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-Q2 13F filings (latest filed 2026-08-14). 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 DJD is one-sided between 2026-Q1 and 2026-Q2: 14 added or opened and 4 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
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 2026-Q1 and 2026-Q2, across 93 tracked filers holding DJD, 51 increased or opened the position and 36 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 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 2
- Regatta Research & Money Management$1M
- Seek First Inc.$504K
Full exits 4
- David Kennon Inc$13M
- Integrated Wealth Concepts LLC$4M
- Janney Montgomery Scott LLC$1M
- GTS SECURITIES LLC$631K
Largest adds
- LPL Financial LLC$2M
- MRA Advisory Group$1M
- ABSOLUTE CAPITAL MANAGEMENT, LLC$1M
- ENVESTNET ASSET MANAGEMENT INC$981K
- CIBC WORLD MARKET INC.$847K
- ROYAL BANK OF CANADA$660K
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 | 515,213 | $33M | 19.3% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 470,413 | $30M | 17.6% | 2026-Q2 |
| MRA Advisory Group added | 252,799 | $16M | 9.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 147,756 | $9M | 5.5% | 2026-Q2 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC added | 119,600 | $8M | 4.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 53,597 | $3M | 2.0% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 48,177 | $3M | 1.8% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 42,800 | $3M | 1.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 41,864 | $3M | 1.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 41,257 | $3M | 1.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 40,902 | $3M | 1.5% | 2026-Q2 |
| World Investment Advisors trimmed | 36,308 | $2M | 1.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 31,797 | $2M | 1.2% | 2026-Q2 |
| Venture Visionary Partners LLC | 31,249 | $2M | 1.2% | 2026-Q2 |
| RETIREMENT PLANNING GROUP, LLC / NY trimmed | 29,164 | $2M | 1.1% | 2026-Q2 |
| PW Nova Financial Services LLC trimmed | 26,467 | $2M | 1.0% | 2026-Q2 |
| Keebeck Wealth Management | 26,390 | $2M | 1.0% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 25,084 | $2M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 23,676 | $2M | 0.9% | 2026-Q2 |
| Private Advisor Group, LLC added | 19,702 | $1M | 0.7% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 18,468 | $1M | 0.7% | 2026-Q2 |
| Regatta Research & Money Management new | 17,644 | $1M | 0.7% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 15,753 | $998K | 0.6% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 15,567 | $986K | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 14,896 | $946K | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 13,290 | $842K | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 12,369 | $784K | 0.5% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 10,501 | $665K | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC | 10,407 | $659K | 0.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 9,880 | $626K | 0.4% | 2026-Q2 |
| Three Cord True Wealth Management, LLC trimmed | 8,442 | $535K | 0.3% | 2026-Q2 |
| NTV Asset Management LLC trimmed | 8,313 | $527K | 0.3% | 2026-Q2 |
| Storen Legacy Partners, LLC added | 8,179 | $518K | 0.3% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 8,133 | $515K | 0.3% | 2026-Q2 |
| Seek First Inc. new | 7,947 | $504K | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 7,770 | $492K | 0.3% | 2026-Q2 |
| Astoria Portfolio Advisors LLC. | 7,400 | $469K | 0.3% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 6,304 | $400K | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 6,207 | $395K | 0.2% | 2026-Q2 |
| SeaCrest Wealth Management, LLC new | 6,083 | $386K | 0.2% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC | 5,653 | $358K | 0.2% | 2026-Q2 |
| Essex Financial Services, Inc. | 5,592 | $354K | 0.2% | 2026-Q2 |
| Focus Partners Wealth | 5,548 | $352K | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC new | 4,798 | $304K | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 4,676 | $296K | 0.2% | 2026-Q2 |
| Mariner, LLC added | 4,652 | $295K | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 4,544 | $288K | 0.2% | 2026-Q2 |
| Krilogy Financial LLC added | 4,463 | $283K | 0.2% | 2026-Q2 |
| Regal Investment Advisors LLC added | 4,322 | $274K | 0.2% | 2026-Q2 |
| FMR LLC added | 4,142 | $263K | 0.2% | 2026-Q2 |
| Creekside Partners | 4,000 | $253K | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc added | 3,992 | $253K | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 3,593 | $228K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 3,466 | $220K | 0.1% | 2026-Q2 |
| Spectrum Planning & Advisory Services Inc. new | 3,374 | $214K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 3,313 | $210K | 0.1% | 2026-Q2 |
| CAHILL FINANCIAL ADVISORS INC new | 3,181 | $202K | 0.1% | 2026-Q2 |
| HHM Wealth Advisors, LLC | 3,139 | $199K | 0.1% | 2026-Q2 |
| RMG Wealth Management LLC new | 2,858 | $161K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 2,129 | $135K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 2,121 | $134K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC new | 2,121 | $134K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 1,982 | $126K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1,522 | $96K | 0.1% | 2026-Q2 |
| Pflug Koory, LLC added | 1,487 | $94K | 0.1% | 2026-Q2 |
| Synergy Investment Management, LLC | 1,000 | $63K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 801 | $51K | 0.0% | 2026-Q2 |
| Asset Dedication, LLC | 791 | $50K | 0.0% | 2026-Q2 |
| Bogart Wealth, LLC added | 662 | $42K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 632 | $40K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 625 | $40K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 614 | $39K | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. new | 537 | $34K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 536 | $34K | 0.0% | 2026-Q2 |
| Medallion Wealth Advisors, LLC | 450 | $29K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 435 | $28K | 0.0% | 2026-Q2 |
| SYM FINANCIAL Corp added | 408 | $26K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 383 | $24K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC | 317 | $20K | 0.0% | 2026-Q2 |
| Tradewinds Capital Management, LLC added | 314 | $20K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ new | 270 | $17K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc | 150 | $10K | 0.0% | 2026-Q2 |
| VAN DEN BERG MANAGEMENT I, INC | 150 | $10K | 0.0% | 2026-Q2 |
| Fairscale Capital, LLC trimmed | 125 | $8K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 100 | $6K | 0.0% | 2026-Q2 |
| Capital Investment Counsel, Inc | 100 | $6K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 75 | $5K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 56 | $4K | 0.0% | 2026-Q2 |
| Costello Asset Management, INC | 54 | $3K | 0.0% | 2026-Q2 |
| Private Wealth Asset Management, LLC | 46 | $3K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 40 | $3K | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC | 4 | $254 | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. new | 1 | $39 | 0.0% | 2026-Q2 |
| David Kennon Inc added | 216,952 | $13M | 7.7% | 2026-Q1 stale (1 quarter behind) |
| Integrated Wealth Concepts LLC trimmed | 69,545 | $4M | 2.5% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 21,478 | $1M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC trimmed | 10,570 | $631K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| CIBC Private Wealth Group LLC | 10,000 | $571K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC added | 10,379 | $573K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Good Life Advisors, LLC added | 11,547 | $614K | 0.4% | 2025-Q2 stale (4 quarters behind) |
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.