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Institutional Ownership · SEC Form 13F

Who owns DNOV


Which tracked institutional funds hold DNOV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DNOV 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.

114
Institutional holders
3M
Shares held (tracked funds)

How the tape is positioned

22 tracked funds added or opened DNOV while 15 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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

DNOV’s largest tracked holder by dollar value, COMMONWEALTH EQUITY SERVICES, LLC, 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 DNOV more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in DNOV 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 114 tracked filers holding DNOV, 32 increased or opened the position and 63 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 DNOV 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

  • TOUNJIAN ADVISORY PARTNERS, LLC$1M
  • Bluespring Wealth Management, LLC$1M
  • Mission Financial Group, LLC$875K
  • Ameritas Advisory Services, LLC$759K
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$695K
  • Arax Advisory Partners$505K

Full exits 8

  • OGOREK ANTHONY JOSEPH /NY/ /ADV$8M
  • CWM, LLC$4M
  • Cambridge Investment Research Advisors, Inc.$2M
  • Sunbelt Securities, Inc.$1M
  • Wood Tarver Financial Group, LLC$1M
  • HighTower Advisors, LLC$1M

Largest adds

  • ENVESTNET ASSET MANAGEMENT INC$4M
  • Ashton Thomas Private Wealth, LLC$1M
  • LPL Financial LLC$890K
  • Cetera Investment Advisers$692K
  • JPMORGAN CHASE & CO$685K
  • FOUNDERS FINANCIAL SECURITIES LLC$576K

Largest trims

  • COMMONWEALTH EQUITY SERVICES, LLC$3M
  • Horizon Investments, LLC$2M
  • ASHTON THOMAS SECURITIES, LLC$2M
  • Benson Wealth Management INC$889K
  • Kestra Advisory Services, LLC$807K
  • Madrona Financial Services, LLC$431K

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.

FundSharesReported value% of valueQuarter
COMMONWEALTH EQUITY SERVICES, LLC trimmed207,528$11M6.6%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added190,735$10M6.1%2026-Q2
LPL Financial LLC added136,288$7M4.3%2026-Q2
IFP Advisors, Inc125,779$6M4.0%2026-Q2
HARBOUR INVESTMENTS, INC. added117,838$6M3.8%2026-Q2
Cetera Investment Advisers added117,291$6M3.7%2026-Q2
Waverly Advisors, LLC trimmed104,132$5M3.3%2026-Q2
REAP Financial Group, LLC trimmed98,974$5M3.2%2026-Q2
WINNACLE WEALTH LLC trimmed95,872$5M3.1%2026-Q2
OSAIC HOLDINGS, INC. added88,025$5M2.8%2026-Q2
OPPENHEIMER & CO INC trimmed81,838$4M2.6%2026-Q2
Kestra Advisory Services, LLC trimmed77,006$4M2.5%2026-Q2
FOUNDERS FINANCIAL SECURITIES LLC added76,109$4M2.4%2026-Q2
Horizon Investments, LLC trimmed76,109$4M2.4%2026-Q2
1ST SOURCE BANK trimmed73,255$4M2.3%2026-Q2
Echo Wealth Management, LLC added72,423$4M2.3%2026-Q2
Mariner, LLC trimmed65,108$3M2.1%2026-Q2
PRECEDENT WEALTH PARTNERS, LLC trimmed64,209$3M2.0%2026-Q2
Tanglewood Legacy Advisors, LLC63,336$3M2.0%2026-Q2
Ashton Thomas Private Wealth, LLC added63,291$3M2.0%2026-Q2
Advisory Services Network, LLC trimmed59,848$3M1.9%2026-Q2
Benson Wealth Management INC trimmed57,282$3M1.8%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed57,245$3M1.8%2026-Q2
Mutual Advisors, LLC trimmed56,246$3M1.8%2026-Q2
TRUIST FINANCIAL CORP trimmed44,119$2M1.4%2026-Q2
MML INVESTORS SERVICES, LLC added32,956$2M1.1%2026-Q2
OLD MISSION CAPITAL LLC added28,826$1M0.9%2026-Q2
Spectrum Asset Management, Inc. (NB/CA)28,381$1M0.9%2026-Q2
Arkadios Wealth Advisors added27,655$1M0.9%2026-Q2
Nova Wealth Management, Inc. trimmed25,895$1M0.8%2026-Q2
Castleview Partners, LLC25,526$1M0.8%2026-Q2
Keystone Wealth Services, LLC trimmed25,048$1M0.8%2026-Q2
McKinley Carter Wealth Services, Inc.22,535$1M0.7%2026-Q2
TOUNJIAN ADVISORY PARTNERS, LLC trimmed22,354$1M0.7%2026-Q2
Buck Wealth Strategies, LLC trimmed22,233$1M0.7%2026-Q2
Bluespring Wealth Management, LLC added21,362$1M0.7%2026-Q2
Madrona Financial Services, LLC trimmed20,601$1M0.7%2026-Q2
Commonwealth Financial Services, LLC trimmed19,573$1M0.6%2026-Q2
Ignite Planners, LLC18,834$967K0.6%2026-Q2
JPMORGAN CHASE & CO added18,798$962K0.6%2026-Q2
LVZ, Inc.17,580$903K0.6%2026-Q2
Mission Financial Group, LLC trimmed17,037$875K0.5%2026-Q2
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed16,960$871K0.5%2026-Q2
Kovack Advisors, Inc. trimmed16,951$870K0.5%2026-Q2
ASHTON THOMAS SECURITIES, LLC trimmed16,323$838K0.5%2026-Q2
Encompass More Asset Management trimmed14,819$761K0.5%2026-Q2
Ameritas Advisory Services, LLC added14,789$759K0.5%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added13,526$695K0.4%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added13,245$684K0.4%2026-Q2
LifeWealth Investments, LLC trimmed12,997$667K0.4%2026-Q2
WORLD EQUITY GROUP, INC.12,726$653K0.4%2026-Q2
Clear Creek Financial Management, LLC trimmed12,669$651K0.4%2026-Q2
&PARTNERS12,530$643K0.4%2026-Q2
RFG Advisory, LLC added11,959$614K0.4%2026-Q2
MTM Investment Management, LLC10,895$559K0.3%2026-Q2
Lakeridge Wealth Management LLC10,794$554K0.3%2026-Q2
Western Wealth Management, LLC10,692$549K0.3%2026-Q2
Farther Finance Advisors, LLC added10,428$535K0.3%2026-Q2
Signal Advisors Wealth, LLC added10,411$535K0.3%2026-Q2
BEACON FINANCIAL GROUP trimmed10,177$523K0.3%2026-Q2
Arax Advisory Partners new9,829$505K0.3%2026-Q2
UPTICK PARTNERS, LLC9,770$502K0.3%2026-Q2
Sage Capital Advisors,llc9,450$485K0.3%2026-Q2
Sanctuary Advisors, LLC trimmed9,102$467K0.3%2026-Q2
Grantvest Financial Group LLC trimmed8,492$436K0.3%2026-Q2
Integrity Financial Corp /WA trimmed8,487$436K0.3%2026-Q2
FIRST TRUST ADVISORS LP trimmed8,312$427K0.3%2026-Q2
Capasso Planning Partners LLC8,053$414K0.3%2026-Q2
Financial Network Wealth Advisors LLC trimmed7,767$399K0.2%2026-Q2
Atria Investments, Inc trimmed7,626$392K0.2%2026-Q2
Legacy Capital Wealth Partners, LLC7,539$387K0.2%2026-Q2
Falcon Wealth Planning7,284$374K0.2%2026-Q2
Beacon Pointe Advisors, LLC7,140$367K0.2%2026-Q2
EVOLUTION WEALTH MANAGEMENT INC. trimmed6,878$353K0.2%2026-Q2
Ritter Daniher Financial Advisory LLC / DE6,735$346K0.2%2026-Q2
Sowell Financial Services LLC6,657$342K0.2%2026-Q2
Per Stirling Capital Management, LLC. trimmed6,292$323K0.2%2026-Q2
Clearstead Advisors, LLC6,124$314K0.2%2026-Q2
Integrated Wealth Concepts LLC6,069$312K0.2%2026-Q2
Oder Investment Management, LLC trimmed5,598$287K0.2%2026-Q2
ROYAL BANK OF CANADA5,421$278K0.2%2026-Q2
ARBOR CAPITAL MANAGEMENT INC /ADV trimmed5,414$278K0.2%2026-Q2
Prospera Financial Services Inc5,324$273K0.2%2026-Q2
NewEdge Advisors, LLC trimmed5,050$259K0.2%2026-Q2
LANARK FINANCIAL, INC. trimmed5,045$259K0.2%2026-Q2
CreativeOne Wealth, LLC added4,885$251K0.2%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed4,719$242K0.2%2026-Q2
Vertex Planning Partners, LLC new4,676$240K0.1%2026-Q2
Focus Financial Network, Inc. trimmed4,556$234K0.1%2026-Q2
Rockefeller Capital Management L.P. trimmed4,525$232K0.1%2026-Q2
Clark Capital Management Group, Inc.4,466$229K0.1%2026-Q2
WEALTHGARDEN F.S. LLC4,416$227K0.1%2026-Q2
Advyzon Investment Management, LLC trimmed4,387$225K0.1%2026-Q2
KINTRA WEALTH, LLC trimmed4,345$227K0.1%2026-Q2
Prime Capital Investment Advisors, LLC new4,000$205K0.1%2026-Q2
Savvy Advisors, Inc. new3,941$202K0.1%2026-Q2
BARCLAYS PLC added3,905$201K0.1%2026-Q2
SOA Wealth Advisors, LLC. added2,821$145K0.1%2026-Q2
FIDUCIARY FINANCIAL ADVISORS new2,375$122K0.1%2026-Q2
Allworth Financial LP1,600$82K0.1%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.

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