Who owns DRSK (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-Q1 13F filings. 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
24 tracked funds added or opened DRSK while 22 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
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 0.2% of theirs — a 3.8pp 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 2025-Q4 and 2026-Q1, across 87 tracked filers holding DRSK, 59 increased or opened the position and 35 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 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 5
- ENVESTNET ASSET MANAGEMENT INC$56M
- Talon Private Wealth, LLC$37M
- 6th Street Advisors, LLC$21M
- Uniting Wealth Partners, LLC$12M
- Purewater Capital LLC$9M
Full exits 8
- Wealth Advisory Team LLC$12M
- Brookwood Investment Group LLC$11M
- Pandora Wealth, Inc.$11M
- Thrivent Financial for Lutherans$5M
- True Vision MN LLC$2M
- Wilian Securities, LLC$1M
Largest adds
- Integrated Wealth Concepts LLC$32M
- Aptus Capital Advisors, LLC$30M
- Second Line Capital, LLC$4M
- Independent Advisor Alliance$4M
- SevenBridge Financial Group, LLC$3M
- KFG WEALTH MANAGEMENT, LLC$3M
Largest trims
- Corient Private Wealth LLC$8M
- LPL Financial LLC$6M
- Savvy Advisors, Inc.$3M
- RAYMOND JAMES FINANCIAL INC$2M
- Compass Ion Advisors, LLC$2M
- Wealthcare Advisory Partners LLC$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 |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC added | 17,362,440 | $475M | 27.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 7,394,435 | $202M | 11.6% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 4,508,481 | $123M | 7.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,055,006 | $56M | 3.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 1,899,112 | $52M | 3.0% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC added | 1,894,908 | $52M | 3.0% | 2026-Q1 |
| Diversified Enterprises, LLC added | 1,831,987 | $50M | 2.9% | 2026-Q1 |
| Second Line Capital, LLC added | 1,462,265 | $42M | 2.4% | 2026-Q1 |
| Compass Ion Advisors, LLC trimmed | 1,367,772 | $37M | 2.1% | 2026-Q1 |
| Talon Private Wealth, LLC trimmed | 1,360,788 | $37M | 2.1% | 2026-Q1 |
| SevenBridge Financial Group, LLC added | 1,235,065 | $35M | 2.0% | 2026-Q1 |
| GERBER, LLC added | 1,282,730 | $35M | 2.0% | 2026-Q1 |
| Clarus Group, Inc. added | 1,265,488 | $35M | 2.0% | 2026-Q1 |
| Brookstone Capital Management added | 1,098,447 | $30M | 1.7% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 1,077,584 | $29M | 1.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,076,150 | $29M | 1.7% | 2026-Q1 |
| BROGAN FINANCIAL, INC. added | 1,006,593 | $28M | 1.6% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 988,042 | $27M | 1.5% | 2026-Q1 |
| Advisory Services Network, LLC added | 845,481 | $23M | 1.3% | 2026-Q1 |
| Sunburst Financial Group, LLC added | 772,229 | $21M | 1.2% | 2026-Q1 |
| Park Place Capital Corp added | 757,078 | $21M | 1.2% | 2026-Q1 |
| 6th Street Advisors, LLC new | 755,996 | $21M | 1.2% | 2026-Q1 |
| Waterloo Capital, L.P. added | 718,009 | $20M | 1.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 665,301 | $18M | 1.0% | 2026-Q1 |
| Bienville Capital Management, LLC added | 624,636 | $17M | 1.0% | 2026-Q1 |
| TrueWealth Advisors, LLC added | 468,957 | $13M | 0.7% | 2026-Q1 |
| Uniting Wealth Partners, LLC trimmed | 425,551 | $12M | 0.7% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 364,388 | $10M | 0.6% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 357,023 | $10M | 0.6% | 2026-Q1 |
| Purewater Capital LLC new | 332,857 | $9M | 0.5% | 2026-Q1 |
| Cushing Capital Partners, LLC added | 301,634 | $8M | 0.5% | 2026-Q1 |
| United Advisor Group, LLC added | 294,683 | $8M | 0.5% | 2026-Q1 |
| MBE Wealth Management, LLC added | 292,208 | $8M | 0.5% | 2026-Q1 |
| Lord & Richards Wealth Management, LLC added | 286,935 | $8M | 0.4% | 2026-Q1 |
| EdgeRock Capital LLC trimmed | 262,098 | $7M | 0.4% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 256,154 | $7M | 0.4% | 2026-Q1 |
| Financial Guidance Group, Inc. added | 249,004 | $7M | 0.4% | 2026-Q1 |
| Independent Advisor Alliance added | 232,937 | $6M | 0.4% | 2026-Q1 |
| MARIPAU WEALTH MANAGEMENT LLC added | 203,026 | $6M | 0.3% | 2026-Q1 |
| SWS Partners added | 191,133 | $5M | 0.3% | 2026-Q1 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC added | 168,746 | $5M | 0.3% | 2026-Q1 |
| Regal Investment Advisors LLC added | 132,649 | $4M | 0.2% | 2026-Q1 |
| Mendel Money Management added | 129,870 | $4M | 0.2% | 2026-Q1 |
| Code Waechter LLC added | 126,071 | $3M | 0.2% | 2026-Q1 |
| RENASANT BANK added | 120,336 | $3M | 0.2% | 2026-Q1 |
| Second Half Financial Partners, LLC added | 118,347 | $3M | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 98,210 | $3M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 95,459 | $3M | 0.1% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC added | 93,320 | $3M | 0.1% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 86,000 | $2M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 81,422 | $2M | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 71,070 | $2M | 0.1% | 2026-Q1 |
| Savvy Advisors, Inc. trimmed | 66,051 | $2M | 0.1% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 62,501 | $2M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 46,676 | $1M | 0.1% | 2026-Q1 |
| Betterment LLC added | 29,637 | $810K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 26,341 | $720K | 0.0% | 2026-Q1 |
| Visionary Horizons, LLC added | 22,588 | $617K | 0.0% | 2026-Q1 |
| Jacobi Capital Management LLC added | 19,279 | $527K | 0.0% | 2026-Q1 |
| SmartHarvest Portfolios, LLC | 16,376 | $448K | 0.0% | 2026-Q1 |
| Parallel Advisors, LLC trimmed | 15,258 | $417K | 0.0% | 2026-Q1 |
| Strong Retirement Solutions LLC trimmed | 13,830 | $378K | 0.0% | 2026-Q1 |
| RDA Financial Network added | 12,860 | $351K | 0.0% | 2026-Q1 |
| HRT FINANCIAL LP new | 11,069 | $302K | 0.0% | 2026-Q1 |
| Retirement Planning Group, LLC trimmed | 10,642 | $291K | 0.0% | 2026-Q1 |
| RFG Advisory, LLC new | 10,365 | $283K | 0.0% | 2026-Q1 |
| Virtue Capital Management, LLC added | 9,666 | $262K | 0.0% | 2026-Q1 |
| Lunt Capital Management, Inc. | 9,465 | $259K | 0.0% | 2026-Q1 |
| McElhenny Sheffield Capital Management, LLC | 7,400 | $202K | 0.0% | 2026-Q1 |
| Cordgrass Capital Advisors, LLC new | 6,097 | $167K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 5,020 | $137K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 5,011 | $137K | 0.0% | 2026-Q1 |
| Princeton Global Asset Management LLC trimmed | 3,846 | $105K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA | 3,733 | $102K | 0.0% | 2026-Q1 |
| Wealth Advisory Team LLC added | 413,104 | $12M | 0.7% | 2025-Q4 stale |
| Brookwood Investment Group LLC new | 386,913 | $11M | 0.6% | 2025-Q4 stale |
| Pandora Wealth, Inc. added | 373,268 | $11M | 0.6% | 2025-Q4 stale |
| Naviter Wealth, LLC added | 270,954 | $7M | 0.4% | 2025-Q1 stale |
| Thrivent Financial for Lutherans trimmed | 166,365 | $5M | 0.3% | 2025-Q4 stale |
| True Vision MN LLC trimmed | 63,789 | $2M | 0.1% | 2025-Q4 stale |
| Wilian Securities, LLC new | 50,449 | $1M | 0.1% | 2025-Q4 stale |
| Synergy Asset Management, LLC new | 40,771 | $1M | 0.1% | 2025-Q4 stale |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 36,795 | $1M | 0.1% | 2025-Q2 stale |
| OLD MISSION CAPITAL LLC trimmed | 27,929 | $803K | 0.0% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 24,910 | $709K | 0.0% | 2025-Q4 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 17,925 | $489K | 0.0% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 15,374 | $438K | 0.0% | 2025-Q4 stale |
| PARK AVENUE SECURITIES LLC trimmed | 14,554 | $397K | 0.0% | 2025-Q1 stale |
| Safe Harbor Fiduciary, LLC added | 13,813 | $377K | 0.0% | 2025-Q1 stale |
| WOLVERINE TRADING, LLC added | 13,180 | $376K | 0.0% | 2025-Q2 stale |
| Comprehensive Financial Planning, Inc./PA trimmed | 12,933 | $353K | 0.0% | 2025-Q1 stale |
| Advisor Resource Council trimmed | 11,658 | $335K | 0.0% | 2025-Q2 stale |
| Gladstone Institutional Advisory LLC trimmed | 11,215 | $319K | 0.0% | 2025-Q4 stale |
| Magnolia Private Wealth, LLC added | 10,620 | $302K | 0.0% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 9,095 | $259K | 0.0% | 2025-Q4 stale |
| Compound Planning, Inc. trimmed | 7,612 | $208K | 0.0% | 2025-Q1 stale |
| Kathmere Capital Management, LLC new | 7,074 | $201K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 3,768 | $107K | 0.0% | 2025-Q4 stale |
| BOKF, NA trimmed | 3,196 | $92K | 0.0% | 2025-Q3 stale |
| OPTIMA CAPITAL LLC new | 2,951 | $84K | 0.0% | 2025-Q4 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.