Who owns DMXF
Which tracked institutional funds hold DMXF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DMXF company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
The tracked-fund tape on DMXF is one-sided between 2026-Q1 and 2026-Q2: 68 added or opened and 19 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
DMXF’s largest tracked holder by dollar value, Northwest & Ethical Investments L.P., sizes it at 6.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DMXF 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 253 tracked filers holding DMXF, 155 increased or opened the position and 86 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 DMXF 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 6
- Northwest & Ethical Investments L.P.$288M
- EP Wealth Advisors, LLC$2M
- TWIN FOCUS CAPITAL PARTNERS, LLC$2M
- Fairlight Advisors$2M
- Vise Technologies, Inc.$819K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$688K
Full exits 13
- PARK AVENUE SECURITIES LLC$8M
- Financial Connections Group, Inc.$6M
- HighTower Advisors, LLC$5M
- CWM, LLC$4M
- Janney Montgomery Scott LLC$3M
- Corient Private Wealth LLC$2M
Largest adds
- IMA Advisory Services, Inc.$14M
- ENVESTNET ASSET MANAGEMENT INC$11M
- LPL Financial LLC$8M
- SEI INVESTMENTS CO$5M
- SBE LLC DBA CEDAR COVE WEALTH PARTNERS$3M
- JPMORGAN CHASE & CO$2M
Largest trims
- Clearstead Advisors, LLC$5M
- GOLDMAN SACHS GROUP INC$3M
- Cerity Partners LLC$630K
- Mariner, LLC$486K
- Arjuna Capital$292K
- Optas, LLC$262K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Northwest & Ethical Investments L.P. new | 3,409,570 | $288M | 31.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,116,943 | $94M | 10.4% | 2026-Q2 |
| IMA Advisory Services, Inc. added | 822,257 | $69M | 7.7% | 2026-Q2 |
| BlackRock, Inc. trimmed | 774,640 | $66M | 7.2% | 2026-Q2 |
| LPL Financial LLC added | 416,766 | $35M | 3.9% | 2026-Q2 |
| SEI INVESTMENTS CO added | 389,776 | $33M | 3.6% | 2026-Q2 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS added | 245,699 | $21M | 2.3% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 214,571 | $18M | 2.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 211,765 | $18M | 2.0% | 2026-Q2 |
| Allworth Financial LP added | 179,916 | $15M | 1.7% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC added | 152,267 | $13M | 1.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 125,355 | $11M | 1.2% | 2026-Q2 |
| Cetera Investment Advisers added | 113,050 | $10M | 1.1% | 2026-Q2 |
| BAILARD, INC. added | 108,027 | $9M | 1.0% | 2026-Q2 |
| Values Added Financial LLC added | 107,954 | $9M | 1.0% | 2026-Q2 |
| Accredited Investors Inc. added | 101,689 | $9M | 1.0% | 2026-Q2 |
| Apella Capital, LLC trimmed | 75,662 | $6M | 0.7% | 2026-Q2 |
| REGATTA CAPITAL GROUP, LLC added | 70,362 | $6M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 69,211 | $6M | 0.6% | 2026-Q2 |
| Invera Wealth Advisors, LLC added | 67,313 | $6M | 0.6% | 2026-Q2 |
| Balanced Rock Investment Advisors LLC added | 62,987 | $5M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 59,385 | $5M | 0.6% | 2026-Q2 |
| SeedSafe Financial LLC added | 56,700 | $5M | 0.5% | 2026-Q2 |
| Modern Wealth Management, LLC added | 54,843 | $5M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 53,990 | $5M | 0.5% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC trimmed | 48,437 | $4M | 0.5% | 2026-Q2 |
| TD Waterhouse Canada Inc. | 43,715 | $4M | 0.4% | 2026-Q2 |
| SOFI WEALTH, LLC added | 43,134 | $4M | 0.4% | 2026-Q2 |
| Atlantic Private Wealth, LLC trimmed | 42,917 | $4M | 0.4% | 2026-Q2 |
| Equita Financial Network, Inc. added | 42,427 | $4M | 0.4% | 2026-Q2 |
| FMR LLC trimmed | 42,393 | $4M | 0.4% | 2026-Q2 |
| Decker Retirement Planning Inc. added | 39,438 | $3M | 0.4% | 2026-Q2 |
| ALBION FINANCIAL GROUP /UT added | 38,662 | $3M | 0.4% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 37,593 | $3M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 35,677 | $3M | 0.3% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC added | 35,593 | $3M | 0.3% | 2026-Q2 |
| Atwater Malick LLC added | 34,843 | $3M | 0.3% | 2026-Q2 |
| Fiera Capital Corp | 34,315 | $3M | 0.3% | 2026-Q2 |
| Westfuller Advisors, LLC trimmed | 32,125 | $3M | 0.3% | 2026-Q2 |
| ASSETMARK, INC added | 30,952 | $3M | 0.3% | 2026-Q2 |
| NorthRock Partners, LLC added | 30,831 | $3M | 0.3% | 2026-Q2 |
| One Wealth Advisors, LLC added | 30,151 | $3M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 30,117 | $3M | 0.3% | 2026-Q2 |
| Avise Financial Cooperative, Inc. added | 28,211 | $2M | 0.3% | 2026-Q2 |
| Pathstone Holdings, LLC added | 28,054 | $2M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 27,735 | $2M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 26,965 | $2M | 0.3% | 2026-Q2 |
| Arjuna Capital trimmed | 24,261 | $2M | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 23,466 | $2M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 22,995 | $2M | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 22,622 | $2M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 22,170 | $2M | 0.2% | 2026-Q2 |
| GeoWealth Management, LLC added | 22,064 | $2M | 0.2% | 2026-Q2 |
| BROWN ADVISORY INC added | 22,045 | $2M | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 21,859 | $2M | 0.2% | 2026-Q2 |
| Archer Investment Management, LLC trimmed | 21,610 | $2M | 0.2% | 2026-Q2 |
| GOULD ASSET MANAGEMENT LLC /CA/ | 20,670 | $2M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 20,201 | $2M | 0.2% | 2026-Q2 |
| WARNER FINANCIAL, INC added | 20,031 | $2M | 0.2% | 2026-Q2 |
| Shotwell Rutter Baer Inc trimmed | 19,640 | $2M | 0.2% | 2026-Q2 |
| TWIN FOCUS CAPITAL PARTNERS, LLC new | 19,083 | $2M | 0.2% | 2026-Q2 |
| Creative Planning added | 18,934 | $2M | 0.2% | 2026-Q2 |
| FIGURE 8 INVESTMENT STRATEGIES LLC added | 18,840 | $2M | 0.2% | 2026-Q2 |
| First Pacific Financial trimmed | 18,821 | $2M | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC added | 18,214 | $2M | 0.2% | 2026-Q2 |
| Plancorp, LLC trimmed | 18,058 | $2M | 0.2% | 2026-Q2 |
| Fairlight Advisors new | 18,024 | $2M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 17,666 | $1M | 0.2% | 2026-Q2 |
| Revolve Wealth Partners, LLC trimmed | 17,654 | $1M | 0.2% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 16,963 | $1M | 0.2% | 2026-Q2 |
| Cornerstone Financial Management LLC added | 16,897 | $1M | 0.2% | 2026-Q2 |
| Urban Financial Advisory Corp added | 16,435 | $1M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 16,251 | $1M | 0.2% | 2026-Q2 |
| Horst & Graben Wealth Management LLC added | 16,108 | $1M | 0.1% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 15,477 | $1M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 15,382 | $1M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 15,002 | $1M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 14,664 | $1M | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 14,332 | $1M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 14,206 | $1M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC | 13,941 | $1M | 0.1% | 2026-Q2 |
| Sharkey, Howes & Javer trimmed | 13,906 | $1M | 0.1% | 2026-Q2 |
| VERITY Wealth Advisors added | 13,428 | $1M | 0.1% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO trimmed | 13,390 | $1M | 0.1% | 2026-Q2 |
| Ally Invest Advisors Inc. added | 13,373 | $1M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC | 13,209 | $1M | 0.1% | 2026-Q2 |
| Moors & Cabot, Inc. added | 13,026 | $1M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 12,993 | $1M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 12,946 | $1M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 12,650 | $1M | 0.1% | 2026-Q2 |
| DIVERSIFIED TRUST CO | 12,276 | $1M | 0.1% | 2026-Q2 |
| SigFig Wealth Management, LLC added | 11,868 | $996K | 0.1% | 2026-Q2 |
| Davis Wealth Advisors, LLC added | 11,334 | $959K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 10,952 | $927K | 0.1% | 2026-Q2 |
| Magnus Financial Group LLC added | 10,652 | $901K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 9,994 | $846K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. new | 9,682 | $819K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 9,516 | $805K | 0.1% | 2026-Q2 |
| MAI Capital Management added | 9,513 | $805K | 0.1% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,155 | $775K | 0.1% | 2026-Q2 |
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.