Who owns DRSK
Which tracked institutional funds hold DRSK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DRSK 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
The tracked-fund tape on DRSK is one-sided between 2026-Q1 and 2026-Q2: 43 added or opened and 8 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
DRSK’s largest tracked holder by dollar value, Aptus Capital Advisors, LLC, sizes it at 4.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 3.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DRSK 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 89 tracked filers holding DRSK, 58 increased or opened the position and 32 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 DRSK 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 4
- Wealth Advisory Team LLC$12M
- Tailwinds Wealth, LLC$6M
- GOLDMAN SACHS GROUP INC$2M
- OLD MISSION CAPITAL LLC$875K
Full exits 3
- Integrated Wealth Concepts LLC$202M
- Talon Private Wealth, LLC$37M
- Betterment LLC$810K
Largest adds
- Aptus Capital Advisors, LLC$73M
- GUARDIAN WEALTH ADVISORS, LLC / NC$10M
- Signal Advisors Wealth, LLC$8M
- ENVESTNET ASSET MANAGEMENT INC$6M
- Capital Investment Advisory Services, LLC$6M
- KFG WEALTH MANAGEMENT, LLC$5M
Largest trims
- Uniting Wealth Partners, LLC$8M
- Bienville Capital Management, LLC$6M
- Independent Advisor Alliance$3M
- Corient Private Wealth LP$2M
- Savvy Advisors, Inc.$405K
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 |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC added | 19,041,961 | $547M | 29.2% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 4,621,680 | $133M | 7.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,155,258 | $62M | 3.3% | 2026-Q2 |
| KFG WEALTH MANAGEMENT, LLC added | 1,989,312 | $57M | 3.0% | 2026-Q2 |
| Diversified Enterprises, LLC added | 1,898,865 | $55M | 2.9% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 1,731,973 | $50M | 2.7% | 2026-Q2 |
| Second Line Capital, LLC added | 1,495,309 | $43M | 2.3% | 2026-Q2 |
| Compass Ion Advisors, LLC added | 1,377,698 | $40M | 2.1% | 2026-Q2 |
| GERBER, LLC added | 1,330,602 | $38M | 2.0% | 2026-Q2 |
| SevenBridge Financial Group, LLC added | 1,291,800 | $37M | 2.0% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 1,302,546 | $37M | 2.0% | 2026-Q2 |
| Clarus Group, Inc. trimmed | 1,243,196 | $36M | 1.9% | 2026-Q2 |
| Brookstone Capital Management trimmed | 1,087,822 | $31M | 1.7% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 1,085,759 | $31M | 1.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,056,652 | $30M | 1.6% | 2026-Q2 |
| BROGAN FINANCIAL, INC. added | 1,018,304 | $29M | 1.6% | 2026-Q2 |
| Advisory Services Network, LLC added | 863,980 | $25M | 1.3% | 2026-Q2 |
| Sunburst Financial Group, LLC added | 834,456 | $24M | 1.3% | 2026-Q2 |
| Park Place Capital Corp added | 779,088 | $22M | 1.2% | 2026-Q2 |
| 6th Street Advisors, LLC added | 757,215 | $22M | 1.2% | 2026-Q2 |
| Waterloo Capital, L.P. added | 744,188 | $21M | 1.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 648,422 | $19M | 1.0% | 2026-Q2 |
| TrueWealth Advisors, LLC added | 472,862 | $14M | 0.7% | 2026-Q2 |
| Wealth Advisory Team LLC added | 429,155 | $12M | 0.7% | 2026-Q2 |
| Purewater Capital LLC added | 420,288 | $12M | 0.6% | 2026-Q2 |
| Bienville Capital Management, LLC trimmed | 385,769 | $11M | 0.6% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 377,229 | $11M | 0.6% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 341,944 | $10M | 0.5% | 2026-Q2 |
| Cushing Capital Partners, LLC added | 325,072 | $9M | 0.5% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 320,306 | $9M | 0.5% | 2026-Q2 |
| United Advisor Group, LLC added | 309,386 | $9M | 0.5% | 2026-Q2 |
| Lord & Richards Wealth Management, LLC added | 298,491 | $9M | 0.5% | 2026-Q2 |
| MBE Wealth Management, LLC trimmed | 289,902 | $8M | 0.4% | 2026-Q2 |
| EdgeRock Capital LLC added | 272,049 | $8M | 0.4% | 2026-Q2 |
| Financial Guidance Group, Inc. trimmed | 241,104 | $7M | 0.4% | 2026-Q2 |
| MARIPAU WEALTH MANAGEMENT LLC added | 211,055 | $6M | 0.3% | 2026-Q2 |
| Tailwinds Wealth, LLC added | 203,643 | $6M | 0.3% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 193,456 | $6M | 0.3% | 2026-Q2 |
| SWS Partners trimmed | 190,686 | $5M | 0.3% | 2026-Q2 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC added | 175,621 | $5M | 0.3% | 2026-Q2 |
| Mendel Money Management added | 154,633 | $4M | 0.2% | 2026-Q2 |
| Uniting Wealth Partners, LLC trimmed | 144,002 | $4M | 0.2% | 2026-Q2 |
| Code Waechter LLC added | 137,928 | $4M | 0.2% | 2026-Q2 |
| Regal Investment Advisors LLC added | 133,212 | $4M | 0.2% | 2026-Q2 |
| RENASANT BANK added | 123,703 | $4M | 0.2% | 2026-Q2 |
| Second Half Financial Partners, LLC trimmed | 116,967 | $3M | 0.2% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 116,018 | $3M | 0.2% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC added | 103,939 | $3M | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 100,823 | $3M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 91,359 | $3M | 0.1% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 87,803 | $3M | 0.1% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 86,000 | $2M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 83,028 | $2M | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 71,997 | $2M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 70,726 | $2M | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 48,709 | $1M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 47,158 | $1M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 31,306 | $900K | 0.0% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 30,446 | $875K | 0.0% | 2026-Q2 |
| Visionary Horizons, LLC added | 28,242 | $812K | 0.0% | 2026-Q2 |
| Jacobi Capital Management LLC trimmed | 17,740 | $510K | 0.0% | 2026-Q2 |
| SmartHarvest Portfolios, LLC | 16,376 | $471K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC added | 15,305 | $440K | 0.0% | 2026-Q2 |
| Coppell Advisory Solutions LLC trimmed | 2,561 | $434K | 0.0% | 2026-Q2 |
| Strong Retirement Solutions LLC added | 15,017 | $432K | 0.0% | 2026-Q2 |
| Valeo Financial Advisors, LLC new | 14,197 | $408K | 0.0% | 2026-Q2 |
| RDA Financial Network trimmed | 12,470 | $359K | 0.0% | 2026-Q2 |
| Retirement Planning Group, LLC trimmed | 9,956 | $286K | 0.0% | 2026-Q2 |
| Lunt Capital Management, Inc. | 9,465 | $272K | 0.0% | 2026-Q2 |
| McElhenny Sheffield Capital Management, LLC | 7,400 | $213K | 0.0% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. new | 7,131 | $205K | 0.0% | 2026-Q2 |
| Kathmere Capital Management, LLC added | 7,130 | $205K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 4,936 | $142K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 4,203 | $121K | 0.0% | 2026-Q2 |
| Princeton Global Asset Management LLC | 3,846 | $111K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 3,733 | $107K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 3,591 | $103K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 2,706 | $78K | 0.0% | 2026-Q2 |
| CHILTON CAPITAL MANAGEMENT LLC | 2,637 | $76K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc new | 1,840 | $53K | 0.0% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB | 1,791 | $51K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 1,309 | $38K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 443 | $13K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 438 | $13K | 0.0% | 2026-Q2 |
| UBS Group AG added | 360 | $10K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 267 | $8K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 212 | $6K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC new | 63 | $2K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 5 | $144 | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 7,394,435 | $202M | 10.8% | 2026-Q1 stale (1 quarter behind) |
| Talon Private Wealth, LLC trimmed | 1,360,788 | $37M | 2.0% | 2026-Q1 stale (1 quarter behind) |
| Betterment LLC added | 29,637 | $810K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Town Capital LLC trimmed | 16,128 | $441K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Brookwood Investment Group LLC new | 386,913 | $11M | 0.6% | 2025-Q4 stale (2 quarters behind) |
| Pandora Wealth, Inc. added | 373,268 | $11M | 0.6% | 2025-Q4 stale (2 quarters behind) |
| Thrivent Financial for Lutherans trimmed | 166,365 | $5M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| True Vision MN LLC trimmed | 63,789 | $2M | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Synergy Asset Management, LLC new | 40,771 | $1M | 0.1% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC trimmed | 24,910 | $709K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 36,795 | $1M | 0.1% | 2025-Q2 stale (4 quarters behind) |
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.