Who owns DNP (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-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
31 tracked funds added or opened DNP while 14 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
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 2025-Q4 and 2026-Q1, across 328 tracked filers holding DNP, 159 increased or opened the position and 122 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 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 3
- WOLVERINE ASSET MANAGEMENT LLC$2M
- COMMERCE BANK$2M
- Talon Private Wealth, LLC$531K
Full exits 5
- Sowell Financial Services LLC$2M
- PRINCIPAL SECURITIES, INC.$1M
- AXXCESS WEALTH MANAGEMENT, LLC$1M
- Foguth Wealth Management, LLC.$865K
- NewEdge Advisors, LLC$699K
Largest adds
- J.W. COLE ADVISORS, INC.$5M
- WELLS FARGO & COMPANY/MN$4M
- COHEN & STEERS, INC.$3M
- ROYAL BANK OF CANADA$2M
- Baird Financial Group, Inc.$2M
- BANK OF AMERICA CORP /DE/$2M
Largest trims
- OSAIC HOLDINGS, INC.$1M
- Apollon Wealth Management, LLC$1M
- ENVESTNET ASSET MANAGEMENT INC$1M
- N.E.W. Advisory Services LLC$919K
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$823K
- StoneX Group Inc.$710K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 3,774,003 | $39M | 9.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 3,229,721 | $33M | 8.5% | 2026-Q1 |
| LPL Financial LLC added | 3,158,223 | $33M | 8.3% | 2026-Q1 |
| Baird Financial Group, Inc. added | 2,075,806 | $21M | 5.5% | 2026-Q1 |
| Cetera Investment Advisers added | 1,530,527 | $16M | 4.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,527,121 | $16M | 4.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,425,242 | $15M | 3.7% | 2026-Q1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 1,230,874 | $13M | 3.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,149,913 | $12M | 3.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,049,369 | $11M | 2.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 969,260 | $10M | 2.5% | 2026-Q1 |
| COHEN & STEERS, INC. added | 891,770 | $9M | 2.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 831,119 | $9M | 2.2% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 728,901 | $8M | 1.9% | 2026-Q1 |
| Kentucky Trust Co added | 675,496 | $7M | 1.8% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 596,296 | $6M | 1.6% | 2026-Q1 |
| N.E.W. Advisory Services LLC trimmed | 544,162 | $6M | 1.4% | 2026-Q1 |
| UBS Group AG trimmed | 500,363 | $5M | 1.3% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 453,666 | $5M | 1.2% | 2026-Q1 |
| Smith Asset Management Co., LLC trimmed | 401,931 | $4M | 1.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 381,823 | $4M | 1.0% | 2026-Q1 |
| Creative Planning added | 372,338 | $4M | 1.0% | 2026-Q1 |
| Owen LaRue, LLC trimmed | 336,882 | $3M | 0.9% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 335,294 | $3M | 0.9% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 319,241 | $3M | 0.8% | 2026-Q1 |
| RDA Financial Network added | 276,671 | $3M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 273,190 | $3M | 0.7% | 2026-Q1 |
| Grey Ledge Advisors, LLC added | 264,547 | $3M | 0.7% | 2026-Q1 |
| Alchemi Wealth, LLC added | 249,752 | $3M | 0.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 242,867 | $3M | 0.6% | 2026-Q1 |
| Stratos Wealth Advisors, LLC added | 242,656 | $2M | 0.6% | 2026-Q1 |
| IHT Wealth Management, LLC added | 240,689 | $2M | 0.6% | 2026-Q1 |
| VERUS CAPITAL PARTNERS, LLC trimmed | 240,225 | $2M | 0.6% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 225,134 | $2M | 0.6% | 2026-Q1 |
| Sound View Wealth Advisors Group, LLC added | 216,565 | $2M | 0.6% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 195,703 | $2M | 0.5% | 2026-Q1 |
| Providence First Trust Co trimmed | 183,239 | $2M | 0.5% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 182,969 | $2M | 0.5% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 181,879 | $2M | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 175,651 | $2M | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 169,940 | $2M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 167,368 | $2M | 0.4% | 2026-Q1 |
| Atlantic Union Bankshares Corp added | 163,165 | $2M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 161,429 | $2M | 0.4% | 2026-Q1 |
| COMMERCE BANK added | 161,102 | $2M | 0.4% | 2026-Q1 |
| Vivaldi Capital Management LP | 152,219 | $2M | 0.4% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 145,153 | $1M | 0.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 143,305 | $1M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 138,896 | $1M | 0.4% | 2026-Q1 |
| American Financial Advisors, LLC trimmed | 137,507 | $1M | 0.4% | 2026-Q1 |
| SCOTIA CAPITAL INC. trimmed | 135,023 | $1M | 0.4% | 2026-Q1 |
| Indie Asset Partners, LLC added | 134,520 | $1M | 0.4% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 131,587 | $1M | 0.3% | 2026-Q1 |
| DAVENPORT & Co LLC added | 126,675 | $1M | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 122,590 | $1M | 0.3% | 2026-Q1 |
| Everstar Asset Management, LLC added | 114,661 | $1M | 0.3% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 114,111 | $1M | 0.3% | 2026-Q1 |
| Compound Planning, Inc. added | 108,406 | $1M | 0.3% | 2026-Q1 |
| Carl P. Sherr & Co., LLC added | 105,530 | $1M | 0.3% | 2026-Q1 |
| STOCK YARDS BANK & TRUST CO | 103,402 | $1M | 0.3% | 2026-Q1 |
| Arlington Capital Management, Inc. added | 102,550 | $1M | 0.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 92,763 | $1M | 0.3% | 2026-Q1 |
| Virtue Capital Management, LLC added | 102,126 | $1M | 0.3% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 99,355 | $1M | 0.3% | 2026-Q1 |
| PFG Investments, LLC added | 96,409 | $993K | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 94,409 | $972K | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 93,773 | $966K | 0.2% | 2026-Q1 |
| Shulman DeMeo Asset Management LLC trimmed | 92,387 | $952K | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 88,068 | $907K | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 87,825 | $905K | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 87,751 | $904K | 0.2% | 2026-Q1 |
| Westbourne Investment Advisors, Inc. added | 84,700 | $872K | 0.2% | 2026-Q1 |
| INVESTMENT PARTNERS, LTD. added | 82,849 | $853K | 0.2% | 2026-Q1 |
| Keystone Financial Group trimmed | 82,394 | $849K | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 82,373 | $848K | 0.2% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC added | 81,085 | $835K | 0.2% | 2026-Q1 |
| Sigma Planning Corp added | 76,013 | $784K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 75,542 | $774K | 0.2% | 2026-Q1 |
| Brookstone Capital Management added | 74,998 | $772K | 0.2% | 2026-Q1 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH added | 74,420 | $767K | 0.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 73,346 | $755K | 0.2% | 2026-Q1 |
| Avior Wealth Management, LLC added | 72,269 | $744K | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 71,964 | $741K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 70,252 | $724K | 0.2% | 2026-Q1 |
| Tortoise Investment Management, LLC added | 69,010 | $711K | 0.2% | 2026-Q1 |
| Kovack Advisors, Inc. added | 65,883 | $675K | 0.2% | 2026-Q1 |
| Aviance Capital Partners, LLC added | 65,283 | $672K | 0.2% | 2026-Q1 |
| HB Wealth Management, LLC | 60,746 | $626K | 0.2% | 2026-Q1 |
| Novak & Powell Financial Services, Inc. added | 59,449 | $612K | 0.2% | 2026-Q1 |
| Clear Creek Financial Management, LLC trimmed | 58,334 | $601K | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 56,493 | $582K | 0.1% | 2026-Q1 |
| Sowell Financial Services LLC added | 222,917 | $2M | 0.6% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. added | 114,852 | $1M | 0.3% | 2025-Q4 stale |
| BARCLAYS PLC | 120,000 | $1M | 0.3% | 2025-Q3 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 108,544 | $1M | 0.3% | 2025-Q4 stale |
| Signal Advisors Wealth, LLC trimmed | 92,927 | $910K | 0.2% | 2025-Q2 stale |
| U.S. Capital Wealth Advisors, LLC trimmed | 87,665 | $867K | 0.2% | 2025-Q1 stale |
| Foguth Wealth Management, LLC. trimmed | 87,049 | $865K | 0.2% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 69,944 | $699K | 0.2% | 2025-Q4 stale |
| MAS Advisors LLC added | 69,554 | $696K | 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.