Who owns DJD
Which tracked institutional funds hold DJD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DJD 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
13 tracked funds added or opened DJD while 6 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
DJD’s largest tracked holder by dollar value, LPL Financial LLC, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DJD 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 91 tracked filers holding DJD, 46 increased or opened the position and 38 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 DJD 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 5
- ABSOLUTE CAPITAL MANAGEMENT, LLC$7M
- WCG Wealth Advisors LLC$3M
- PW Nova Financial Services LLC$2M
- CreativeOne Wealth, LLC$1M
- CIBC Bancorp USA Inc.$597K
Full exits 1
- CIBC Private Wealth Group LLC$571K
Largest adds
- World Investment Advisors$2M
- OSAIC HOLDINGS, INC.$1M
- David Kennon Inc$1M
- BANK OF AMERICA CORP /DE/$765K
- MRA Advisory Group$745K
- CIBC WORLD MARKET INC.$601K
Largest trims
- LPL Financial LLC$6M
- GTS SECURITIES LLC$681K
- Integrated Wealth Concepts LLC$507K
- BANK OF MONTREAL /CAN/$454K
- WealthPlan Investment Management, LLC$290K
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 |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 517,314 | $31M | 19.2% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 484,818 | $29M | 18.0% | 2026-Q1 |
| MRA Advisory Group added | 248,929 | $15M | 9.2% | 2026-Q1 |
| David Kennon Inc added | 216,952 | $13M | 8.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 153,319 | $9M | 5.7% | 2026-Q1 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC new | 110,100 | $7M | 4.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 69,545 | $4M | 2.6% | 2026-Q1 |
| Cetera Investment Advisers added | 48,457 | $3M | 1.8% | 2026-Q1 |
| WCG Wealth Advisors LLC new | 46,094 | $3M | 1.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 42,065 | $3M | 1.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 40,435 | $2M | 1.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 39,712 | $2M | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 38,179 | $2M | 1.4% | 2026-Q1 |
| World Investment Advisors added | 37,653 | $2M | 1.4% | 2026-Q1 |
| Venture Visionary Partners LLC | 31,249 | $2M | 1.2% | 2026-Q1 |
| RETIREMENT PLANNING GROUP, LLC / NY trimmed | 29,653 | $2M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 29,493 | $2M | 1.1% | 2026-Q1 |
| PW Nova Financial Services LLC new | 26,919 | $2M | 1.0% | 2026-Q1 |
| Keebeck Wealth Management | 26,390 | $2M | 1.0% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 25,339 | $2M | 0.9% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 21,478 | $1M | 0.8% | 2026-Q1 |
| CreativeOne Wealth, LLC new | 18,423 | $1M | 0.7% | 2026-Q1 |
| Private Advisor Group, LLC added | 16,136 | $964K | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 15,541 | $928K | 0.6% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 15,200 | $908K | 0.6% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 14,250 | $851K | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 14,086 | $841K | 0.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 11,506 | $678K | 0.4% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 10,570 | $631K | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC | 10,407 | $622K | 0.4% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 10,022 | $599K | 0.4% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 10,000 | $597K | 0.4% | 2026-Q1 |
| UBS Group AG added | 9,167 | $548K | 0.3% | 2026-Q1 |
| NTV Asset Management LLC trimmed | 8,925 | $533K | 0.3% | 2026-Q1 |
| Three Cord True Wealth Management, LLC | 8,775 | $524K | 0.3% | 2026-Q1 |
| WealthPlan Investment Management, LLC trimmed | 8,570 | $512K | 0.3% | 2026-Q1 |
| Storen Legacy Partners, LLC trimmed | 8,129 | $486K | 0.3% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC trimmed | 7,629 | $456K | 0.3% | 2026-Q1 |
| Astoria Portfolio Advisors LLC. | 7,400 | $444K | 0.3% | 2026-Q1 |
| Kovack Advisors, Inc. | 6,347 | $376K | 0.2% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC new | 5,653 | $338K | 0.2% | 2026-Q1 |
| Essex Financial Services, Inc. | 5,592 | $334K | 0.2% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 5,572 | $333K | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 5,548 | $331K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 5,398 | $322K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 5,196 | $310K | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 4,784 | $286K | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 4,514 | $270K | 0.2% | 2026-Q1 |
| Krilogy Financial LLC trimmed | 4,462 | $268K | 0.2% | 2026-Q1 |
| Mariner, LLC new | 4,394 | $262K | 0.2% | 2026-Q1 |
| Regal Investment Advisors LLC new | 4,095 | $245K | 0.2% | 2026-Q1 |
| Creative Planning added | 4,035 | $241K | 0.1% | 2026-Q1 |
| Creekside Partners | 4,000 | $239K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 3,985 | $238K | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 3,979 | $238K | 0.1% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 3,592 | $215K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 3,465 | $207K | 0.1% | 2026-Q1 |
| HHM Wealth Advisors, LLC trimmed | 3,139 | $188K | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC new | 2,910 | $174K | 0.1% | 2026-Q1 |
| FMR LLC added | 2,713 | $162K | 0.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 50,046 | $161K | 0.1% | 2026-Q1 |
| MORGAN STANLEY added | 1,987 | $119K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1,536 | $92K | 0.1% | 2026-Q1 |
| Pflug Koory, LLC added | 1,483 | $89K | 0.1% | 2026-Q1 |
| Cherry Tree Wealth Management, LLC | 1,100 | $66K | 0.0% | 2026-Q1 |
| Synergy Investment Management, LLC trimmed | 1,000 | $60K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 795 | $48K | 0.0% | 2026-Q1 |
| Asset Dedication, LLC | 791 | $47K | 0.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 760 | $45K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 625 | $37K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC added | 586 | $35K | 0.0% | 2026-Q1 |
| Innovative Asset Advisors Group, LLC new | 526 | $31K | 0.0% | 2026-Q1 |
| Medallion Wealth Advisors, LLC | 450 | $27K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 434 | $26K | 0.0% | 2026-Q1 |
| SYM FINANCIAL Corp trimmed | 405 | $24K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 383 | $23K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP | 352 | $21K | 0.0% | 2026-Q1 |
| Sound Income Strategies, LLC | 341 | $20K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 325 | $19K | 0.0% | 2026-Q1 |
| VANGUARD ADVISERS INC new | 317 | $19K | 0.0% | 2026-Q1 |
| Tradewinds Capital Management, LLC new | 312 | $19K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 233 | $14K | 0.0% | 2026-Q1 |
| Good Life Advisors, LLC added | 11,547 | $614K | 0.4% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 10,379 | $573K | 0.4% | 2025-Q3 stale |
| CIBC Private Wealth Group LLC | 10,000 | $571K | 0.4% | 2025-Q4 stale |
| BRASS TAX WEALTH MANAGEMENT, INC added | 10,335 | $571K | 0.4% | 2025-Q3 stale |
| WORLD EQUITY GROUP, INC. new | 9,916 | $527K | 0.3% | 2025-Q2 stale |
| GWN SECURITIES INC. new | 8,689 | $441K | 0.3% | 2025-Q1 stale |
| Barry Investment Advisors, LLC trimmed | 7,565 | $417K | 0.3% | 2025-Q3 stale |
| Kovitz Investment Group Partners, LLC | 5,468 | $302K | 0.2% | 2025-Q3 stale |
| Transform Wealth, LLC added | 5,468 | $289K | 0.2% | 2025-Q1 stale |
| Advisor Resource Council | 5,350 | $283K | 0.2% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 4,131 | $236K | 0.1% | 2025-Q4 stale |
| PARK AVENUE SECURITIES LLC trimmed | 4,417 | $233K | 0.1% | 2025-Q1 stale |
| BRIGHTON JONES LLC new | 3,778 | $209K | 0.1% | 2025-Q3 stale |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV new | 3,000 | $171K | 0.1% | 2025-Q4 stale |
| Berkshire Money Management, Inc. new | 1,551 | $82K | 0.1% | 2025-Q2 stale |
| Ankerstar Wealth, LLC new | 1,200 | $69K | 0.0% | 2025-Q4 stale |
| BLAIR WILLIAM & CO/IL added | 477 | $27K | 0.0% | 2025-Q4 stale |
| Bogart Wealth, LLC added | 468 | $27K | 0.0% | 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.