Who owns 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-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
The tracked-fund tape on DISV is one-sided between 2026-Q1 and 2026-Q2: 136 added or opened and 45 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 1.7% of theirs — a 1.1pp 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 2026-Q1 and 2026-Q2, across 454 tracked filers holding DISV, 285 increased or opened the position and 164 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 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 20
- Evanson Financial, LLC$49M
- Baird Financial Group, Inc.$7M
- Seven Bridges Advisors LLC$6M
- Karpus Management, Inc.$4M
- MARYLAND CAPITAL ADVISORS INC.$3M
- Liberty Capital Management, Inc.$2M
Full exits 23
- Evanson Asset Management, LLC$47M
- EXENCIAL WEALTH ADVISORS, LLC$46M
- HighTower Advisors, LLC$40M
- Premier Financial Group$30M
- DiNuzzo Private Wealth, Inc.$26M
- von Borstel & Associates, Inc.$15M
Largest adds
- UBS Group AG$98M
- Savant Capital, LLC$69M
- BANK OF AMERICA CORP /DE/$31M
- Integrated Wealth Concepts LLC$29M
- ASSETMARK, INC$15M
- Focus Partners Advisor Solutions, LLC$11M
Largest trims
- MATHER GROUP, LLC.$17M
- Focus Partners Wealth$10M
- JANE STREET GROUP, LLC$8M
- Abacus Wealth Partners, LLC$4M
- Allworth Financial LP$3M
- ENVESTNET ASSET MANAGEMENT INC$3M
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 |
|---|---|---|---|---|
| Focus Partners Wealth trimmed | 13,414,075 | $538M | 17.0% | 2026-Q2 |
| Forum Financial Management, LP added | 5,642,966 | $226M | 7.1% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 5,210,680 | $209M | 6.6% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 3,118,868 | $125M | 4.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,991,895 | $120M | 3.8% | 2026-Q2 |
| Savant Capital, LLC added | 2,629,312 | $109M | 3.5% | 2026-Q2 |
| UBS Group AG added | 2,485,157 | $100M | 3.1% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 2,385,040 | $96M | 3.0% | 2026-Q2 |
| Cerity Partners LLC added | 1,592,790 | $64M | 2.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 1,413,192 | $57M | 1.8% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,318,379 | $53M | 1.7% | 2026-Q2 |
| Evanson Financial, LLC new | 1,210,764 | $49M | 1.5% | 2026-Q2 |
| Asset Dedication, LLC trimmed | 1,210,491 | $49M | 1.5% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 1,024,687 | $41M | 1.3% | 2026-Q2 |
| MONOGRAPH WEALTH ADVISORS, LLC added | 979,700 | $39M | 1.2% | 2026-Q2 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC added | 958,337 | $38M | 1.2% | 2026-Q2 |
| Creative Planning trimmed | 877,952 | $35M | 1.1% | 2026-Q2 |
| GREAT OAK CAPITAL PARTNERS, LLC added | 871,449 | $35M | 1.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 829,638 | $33M | 1.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 823,817 | $33M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 815,545 | $33M | 1.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 786,039 | $32M | 1.0% | 2026-Q2 |
| Planning Center, Inc. added | 697,483 | $28M | 0.9% | 2026-Q2 |
| Index Fund Advisors, Inc. added | 654,082 | $26M | 0.8% | 2026-Q2 |
| Integris Wealth Management, LLC trimmed | 626,662 | $25M | 0.8% | 2026-Q2 |
| William Mack & Associates, Inc. added | 588,902 | $24M | 0.7% | 2026-Q2 |
| Modera Wealth Management, LLC added | 587,313 | $24M | 0.7% | 2026-Q2 |
| EARNED WEALTH ADVISORS, LLC added | 540,473 | $22M | 0.7% | 2026-Q2 |
| Baker Ellis Asset Management LLC trimmed | 539,546 | $22M | 0.7% | 2026-Q2 |
| Rather & Kittrell, Inc. added | 539,288 | $22M | 0.7% | 2026-Q2 |
| NorthAvenue LLC trimmed | 535,354 | $21M | 0.7% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 533,748 | $21M | 0.7% | 2026-Q2 |
| Financial Harvest, LLC added | 531,085 | $21M | 0.7% | 2026-Q2 |
| Smartleaf Asset Management LLC | 513,430 | $21M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 491,240 | $20M | 0.6% | 2026-Q2 |
| Equita Financial Network, Inc. added | 483,741 | $19M | 0.6% | 2026-Q2 |
| Quantum Financial Advisors, LLC added | 482,001 | $19M | 0.6% | 2026-Q2 |
| Henrickson Nauta Wealth Advisors, Inc. added | 468,855 | $19M | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 461,410 | $19M | 0.6% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 449,274 | $18M | 0.6% | 2026-Q2 |
| MB Generational Wealth, LLC added | 444,342 | $18M | 0.6% | 2026-Q2 |
| Shakespeare Wealth Management, LLC added | 436,894 | $18M | 0.6% | 2026-Q2 |
| KEB ASSET MANAGEMENT, LLC trimmed | 425,660 | $17M | 0.5% | 2026-Q2 |
| LRI Investments, LLC trimmed | 414,353 | $17M | 0.5% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 386,882 | $16M | 0.5% | 2026-Q2 |
| ASSETMARK, INC added | 383,077 | $15M | 0.5% | 2026-Q2 |
| Seaside Wealth Management, Inc. added | 372,300 | $15M | 0.5% | 2026-Q2 |
| CARDIFF PARK ADVISORS, LLC added | 369,260 | $15M | 0.5% | 2026-Q2 |
| Parkwoods Wealth Partners, LLC added | 367,558 | $15M | 0.5% | 2026-Q2 |
| Hill Investment Group Partners, LLC trimmed | 350,535 | $14M | 0.4% | 2026-Q2 |
| Miramar Fiduciary Corp trimmed | 337,798 | $14M | 0.4% | 2026-Q2 |
| Pathstone Holdings, LLC added | 329,461 | $13M | 0.4% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 321,370 | $13M | 0.4% | 2026-Q2 |
| Sensible Money, LLC added | 319,752 | $13M | 0.4% | 2026-Q2 |
| Meritas Wealth Management, LLC added | 318,207 | $13M | 0.4% | 2026-Q2 |
| Krilogy Financial LLC trimmed | 314,038 | $13M | 0.4% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 311,960 | $13M | 0.4% | 2026-Q2 |
| United Wealth Management, LLC trimmed | 310,662 | $12M | 0.4% | 2026-Q2 |
| Guardian Wealth Management, LLC trimmed | 303,274 | $12M | 0.4% | 2026-Q2 |
| Sterling Financial Planning, Inc. added | 302,926 | $12M | 0.4% | 2026-Q2 |
| Twin Cities Retirement Group LLC trimmed | 300,631 | $12M | 0.4% | 2026-Q2 |
| KILNER CAPITAL ADVISORS, LLC trimmed | 292,082 | $12M | 0.4% | 2026-Q2 |
| Apella Capital, LLC added | 290,554 | $12M | 0.4% | 2026-Q2 |
| Keyes, Stange & Wooten Wealth Management, LLC trimmed | 290,048 | $12M | 0.4% | 2026-Q2 |
| DRAVO BAY LLC added | 285,637 | $11M | 0.4% | 2026-Q2 |
| Quadcap Wealth Management, LLC added | 285,217 | $11M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 279,311 | $11M | 0.4% | 2026-Q2 |
| Hassell Wealth Management, LLC added | 276,356 | $11M | 0.4% | 2026-Q2 |
| Physician Wealth Solutions Inc. trimmed | 276,090 | $11M | 0.3% | 2026-Q2 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. added | 266,152 | $11M | 0.3% | 2026-Q2 |
| Pacific Sage Partners, LLC added | 261,382 | $10M | 0.3% | 2026-Q2 |
| Integrity Advisory Solutions, LLC added | 259,619 | $10M | 0.3% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 257,883 | $10M | 0.3% | 2026-Q2 |
| Squire Investment Management Company, LLC added | 255,262 | $10M | 0.3% | 2026-Q2 |
| Financial Architects, LLC added | 247,315 | $10M | 0.3% | 2026-Q2 |
| PINNEY & SCOFIELD, INC. added | 245,067 | $10M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 241,786 | $10M | 0.3% | 2026-Q2 |
| Yardley Wealth Management LLC added | 236,745 | $10M | 0.3% | 2026-Q2 |
| Financial Symmetry Inc added | 231,586 | $9M | 0.3% | 2026-Q2 |
| Advisory Alpha, LLC added | 227,732 | $9M | 0.3% | 2026-Q2 |
| FISCHER INVESTMENT STRATEGIES, LLC trimmed | 227,493 | $9M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 226,926 | $9M | 0.3% | 2026-Q2 |
| Greenline Partners, LLC trimmed | 226,207 | $9M | 0.3% | 2026-Q2 |
| Private Wealth Management Group, LLC trimmed | 223,006 | $9M | 0.3% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS added | 221,672 | $9M | 0.3% | 2026-Q2 |
| COLLECTIVE FAMILY OFFICE LLC added | 221,000 | $9M | 0.3% | 2026-Q2 |
| Shotwell Rutter Baer Inc trimmed | 216,654 | $9M | 0.3% | 2026-Q2 |
| SACHEM HILL LLC trimmed | 208,314 | $8M | 0.3% | 2026-Q2 |
| 25 LLC added | 200,601 | $8M | 0.3% | 2026-Q2 |
| Aerodigm Wealth, LLC trimmed | 197,819 | $8M | 0.3% | 2026-Q2 |
| CLARIS ADVISORS, LLC / MO / trimmed | 197,686 | $8M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 195,542 | $8M | 0.2% | 2026-Q2 |
| EQ WEALTH ADVISORS, LLC trimmed | 192,541 | $8M | 0.2% | 2026-Q2 |
| Sepio Capital, LP added | 191,566 | $8M | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 191,428 | $8M | 0.2% | 2026-Q2 |
| IFG Advisory, LLC added | 190,046 | $8M | 0.2% | 2026-Q2 |
| Astra Wealth Partners LLC added | 188,187 | $8M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 186,805 | $7M | 0.2% | 2026-Q2 |
| Wealth Advisors Northwest LLC added | 181,154 | $7M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 178,048 | $7M | 0.2% | 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.