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-Q1 13F filings (latest filed 2026-05-18). 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 2025-Q4 and 2026-Q1: 7 added or opened and 24 trimmed or exited — on balance reducing.
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, VANGUARD GROUP 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 2025-Q4 and 2026-Q1, across 130 tracked filers holding DOUG, 63 increased or opened the position and 63 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 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 6
- VANGUARD CAPITAL MANAGEMENT LLC$5M
- GATE CITY CAPITAL MANAGEMENT, LLC$4M
- Stokes Family Office, LLC$1M
- VANGUARD FIDUCIARY TRUST CO$783K
- VANGUARD PORTFOLIO MANAGEMENT LLC$695K
- MARSHALL WACE, LLP$639K
Full exits 3
- VANGUARD GROUP INC$10M
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$6M
- TWO SIGMA ADVISERS, LP$623K
Largest adds
- AMERICAN CENTURY COMPANIES INC$879K
Largest trims
- BlackRock, Inc.$4M
- RENAISSANCE TECHNOLOGIES LLC$3M
- Clearline Capital LP$3M
- Truffle Hound Capital, LLC$2M
- Moerus Capital Management LLC$2M
- D. E. Shaw & Co., Inc.$2M
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 5,046,306 | $8M | 8.3% | 2026-Q1 |
| Clearline Capital LP | 3,892,595 | $6M | 6.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,330,426 | $5M | 5.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 3,279,299 | $5M | 5.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 3,151,124 | $5M | 5.2% | 2026-Q1 |
| Moerus Capital Management LLC added | 3,092,490 | $5M | 5.1% | 2026-Q1 |
| Portolan Capital Management, LLC added | 2,669,030 | $4M | 4.4% | 2026-Q1 |
| GATE CITY CAPITAL MANAGEMENT, LLC added | 2,280,114 | $4M | 3.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,809,178 | $3M | 3.0% | 2026-Q1 |
| First Eagle Investment Management, LLC added | 1,630,871 | $3M | 2.7% | 2026-Q1 |
| STATE STREET CORP added | 1,380,436 | $2M | 2.3% | 2026-Q1 |
| Saber Capital Managment, LLC added | 1,368,068 | $2M | 2.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 1,211,346 | $2M | 2.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,102,596 | $2M | 1.8% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 663,245 | $1M | 1.1% | 2026-Q1 |
| Stokes Family Office, LLC new | 637,500 | $1M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 553,386 | $908K | 0.9% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 515,511 | $845K | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 477,307 | $783K | 0.8% | 2026-Q1 |
| Truffle Hound Capital, LLC trimmed | 452,066 | $741K | 0.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 423,547 | $695K | 0.7% | 2026-Q1 |
| Cullen Capital Management, LLC trimmed | 413,225 | $678K | 0.7% | 2026-Q1 |
| MARSHALL WACE, LLP added | 389,607 | $639K | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 360,308 | $591K | 0.6% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 344,456 | $565K | 0.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 333,886 | $548K | 0.5% | 2026-Q1 |
| Diversified Investment Strategies, LLC | 320,608 | $526K | 0.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 279,278 | $458K | 0.5% | 2026-Q1 |
| UBS Group AG added | 231,187 | $379K | 0.4% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 220,920 | $363K | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 201,038 | $330K | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 200,661 | $329K | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 181,280 | $297K | 0.3% | 2026-Q1 |
| CastleKnight Management LP | 177,064 | $290K | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 161,080 | $264K | 0.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 158,747 | $260K | 0.3% | 2026-Q1 |
| LONE PEAK GLOBAL INVESTORS LLC added | 158,518 | $260K | 0.3% | 2026-Q1 |
| XY Capital Ltd new | 150,963 | $248K | 0.2% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC added | 133,019 | $218K | 0.2% | 2026-Q1 |
| Nuveen, LLC | 95,338 | $156K | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 87,695 | $144K | 0.1% | 2026-Q1 |
| Pekin Hardy Strauss, Inc. trimmed | 78,500 | $129K | 0.1% | 2026-Q1 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. new | 78,062 | $128K | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 64,779 | $106K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 63,973 | $105K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 60,935 | $100K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 59,141 | $97K | 0.1% | 2026-Q1 |
| Graham Capital Management, L.P. trimmed | 53,446 | $88K | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 53,191 | $87K | 0.1% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI added | 51,636 | $85K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 50,895 | $83K | 0.1% | 2026-Q1 |
| Odyssean, LLC new | 50,160 | $82K | 0.1% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP added | 48,662 | $80K | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 44,317 | $73K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 44,156 | $72K | 0.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 277 | $67K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 41,092 | $67K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 24,400 | $58K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 34,928 | $57K | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 32,200 | $53K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 31,832 | $52K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 30,183 | $49K | 0.0% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 28,899 | $47K | 0.0% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 28,151 | $46K | 0.0% | 2026-Q1 |
| Cherokee Insurance Co | 25,590 | $42K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 4,214,589 | $10M | 10.0% | 2025-Q4 stale |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 2,479,633 | $6M | 5.9% | 2025-Q4 stale |
| Azora Capital LP new | 611,215 | $1M | 1.4% | 2025-Q2 stale |
| Senvest Management, LLC added | 469,334 | $1M | 1.3% | 2025-Q3 stale |
| Quinn Opportunity Partners LLC trimmed | 442,729 | $1M | 1.0% | 2025-Q2 stale |
| ALTFEST L J & CO INC trimmed | 253,621 | $725K | 0.7% | 2025-Q3 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 271,097 | $629K | 0.6% | 2025-Q2 stale |
| TWO SIGMA ADVISERS, LP trimmed | 262,715 | $623K | 0.6% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 239,489 | $556K | 0.6% | 2025-Q2 stale |
| Quarry LP new | 150,000 | $429K | 0.4% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC added | 149,718 | $428K | 0.4% | 2025-Q3 stale |
| Thrivent Financial for Lutherans | 183,798 | $426K | 0.4% | 2025-Q2 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 4,097 | $379K | 0.4% | 2025-Q4 stale |
| Schonfeld Strategic Advisors LLC added | 155,050 | $267K | 0.3% | 2025-Q1 stale |
| HRT FINANCIAL LP added | 148,483 | $255K | 0.3% | 2025-Q1 stale |
| JANE STREET GROUP, LLC trimmed | 96,298 | $228K | 0.2% | 2025-Q4 stale |
| Jefferies Financial Group Inc. added | 127,497 | $219K | 0.2% | 2025-Q1 stale |
| DEUTSCHE BANK AG\ trimmed | 73,764 | $175K | 0.2% | 2025-Q4 stale |
| BALYASNY ASSET MANAGEMENT L.P. added | 89,318 | $154K | 0.2% | 2025-Q1 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 60,212 | $143K | 0.1% | 2025-Q4 stale |
| Caption Management, LLC trimmed | 59,588 | $138K | 0.1% | 2025-Q2 stale |
| Jain Global LLC new | 80,344 | $138K | 0.1% | 2025-Q1 stale |
| ALGERT GLOBAL LLC added | 40,176 | $115K | 0.1% | 2025-Q3 stale |
| Greenland Capital Management LP new | 40,000 | $114K | 0.1% | 2025-Q3 stale |
| Baader Bank Aktiengesellschaft new | 43,672 | $98K | 0.1% | 2025-Q2 stale |
| MANGROVE PARTNERS IM, LLC new | 40,629 | $96K | 0.1% | 2025-Q4 stale |
| Point72 Asia (Singapore) Pte. Ltd. trimmed | 53,863 | $93K | 0.1% | 2025-Q1 stale |
| Squarepoint Ops LLC trimmed | 34,539 | $82K | 0.1% | 2025-Q4 stale |
| Abel Hall, LLC new | 31,590 | $75K | 0.1% | 2025-Q4 stale |
| MetLife Investment Management, LLC trimmed | 26,246 | $62K | 0.1% | 2025-Q4 stale |
| Qube Research & Technologies Ltd trimmed | 22,381 | $52K | 0.1% | 2025-Q2 stale |
| Quadrature Capital Ltd trimmed | 17,865 | $51K | 0.1% | 2025-Q3 stale |
| Quantessence Capital LLC new | 29,292 | $50K | 0.1% | 2025-Q1 stale |
| WOLVERINE TRADING, LLC added | 16,291 | $48K | 0.0% | 2025-Q3 stale |
| OMERS ADMINISTRATION Corp trimmed | 20,000 | $46K | 0.0% | 2025-Q2 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.