Who owns DJP (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-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 DJP is one-sided between 2025-Q4 and 2026-Q1: 55 added or opened and 10 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
DJP’s largest tracked holder by dollar value, BLB&B Advisors, LLC, sizes it at 4.7% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 4.6pp 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 2025-Q4 and 2026-Q1, across 144 tracked filers holding DJP, 73 increased or opened the position and 52 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 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 11
- CIBC Bancorp USA Inc.$55M
- Stonehearth Capital Management, LLC$7M
- Peregrine Asset Advisers, Inc.$6M
- JANE STREET GROUP, LLC$5M
- RiverGlades Family Offices LLC$4M
- FLOW TRADERS U.S. LLC$3M
Full exits 6
- Brooklands Fund Management Ltd$4M
- Compound Planning, Inc.$3M
- B. Riley Wealth Advisors, Inc.$3M
- Vontobel Holding Ltd.$1M
- Main Street Financial Solutions, LLC$693K
- TRUIST FINANCIAL CORP$677K
Largest adds
- BLB&B Advisors, LLC$25M
- Cassaday & Co Wealth Management LLC$15M
- JPMORGAN CHASE & CO$7M
- OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$7M
- DIMENSION CAPITAL MANAGEMENT LLC$5M
- Badgley Phelps Wealth Managers, LLC$5M
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3M
- NVWM, LLC$638K
- Chicago Partners Investment Group LLC$361K
- Empower Advisory Group, LLC$298K
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 |
|---|---|---|---|---|
| BLB&B Advisors, LLC added | 2,363,951 | $114M | 18.3% | 2026-Q1 |
| Cassaday & Co Wealth Management LLC added | 1,367,099 | $66M | 10.6% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 1,137,153 | $55M | 8.8% | 2026-Q1 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC trimmed | 715,805 | $34M | 5.5% | 2026-Q1 |
| DIMENSION CAPITAL MANAGEMENT LLC trimmed | 485,709 | $23M | 3.8% | 2026-Q1 |
| Badgley Phelps Wealth Managers, LLC added | 448,468 | $22M | 3.5% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 329,693 | $16M | 2.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 276,180 | $14M | 2.2% | 2026-Q1 |
| UNIQUE WEALTH, LLC added | 207,161 | $10M | 1.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 206,113 | $10M | 1.6% | 2026-Q1 |
| CERTUITY, LLC | 204,390 | $10M | 1.6% | 2026-Q1 |
| Legend Financial Advisors, Inc. trimmed | 199,416 | $10M | 1.5% | 2026-Q1 |
| Global Endowment Management, LP added | 198,685 | $10M | 1.5% | 2026-Q1 |
| Heartland Bank & Trust Co added | 196,355 | $9M | 1.5% | 2026-Q1 |
| CoreCap Advisors, LLC added | 190,938 | $9M | 1.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 186,676 | $9M | 1.4% | 2026-Q1 |
| CULTIVAR CAPITAL, INC. added | 180,735 | $9M | 1.4% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 229,962 | $9M | 1.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 179,182 | $9M | 1.4% | 2026-Q1 |
| ACIMA PRIVATE WEALTH, LLC trimmed | 174,272 | $8M | 1.3% | 2026-Q1 |
| Stonehearth Capital Management, LLC trimmed | 152,846 | $7M | 1.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 148,405 | $7M | 1.1% | 2026-Q1 |
| FIRST FOUNDATION ADVISORS added | 142,741 | $7M | 1.1% | 2026-Q1 |
| CROBAN added | 122,687 | $6M | 0.9% | 2026-Q1 |
| Waverly Advisors, LLC added | 117,724 | $6M | 0.9% | 2026-Q1 |
| Peregrine Asset Advisers, Inc. new | 115,149 | $6M | 0.9% | 2026-Q1 |
| Ackerman Capital Advisors, LLC trimmed | 113,838 | $5M | 0.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 107,632 | $5M | 0.8% | 2026-Q1 |
| Ironwood Wealth Management, LLC. added | 104,821 | $5M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 98,745 | $5M | 0.8% | 2026-Q1 |
| Bruce G. Allen Investments, LLC trimmed | 98,123 | $5M | 0.8% | 2026-Q1 |
| Idaho Trust Co added | 92,845 | $4M | 0.7% | 2026-Q1 |
| HANCOCK WHITNEY CORP trimmed | 86,777 | $4M | 0.7% | 2026-Q1 |
| RiverGlades Family Offices LLC added | 80,675 | $4M | 0.6% | 2026-Q1 |
| MORGAN STANLEY added | 67,666 | $3M | 0.5% | 2026-Q1 |
| Ethos Financial Group, LLC added | 63,090 | $3M | 0.5% | 2026-Q1 |
| WLTH Capital Management, LLC trimmed | 62,025 | $3M | 0.5% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 57,975 | $3M | 0.4% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 56,402 | $3M | 0.4% | 2026-Q1 |
| Washington Trust Bank trimmed | 52,482 | $3M | 0.4% | 2026-Q1 |
| Patten Group, Inc. added | 49,857 | $2M | 0.4% | 2026-Q1 |
| Peak Financial Management, Inc. trimmed | 45,821 | $2M | 0.4% | 2026-Q1 |
| FSA WEALTH PARTNERS, INC. added | 36,633 | $2M | 0.3% | 2026-Q1 |
| Sharper & Granite LLC trimmed | 35,508 | $2M | 0.3% | 2026-Q1 |
| Lido Advisors, LLC | 34,261 | $2M | 0.3% | 2026-Q1 |
| Marino Management, LLC | 33,691 | $2M | 0.3% | 2026-Q1 |
| MONECO ADVISORS, LLC trimmed | 33,189 | $2M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 32,952 | $2M | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 30,480 | $1M | 0.2% | 2026-Q1 |
| Cresset Asset Management, LLC added | 29,630 | $1M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 28,569 | $1M | 0.2% | 2026-Q1 |
| Fullerton Fund Management Co Ltd. new | 25,622 | $1M | 0.2% | 2026-Q1 |
| Fort Point Capital Partners LLC trimmed | 25,427 | $1M | 0.2% | 2026-Q1 |
| Blueprint Investment Partners LLC trimmed | 24,523 | $1M | 0.2% | 2026-Q1 |
| Lansing Street Advisors added | 24,336 | $1M | 0.2% | 2026-Q1 |
| BAILARD, INC. | 22,000 | $1M | 0.2% | 2026-Q1 |
| Avestar Capital, LLC | 31,000 | $1M | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 21,457 | $1M | 0.2% | 2026-Q1 |
| Atria Investments, Inc trimmed | 20,388 | $981K | 0.2% | 2026-Q1 |
| Baker Avenue Asset Management, LP added | 20,028 | $964K | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 19,997 | $963K | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 19,601 | $944K | 0.2% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC added | 19,450 | $936K | 0.2% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 19,390 | $933K | 0.1% | 2026-Q1 |
| Topel & Distasi Wealth Management, LLC | 18,455 | $888K | 0.1% | 2026-Q1 |
| Slow Capital, Inc. trimmed | 18,074 | $870K | 0.1% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 17,694 | $852K | 0.1% | 2026-Q1 |
| Wealth Enhancement Trust Services, Inc. added | 17,624 | $848K | 0.1% | 2026-Q1 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 17,570 | $846K | 0.1% | 2026-Q1 |
| MontVue Capital Management, Inc. added | 17,296 | $833K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 16,825 | $810K | 0.1% | 2026-Q1 |
| JTC Employer Solutions Trustee Ltd | 16,090 | $774K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 15,518 | $747K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 15,152 | $729K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 13,911 | $670K | 0.1% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 13,000 | $626K | 0.1% | 2026-Q1 |
| D.B. Root & Company, LLC added | 12,650 | $609K | 0.1% | 2026-Q1 |
| Associated Banc-Corp added | 12,648 | $609K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 12,268 | $591K | 0.1% | 2026-Q1 |
| Apeiron RIA LLC added | 10,571 | $509K | 0.1% | 2026-Q1 |
| Parallel Advisors, LLC added | 10,466 | $504K | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 10,217 | $492K | 0.1% | 2026-Q1 |
| BARCLAYS PLC | 10,200 | $491K | 0.1% | 2026-Q1 |
| HB Wealth Management, LLC | 10,000 | $481K | 0.1% | 2026-Q1 |
| Parkside Financial Bank & Trust trimmed | 9,548 | $460K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 9,310 | $448K | 0.1% | 2026-Q1 |
| Forefront Wealth Partners, LLC new | 219,140 | $8M | 1.2% | 2025-Q3 stale |
| Brooklands Fund Management Ltd new | 154,000 | $4M | 0.7% | 2025-Q4 stale |
| Proficio Capital Partners LLC | 100,575 | $4M | 0.6% | 2025-Q3 stale |
| Compound Planning, Inc. new | 113,029 | $3M | 0.5% | 2025-Q4 stale |
| B. Riley Wealth Advisors, Inc. added | 69,373 | $3M | 0.4% | 2025-Q4 stale |
| AllSquare Wealth Management LLC added | 34,305 | $1M | 0.2% | 2025-Q3 stale |
| Vontobel Holding Ltd. added | 28,818 | $1M | 0.2% | 2025-Q4 stale |
| Cerity Partners LLC trimmed | 30,385 | $1M | 0.2% | 2025-Q3 stale |
| Main Street Financial Solutions, LLC added | 18,437 | $693K | 0.1% | 2025-Q4 stale |
| TRUIST FINANCIAL CORP added | 20,341 | $677K | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 18,678 | $660K | 0.1% | 2025-Q1 stale |
| Evanson Asset Management, LLC | 14,538 | $513K | 0.1% | 2025-Q1 stale |
| McElhenny Sheffield Capital Management, LLC trimmed | 13,271 | $499K | 0.1% | 2025-Q4 stale |
| Blue Line Capital, LLC / IL new | 12,758 | $480K | 0.1% | 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.