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Institutional Ownership · SEC Form 13F

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.

98
Institutional holders
14,534,151
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Gradient Investments LLC added3,070,452$152M18.8%2026-Q1
Advocacy Wealth Management, LLC added1,047,575$52M6.4%2026-Q1
OSAIC HOLDINGS, INC. added915,683$45M5.6%2026-Q1
Bank of New York Mellon Corp added727,272$36M4.4%2026-Q1
EVERGREEN CAPITAL MANAGEMENT LLC added686,434$34M4.2%2026-Q1
Foundations Investment Advisors, LLC added637,231$31M3.9%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added479,800$24M2.9%2026-Q1
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV408,860$20M2.5%2026-Q1
Legacy CG, LLC added334,150$17M2.0%2026-Q1
Mattson Financial Services, LLC added327,954$16M2.0%2026-Q1
Astoria Portfolio Advisors LLC. added319,188$16M2.0%2026-Q1
PARK AVENUE SECURITIES LLC added311,576$15M1.9%2026-Q1
TPG Financial Advisors, LLC added308,262$15M1.9%2026-Q1
Signal Advisors Wealth, LLC added291,623$14M1.8%2026-Q1
AMI INVESTMENT MANAGEMENT INC added248,126$12M1.5%2026-Q1
Compound Planning, Inc. trimmed239,485$12M1.5%2026-Q1
Savvy Advisors, Inc. added231,819$11M1.4%2026-Q1
CITADEL ADVISORS LLC added222,753$11M1.4%2026-Q1
Hobbs Group Advisors, LLC added213,937$11M1.3%2026-Q1
Brown Financial Advisors added203,658$10M1.2%2026-Q1
GOLDMAN SACHS GROUP INC added201,263$10M1.2%2026-Q1
W.G. Shaheen & Associates DBA Whitney & Co added197,487$10M1.2%2026-Q1
MORGAN STANLEY trimmed192,376$9M1.2%2026-Q1
Mariner, LLC added190,761$9M1.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed175,469$9M1.1%2026-Q1
Motley Fool Wealth Management, LLC trimmed155,054$8M0.9%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added148,987$7M0.9%2026-Q1
Vermillion & White Wealth Management Group, LLC added143,193$7M0.9%2026-Q1
New Republic Capital, LLC added138,900$7M0.8%2026-Q1
Compass Financial Group, Inc. (Ohio) added123,300$6M0.8%2026-Q1
INTEGRATED CAPITAL MANAGEMENT, INC. trimmed120,380$6M0.7%2026-Q1
Paladin Wealth, LLC added109,238$5M0.7%2026-Q1
Lord & Richards Wealth Management, LLC trimmed104,954$5M0.6%2026-Q1
Integrated Wealth Concepts LLC added98,024$5M0.6%2026-Q1
MML INVESTORS SERVICES, LLC trimmed89,541$4M0.5%2026-Q1
Global Wealth Management Investment Advisory, Inc. added84,863$4M0.5%2026-Q1
MATHER GROUP, LLC. added84,181$4M0.5%2026-Q1
Oregon Pacific Wealth Management, LLC added76,988$4M0.5%2026-Q1
MARIPAU WEALTH MANAGEMENT LLC trimmed73,982$4M0.5%2026-Q1
Cushing Capital Partners, LLC trimmed57,472$3M0.4%2026-Q1
Mendel Money Management added52,234$3M0.3%2026-Q1
Great Diamond Partners, LLC new52,118$3M0.3%2026-Q1
RITHOLTZ WEALTH MANAGEMENT new42,849$2M0.3%2026-Q1
UBS Group AG trimmed42,307$2M0.3%2026-Q1
JANE STREET GROUP, LLC added39,470$2M0.2%2026-Q1
OmniStar Financial Group, Inc. added38,009$2M0.2%2026-Q1
Milestones Private Investment Advisors LLC added32,887$2M0.2%2026-Q1
Tortoise Investment Management, LLC trimmed31,853$2M0.2%2026-Q1
LPL Financial LLC added31,357$2M0.2%2026-Q1
World Investment Advisors added28,832$1M0.2%2026-Q1
Aptus Capital Advisors, LLC added25,748$1M0.2%2026-Q1
Tailwinds Wealth, LLC added25,472$1M0.2%2026-Q1
SILVERLAKE WEALTH MANAGEMENT LLC added23,223$1M0.1%2026-Q1
Ancora Advisors LLC added23,000$1M0.1%2026-Q1
GeoWealth Management, LLC added17,189$849K0.1%2026-Q1
Summit Financial, LLC added16,793$829K0.1%2026-Q1
FLOW TRADERS U.S. LLC added13,610$672K0.1%2026-Q1
HighTower Advisors, LLC new11,181$552K0.1%2026-Q1
Latitude Advisors, LLC added11,058$546K0.1%2026-Q1
HOWARD BAILEY SECURITIES, LLC trimmed10,415$514K0.1%2026-Q1
Sepio Capital, LP added10,211$504K0.1%2026-Q1
ARGUS INVESTORS' COUNSEL, INC. added9,452$467K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added9,265$458K0.1%2026-Q1
Welch Financial Planning, LLC trimmed9,209$455K0.1%2026-Q1
Waterloo Capital, L.P. trimmed8,545$422K0.1%2026-Q1
GUARDIAN WEALTH ADVISORS, LLC / NC added7,975$394K0.0%2026-Q1
Financial Guidance Group, Inc. added7,912$391K0.0%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed7,623$376K0.0%2026-Q1
Parallel Advisors, LLC trimmed7,522$371K0.0%2026-Q1
Farther Finance Advisors, LLC added6,264$308K0.0%2026-Q1
OLD MISSION CAPITAL LLC trimmed6,045$299K0.0%2026-Q1
Mutual Advisors, LLC added5,780$285K0.0%2026-Q1
FIFTH THIRD BANCORP new5,752$284K0.0%2026-Q1
SCS Capital Management LLC added5,527$273K0.0%2026-Q1
Orion Porfolio Solutions, LLC trimmed5,430$268K0.0%2026-Q1
Strong Retirement Solutions LLC trimmed5,145$254K0.0%2026-Q1
Stratos Wealth Advisors, LLC new4,750$235K0.0%2026-Q1
AE Wealth Management LLC added4,695$232K0.0%2026-Q1
Bison Wealth, LLC new4,679$229K0.0%2026-Q1
A4 Wealth Advisors LLC trimmed4,404$217K0.0%2026-Q1
Westshore Wealth, LLC new4,342$214K0.0%2026-Q1
PARSONS CAPITAL MANAGEMENT INC/RI new4,272$211K0.0%2026-Q1
Waterfront Wealth Inc. new4,264$211K0.0%2026-Q1
COBBLESTONE CAPITAL ADVISORS LLC /NY/ added954,379$47M5.9%2025-Q3 stale
CW Advisors, LLC added644,973$32M3.9%2025-Q2 stale
SeaBridge Investment Advisors LLC added79,657$4M0.5%2025-Q2 stale
Safe Harbor Wealth Advisors, LLC new46,986$2M0.3%2025-Q4 stale
PUFF WEALTH MANAGEMENT, LLC trimmed21,337$1M0.1%2025-Q4 stale
Canandaigua National Trust Co of Florida11,725$582K0.1%2025-Q4 stale
Sensible Financial Planning & Management, LLC. new10,086$495K0.1%2025-Q2 stale
BANK OF AMERICA CORP /DE/ new8,200$402K0.0%2025-Q1 stale
Bauman Advisory Group, LLC new8,095$402K0.0%2025-Q4 stale
Orion Portfolio Solutions, LLC added7,994$392K0.0%2025-Q1 stale
Prime Capital Investment Advisors, LLC added7,294$362K0.0%2025-Q4 stale
Cerity Partners LLC6,650$330K0.0%2025-Q4 stale
GWN SECURITIES INC. new6,635$325K0.0%2025-Q1 stale
StoneX Group Inc. new5,609$275K0.0%2025-Q1 stale
TRANSATLANTIQUE PRIVATE WEALTH LLC new5,314$261K0.0%2025-Q2 stale
MERCER GLOBAL ADVISORS INC /ADV trimmed5,023$250K0.0%2025-Q3 stale
RFG Advisory, LLC new4,335$213K0.0%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.

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