Who owns DMAR (DMAR)
Which tracked institutional funds hold DMAR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DMAR 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
14 tracked funds added or opened DMAR while 14 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
DMAR’s largest tracked holder by dollar value, Spectrum Asset Management, Inc. (NB/CA), sizes it at 3.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DMAR 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 87 tracked filers holding DMAR, 34 increased or opened the position and 46 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 DMAR 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 4
- First International Bank of Israel Ltd.$10M
- JANE STREET GROUP, LLC$2M
- 1ST SOURCE BANK$1M
- Uniting Wealth Partners, LLC$792K
Full exits 5
- Foguth Wealth Management, LLC.$2M
- PRECEDENT WEALTH PARTNERS, LLC$1M
- CreativeOne Wealth, LLC$597K
- Signal Advisors Wealth, LLC$585K
- Schulz Wealth, LTD.$559K
Largest adds
- HARBOUR INVESTMENTS, INC.$2M
- LPL Financial LLC$1M
- Decker Wealth Management LLC$932K
- Kovack Advisors, Inc.$839K
- Kestra Advisory Services, LLC$834K
- Spectrum Asset Management, Inc. (NB/CA)$745K
Largest trims
- Cetera Investment Advisers$4M
- ENVESTNET ASSET MANAGEMENT INC$4M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- CWM, LLC$1M
- StoneX Group Inc.$852K
- IFP Advisors, Inc$698K
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 |
|---|---|---|---|---|
| Spectrum Asset Management, Inc. (NB/CA) added | 248,216 | $11M | 7.8% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 237,265 | $10M | 7.4% | 2026-Q1 |
| First International Bank of Israel Ltd. new | 236,000 | $10M | 7.4% | 2026-Q1 |
| Decker Wealth Management LLC added | 196,714 | $8M | 6.1% | 2026-Q1 |
| Wood Tarver Financial Group, LLC trimmed | 156,653 | $7M | 4.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 147,661 | $6M | 4.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 105,787 | $4M | 3.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 101,410 | $4M | 3.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 87,561 | $4M | 2.7% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 83,953 | $4M | 2.6% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 77,176 | $3M | 2.5% | 2026-Q1 |
| LPL Financial LLC added | 78,177 | $3M | 2.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 65,664 | $3M | 2.1% | 2026-Q1 |
| CWM, LLC trimmed | 63,631 | $3M | 2.0% | 2026-Q1 |
| Legacy Capital Wealth Partners, LLC added | 42,131 | $2M | 1.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 41,137 | $2M | 1.3% | 2026-Q1 |
| Ignite Planners, LLC | 40,554 | $2M | 1.3% | 2026-Q1 |
| REAP Financial Group, LLC added | 37,610 | $2M | 1.2% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 35,530 | $2M | 1.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 34,651 | $1M | 1.1% | 2026-Q1 |
| UPTICK PARTNERS, LLC trimmed | 34,537 | $1M | 1.1% | 2026-Q1 |
| WETZEL INVESTMENT ADVISORS, INC. trimmed | 33,666 | $1M | 1.1% | 2026-Q1 |
| Quantinno Capital Management LP | 32,873 | $1M | 1.0% | 2026-Q1 |
| Kovack Advisors, Inc. added | 31,761 | $1M | 1.0% | 2026-Q1 |
| Integrity Financial Corp /WA trimmed | 26,597 | $1M | 0.8% | 2026-Q1 |
| Glen Eagle Advisors, LLC added | 25,660 | $1M | 0.8% | 2026-Q1 |
| 1ST SOURCE BANK added | 23,780 | $1M | 0.7% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC | 23,222 | $985K | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 21,795 | $924K | 0.7% | 2026-Q1 |
| McKinley Carter Wealth Services, Inc. | 18,730 | $794K | 0.6% | 2026-Q1 |
| Uniting Wealth Partners, LLC trimmed | 18,680 | $792K | 0.6% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 18,161 | $770K | 0.6% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 17,829 | $756K | 0.6% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 15,280 | $648K | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 15,230 | $646K | 0.5% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 14,611 | $620K | 0.5% | 2026-Q1 |
| RFG Advisory, LLC added | 13,915 | $590K | 0.4% | 2026-Q1 |
| &PARTNERS trimmed | 13,682 | $580K | 0.4% | 2026-Q1 |
| Buck Wealth Strategies, LLC trimmed | 13,431 | $569K | 0.4% | 2026-Q1 |
| Clear Creek Financial Management, LLC trimmed | 12,219 | $518K | 0.4% | 2026-Q1 |
| Tradition Wealth Management, LLC | 12,184 | $517K | 0.4% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 10,765 | $456K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 10,501 | $445K | 0.3% | 2026-Q1 |
| StoneX Group Inc. trimmed | 10,500 | $445K | 0.3% | 2026-Q1 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV added | 10,736 | $437K | 0.3% | 2026-Q1 |
| JIM SAULNIER & ASSOCIATES, LLC | 10,018 | $425K | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA | 9,620 | $408K | 0.3% | 2026-Q1 |
| Nova Wealth Management, Inc. added | 8,403 | $356K | 0.3% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 7,911 | $335K | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 7,657 | $325K | 0.2% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 7,652 | $324K | 0.2% | 2026-Q1 |
| Per Stirling Capital Management, LLC. added | 7,044 | $299K | 0.2% | 2026-Q1 |
| Grantvest Financial Group LLC | 6,623 | $281K | 0.2% | 2026-Q1 |
| WINNOW WEALTH LLC trimmed | 6,552 | $278K | 0.2% | 2026-Q1 |
| BostonPremier Wealth LLC | 6,478 | $275K | 0.2% | 2026-Q1 |
| Grant Street Asset Management, Inc. | 6,255 | $265K | 0.2% | 2026-Q1 |
| Capasso Planning Partners LLC trimmed | 5,630 | $239K | 0.2% | 2026-Q1 |
| AlphaStar Capital Management, LLC added | 5,527 | $234K | 0.2% | 2026-Q1 |
| Prosperity Consulting Group, LLC trimmed | 5,483 | $232K | 0.2% | 2026-Q1 |
| Spire Wealth Management trimmed | 5,390 | $229K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 5,333 | $227K | 0.2% | 2026-Q1 |
| VestGen Advisors, LLC trimmed | 5,081 | $225K | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 5,300 | $225K | 0.2% | 2026-Q1 |
| 1776 Wealth LLC | 5,219 | $221K | 0.2% | 2026-Q1 |
| ARBOR CAPITAL MANAGEMENT INC /ADV trimmed | 5,005 | $215K | 0.2% | 2026-Q1 |
| Echo Wealth Management, LLC trimmed | 4,995 | $212K | 0.2% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 4,926 | $209K | 0.2% | 2026-Q1 |
| Maltin Wealth Management, Inc. trimmed | 4,878 | $207K | 0.2% | 2026-Q1 |
| Ritter Daniher Financial Advisory LLC / DE added | 4,725 | $200K | 0.1% | 2026-Q1 |
| HICKORY ASSET MANAGEMENT, INC. | 94,420 | $4M | 2.8% | 2025-Q2 stale |
| JPMORGAN CHASE & CO added | 45,901 | $2M | 1.3% | 2025-Q2 stale |
| Foguth Wealth Management, LLC. trimmed | 38,780 | $2M | 1.2% | 2025-Q4 stale |
| Bison Wealth, LLC added | 34,442 | $1M | 1.0% | 2025-Q2 stale |
| PRECEDENT WEALTH PARTNERS, LLC | 24,379 | $1M | 0.7% | 2025-Q4 stale |
| Schwallier Wealth Management LLC trimmed | 20,039 | $817K | 0.6% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 14,824 | $604K | 0.4% | 2025-Q3 stale |
| CreativeOne Wealth, LLC trimmed | 14,334 | $597K | 0.4% | 2025-Q4 stale |
| Mission Financial Group, LLC trimmed | 13,844 | $587K | 0.4% | 2025-Q1 stale |
| Signal Advisors Wealth, LLC trimmed | 14,047 | $585K | 0.4% | 2025-Q4 stale |
| Schulz Wealth, LTD. | 13,417 | $559K | 0.4% | 2025-Q4 stale |
| Acorn Wealth Advisors, LLC | 12,148 | $495K | 0.4% | 2025-Q3 stale |
| VestGen Investment Management added | 10,279 | $428K | 0.3% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. | 10,240 | $405K | 0.3% | 2025-Q2 stale |
| BEACON FINANCIAL GROUP | 10,000 | $396K | 0.3% | 2025-Q2 stale |
| Brookstone Capital Management trimmed | 9,501 | $376K | 0.3% | 2025-Q2 stale |
| Janney Montgomery Scott LLC added | 9,220 | $365K | 0.3% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 8,207 | $325K | 0.2% | 2025-Q2 stale |
| Mariner, LLC | 6,925 | $288K | 0.2% | 2025-Q4 stale |
| Orion Porfolio Solutions, LLC added | 6,522 | $272K | 0.2% | 2025-Q4 stale |
| First Heartland Consultants, Inc. | 6,113 | $249K | 0.2% | 2025-Q3 stale |
| Advyzon Investment Management, LLC | 6,070 | $247K | 0.2% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC added | 6,560 | $247K | 0.2% | 2025-Q1 stale |
| Atria Investments, Inc new | 6,288 | $237K | 0.2% | 2025-Q1 stale |
| COLUMBIA ADVISORY PARTNERS LLC trimmed | 5,702 | $232K | 0.2% | 2025-Q3 stale |
| SPINNAKER TRUST | 5,689 | $232K | 0.2% | 2025-Q3 stale |
| LifeWealth Investments, LLC added | 5,433 | $222K | 0.2% | 2025-Q3 stale |
| Focus Financial Network, Inc. trimmed | 5,132 | $214K | 0.2% | 2025-Q4 stale |
| Diversified Trust Co new | 5,000 | $204K | 0.2% | 2025-Q3 stale |
| CASCADE INVESTMENT GROUP, INC. trimmed | 4,974 | $203K | 0.1% | 2025-Q3 stale |
| PRINCIPAL SECURITIES, INC. | 4,005 | $163K | 0.1% | 2025-Q3 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.