Who owns DJP
Which tracked institutional funds hold DJP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DJP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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 DJP is one-sided between 2026-Q1 and 2026-Q2: 13 added or opened and 43 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
DJP’s largest tracked holder by dollar value, BLB&B Advisors, LLC, sizes it at 3.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DJP 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 132 tracked filers holding DJP, 51 increased or opened the position and 76 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 DJP 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
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Coppell Advisory Solutions LLC$1M
Full exits 13
- Cambridge Investment Research Advisors, Inc.$9M
- Stonehearth Capital Management, LLC$7M
- Peregrine Asset Advisers, Inc.$6M
- FLOW TRADERS U.S. LLC$3M
- FSA WEALTH PARTNERS, INC.$2M
- Janney Montgomery Scott LLC$2M
Largest adds
- CIBC Bancorp USA Inc.$5M
- Ironwood Wealth Management, LLC.$4M
- SAX WEALTH ADVISORS, LLC$2M
- Global Endowment Management, LP$2M
- CAMELOT TECHNOLOGY ADVISORS, INC.$1M
- Cresset Asset Management, LLC$536K
Largest trims
- BLB&B Advisors, LLC$11M
- Cassaday & Co Wealth Management LLC$6M
- CROBAN$5M
- JANE STREET GROUP, LLC$5M
- OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$3M
- DIMENSION CAPITAL MANAGEMENT LLC$2M
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 |
|---|---|---|---|---|
| BLB&B Advisors, LLC trimmed | 2,353,733 | $103M | 19.4% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC added | 1,376,491 | $60M | 11.4% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 1,357,750 | $59M | 11.2% | 2026-Q2 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC trimmed | 710,414 | $31M | 5.9% | 2026-Q2 |
| DIMENSION CAPITAL MANAGEMENT LLC trimmed | 478,880 | $21M | 4.0% | 2026-Q2 |
| Badgley Phelps Wealth Managers, LLC added | 457,278 | $20M | 3.8% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 331,604 | $14M | 2.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 259,765 | $12M | 2.2% | 2026-Q2 |
| Global Endowment Management, LP added | 254,683 | $11M | 2.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 215,325 | $9M | 1.8% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC trimmed | 214,572 | $10M | 2.0% | 2026-Q2 |
| CERTUITY, LLC | 204,390 | $9M | 1.7% | 2026-Q2 |
| UNIQUE WEALTH, LLC trimmed | 203,147 | $9M | 1.7% | 2026-Q2 |
| Ironwood Wealth Management, LLC. added | 200,360 | $9M | 1.7% | 2026-Q2 |
| Heartland Bank & Trust Co added | 197,654 | $9M | 1.6% | 2026-Q2 |
| CoreCap Advisors, LLC added | 194,331 | $8M | 1.6% | 2026-Q2 |
| Legend Financial Advisors, Inc. trimmed | 192,783 | $8M | 1.6% | 2026-Q2 |
| CULTIVAR CAPITAL, INC. added | 183,482 | $8M | 1.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 179,598 | $8M | 1.5% | 2026-Q2 |
| ACIMA PRIVATE WEALTH, LLC trimmed | 162,587 | $7M | 1.3% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS added | 146,170 | $6M | 1.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 142,999 | $6M | 1.2% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 117,469 | $5M | 1.0% | 2026-Q2 |
| Ackerman Capital Advisors, LLC trimmed | 113,761 | $5M | 0.9% | 2026-Q2 |
| Bruce G. Allen Investments, LLC added | 103,957 | $5M | 0.9% | 2026-Q2 |
| Idaho Trust Co added | 101,717 | $4M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 98,466 | $4M | 0.8% | 2026-Q2 |
| HANCOCK WHITNEY CORP trimmed | 86,677 | $4M | 0.7% | 2026-Q2 |
| RiverGlades Family Offices LLC trimmed | 74,740 | $3M | 0.6% | 2026-Q2 |
| MORGAN STANLEY added | 70,412 | $3M | 0.6% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 64,416 | $3M | 0.6% | 2026-Q2 |
| WLTH Capital Management, LLC added | 62,280 | $3M | 0.5% | 2026-Q2 |
| Peak Financial Management, Inc. trimmed | 45,596 | $2M | 0.4% | 2026-Q2 |
| Cresset Asset Management, LLC added | 44,907 | $2M | 0.4% | 2026-Q2 |
| Washington Trust Bank trimmed | 44,823 | $2M | 0.4% | 2026-Q2 |
| Patten Group, Inc. trimmed | 40,613 | $2M | 0.3% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 39,554 | $2M | 0.4% | 2026-Q2 |
| CAMELOT TECHNOLOGY ADVISORS, INC. added | 39,053 | $2M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 37,703 | $2M | 0.3% | 2026-Q2 |
| Marino Management, LLC | 33,691 | $1M | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 33,618 | $1M | 0.3% | 2026-Q2 |
| Sharper & Granite LLC trimmed | 32,533 | $1M | 0.3% | 2026-Q2 |
| MONECO ADVISORS, LLC trimmed | 32,114 | $1M | 0.3% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 32,097 | $1M | 0.3% | 2026-Q2 |
| Avestar Capital, LLC | 31,000 | $1M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 30,391 | $1M | 0.3% | 2026-Q2 |
| Fort Point Capital Partners LLC | 25,427 | $1M | 0.2% | 2026-Q2 |
| Baker Avenue Asset Management, LP added | 23,126 | $1M | 0.2% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC added | 22,091 | $966K | 0.2% | 2026-Q2 |
| BAILARD, INC. | 22,000 | $962K | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 19,796 | $865K | 0.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 19,683 | $860K | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 19,610 | $857K | 0.2% | 2026-Q2 |
| Atria Investments, Inc trimmed | 19,433 | $849K | 0.2% | 2026-Q2 |
| Snowden Capital Advisors LLC | 19,390 | $848K | 0.2% | 2026-Q2 |
| Slow Capital, Inc. trimmed | 17,671 | $772K | 0.1% | 2026-Q2 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. trimmed | 17,365 | $759K | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 17,179 | $751K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 16,745 | $732K | 0.1% | 2026-Q2 |
| MontVue Capital Management, Inc. trimmed | 16,210 | $709K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 14,365 | $628K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 14,101 | $617K | 0.1% | 2026-Q2 |
| CROBAN trimmed | 13,980 | $611K | 0.1% | 2026-Q2 |
| D.B. Root & Company, LLC added | 13,725 | $600K | 0.1% | 2026-Q2 |
| Associated Banc-Corp added | 13,217 | $578K | 0.1% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 13,000 | $568K | 0.1% | 2026-Q2 |
| UBS Group AG added | 12,453 | $544K | 0.1% | 2026-Q2 |
| Apeiron RIA LLC added | 11,340 | $496K | 0.1% | 2026-Q2 |
| HB Wealth Management, LLC added | 11,193 | $489K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC | 10,466 | $457K | 0.1% | 2026-Q2 |
| Pitcairn Wealth Advisors LLC | 10,413 | $455K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 10,294 | $450K | 0.1% | 2026-Q2 |
| BARCLAYS PLC | 10,200 | $446K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 9,187 | $402K | 0.1% | 2026-Q2 |
| BRIGHTON JONES LLC | 8,817 | $385K | 0.1% | 2026-Q2 |
| Boston Standard Wealth Management, LLC | 8,716 | $380K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 8,685 | $380K | 0.1% | 2026-Q2 |
| Upper Left Wealth Management, LLC added | 8,375 | $366K | 0.1% | 2026-Q2 |
| Capstone Wealth Management Group, Inc. new | 8,335 | $364K | 0.1% | 2026-Q2 |
| Bangor Savings Bank | 8,250 | $361K | 0.1% | 2026-Q2 |
| PDS Planning, Inc | 8,067 | $353K | 0.1% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. | 8,050 | $352K | 0.1% | 2026-Q2 |
| Measured Wealth Private Client Group, LLC trimmed | 8,005 | $350K | 0.1% | 2026-Q2 |
| ALLSTREET CAPITAL ADVISORS LLC | 7,199 | $315K | 0.1% | 2026-Q2 |
| Empower Advisory Group, LLC | 7,091 | $310K | 0.1% | 2026-Q2 |
| CARDIFF PARK ADVISORS, LLC | 7,072 | $309K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 6,808 | $298K | 0.1% | 2026-Q2 |
| Pinnacle Financial Group, LLC / IL added | 6,715 | $294K | 0.1% | 2026-Q2 |
| Colony Family Offices, LLC trimmed | 6,574 | $287K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC | 6,202 | $271K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 6,090 | $266K | 0.1% | 2026-Q2 |
| Allworth Financial LP added | 6,081 | $266K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. | 5,642 | $272K | 0.1% | 2026-Q2 |
| LIBERTY SQUARE WEALTH PARTNERS LLC trimmed | 5,582 | $244K | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP new | 5,553 | $243K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 5,410 | $236K | 0.0% | 2026-Q2 |
| WBH ADVISORY INC | 4,918 | $215K | 0.0% | 2026-Q2 |
| MAI Capital Management | 4,844 | $212K | 0.0% | 2026-Q2 |
| Vise Technologies, Inc. new | 4,810 | $210K | 0.0% | 2026-Q2 |
| Coppell Advisory Solutions LLC | 100 | $1M | 0.3% | 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.