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Institutional Ownership · SEC Form 13F

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.

102
Institutional holders
8M
Shares held (tracked funds)

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.

FundSharesReported value% of valueQuarter
Creative Planning trimmed2,688,178$200M35.1%2026-Q2
MORGAN STANLEY added1,117,439$83M14.6%2026-Q2
JPMORGAN CHASE & CO added369,181$27M4.8%2026-Q2
Cascade Financial Partners, LLC added307,535$23M4.0%2026-Q2
Key Financial Inc trimmed306,315$23M4.0%2026-Q2
ROYAL BANK OF CANADA trimmed306,129$23M4.0%2026-Q2
BIP Wealth, LLC added301,931$22M3.9%2026-Q2
LPL Financial LLC added253,339$19M3.3%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed201,357$15M2.6%2026-Q2
M&T Bank Corp added129,343$10M1.7%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed124,973$9M1.6%2026-Q2
Avidian Wealth Enterprises, LLC added112,544$8M1.5%2026-Q2
Evernest Financial Advisors, LLC trimmed91,533$7M1.2%2026-Q2
Powers Advisory Group, LLC trimmed81,325$6M1.1%2026-Q2
WELLS FARGO & COMPANY/MN added79,366$6M1.0%2026-Q2
UBS Group AG added79,114$6M1.0%2026-Q2
MML INVESTORS SERVICES, LLC added76,994$6M1.0%2026-Q2
OSAIC HOLDINGS, INC. trimmed73,334$5M1.0%2026-Q2
RAYMOND JAMES FINANCIAL INC added67,264$5M0.9%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed63,962$5M0.8%2026-Q2
Cetera Investment Advisers trimmed61,185$5M0.8%2026-Q2
Rockefeller Capital Management L.P. trimmed54,487$4M0.7%2026-Q2
AMERIPRISE FINANCIAL INC added49,115$4M0.6%2026-Q2
Gladstone Institutional Advisory LLC trimmed42,664$3M0.6%2026-Q2
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed31,600$2M0.4%2026-Q2
Western Wealth Management, LLC added31,348$2M0.4%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added29,705$2M0.4%2026-Q2
Waverly Advisors, LLC trimmed29,213$2M0.4%2026-Q2
First Heartland Consultants, Inc. trimmed28,917$2M0.4%2026-Q2
JANE STREET GROUP, LLC trimmed28,211$2M0.4%2026-Q2
JFS WEALTH ADVISORS, LLC added27,160$2M0.4%2026-Q2
BlackRock, Inc. added25,701$2M0.3%2026-Q2
Mariner, LLC trimmed25,555$2M0.3%2026-Q2
HOWE & RUSLING INC added19,105$1M0.2%2026-Q2
Kestra Advisory Services, LLC trimmed15,519$1M0.2%2026-Q2
Private Advisor Group, LLC trimmed14,946$1M0.2%2026-Q2
Atria Investments, Inc trimmed13,937$1M0.2%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed11,945$888K0.2%2026-Q2
Evanson Financial, LLC new11,679$869K0.2%2026-Q2
Corient Private Wealth LP11,627$865K0.2%2026-Q2
FIFTH THIRD BANCORP trimmed11,532$858K0.2%2026-Q2
Institute for Wealth Management, LLC. trimmed10,980$817K0.1%2026-Q2
Herold Advisors, Inc. added10,572$786K0.1%2026-Q2
CoreCap Advisors, LLC trimmed10,395$773K0.1%2026-Q2
Stonebridge Financial Group, LLC9,325$693K0.1%2026-Q2
STIFEL FINANCIAL CORP added9,046$673K0.1%2026-Q2
Focus Partners Wealth trimmed8,969$667K0.1%2026-Q2
Geneos Wealth Management Inc. added8,892$661K0.1%2026-Q2
JONES FINANCIAL COMPANIES LLLP trimmed8,332$611K0.1%2026-Q2
Palatine Hill Wealth Management, LLC8,001$595K0.1%2026-Q2
Aptus Capital Advisors, LLC8,000$595K0.1%2026-Q2
Integrated Wealth Concepts LLC8,000$595K0.1%2026-Q2
TopTier Wealth Management, LLC added7,729$575K0.1%2026-Q2
Stratos Wealth Partners, LTD. added7,405$551K0.1%2026-Q2
Meridian Financial Partners LLC trimmed7,145$531K0.1%2026-Q2
VANCE WEALTH, LLC6,150$457K0.1%2026-Q2
MCF Advisors LLC5,885$438K0.1%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed5,884$438K0.1%2026-Q2
IFG Advisory, LLC trimmed5,603$417K0.1%2026-Q2
Altrius Capital Management Inc trimmed5,289$393K0.1%2026-Q2
Apella Capital, LLC added5,249$390K0.1%2026-Q2
Discipline Wealth Solutions, LLC5,246$390K0.1%2026-Q2
MAI Capital Management new5,037$375K0.1%2026-Q2
JNBA Financial Advisors4,806$357K0.1%2026-Q2
Cerity Partners LLC added4,699$349K0.1%2026-Q2
LEVEL FOUR ADVISORY SERVICES, LLC4,488$334K0.1%2026-Q2
Clearstead Advisors, LLC4,243$316K0.1%2026-Q2
Frazier Financial Advisors, LLC4,230$315K0.1%2026-Q2
Hubbell Strickland Wealth Management, LLC added4,108$306K0.1%2026-Q2
United Advisor Group, LLC added3,770$280K0.0%2026-Q2
FMR LLC added3,612$269K0.0%2026-Q2
Chicago Partners Investment Group LLC trimmed3,588$265K0.0%2026-Q2
Fifth Third Securities, Inc. added3,413$254K0.0%2026-Q2
Relyea Zuckerberg Hanson LLC added3,105$231K0.0%2026-Q2
NATIONAL BANK OF CANADA /FI/2,939$218K0.0%2026-Q2
Sound Stewardship, LLC new2,753$205K0.0%2026-Q2
Lantz Financial LLC new2,699$201K0.0%2026-Q2
Savant Capital, LLC new2,623$200K0.0%2026-Q2
CARDIFF PARK ADVISORS, LLC added2,461$183K0.0%2026-Q2
Farther Finance Advisors, LLC trimmed2,172$162K0.0%2026-Q2
LRI Investments, LLC2,085$155K0.0%2026-Q2
SOA Wealth Advisors, LLC. added1,903$142K0.0%2026-Q2
US BANCORP \DE\ added1,806$134K0.0%2026-Q2
ASSETMARK, INC1,600$119K0.0%2026-Q2
Blue Trust, Inc.1,377$102K0.0%2026-Q2
IFP Advisors, Inc trimmed1,235$92K0.0%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed936$70K0.0%2026-Q2
Ancora Advisors LLC720$54K0.0%2026-Q2
Ameritas Advisory Services, LLC added645$48K0.0%2026-Q2
PNC Financial Services Group, Inc.632$47K0.0%2026-Q2
Newton One Investments LLC631$47K0.0%2026-Q2
Point Nemo Capital, LLC new439$33K0.0%2026-Q2
SIGNATUREFD, LLC425$32K0.0%2026-Q2
NewEdge Advisors, LLC trimmed387$29K0.0%2026-Q2
CREATIVE FINANCIAL DESIGNS INC /ADV310$23K0.0%2026-Q2
Global Retirement Partners, LLC added307$23K0.0%2026-Q2
Founders Financial Alliance, LLC265$20K0.0%2026-Q2
BLAIR WILLIAM & CO/IL179$13K0.0%2026-Q2
AdvisorNet Financial, Inc added79$6K0.0%2026-Q2
VANGUARD ADVISERS INC51$4K0.0%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.

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