Who owns DMXF (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-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
The tracked-fund tape on DMXF is one-sided between 2025-Q4 and 2026-Q1: 54 added or opened and 7 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, 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 DMXF more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 244 tracked filers holding DMXF, 158 increased or opened the position and 48 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 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 19
- Envestnet Portfolio Solutions, Inc.$16M
- PARK AVENUE SECURITIES LLC$8M
- Apella Capital, LLC$6M
- Clearstead Advisors, LLC$6M
- GOLDMAN SACHS GROUP INC$4M
- Archer Investment Management, LLC$2M
Full exits 1
- FLOW TRADERS U.S. LLC$4M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$82M
- LPL Financial LLC$21M
- JPMORGAN CHASE & CO$11M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$7M
- Cetera Investment Advisers$5M
- MML INVESTORS SERVICES, LLC$3M
Largest trims
- SigFig Wealth Management, LLC$17M
- Klaas Financial Asset Advisors, LLC$3M
- BANK OF MONTREAL /CAN/$2M
- NewEdge Advisors, LLC$2M
- HALBERT HARGROVE GLOBAL ADVISORS, LLC$557K
- PRUDENTIAL PLC$270K
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 1,106,724 | $84M | 14.6% | 2026-Q1 |
| BlackRock, Inc. trimmed | 840,981 | $63M | 11.1% | 2026-Q1 |
| IMA Advisory Services, Inc. added | 736,635 | $56M | 9.7% | 2026-Q1 |
| SEI INVESTMENTS CO added | 373,978 | $28M | 4.9% | 2026-Q1 |
| LPL Financial LLC added | 359,463 | $27M | 4.7% | 2026-Q1 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS added | 237,333 | $18M | 3.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 212,249 | $16M | 2.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 210,684 | $15M | 2.7% | 2026-Q1 |
| Allworth Financial LP added | 178,041 | $13M | 2.3% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC added | 149,197 | $11M | 2.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 141,877 | $11M | 1.9% | 2026-Q1 |
| Cetera Investment Advisers added | 111,097 | $8M | 1.5% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 107,325 | $8M | 1.4% | 2026-Q1 |
| Values Added Financial LLC added | 106,524 | $8M | 1.4% | 2026-Q1 |
| BAILARD, INC. added | 104,179 | $8M | 1.4% | 2026-Q1 |
| Accredited Investors Inc. added | 84,629 | $6M | 1.1% | 2026-Q1 |
| Apella Capital, LLC new | 75,723 | $6M | 1.1% | 2026-Q1 |
| Financial Connections Group, Inc. trimmed | 75,280 | $6M | 1.0% | 2026-Q1 |
| Clearstead Advisors, LLC new | 74,514 | $6M | 1.0% | 2026-Q1 |
| Invera Wealth Advisors, LLC added | 66,487 | $5M | 0.9% | 2026-Q1 |
| HighTower Advisors, LLC added | 63,563 | $5M | 0.8% | 2026-Q1 |
| Balanced Rock Investment Advisors LLC added | 62,331 | $5M | 0.8% | 2026-Q1 |
| REGATTA CAPITAL GROUP, LLC added | 57,193 | $4M | 0.8% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 55,834 | $4M | 0.7% | 2026-Q1 |
| CWM, LLC added | 55,675 | $4M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 55,477 | $4M | 0.7% | 2026-Q1 |
| UBS Group AG trimmed | 54,086 | $4M | 0.7% | 2026-Q1 |
| Walkner Condon Financial Advisors LLC added | 49,039 | $4M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 48,493 | $4M | 0.6% | 2026-Q1 |
| Modern Wealth Management, LLC added | 47,067 | $4M | 0.6% | 2026-Q1 |
| TD Waterhouse Canada Inc. | 43,715 | $3M | 0.6% | 2026-Q1 |
| Atlantic Private Wealth, LLC added | 44,188 | $3M | 0.6% | 2026-Q1 |
| FMR LLC added | 43,330 | $3M | 0.6% | 2026-Q1 |
| Equita Financial Network, Inc. added | 39,420 | $3M | 0.5% | 2026-Q1 |
| ALBION FINANCIAL GROUP /UT added | 38,494 | $3M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 37,998 | $3M | 0.5% | 2026-Q1 |
| Fiera Capital Corp added | 34,315 | $3M | 0.5% | 2026-Q1 |
| Decker Retirement Planning Inc. added | 34,257 | $3M | 0.5% | 2026-Q1 |
| SOFI WEALTH, LLC added | 33,590 | $3M | 0.4% | 2026-Q1 |
| Atwater Malick LLC added | 33,203 | $3M | 0.4% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC added | 33,138 | $3M | 0.4% | 2026-Q1 |
| Corient Private Wealth LLC added | 33,053 | $2M | 0.4% | 2026-Q1 |
| Westfuller Advisors, LLC | 32,379 | $2M | 0.4% | 2026-Q1 |
| Arjuna Capital added | 31,078 | $2M | 0.4% | 2026-Q1 |
| NorthRock Partners, LLC added | 30,772 | $2M | 0.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 30,298 | $2M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 29,546 | $2M | 0.4% | 2026-Q1 |
| One Wealth Advisors, LLC added | 29,406 | $2M | 0.4% | 2026-Q1 |
| ASSETMARK, INC added | 29,397 | $2M | 0.4% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 28,494 | $2M | 0.4% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 26,140 | $2M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 25,372 | $2M | 0.3% | 2026-Q1 |
| XY Planning Network, Inc. added | 24,815 | $2M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 23,880 | $2M | 0.3% | 2026-Q1 |
| Archer Investment Management, LLC new | 23,526 | $2M | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 23,434 | $2M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 22,119 | $2M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 21,975 | $2M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 21,227 | $2M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 21,190 | $2M | 0.3% | 2026-Q1 |
| GOULD ASSET MANAGEMENT LLC /CA/ added | 20,670 | $2M | 0.3% | 2026-Q1 |
| Opes Wealth Management LLC added | 20,590 | $2M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 20,113 | $2M | 0.3% | 2026-Q1 |
| Shotwell Rutter Baer Inc added | 19,663 | $1M | 0.3% | 2026-Q1 |
| First Pacific Financial trimmed | 19,292 | $1M | 0.3% | 2026-Q1 |
| Plancorp, LLC | 18,163 | $1M | 0.3% | 2026-Q1 |
| WARNER FINANCIAL, INC added | 18,583 | $1M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 18,517 | $1M | 0.2% | 2026-Q1 |
| GeoWealth Management, LLC added | 18,242 | $1M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 18,183 | $1M | 0.2% | 2026-Q1 |
| Revolve Wealth Partners, LLC trimmed | 18,137 | $1M | 0.2% | 2026-Q1 |
| FIGURE 8 INVESTMENT STRATEGIES LLC added | 16,910 | $1M | 0.2% | 2026-Q1 |
| Horst & Graben Wealth Management LLC trimmed | 15,788 | $1M | 0.2% | 2026-Q1 |
| Creative Planning trimmed | 16,628 | $1M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC added | 16,496 | $1M | 0.2% | 2026-Q1 |
| Lido Advisors, LLC new | 16,071 | $1M | 0.2% | 2026-Q1 |
| Cornerstone Financial Management LLC added | 15,937 | $1M | 0.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 15,872 | $1M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 15,143 | $1M | 0.2% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 15,072 | $1M | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC added | 14,942 | $1M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 14,792 | $1M | 0.2% | 2026-Q1 |
| Sharkey, Howes & Javer trimmed | 14,610 | $1M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 14,020 | $1M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 13,941 | $1M | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 13,662 | $1M | 0.2% | 2026-Q1 |
| SUMMIT WEALTH GROUP LLC / CO added | 13,467 | $1M | 0.2% | 2026-Q1 |
| VERITY Wealth Advisors added | 13,336 | $1M | 0.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC | 13,209 | $997K | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 12,861 | $970K | 0.2% | 2026-Q1 |
| Moors & Cabot, Inc. added | 12,837 | $969K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 61,967 | $5M | 0.8% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC trimmed | 58,319 | $4M | 0.8% | 2025-Q4 stale |
| BAILLIE GIFFORD & CO new | 35,400 | $3M | 0.5% | 2025-Q3 stale |
| Parkside Advisors LLC | 24,703 | $2M | 0.3% | 2025-Q2 stale |
| Wade Financial Advisory, Inc added | 20,865 | $1M | 0.2% | 2025-Q1 stale |
| CW Advisors, LLC added | 17,515 | $1M | 0.2% | 2025-Q2 stale |
| DOHJ, LLC trimmed | 18,783 | $1M | 0.2% | 2025-Q2 stale |
| RETIREMENT CAPITAL STRATEGIES new | 15,170 | $1M | 0.2% | 2025-Q1 stale |
| Financial Advisors, LLC | 13,395 | $1M | 0.2% | 2025-Q3 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.