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Institutional Ownership · SEC Form 13F

Who owns DMAY (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

78
Institutional holders
2,496,401
Shares held (tracked funds)

How the tape is positioned

6 tracked funds added or opened DMAY while 12 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

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 2025-Q4 and 2026-Q1, across 78 tracked filers holding DMAY, 17 increased or opened the position and 50 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 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 1

  • GTS SECURITIES LLC$554K

Full exits 2

  • PRECEDENT WEALTH PARTNERS, LLC$5M
  • OLD MISSION CAPITAL LLC$1M

Largest adds

  • Horizon Investments, LLC$4M
  • ENVESTNET ASSET MANAGEMENT INC$1M
  • HARBOUR INVESTMENTS, INC.$683K
  • FOUNDERS FINANCIAL SECURITIES LLC$592K
  • OGOREK ANTHONY JOSEPH /NY/ /ADV$399K

Largest trims

  • COMMONWEALTH EQUITY SERVICES, LLC$1M
  • RAYMOND JAMES FINANCIAL INC$1M
  • OSAIC HOLDINGS, INC.$1M
  • StoneX Group Inc.$895K
  • REAP Financial Group, LLC$362K
  • Cetera Investment Advisers$357K

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 added220,384$10M7.0%2026-Q1
Kestra Advisory Services, LLC added212,578$10M6.8%2026-Q1
REAP Financial Group, LLC trimmed150,530$7M4.8%2026-Q1
Horizon Investments, LLC added141,778$6M4.5%2026-Q1
TRUIST FINANCIAL CORP trimmed136,303$6M4.3%2026-Q1
Spectrum Asset Management, Inc. (NB/CA) trimmed134,686$6M4.3%2026-Q1
Janney Montgomery Scott LLC added132,963$6M4.2%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed120,382$5M3.8%2026-Q1
Tanglewood Legacy Advisors, LLC trimmed101,178$5M3.2%2026-Q1
Cetera Investment Advisers trimmed88,631$4M2.8%2026-Q1
FOUNDERS FINANCIAL SECURITIES LLC added72,155$3M2.4%2026-Q1
CWM, LLC trimmed73,175$3M2.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed66,965$3M2.1%2026-Q1
HARBOUR INVESTMENTS, INC. added65,046$3M2.1%2026-Q1
OGOREK ANTHONY JOSEPH /NY/ /ADV added47,563$2M1.5%2026-Q1
Decker Wealth Management LLC trimmed46,506$2M1.5%2026-Q1
LPL Financial LLC added44,447$2M1.4%2026-Q1
OSAIC HOLDINGS, INC. trimmed42,820$2M1.4%2026-Q1
Wood Tarver Financial Group, LLC trimmed33,443$2M1.1%2026-Q1
Mutual Advisors, LLC trimmed31,695$1M1.0%2026-Q1
Ritter Daniher Financial Advisory LLC / DE28,701$1M0.9%2026-Q1
TopTier Wealth Management, LLC27,691$1M0.9%2026-Q1
Kovack Advisors, Inc. added25,897$1M0.8%2026-Q1
Sloy Dahl & Holst, LLC trimmed22,105$993K0.7%2026-Q1
Cambridge Investment Research Advisors, Inc. added21,393$961K0.7%2026-Q1
Integrity Financial Corp /WA trimmed19,836$891K0.6%2026-Q1
Grantvest Financial Group LLC added19,626$882K0.6%2026-Q1
&PARTNERS trimmed18,705$840K0.6%2026-Q1
EVOLUTION WEALTH MANAGEMENT INC. trimmed18,313$823K0.6%2026-Q1
MONEY CONCEPTS CAPITAL CORP18,038$810K0.6%2026-Q1
Ignite Planners, LLC trimmed18,014$809K0.6%2026-Q1
MML INVESTORS SERVICES, LLC added15,457$694K0.5%2026-Q1
WETZEL INVESTMENT ADVISORS, INC. trimmed15,208$683K0.5%2026-Q1
Waverly Advisors, LLC trimmed15,114$679K0.5%2026-Q1
AlphaStar Capital Management, LLC trimmed15,048$676K0.5%2026-Q1
Sunbelt Securities, Inc. trimmed13,822$621K0.4%2026-Q1
JIM SAULNIER & ASSOCIATES, LLC13,131$590K0.4%2026-Q1
Mariner, LLC trimmed12,961$582K0.4%2026-Q1
GTS SECURITIES LLC added12,338$554K0.4%2026-Q1
RFG Advisory, LLC added11,851$532K0.4%2026-Q1
WINNOW WEALTH LLC trimmed11,377$511K0.4%2026-Q1
Capital Investment Advisory Services, LLC10,731$482K0.3%2026-Q1
Farther Finance Advisors, LLC trimmed10,155$458K0.3%2026-Q1
Sanctuary Advisors, LLC trimmed9,137$411K0.3%2026-Q1
StoneX Group Inc. trimmed9,130$410K0.3%2026-Q1
Buck Wealth Strategies, LLC9,060$407K0.3%2026-Q1
Advance Capital Management, Inc.8,911$400K0.3%2026-Q1
Nova Wealth Management, Inc. trimmed8,414$378K0.3%2026-Q1
Schwallier Wealth Management LLC added8,358$376K0.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed8,271$372K0.3%2026-Q1
Santori & Peters, Inc. trimmed8,090$363K0.3%2026-Q1
Rehmann Capital Advisory Group7,042$316K0.2%2026-Q1
Core Wealth Partners LLC6,600$297K0.2%2026-Q1
Ameritas Advisory Services, LLC trimmed6,410$288K0.2%2026-Q1
IMG Wealth Management, Inc.5,940$267K0.2%2026-Q1
ARBOR CAPITAL MANAGEMENT INC /ADV trimmed5,590$253K0.2%2026-Q1
Per Stirling Capital Management, LLC. trimmed5,280$237K0.2%2026-Q1
Spire Wealth Management4,373$196K0.1%2026-Q1
BARCLAYS PLC trimmed3,668$165K0.1%2026-Q1
Rockefeller Capital Management L.P. trimmed3,577$161K0.1%2026-Q1
MORGAN STANLEY3,043$137K0.1%2026-Q1
SOA Wealth Advisors, LLC. trimmed3,000$135K0.1%2026-Q1
Ashton Thomas Private Wealth, LLC trimmed2,654$119K0.1%2026-Q1
AE Wealth Management LLC trimmed1,853$83K0.1%2026-Q1
Keating Financial Advisory Services, Inc.1,797$81K0.1%2026-Q1
PRIVATE TRUST CO NA1,742$79K0.1%2026-Q1
DHJJ Financial Advisors, Ltd.1,245$56K0.0%2026-Q1
CoreCap Advisors, LLC trimmed1,212$54K0.0%2026-Q1
Geneos Wealth Management Inc.750$34K0.0%2026-Q1
Arax Advisory Partners665$30K0.0%2026-Q1
Bison Wealth, LLC trimmed182,933$8M5.6%2025-Q2 stale
Ausdal Financial Partners, Inc. new121,341$5M3.7%2025-Q2 stale
PRECEDENT WEALTH PARTNERS, LLC113,880$5M3.7%2025-Q4 stale
OLD MISSION CAPITAL LLC added31,304$1M1.0%2025-Q4 stale
HICKORY ASSET MANAGEMENT, INC. added30,561$1M0.9%2025-Q2 stale
JANE STREET GROUP, LLC added21,037$901K0.6%2025-Q2 stale
BRASS TAX WEALTH MANAGEMENT, INC trimmed16,594$735K0.5%2025-Q3 stale
Atria Wealth Solutions, Inc. trimmed11,107$475K0.3%2025-Q2 stale
Strategic Blueprint, LLC trimmed10,458$473K0.3%2025-Q4 stale
Cambridge Advisors Inc. trimmed11,525$456K0.3%2025-Q1 stale
Mission Financial Group, LLC9,834$442K0.3%2025-Q1 stale
Sequent Planning LLC trimmed9,446$427K0.3%2025-Q4 stale
CITADEL ADVISORS LLC trimmed9,307$421K0.3%2025-Q4 stale
TOWNSQUARE CAPITAL LLC trimmed9,835$389K0.3%2025-Q1 stale
Signal Advisors Wealth, LLC added8,586$368K0.3%2025-Q2 stale
Main Street Financial Solutions, LLC trimmed7,116$322K0.2%2025-Q4 stale
Clear Creek Financial Management, LLC added7,070$320K0.2%2025-Q4 stale
Ferguson Shapiro LLC6,762$300K0.2%2025-Q3 stale
INSIGNEO ADVISORY SERVICES, LLC5,374$238K0.2%2025-Q3 stale
WEDBUSH SECURITIES INC5,435$233K0.2%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. trimmed5,746$228K0.2%2025-Q1 stale
RETIREMENT GUYS FORMULA LLC4,989$221K0.2%2025-Q3 stale
First Heartland Consultants, Inc. trimmed5,032$215K0.2%2025-Q2 stale
Foguth Wealth Management, LLC. trimmed4,619$209K0.1%2025-Q4 stale
Prosperity Consulting Group, LLC new4,663$207K0.1%2025-Q3 stale
BANK OF AMERICA CORP /DE/ new3,637$161K0.1%2025-Q3 stale
NewEdge Advisors, LLC2,318$105K0.1%2025-Q4 stale
Riggs Asset Managment Co. Inc. new2,265$97K0.1%2025-Q2 stale
ALERUS FINANCIAL NA1,910$86K0.1%2025-Q4 stale
UBS Group AG trimmed678$31K0.0%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.

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