Who owns DIVE (DIVE)
Which tracked institutional funds hold DIVE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DIVE 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 DIVE is one-sided between 2025-Q4 and 2026-Q1: 2 added or opened and 6 trimmed or exited — on balance reducing.
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
DIVE’s largest tracked holder by dollar value, Dana Investment Advisors, Inc., sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DIVE 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 13 tracked filers holding DIVE, 10 increased or opened the position and 4 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 DIVE 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.
Largest adds
- OSAIC HOLDINGS, INC.$2M
- ENVESTNET ASSET MANAGEMENT INC$1M
Largest trims
- Dana Investment Advisors, Inc.$20M
- CAPTRUST FINANCIAL ADVISORS$2M
- CWM, LLC$1M
- Bank of New York Mellon Corp$992K
- Concurrent Investment Advisors, LLC$575K
- &PARTNERS$258K
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 |
|---|---|---|---|---|
| Dana Investment Advisors, Inc. trimmed | 1,106,440 | $27M | 48.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 399,443 | $10M | 17.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 143,911 | $3M | 6.3% | 2026-Q1 |
| &PARTNERS added | 147,467 | $3M | 5.4% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 131,355 | $3M | 4.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 127,184 | $3M | 4.6% | 2026-Q1 |
| CWM, LLC trimmed | 28,329 | $713K | 1.3% | 2026-Q1 |
| Huntleigh Advisors, Inc. added | 14,968 | $361K | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 13,003 | $327K | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 10,806 | $272K | 0.5% | 2026-Q1 |
| Sound Income Strategies, LLC new | 12,935 | $264K | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 8,439 | $204K | 0.4% | 2026-Q1 |
| UBS Group AG new | 108 | $3K | 0.0% | 2026-Q1 |
| 1858 WEALTH MANAGEMENT, LLC new | 129,173 | $3M | 5.9% | 2025-Q3 stale |
| FULLCIRCLE WEALTH LLC new | 65,843 | $2M | 3.0% | 2025-Q3 stale |
| Skyline Advisors, Inc. new | 17,034 | $419K | 0.8% | 2025-Q4 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.