Who owns DOUG
Which tracked institutional funds hold DOUG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DOUG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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
The tracked-fund tape on DOUG is one-sided between 2026-Q1 and 2026-Q2: 9 added or opened and 3 trimmed or exited — on balance accumulating.
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
DOUG’s largest tracked holder by dollar value, BlackRock, Inc., 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 DOUG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DOUG 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 128 tracked filers holding DOUG, 66 increased or opened the position and 61 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 DOUG 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.
Full exits 1
- Truffle Hound Capital, LLC$741K
Largest adds
- BlackRock, Inc.$1M
- AMERIPRISE FINANCIAL INC$1M
- AQR CAPITAL MANAGEMENT LLC$1M
- Moerus Capital Management LLC$665K
- MARSHALL WACE, LLP$659K
- Clearline Capital LP$645K
Largest trims
- AMERICAN CENTURY COMPANIES INC$344K
- UBS Group AG$334K
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 5,358,170 | $9M | 11.5% | 2026-Q2 |
| Clearline Capital LP added | 3,971,355 | $7M | 8.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 3,672,817 | $7M | 7.9% | 2026-Q2 |
| Moerus Capital Management LLC added | 3,241,090 | $6M | 7.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 3,107,298 | $5M | 6.7% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 3,019,624 | $5M | 6.5% | 2026-Q2 |
| Portolan Capital Management, LLC trimmed | 2,399,364 | $4M | 5.2% | 2026-Q2 |
| GATE CITY CAPITAL MANAGEMENT, LLC trimmed | 2,129,688 | $4M | 4.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,917,000 | $3M | 4.1% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 1,641,071 | $3M | 3.5% | 2026-Q2 |
| STATE STREET CORP trimmed | 1,336,794 | $2M | 2.9% | 2026-Q2 |
| Saber Capital Managment, LLC trimmed | 1,336,220 | $2M | 2.9% | 2026-Q2 |
| Pavaki Capital Management LLC added | 1,022,552 | $2M | 2.2% | 2026-Q2 |
| Stokes Family Office, LLC added | 950,000 | $2M | 2.0% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 927,872 | $2M | 2.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 926,178 | $2M | 2.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 742,471 | $1M | 1.6% | 2026-Q2 |
| MARSHALL WACE, LLP added | 733,575 | $1M | 1.6% | 2026-Q2 |
| NORTHERN TRUST CORP added | 573,260 | $1M | 1.2% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 563,245 | $997K | 1.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 511,927 | $906K | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 493,447 | $873K | 1.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 487,007 | $862K | 1.0% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 416,049 | $736K | 0.9% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 400,738 | $709K | 0.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 311,335 | $551K | 0.7% | 2026-Q2 |
| Cullen Capital Management, LLC trimmed | 309,289 | $547K | 0.7% | 2026-Q2 |
| Diversified Investment Strategies, LLC trimmed | 305,608 | $541K | 0.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 253,344 | $448K | 0.5% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 246,083 | $436K | 0.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 223,957 | $396K | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 181,072 | $320K | 0.4% | 2026-Q2 |
| CastleKnight Management LP | 177,064 | $313K | 0.4% | 2026-Q2 |
| LONE PEAK GLOBAL INVESTORS LLC added | 161,438 | $286K | 0.3% | 2026-Q2 |
| XY Capital Ltd | 150,963 | $267K | 0.3% | 2026-Q2 |
| Vise Technologies, Inc. new | 147,819 | $262K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 144,256 | $255K | 0.3% | 2026-Q2 |
| Invesco Ltd. trimmed | 122,604 | $217K | 0.3% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC trimmed | 108,266 | $192K | 0.2% | 2026-Q2 |
| Nuveen, LLC | 95,338 | $169K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 92,512 | $164K | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 74,208 | $131K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 71,448 | $126K | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 71,023 | $126K | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 67,934 | $120K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 57,504 | $102K | 0.1% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI added | 51,674 | $91K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 51,514 | $91K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 49,274 | $87K | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 43,397 | $77K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 43,244 | $77K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 42,967 | $76K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 38,337 | $68K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 35,717 | $63K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 34,294 | $61K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 33,919 | $60K | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 33,751 | $60K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 33,735 | $60K | 0.1% | 2026-Q2 |
| Cerity Partners LLC new | 32,383 | $57K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 32,200 | $57K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 32,188 | $58K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 31,842 | $56K | 0.1% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC added | 31,129 | $55K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 28,899 | $51K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 28,500 | $47K | 0.1% | 2026-Q2 |
| PFS Partners, LLC added | 27,381 | $48K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 27,034 | $52K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 25,699 | $45K | 0.1% | 2026-Q2 |
| Creative Planning added | 23,872 | $42K | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 23,477 | $42K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 20,951 | $37K | 0.0% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. trimmed | 20,000 | $35K | 0.0% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. | 18,500 | $33K | 0.0% | 2026-Q2 |
| SEI INVESTMENTS CO added | 17,237 | $31K | 0.0% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 16,327 | $29K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 16,312 | $29K | 0.0% | 2026-Q2 |
| COLLECTIVE FAMILY OFFICE LLC | 16,000 | $28K | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC | 15,000 | $27K | 0.0% | 2026-Q2 |
| STRS OHIO | 13,800 | $24K | 0.0% | 2026-Q2 |
| Ground Swell Capital, LLC new | 13,685 | $24K | 0.0% | 2026-Q2 |
| Tandem Financial, LLC new | 13,500 | $24K | 0.0% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 13,153 | $23K | 0.0% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,743 | $23K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 12,619 | $22K | 0.0% | 2026-Q2 |
| Graham Capital Management, L.P. trimmed | 11,982 | $21K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 11,674 | $21K | 0.0% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC trimmed | 11,461 | $20K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 10,657 | $19K | 0.0% | 2026-Q2 |
| BRIGHTON JONES LLC new | 10,292 | $18K | 0.0% | 2026-Q2 |
| Atria Investments, Inc trimmed | 10,194 | $18K | 0.0% | 2026-Q2 |
| Accurate Wealth Management, LLC | 10,000 | $19K | 0.0% | 2026-Q2 |
| FIRST HORIZON CORP trimmed | 7,949 | $14K | 0.0% | 2026-Q2 |
| FMR LLC added | 7,757 | $14K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 7,487 | $13K | 0.0% | 2026-Q2 |
| Legal & General Group Plc | 6,664 | $12K | 0.0% | 2026-Q2 |
| Provenance Wealth Advisors, LLC | 6,380 | $11K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 3,922 | $7K | 0.0% | 2026-Q2 |
| UMB Bank, n.a. | 3,363 | $6K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 3,145 | $6K | 0.0% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 2,844 | $5K | 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.