Who owns DMBS (DMBS)
Which tracked institutional funds hold DMBS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DMBS 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
33 tracked funds added or opened DMBS 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
DMBS’s largest tracked holder by dollar value, Gradient Investments LLC, sizes it at 2.3% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 2.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DMBS 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 98 tracked filers holding DMBS, 74 increased or opened the position and 28 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 DMBS 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 5
- CITADEL ADVISORS LLC$11M
- GOLDMAN SACHS GROUP INC$10M
- Great Diamond Partners, LLC$3M
- RITHOLTZ WEALTH MANAGEMENT$2M
- HighTower Advisors, LLC$552K
Full exits 3
- Safe Harbor Wealth Advisors, LLC$2M
- PUFF WEALTH MANAGEMENT, LLC$1M
- Canandaigua National Trust Co of Florida$582K
Largest adds
- Gradient Investments LLC$20M
- COMMONWEALTH EQUITY SERVICES, LLC$7M
- OSAIC HOLDINGS, INC.$6M
- Vermillion & White Wealth Management Group, LLC$5M
- Advocacy Wealth Management, LLC$3M
- Foundations Investment Advisors, LLC$3M
Largest trims
- CAPTRUST FINANCIAL ADVISORS$37M
- Tortoise Investment Management, LLC$21M
- MORGAN STANLEY$9M
- Motley Fool Wealth Management, LLC$3M
- NewEdge Advisors, LLC$2M
- Compound Planning, Inc.$2M
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 |
|---|---|---|---|---|
| Gradient Investments LLC added | 3,070,452 | $152M | 18.8% | 2026-Q1 |
| Advocacy Wealth Management, LLC added | 1,047,575 | $52M | 6.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 915,683 | $45M | 5.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 727,272 | $36M | 4.4% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 686,434 | $34M | 4.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 637,231 | $31M | 3.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 479,800 | $24M | 2.9% | 2026-Q1 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 408,860 | $20M | 2.5% | 2026-Q1 |
| Legacy CG, LLC added | 334,150 | $17M | 2.0% | 2026-Q1 |
| Mattson Financial Services, LLC added | 327,954 | $16M | 2.0% | 2026-Q1 |
| Astoria Portfolio Advisors LLC. added | 319,188 | $16M | 2.0% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 311,576 | $15M | 1.9% | 2026-Q1 |
| TPG Financial Advisors, LLC added | 308,262 | $15M | 1.9% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 291,623 | $14M | 1.8% | 2026-Q1 |
| AMI INVESTMENT MANAGEMENT INC added | 248,126 | $12M | 1.5% | 2026-Q1 |
| Compound Planning, Inc. trimmed | 239,485 | $12M | 1.5% | 2026-Q1 |
| Savvy Advisors, Inc. added | 231,819 | $11M | 1.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 222,753 | $11M | 1.4% | 2026-Q1 |
| Hobbs Group Advisors, LLC added | 213,937 | $11M | 1.3% | 2026-Q1 |
| Brown Financial Advisors added | 203,658 | $10M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 201,263 | $10M | 1.2% | 2026-Q1 |
| W.G. Shaheen & Associates DBA Whitney & Co added | 197,487 | $10M | 1.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 192,376 | $9M | 1.2% | 2026-Q1 |
| Mariner, LLC added | 190,761 | $9M | 1.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 175,469 | $9M | 1.1% | 2026-Q1 |
| Motley Fool Wealth Management, LLC trimmed | 155,054 | $8M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 148,987 | $7M | 0.9% | 2026-Q1 |
| Vermillion & White Wealth Management Group, LLC added | 143,193 | $7M | 0.9% | 2026-Q1 |
| New Republic Capital, LLC added | 138,900 | $7M | 0.8% | 2026-Q1 |
| Compass Financial Group, Inc. (Ohio) added | 123,300 | $6M | 0.8% | 2026-Q1 |
| INTEGRATED CAPITAL MANAGEMENT, INC. trimmed | 120,380 | $6M | 0.7% | 2026-Q1 |
| Paladin Wealth, LLC added | 109,238 | $5M | 0.7% | 2026-Q1 |
| Lord & Richards Wealth Management, LLC trimmed | 104,954 | $5M | 0.6% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 98,024 | $5M | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 89,541 | $4M | 0.5% | 2026-Q1 |
| Global Wealth Management Investment Advisory, Inc. added | 84,863 | $4M | 0.5% | 2026-Q1 |
| MATHER GROUP, LLC. added | 84,181 | $4M | 0.5% | 2026-Q1 |
| Oregon Pacific Wealth Management, LLC added | 76,988 | $4M | 0.5% | 2026-Q1 |
| MARIPAU WEALTH MANAGEMENT LLC trimmed | 73,982 | $4M | 0.5% | 2026-Q1 |
| Cushing Capital Partners, LLC trimmed | 57,472 | $3M | 0.4% | 2026-Q1 |
| Mendel Money Management added | 52,234 | $3M | 0.3% | 2026-Q1 |
| Great Diamond Partners, LLC new | 52,118 | $3M | 0.3% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT new | 42,849 | $2M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 42,307 | $2M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 39,470 | $2M | 0.2% | 2026-Q1 |
| OmniStar Financial Group, Inc. added | 38,009 | $2M | 0.2% | 2026-Q1 |
| Milestones Private Investment Advisors LLC added | 32,887 | $2M | 0.2% | 2026-Q1 |
| Tortoise Investment Management, LLC trimmed | 31,853 | $2M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 31,357 | $2M | 0.2% | 2026-Q1 |
| World Investment Advisors added | 28,832 | $1M | 0.2% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 25,748 | $1M | 0.2% | 2026-Q1 |
| Tailwinds Wealth, LLC added | 25,472 | $1M | 0.2% | 2026-Q1 |
| SILVERLAKE WEALTH MANAGEMENT LLC added | 23,223 | $1M | 0.1% | 2026-Q1 |
| Ancora Advisors LLC added | 23,000 | $1M | 0.1% | 2026-Q1 |
| GeoWealth Management, LLC added | 17,189 | $849K | 0.1% | 2026-Q1 |
| Summit Financial, LLC added | 16,793 | $829K | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 13,610 | $672K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC new | 11,181 | $552K | 0.1% | 2026-Q1 |
| Latitude Advisors, LLC added | 11,058 | $546K | 0.1% | 2026-Q1 |
| HOWARD BAILEY SECURITIES, LLC trimmed | 10,415 | $514K | 0.1% | 2026-Q1 |
| Sepio Capital, LP added | 10,211 | $504K | 0.1% | 2026-Q1 |
| ARGUS INVESTORS' COUNSEL, INC. added | 9,452 | $467K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 9,265 | $458K | 0.1% | 2026-Q1 |
| Welch Financial Planning, LLC trimmed | 9,209 | $455K | 0.1% | 2026-Q1 |
| Waterloo Capital, L.P. trimmed | 8,545 | $422K | 0.1% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 7,975 | $394K | 0.0% | 2026-Q1 |
| Financial Guidance Group, Inc. added | 7,912 | $391K | 0.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 7,623 | $376K | 0.0% | 2026-Q1 |
| Parallel Advisors, LLC trimmed | 7,522 | $371K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 6,264 | $308K | 0.0% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 6,045 | $299K | 0.0% | 2026-Q1 |
| Mutual Advisors, LLC added | 5,780 | $285K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 5,752 | $284K | 0.0% | 2026-Q1 |
| SCS Capital Management LLC added | 5,527 | $273K | 0.0% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 5,430 | $268K | 0.0% | 2026-Q1 |
| Strong Retirement Solutions LLC trimmed | 5,145 | $254K | 0.0% | 2026-Q1 |
| Stratos Wealth Advisors, LLC new | 4,750 | $235K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC added | 4,695 | $232K | 0.0% | 2026-Q1 |
| Bison Wealth, LLC new | 4,679 | $229K | 0.0% | 2026-Q1 |
| A4 Wealth Advisors LLC trimmed | 4,404 | $217K | 0.0% | 2026-Q1 |
| Westshore Wealth, LLC new | 4,342 | $214K | 0.0% | 2026-Q1 |
| PARSONS CAPITAL MANAGEMENT INC/RI new | 4,272 | $211K | 0.0% | 2026-Q1 |
| Waterfront Wealth Inc. new | 4,264 | $211K | 0.0% | 2026-Q1 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ added | 954,379 | $47M | 5.9% | 2025-Q3 stale |
| CW Advisors, LLC added | 644,973 | $32M | 3.9% | 2025-Q2 stale |
| SeaBridge Investment Advisors LLC added | 79,657 | $4M | 0.5% | 2025-Q2 stale |
| Safe Harbor Wealth Advisors, LLC new | 46,986 | $2M | 0.3% | 2025-Q4 stale |
| PUFF WEALTH MANAGEMENT, LLC trimmed | 21,337 | $1M | 0.1% | 2025-Q4 stale |
| Canandaigua National Trust Co of Florida | 11,725 | $582K | 0.1% | 2025-Q4 stale |
| Sensible Financial Planning & Management, LLC. new | 10,086 | $495K | 0.1% | 2025-Q2 stale |
| BANK OF AMERICA CORP /DE/ new | 8,200 | $402K | 0.0% | 2025-Q1 stale |
| Bauman Advisory Group, LLC new | 8,095 | $402K | 0.0% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC added | 7,994 | $392K | 0.0% | 2025-Q1 stale |
| Prime Capital Investment Advisors, LLC added | 7,294 | $362K | 0.0% | 2025-Q4 stale |
| Cerity Partners LLC | 6,650 | $330K | 0.0% | 2025-Q4 stale |
| GWN SECURITIES INC. new | 6,635 | $325K | 0.0% | 2025-Q1 stale |
| StoneX Group Inc. new | 5,609 | $275K | 0.0% | 2025-Q1 stale |
| TRANSATLANTIQUE PRIVATE WEALTH LLC new | 5,314 | $261K | 0.0% | 2025-Q2 stale |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 5,023 | $250K | 0.0% | 2025-Q3 stale |
| RFG Advisory, LLC new | 4,335 | $213K | 0.0% | 2025-Q2 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.