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Institutional Ownership · SEC Form 13F

Who owns DNOV (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

121
Institutional holders
3,636,724
Shares held (tracked funds)

How the tape is positioned

9 tracked funds added or opened DNOV 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

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 0.1% 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 2025-Q4 and 2026-Q1, across 121 tracked filers holding DNOV, 29 increased or opened the position and 55 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 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 2

  • Keystone Wealth Services, LLC$1M
  • Western Wealth Management, LLC$512K

Full exits 1

  • StoneX Group Inc.$591K

Largest adds

  • Horizon Investments, LLC$4M
  • HARBOUR INVESTMENTS, INC.$2M
  • Echo Wealth Management, LLC$1M
  • ENVESTNET ASSET MANAGEMENT INC$912K
  • 1ST SOURCE BANK$762K
  • FOUNDERS FINANCIAL SECURITIES LLC$541K

Largest trims

  • Encompass More Asset Management$2M
  • Benson Wealth Management INC$1M
  • COMMONWEALTH EQUITY SERVICES, LLC$1M
  • OSAIC HOLDINGS, INC.$1M
  • OGOREK ANTHONY JOSEPH /NY/ /ADV$996K
  • CWM, LLC$779K

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
COMMONWEALTH EQUITY SERVICES, LLC trimmed288,263$14M7.2%2026-Q1
OGOREK ANTHONY JOSEPH /NY/ /ADV trimmed173,191$8M4.2%2026-Q1
Horizon Investments, LLC added133,384$6M3.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added131,091$6M3.3%2026-Q1
LPL Financial LLC trimmed127,499$6M3.2%2026-Q1
IFP Advisors, Inc added125,779$6M3.1%2026-Q1
HARBOUR INVESTMENTS, INC. added117,736$6M2.9%2026-Q1
Cetera Investment Advisers added111,285$5M2.8%2026-Q1
Waverly Advisors, LLC trimmed104,332$5M2.6%2026-Q1
REAP Financial Group, LLC trimmed100,760$5M2.5%2026-Q1
Kestra Advisory Services, LLC trimmed99,380$5M2.5%2026-Q1
WINNOW WEALTH LLC trimmed99,091$5M2.5%2026-Q1
OPPENHEIMER & CO INC trimmed90,005$4M2.2%2026-Q1
1ST SOURCE BANK added86,361$4M2.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed83,339$4M2.1%2026-Q1
Benson Wealth Management INC trimmed79,960$4M2.0%2026-Q1
CWM, LLC trimmed76,313$4M1.9%2026-Q1
Echo Wealth Management, LLC added70,275$3M1.8%2026-Q1
FOUNDERS FINANCIAL SECURITIES LLC added67,875$3M1.7%2026-Q1
Mariner, LLC trimmed68,140$3M1.7%2026-Q1
PRECEDENT WEALTH PARTNERS, LLC added66,686$3M1.7%2026-Q1
Tanglewood Legacy Advisors, LLC63,336$3M1.6%2026-Q1
Advisory Services Network, LLC added62,178$3M1.6%2026-Q1
RAYMOND JAMES FINANCIAL INC added61,796$3M1.5%2026-Q1
Mutual Advisors, LLC trimmed56,554$3M1.4%2026-Q1
ASHTON THOMAS SECURITIES, LLC54,519$3M1.4%2026-Q1
TRUIST FINANCIAL CORP added49,895$2M1.2%2026-Q1
Ashton Thomas Private Wealth, LLC added43,134$2M1.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed35,870$2M0.9%2026-Q1
Madrona Financial Services, LLC31,081$1M0.8%2026-Q1
Spectrum Asset Management, Inc. (NB/CA)28,381$1M0.7%2026-Q1
MML INVESTORS SERVICES, LLC added27,303$1M0.7%2026-Q1
Sunbelt Securities, Inc. trimmed27,102$1M0.7%2026-Q1
Nova Wealth Management, Inc. trimmed26,574$1M0.7%2026-Q1
Keystone Wealth Services, LLC trimmed25,971$1M0.6%2026-Q1
Castleview Partners, LLC trimmed25,526$1M0.6%2026-Q1
OLD MISSION CAPITAL LLC added23,941$1M0.6%2026-Q1
Arkadios Wealth Advisors23,585$1M0.6%2026-Q1
McKinley Carter Wealth Services, Inc.22,535$1M0.6%2026-Q1
Commonwealth Financial Services, LLC trimmed22,523$1M0.6%2026-Q1
Buck Wealth Strategies, LLC trimmed22,292$1M0.6%2026-Q1
Wood Tarver Financial Group, LLC trimmed22,088$1M0.6%2026-Q1
HighTower Advisors, LLC added21,323$1M0.5%2026-Q1
JOURNEY STRATEGIC WEALTH LLC19,453$932K0.5%2026-Q1
Ignite Planners, LLC trimmed18,834$902K0.5%2026-Q1
Encompass More Asset Management trimmed17,785$852K0.4%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed17,760$851K0.4%2026-Q1
Kovack Advisors, Inc. trimmed17,626$848K0.4%2026-Q1
LVZ, Inc.17,580$842K0.4%2026-Q1
LifeWealth Investments, LLC16,242$778K0.4%2026-Q1
Clear Creek Financial Management, LLC added12,809$614K0.3%2026-Q1
WORLD EQUITY GROUP, INC. trimmed12,726$610K0.3%2026-Q1
&PARTNERS trimmed12,530$600K0.3%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added11,920$574K0.3%2026-Q1
Orion Porfolio Solutions, LLC trimmed11,267$540K0.3%2026-Q1
RFG Advisory, LLC trimmed10,962$525K0.3%2026-Q1
MTM Investment Management, LLC10,895$522K0.3%2026-Q1
BEACON FINANCIAL GROUP10,867$521K0.3%2026-Q1
Lakeridge Wealth Management LLC trimmed10,794$517K0.3%2026-Q1
Western Wealth Management, LLC new10,692$512K0.3%2026-Q1
Signal Advisors Wealth, LLC trimmed10,393$498K0.3%2026-Q1
Grantvest Financial Group LLC trimmed10,004$479K0.2%2026-Q1
ARBOR CAPITAL MANAGEMENT INC /ADV trimmed9,834$478K0.2%2026-Q1
UPTICK PARTNERS, LLC trimmed9,770$468K0.2%2026-Q1
Farther Finance Advisors, LLC trimmed9,599$462K0.2%2026-Q1
Sanctuary Advisors, LLC trimmed9,489$455K0.2%2026-Q1
Sage Capital Advisors,llc9,450$453K0.2%2026-Q1
Oakmont Advisory Group, LLC trimmed8,812$422K0.2%2026-Q1
Integrity Financial Corp /WA added8,497$407K0.2%2026-Q1
FIRST TRUST ADVISORS LP added8,337$399K0.2%2026-Q1
Capasso Planning Partners LLC8,053$386K0.2%2026-Q1
NBC SECURITIES, INC. trimmed7,993$383K0.2%2026-Q1
Financial Network Wealth Advisors LLC trimmed7,835$375K0.2%2026-Q1
Atria Investments, Inc added7,771$372K0.2%2026-Q1
HRT FINANCIAL LP new7,680$367K0.2%2026-Q1
Legacy Capital Wealth Partners, LLC7,539$361K0.2%2026-Q1
CENTAURUS FINANCIAL, INC.7,448$357K0.2%2026-Q1
CITADEL ADVISORS LLC trimmed7,379$353K0.2%2026-Q1
Vivaldi Capital Management LP7,315$350K0.2%2026-Q1
Falcon Wealth Planning7,284$349K0.2%2026-Q1
Beacon Pointe Advisors, LLC7,140$342K0.2%2026-Q1
EVOLUTION WEALTH MANAGEMENT INC. trimmed6,879$330K0.2%2026-Q1
Ritter Daniher Financial Advisory LLC / DE trimmed6,735$323K0.2%2026-Q1
Sowell Financial Services LLC trimmed6,657$319K0.2%2026-Q1
Bison Wealth, LLC trimmed125,583$6M2.9%2025-Q2 stale
BRASS TAX WEALTH MANAGEMENT, INC trimmed107,362$5M2.6%2025-Q3 stale
TOUNJIAN ADVISORY PARTNERS, LLC63,322$3M1.4%2025-Q2 stale
RiverTree Advisors, LLC57,938$2M1.3%2025-Q1 stale
TOWNSQUARE CAPITAL LLC trimmed40,173$2M0.9%2025-Q1 stale
HICKORY ASSET MANAGEMENT, INC.20,215$903K0.5%2025-Q2 stale
Mission Financial Group, LLC trimmed17,598$843K0.4%2025-Q1 stale
Virtue Capital Management, LLC added19,210$803K0.4%2025-Q1 stale
AVANTAX ADVISORY SERVICES, INC. trimmed15,979$714K0.4%2025-Q2 stale
StoneX Group Inc. added12,098$591K0.3%2025-Q4 stale
Orion Portfolio Solutions, LLC added12,724$533K0.3%2025-Q1 stale
Foguth Wealth Management, LLC. trimmed10,635$446K0.2%2025-Q1 stale
WEDBUSH SECURITIES INC8,600$384K0.2%2025-Q2 stale
Ameritas Advisory Services, LLC trimmed7,974$373K0.2%2025-Q3 stale
Strategic Blueprint, LLC6,896$337K0.2%2025-Q4 stale
Atria Wealth Solutions, Inc. trimmed6,964$311K0.2%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