 625,098 | $25M | 0.8% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 570,714 | $23M | 0.7% | 2026-Q1 |
| NorthAvenue LLC added | 544,816 | $21M | 0.7% | 2026-Q1 |
| Baker Ellis Asset Management LLC added | 540,343 | $21M | 0.7% | 2026-Q1 |
| Modera Wealth Management, LLC added | 525,429 | $21M | 0.7% | 2026-Q1 |
| Rather & Kittrell, Inc. added | 515,667 | $20M | 0.7% | 2026-Q1 |
| EARNED WEALTH ADVISORS, LLC added | 514,631 | $20M | 0.7% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 510,281 | $20M | 0.7% | 2026-Q1 |
| Financial Harvest, LLC added | 500,358 | $20M | 0.6% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 513,430 | $20M | 0.6% | 2026-Q1 |
| Equita Financial Network, Inc. trimmed | 459,917 | $18M | 0.6% | 2026-Q1 |
| Quantum Financial Advisors, LLC trimmed | 457,286 | $18M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 456,093 | $18M | 0.6% | 2026-Q1 |
| Henrickson Nauta Wealth Advisors, Inc. trimmed | 453,448 | $18M | 0.6% | 2026-Q1 |
| MB Generational Wealth, LLC added | 440,843 | $17M | 0.6% | 2026-Q1 |
| KEB ASSET MANAGEMENT, LLC added | 426,447 | $17M | 0.6% | 2026-Q1 |
| Shakespeare Wealth Management, LLC trimmed | 422,782 | $17M | 0.5% | 2026-Q1 |
| LRI Investments, LLC trimmed | 418,585 | $17M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 414,158 | $16M | 0.5% | 2026-Q1 |
| Miramar Fiduciary Corp trimmed | 408,578 | $16M | 0.5% | 2026-Q1 |
| von Borstel & Associates, Inc. trimmed | 392,404 | $15M | 0.5% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 387,116 | $15M | 0.5% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 379,022 | $15M | 0.5% | 2026-Q1 |
| Betterment LLC added | 375,997 | $15M | 0.5% | 2026-Q1 |
| William Mack & Associates, Inc. trimmed | 372,761 | $15M | 0.5% | 2026-Q1 |
| Seaside Wealth Management, Inc. added | 369,183 | $15M | 0.5% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 367,941 | $15M | 0.5% | 2026-Q1 |
| Hill Investment Group Partners, LLC trimmed | 356,150 | $14M | 0.5% | 2026-Q1 |
| CARDIFF PARK ADVISORS, LLC added | 347,176 | $14M | 0.4% | 2026-Q1 |
| Krilogy Financial LLC added | 328,704 | $14M | 0.4% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 328,956 | $13M | 0.4% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 324,371 | $13M | 0.4% | 2026-Q1 |
| Parkwoods Wealth Partners, LLC added | 322,872 | $13M | 0.4% | 2026-Q1 |
| Sensible Money, LLC trimmed | 312,922 | $12M | 0.4% | 2026-Q1 |
| United Wealth Management, LLC added | 311,425 | $12M | 0.4% | 2026-Q1 |
| Guardian Wealth Management, LLC trimmed | 306,061 | $12M | 0.4% | 2026-Q1 |
| Twin Cities Retirement Group LLC added | 307,830 | $12M | 0.4% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC new | 300,000 | $12M | 0.4% | 2026-Q1 |
| Sterling Financial Planning, Inc. trimmed | 296,369 | $12M | 0.4% | 2026-Q1 |
| Apella Capital, LLC added | 277,762 | $12M | 0.4% | 2026-Q1 |
| KILNER CAPITAL ADVISORS, LLC trimmed | 292,506 | $12M | 0.4% | 2026-Q1 |
| Keyes, Stange & Wooten Wealth Management, LLC added | 291,401 | $11M | 0.4% | 2026-Q1 |
| Meritas Wealth Management, LLC added | 290,232 | $11M | 0.4% | 2026-Q1 |
| Physician Wealth Solutions Inc. trimmed | 284,429 | $11M | 0.4% | 2026-Q1 |
| Hassell Wealth Management, LLC trimmed | 272,197 | $11M | 0.4% | 2026-Q1 |
| Quadcap Wealth Management, LLC added | 269,558 | $11M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 264,756 | $10M | 0.3% | 2026-Q1 |
| Abacus Wealth Partners, LLC trimmed | 260,318 | $10M | 0.3% | 2026-Q1 |
| DRAVO BAY LLC trimmed | 258,480 | $10M | 0.3% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 253,133 | $10M | 0.3% | 2026-Q1 |
| Pacific Sage Partners, LLC trimmed | 251,179 | $10M | 0.3% | 2026-Q1 |
| Squire Investment Management Company, LLC added | 245,372 | $10M | 0.3% | 2026-Q1 |
| PINNEY & SCOFIELD, INC. trimmed | 244,163 | $10M | 0.3% | 2026-Q1 |
| Financial Architects, LLC trimmed | 243,890 | $10M | 0.3% | 2026-Q1 |
| Integrity Advisory Solutions, LLC added | 242,349 | $10M | 0.3% | 2026-Q1 |
| Financial Symmetry Inc added | 230,498 | $10M | 0.3% | 2026-Q1 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. new | 236,597 | $9M | 0.3% | 2026-Q1 |
| Private Wealth Management Group, LLC trimmed | 229,074 | $9M | 0.3% | 2026-Q1 |
| Yardley Wealth Management LLC trimmed | 227,832 | $9M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 227,565 | $9M | 0.3% | 2026-Q1 |
| Greenline Partners, LLC added | 226,509 | $9M | 0.3% | 2026-Q1 |
| Shotwell Rutter Baer Inc trimmed | 224,439 | $9M | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 218,217 | $9M | 0.3% | 2026-Q1 |
| COLLECTIVE FAMILY OFFICE LLC added | 217,487 | $9M | 0.3% | 2026-Q1 |
| Advisory Alpha, LLC added | 213,010 | $8M | 0.3% | 2026-Q1 |
| SACHEM HILL LLC trimmed | 209,665 | $8M | 0.3% | 2026-Q1 |
| CLARIS ADVISORS, LLC / MO / trimmed | 202,069 | $8M | 0.3% | 2026-Q1 |
| Kovitz Investment Group Partners, LLC added | 763,386 | $27M | 0.9% | 2025-Q3 stale |
| Ocean Park Asset Management, LLC trimmed | 330,674 | $13M | 0.4% | 2025-Q4 stale |
| Callan Capital, LLC trimmed | 399,461 | $12M | 0.4% | 2025-Q1 stale |
| SEVEN MILE ADVISORY added | 294,510 | $11M | 0.4% | 2025-Q4 stale |
| FISCHER INVESTMENT STRATEGIES, LLC added | 264,218 | $10M | 0.3% | 2025-Q4 stale |
| SB Capital Management Inc new | 246,850 | $9M | 0.3% | 2025-Q4 stale |
| PBMares Wealth Management LLC added | 239,983 | $9M | 0.3% | 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.