Who owns DOL
Which tracked institutional funds hold DOL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DOL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
25 tracked funds added or opened DOL while 11 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
DOL’s largest tracked holder by dollar value, Creative Planning, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DOL 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 102 tracked filers holding DOL, 44 increased or opened the position and 50 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 DOL 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
- Evanson Financial, LLC$869K
Full exits 7
- CWM, LLC$2M
- FLOW TRADERS U.S. LLC$1M
- Strategic Financial Concepts, LLC$830K
- Evanson Asset Management, LLC$791K
- HighTower Advisors, LLC$543K
- CITADEL ADVISORS LLC$513K
Largest adds
- Creative Planning$17M
- MORGAN STANLEY$9M
- Cascade Financial Partners, LLC$5M
- JPMORGAN CHASE & CO$3M
- LPL Financial LLC$3M
- BIP Wealth, LLC$3M
Largest trims
- JANE STREET GROUP, LLC$3M
- First Heartland Consultants, Inc.$946K
- Atria Investments, Inc$666K
- O'SHAUGHNESSY ASSET MANAGEMENT, LLC$654K
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 |
|---|---|---|---|---|
| Creative Planning trimmed | 2,688,178 | $200M | 35.1% | 2026-Q2 |
| MORGAN STANLEY added | 1,117,439 | $83M | 14.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 369,181 | $27M | 4.8% | 2026-Q2 |
| Cascade Financial Partners, LLC added | 307,535 | $23M | 4.0% | 2026-Q2 |
| Key Financial Inc trimmed | 306,315 | $23M | 4.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 306,129 | $23M | 4.0% | 2026-Q2 |
| BIP Wealth, LLC added | 301,931 | $22M | 3.9% | 2026-Q2 |
| LPL Financial LLC added | 253,339 | $19M | 3.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 201,357 | $15M | 2.6% | 2026-Q2 |
| M&T Bank Corp added | 129,343 | $10M | 1.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 124,973 | $9M | 1.6% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC added | 112,544 | $8M | 1.5% | 2026-Q2 |
| Evernest Financial Advisors, LLC trimmed | 91,533 | $7M | 1.2% | 2026-Q2 |
| Powers Advisory Group, LLC trimmed | 81,325 | $6M | 1.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 79,366 | $6M | 1.0% | 2026-Q2 |
| UBS Group AG added | 79,114 | $6M | 1.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 76,994 | $6M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 73,334 | $5M | 1.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 67,264 | $5M | 0.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 63,962 | $5M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 61,185 | $5M | 0.8% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 54,487 | $4M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 49,115 | $4M | 0.6% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 42,664 | $3M | 0.6% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 31,600 | $2M | 0.4% | 2026-Q2 |
| Western Wealth Management, LLC added | 31,348 | $2M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 29,705 | $2M | 0.4% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 29,213 | $2M | 0.4% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 28,917 | $2M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 28,211 | $2M | 0.4% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC added | 27,160 | $2M | 0.4% | 2026-Q2 |
| BlackRock, Inc. added | 25,701 | $2M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 25,555 | $2M | 0.3% | 2026-Q2 |
| HOWE & RUSLING INC added | 19,105 | $1M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 15,519 | $1M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 14,946 | $1M | 0.2% | 2026-Q2 |
| Atria Investments, Inc trimmed | 13,937 | $1M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,945 | $888K | 0.2% | 2026-Q2 |
| Evanson Financial, LLC new | 11,679 | $869K | 0.2% | 2026-Q2 |
| Corient Private Wealth LP | 11,627 | $865K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 11,532 | $858K | 0.2% | 2026-Q2 |
| Institute for Wealth Management, LLC. trimmed | 10,980 | $817K | 0.1% | 2026-Q2 |
| Herold Advisors, Inc. added | 10,572 | $786K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 10,395 | $773K | 0.1% | 2026-Q2 |
| Stonebridge Financial Group, LLC | 9,325 | $693K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 9,046 | $673K | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 8,969 | $667K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 8,892 | $661K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 8,332 | $611K | 0.1% | 2026-Q2 |
| Palatine Hill Wealth Management, LLC | 8,001 | $595K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 8,000 | $595K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC | 8,000 | $595K | 0.1% | 2026-Q2 |
| TopTier Wealth Management, LLC added | 7,729 | $575K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 7,405 | $551K | 0.1% | 2026-Q2 |
| Meridian Financial Partners LLC trimmed | 7,145 | $531K | 0.1% | 2026-Q2 |
| VANCE WEALTH, LLC | 6,150 | $457K | 0.1% | 2026-Q2 |
| MCF Advisors LLC | 5,885 | $438K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 5,884 | $438K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC trimmed | 5,603 | $417K | 0.1% | 2026-Q2 |
| Altrius Capital Management Inc trimmed | 5,289 | $393K | 0.1% | 2026-Q2 |
| Apella Capital, LLC added | 5,249 | $390K | 0.1% | 2026-Q2 |
| Discipline Wealth Solutions, LLC | 5,246 | $390K | 0.1% | 2026-Q2 |
| MAI Capital Management new | 5,037 | $375K | 0.1% | 2026-Q2 |
| JNBA Financial Advisors | 4,806 | $357K | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 4,699 | $349K | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 4,488 | $334K | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC | 4,243 | $316K | 0.1% | 2026-Q2 |
| Frazier Financial Advisors, LLC | 4,230 | $315K | 0.1% | 2026-Q2 |
| Hubbell Strickland Wealth Management, LLC added | 4,108 | $306K | 0.1% | 2026-Q2 |
| United Advisor Group, LLC added | 3,770 | $280K | 0.0% | 2026-Q2 |
| FMR LLC added | 3,612 | $269K | 0.0% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 3,588 | $265K | 0.0% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 3,413 | $254K | 0.0% | 2026-Q2 |
| Relyea Zuckerberg Hanson LLC added | 3,105 | $231K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 2,939 | $218K | 0.0% | 2026-Q2 |
| Sound Stewardship, LLC new | 2,753 | $205K | 0.0% | 2026-Q2 |
| Lantz Financial LLC new | 2,699 | $201K | 0.0% | 2026-Q2 |
| Savant Capital, LLC new | 2,623 | $200K | 0.0% | 2026-Q2 |
| CARDIFF PARK ADVISORS, LLC added | 2,461 | $183K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 2,172 | $162K | 0.0% | 2026-Q2 |
| LRI Investments, LLC | 2,085 | $155K | 0.0% | 2026-Q2 |
| SOA Wealth Advisors, LLC. added | 1,903 | $142K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ added | 1,806 | $134K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 1,600 | $119K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. | 1,377 | $102K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 1,235 | $92K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 936 | $70K | 0.0% | 2026-Q2 |
| Ancora Advisors LLC | 720 | $54K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 645 | $48K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 632 | $47K | 0.0% | 2026-Q2 |
| Newton One Investments LLC | 631 | $47K | 0.0% | 2026-Q2 |
| Point Nemo Capital, LLC new | 439 | $33K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC | 425 | $32K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 387 | $29K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 310 | $23K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 307 | $23K | 0.0% | 2026-Q2 |
| Founders Financial Alliance, LLC | 265 | $20K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 179 | $13K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 79 | $6K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC | 51 | $4K | 0.0% | 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.