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Institutional Ownership · SEC Form 13F

Who owns DMAY


Which tracked institutional funds hold DMAY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DMAY company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

98
Institutional holders
3M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on DMAY is one-sided between 2026-Q1 and 2026-Q2: 30 added or opened and 9 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

DMAY’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, 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 gap the other way — the median holder sizes DMAY more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in DMAY 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 98 tracked filers holding DMAY, 61 increased or opened the position and 26 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 DMAY 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 10

  • Ausdal Financial Partners, Inc.$5M
  • Bluespring Wealth Management, LLC$4M
  • Maia Wealth LLC$3M
  • Strategic Blueprint, LLC$3M
  • 1ST SOURCE BANK$3M
  • Commonwealth Financial Services, LLC$2M

Full exits 7

  • Janney Montgomery Scott LLC$6M
  • CWM, LLC$3M
  • OGOREK ANTHONY JOSEPH /NY/ /ADV$2M
  • Wood Tarver Financial Group, LLC$2M
  • Cambridge Investment Research Advisors, Inc.$961K
  • Sunbelt Securities, Inc.$621K

Largest adds

  • Spectrum Asset Management, Inc. (NB/CA)$7M
  • COMMONWEALTH EQUITY SERVICES, LLC$5M
  • ENVESTNET ASSET MANAGEMENT INC$4M
  • RAYMOND JAMES FINANCIAL INC$4M
  • LPL Financial LLC$3M
  • OSAIC HOLDINGS, INC.$2M

Largest trims

  • Horizon Investments, LLC$3M
  • Kestra Advisory Services, LLC$3M

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).

FundSharesReported value% of valueQuarter
ENVESTNET ASSET MANAGEMENT INC added300,279$14M8.4%2026-Q2
Spectrum Asset Management, Inc. (NB/CA) added273,257$13M7.6%2026-Q2
RAYMOND JAMES FINANCIAL INC added198,006$9M5.5%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added171,620$8M4.8%2026-Q2
Kestra Advisory Services, LLC trimmed149,318$7M4.2%2026-Q2
TRUIST FINANCIAL CORP added143,853$7M4.0%2026-Q2
REAP Financial Group, LLC trimmed143,662$7M4.0%2026-Q2
LPL Financial LLC added112,739$5M3.1%2026-Q2
Ausdal Financial Partners, Inc. trimmed107,651$5M3.0%2026-Q2
Tanglewood Legacy Advisors, LLC trimmed100,098$5M2.8%2026-Q2
Cetera Investment Advisers added94,620$4M2.6%2026-Q2
Bluespring Wealth Management, LLC new92,652$4M2.6%2026-Q2
OSAIC HOLDINGS, INC. added89,563$4M2.5%2026-Q2
Horizon Investments, LLC trimmed81,461$4M2.3%2026-Q2
FOUNDERS FINANCIAL SECURITIES LLC added81,461$4M2.3%2026-Q2
HARBOUR INVESTMENTS, INC. added68,288$3M1.9%2026-Q2
Maia Wealth LLC new63,700$3M1.8%2026-Q2
Strategic Blueprint, LLC added55,931$3M1.6%2026-Q2
1ST SOURCE BANK new53,757$3M1.5%2026-Q2
Decker Wealth Management LLC added47,889$2M1.3%2026-Q2
Kovack Advisors, Inc. added47,670$2M1.3%2026-Q2
Ritter Daniher Financial Advisory LLC / DE added46,326$2M1.3%2026-Q2
Commonwealth Financial Services, LLC new32,294$2M0.9%2026-Q2
Mutual Advisors, LLC trimmed31,076$1M0.9%2026-Q2
NEW WAVE WEALTH ADVISORS LLC new29,400$1M0.8%2026-Q2
TopTier Wealth Management, LLC27,691$1M0.8%2026-Q2
MML INVESTORS SERVICES, LLC added25,174$1M0.7%2026-Q2
Ignite Planners, LLC added25,144$1M0.7%2026-Q2
Maltin Wealth Management, Inc. new24,014$1M0.7%2026-Q2
Sloy Dahl & Holst, LLC22,105$1M0.6%2026-Q2
Prime Capital Investment Advisors, LLC new19,846$935K0.6%2026-Q2
Grantvest Financial Group LLC trimmed19,461$917K0.5%2026-Q2
Integrity Financial Corp /WA trimmed19,297$909K0.5%2026-Q2
StoneX Group Inc. added19,022$896K0.5%2026-Q2
&PARTNERS18,705$881K0.5%2026-Q2
EVOLUTION WEALTH MANAGEMENT INC. trimmed18,308$863K0.5%2026-Q2
JPMORGAN CHASE & CO added18,340$860K0.5%2026-Q2
MONEY CONCEPTS CAPITAL CORP18,038$850K0.5%2026-Q2
Santori & Peters, Inc. added17,012$802K0.5%2026-Q2
AlphaStar Capital Management, LLC added16,545$780K0.5%2026-Q2
Nova Wealth Management, Inc. added15,019$708K0.4%2026-Q2
Waverly Advisors, LLC trimmed14,964$705K0.4%2026-Q2
WETZEL INVESTMENT ADVISORS, INC. trimmed14,564$686K0.4%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added14,548$686K0.4%2026-Q2
Ameritas Advisory Services, LLC added14,431$680K0.4%2026-Q2
JIM SAULNIER & ASSOCIATES, LLC13,131$619K0.4%2026-Q2
RFG Advisory, LLC added12,954$610K0.4%2026-Q2
Farther Finance Advisors, LLC added11,589$546K0.3%2026-Q2
WINNACLE WEALTH LLC trimmed11,305$533K0.3%2026-Q2
UPTICK PARTNERS, LLC added11,260$531K0.3%2026-Q2
Capital Investment Advisory Services, LLC added10,740$506K0.3%2026-Q2
Mariner, LLC trimmed10,717$505K0.3%2026-Q2
HOLLENCREST CAPITAL MANAGEMENT new10,600$499K0.3%2026-Q2
BROWN ADVISORY INC new10,522$496K0.3%2026-Q2
Buck Wealth Strategies, LLC added10,005$471K0.3%2026-Q2
Advance Capital Management, Inc. added9,752$460K0.3%2026-Q2
Mission Financial Group, LLC trimmed9,634$454K0.3%2026-Q2
Oakmont Advisory Group, LLC new9,226$435K0.3%2026-Q2
GOLDMAN SACHS GROUP INC new8,885$419K0.2%2026-Q2
Schwallier Wealth Management LLC trimmed8,351$393K0.2%2026-Q2
Sanctuary Advisors, LLC trimmed8,340$393K0.2%2026-Q2
SAGESPRING WEALTH PARTNERS, LLC new8,329$392K0.2%2026-Q2
COZAD ASSET MANAGEMENT INC new8,061$380K0.2%2026-Q2
LVZ, Inc. new8,022$378K0.2%2026-Q2
Madrona Financial Services, LLC new7,852$370K0.2%2026-Q2
Main Street Financial Solutions, LLC7,116$335K0.2%2026-Q2
Rehmann Capital Advisory Group7,042$332K0.2%2026-Q2
Core Wealth Partners LLC6,600$311K0.2%2026-Q2
Per Stirling Capital Management, LLC. added6,382$301K0.2%2026-Q2
First Heartland Consultants, Inc. added6,344$299K0.2%2026-Q2
Sequent Planning LLC trimmed5,011$236K0.1%2026-Q2
ARBOR CAPITAL MANAGEMENT INC /ADV trimmed4,714$222K0.1%2026-Q2
Brookstone Capital Management trimmed4,511$213K0.1%2026-Q2
KINGSWOOD WEALTH ADVISORS, LLC new4,289$202K0.1%2026-Q2
BARCLAYS PLC added4,232$199K0.1%2026-Q2
Spire Wealth Management trimmed4,100$193K0.1%2026-Q2
Rockefeller Capital Management L.P.3,577$169K0.1%2026-Q2
Ashton Thomas Private Wealth, LLC added3,318$156K0.1%2026-Q2
MORGAN STANLEY3,043$143K0.1%2026-Q2
SOA Wealth Advisors, LLC. added3,030$143K0.1%2026-Q2
IMG Wealth Management, Inc. trimmed2,970$140K0.1%2026-Q2
AE Wealth Management LLC trimmed1,807$85K0.1%2026-Q2
Keating Financial Advisory Services, Inc.1,797$85K0.1%2026-Q2
PRIVATE TRUST CO NA1,742$82K0.0%2026-Q2
NewEdge Advisors, LLC trimmed1,683$79K0.0%2026-Q2
DHJJ Financial Advisors, Ltd.1,245$59K0.0%2026-Q2
CoreCap Advisors, LLC trimmed1,173$55K0.0%2026-Q2
Triumph Capital Management added1,167$55K0.0%2026-Q2
Geneos Wealth Management Inc.750$35K0.0%2026-Q2
Arax Advisory Partners665$31K0.0%2026-Q2
LANARK FINANCIAL, INC. added466$22K0.0%2026-Q2
Financial Network Wealth Advisors LLC368$17K0.0%2026-Q2
ASSETMARK, INC339$16K0.0%2026-Q2
Smartleaf Asset Management LLC153$7K0.0%2026-Q2
IFP Advisors, Inc added118$6K0.0%2026-Q2
HHM Wealth Advisors, LLC new78$4K0.0%2026-Q2
EverSource Wealth Advisors, LLC added62$3K0.0%2026-Q2
UBS Group AG trimmed56$3K0.0%2026-Q2
Janney Montgomery Scott LLC added132,963$6M3.5%2026-Q1 stale (1 quarter behind)
Bison Wealth, LLC trimmed182,933$8M4.6%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.

HoldersTotal shares

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.

Learn how to read institutional ownership