Who owns DNP
Which tracked institutional funds hold DNP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DNP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
30 tracked funds added or opened DNP while 14 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
DNP’s largest tracked holder by dollar value, MORGAN STANLEY, 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 DNP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DNP 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 316 tracked filers holding DNP, 145 increased or opened the position and 116 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 DNP 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 1
- NewEdge Advisors, LLC$1M
Full exits 8
- COHEN & STEERS, INC.$9M
- Cambridge Investment Research Advisors, Inc.$9M
- Janney Montgomery Scott LLC$4M
- WOLVERINE ASSET MANAGEMENT LLC$2M
- Vivaldi Capital Management LP$2M
- GUGGENHEIM CAPITAL LLC$1M
Largest adds
- LPL Financial LLC$4M
- CAPTRUST FINANCIAL ADVISORS$4M
- ROYAL BANK OF CANADA$3M
- J.W. COLE ADVISORS, INC.$3M
- OSAIC HOLDINGS, INC.$3M
- Baird Financial Group, Inc.$2M
Largest trims
- WELLS FARGO & COMPANY/MN$6M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$626K
- Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$618K
- JANE STREET GROUP, LLC$560K
- Fortis Group Advisors, LLC$454K
- Farther Finance Advisors, LLC$427K
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 3,706,483 | $40M | 10.2% | 2026-Q2 |
| LPL Financial LLC added | 3,405,335 | $37M | 9.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 3,327,463 | $36M | 9.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 2,151,985 | $23M | 5.9% | 2026-Q2 |
| Cetera Investment Advisers added | 1,577,663 | $17M | 4.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,574,319 | $17M | 4.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,209,404 | $13M | 3.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,159,849 | $13M | 3.2% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 1,117,703 | $12M | 3.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,013,206 | $11M | 2.8% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 930,496 | $10M | 2.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 783,832 | $8M | 2.2% | 2026-Q2 |
| Kentucky Trust Co added | 683,791 | $7M | 1.9% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 585,666 | $6M | 1.6% | 2026-Q2 |
| N.E.W. Advisory Services LLC added | 544,615 | $6M | 1.5% | 2026-Q2 |
| UBS Group AG added | 532,247 | $6M | 1.5% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 474,847 | $5M | 1.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 429,499 | $5M | 1.2% | 2026-Q2 |
| Smith Asset Management Co., LLC trimmed | 396,153 | $4M | 1.1% | 2026-Q2 |
| RDA Financial Network added | 344,768 | $4M | 1.0% | 2026-Q2 |
| Creative Planning trimmed | 344,525 | $4M | 1.0% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 335,016 | $4M | 0.9% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 320,063 | $3M | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 318,828 | $3M | 0.9% | 2026-Q2 |
| Owen LaRue, LLC trimmed | 316,424 | $3M | 0.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 291,157 | $3M | 0.8% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 278,300 | $3M | 0.8% | 2026-Q2 |
| Alchemi Wealth, LLC added | 263,117 | $3M | 0.7% | 2026-Q2 |
| Grey Ledge Advisors, LLC trimmed | 262,698 | $3M | 0.7% | 2026-Q2 |
| IHT Wealth Management, LLC added | 258,915 | $3M | 0.7% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 243,181 | $3M | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 227,422 | $2M | 0.6% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 219,890 | $2M | 0.6% | 2026-Q2 |
| Sound View Wealth Advisors Group, LLC added | 218,106 | $2M | 0.6% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 213,776 | $2M | 0.6% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC trimmed | 209,424 | $2M | 0.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 197,417 | $2M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 187,840 | $2M | 0.5% | 2026-Q2 |
| Providence First Trust Co trimmed | 180,045 | $2M | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC added | 171,879 | $2M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 166,571 | $2M | 0.5% | 2026-Q2 |
| COMMERCE BANK added | 165,860 | $2M | 0.5% | 2026-Q2 |
| Atlantic Union Bankshares Corp trimmed | 153,965 | $2M | 0.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 148,725 | $2M | 0.4% | 2026-Q2 |
| Indie Asset Partners, LLC added | 144,040 | $2M | 0.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 141,646 | $2M | 0.4% | 2026-Q2 |
| Mariner, LLC added | 139,048 | $2M | 0.4% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 138,904 | $1M | 0.4% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 135,213 | $1M | 0.4% | 2026-Q2 |
| American Financial Advisors, LLC trimmed | 125,094 | $1M | 0.3% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 123,722 | $1M | 0.3% | 2026-Q2 |
| Everstar Asset Management, LLC added | 119,690 | $1M | 0.3% | 2026-Q2 |
| Focus Partners Wealth added | 118,757 | $1M | 0.3% | 2026-Q2 |
| Cerity Partners LLC added | 109,911 | $1M | 0.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 109,192 | $1M | 0.3% | 2026-Q2 |
| Compound Planning, Inc. trimmed | 108,327 | $1M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 107,762 | $1M | 0.3% | 2026-Q2 |
| Carl P. Sherr & Co., LLC | 105,530 | $1M | 0.3% | 2026-Q2 |
| STOCK YARDS BANK & TRUST CO trimmed | 102,866 | $1M | 0.3% | 2026-Q2 |
| Virtue Capital Management, LLC trimmed | 101,732 | $1M | 0.3% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 100,665 | $1M | 0.3% | 2026-Q2 |
| PFG Investments, LLC added | 97,159 | $1M | 0.3% | 2026-Q2 |
| Shulman DeMeo Asset Management LLC trimmed | 91,876 | $991K | 0.3% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 91,728 | $990K | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 89,174 | $962K | 0.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 86,734 | $936K | 0.2% | 2026-Q2 |
| Westbourne Investment Advisors, Inc. | 84,700 | $914K | 0.2% | 2026-Q2 |
| INVESTMENT PARTNERS, LTD. added | 83,420 | $900K | 0.2% | 2026-Q2 |
| Keystone Financial Group added | 82,591 | $891K | 0.2% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 81,085 | $875K | 0.2% | 2026-Q2 |
| Sigma Planning Corp added | 76,241 | $823K | 0.2% | 2026-Q2 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH added | 74,666 | $806K | 0.2% | 2026-Q2 |
| Brookstone Capital Management trimmed | 73,430 | $792K | 0.2% | 2026-Q2 |
| US BANCORP \DE\ | 73,346 | $791K | 0.2% | 2026-Q2 |
| XTX Topco Ltd trimmed | 72,412 | $781K | 0.2% | 2026-Q2 |
| Avior Wealth Management, LLC added | 72,333 | $780K | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 71,949 | $776K | 0.2% | 2026-Q2 |
| Foguth Wealth Management, LLC. trimmed | 71,746 | $793K | 0.2% | 2026-Q2 |
| Tortoise Investment Management, LLC added | 70,472 | $760K | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. added | 68,182 | $735K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 67,924 | $733K | 0.2% | 2026-Q2 |
| Aviance Capital Partners, LLC added | 65,420 | $706K | 0.2% | 2026-Q2 |
| HB Wealth Management, LLC | 60,746 | $655K | 0.2% | 2026-Q2 |
| Novak & Powell Financial Services, Inc. added | 60,166 | $649K | 0.2% | 2026-Q2 |
| Accurate Wealth Management, LLC added | 58,549 | $643K | 0.2% | 2026-Q2 |
| Clear Creek Financial Management, LLC trimmed | 51,624 | $557K | 0.1% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. trimmed | 51,091 | $551K | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 48,356 | $522K | 0.1% | 2026-Q2 |
| FORTRESS PRIVATE LEDGER, LLC trimmed | 48,115 | $519K | 0.1% | 2026-Q2 |
| Warner Group LLC added | 45,874 | $495K | 0.1% | 2026-Q2 |
| WCG Wealth Advisors LLC | 45,138 | $487K | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 45,003 | $486K | 0.1% | 2026-Q2 |
| MONETARY MANAGEMENT GROUP INC | 44,700 | $482K | 0.1% | 2026-Q2 |
| Dana Investment Advisors, Inc. | 43,700 | $472K | 0.1% | 2026-Q2 |
| Patten Group, Inc. trimmed | 42,968 | $464K | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC added | 42,668 | $463K | 0.1% | 2026-Q2 |
| WESBANCO BANK INC added | 42,030 | $454K | 0.1% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 41,653 | $449K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 41,622 | $449K | 0.1% | 2026-Q2 |
| Coppell Advisory Solutions LLC | 200 | $442K | 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.