Who owns DSCO
Which tracked institutional funds hold DSCO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DSCO 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 DSCO is one-sided between 2026-Q1 and 2026-Q2: 13 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
DSCO’s largest tracked holder by dollar value, Family Manage LLC, sizes it at 4.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DSCO 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 44 tracked filers holding DSCO, 34 increased or opened the position and 10 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 DSCO 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 7
- Destiny Wealth Partners, LLC$15M
- COURIER CAPITAL LLC$8M
- Foundations Investment Advisors, LLC$7M
- Auour Investments LLC$4M
- Ashton Thomas Private Wealth, LLC$3M
- Cetera Investment Advisers$1M
Full exits 1
- JANE STREET GROUP, LLC$5M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$5M
- WJ Interests, LLC$2M
- Pallas Capital Advisors LLC$2M
- Pettinga Financial Advisors LLC$1M
- Curated Wealth Partners LLC$654K
- M Wealth Management, LLC$448K
Largest trims
- Family Manage LLC$2M
- Jacksonville Wealth Management, LLC$803K
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 |
|---|---|---|---|---|
| Family Manage LLC trimmed | 1,604,919 | $40M | 21.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,274,563 | $32M | 17.1% | 2026-Q2 |
| WJ Interests, LLC added | 707,494 | $18M | 9.5% | 2026-Q2 |
| Destiny Wealth Partners, LLC new | 610,353 | $15M | 8.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 456,601 | $11M | 6.1% | 2026-Q2 |
| Curated Wealth Partners LLC added | 389,577 | $10M | 5.2% | 2026-Q2 |
| COURIER CAPITAL LLC new | 322,755 | $8M | 4.3% | 2026-Q2 |
| Foundations Investment Advisors, LLC new | 269,417 | $7M | 3.6% | 2026-Q2 |
| Jacksonville Wealth Management, LLC trimmed | 222,896 | $6M | 3.0% | 2026-Q2 |
| Auour Investments LLC new | 178,056 | $4M | 2.4% | 2026-Q2 |
| AVAII WEALTH MANAGEMENT, LLC trimmed | 147,056 | $4M | 2.0% | 2026-Q2 |
| Pallas Capital Advisors LLC added | 126,884 | $3M | 1.7% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC new | 105,332 | $3M | 1.4% | 2026-Q2 |
| SilverOak Wealth Management LLC added | 91,324 | $2M | 1.2% | 2026-Q2 |
| CORRADO ADVISORS, LLC added | 83,443 | $2M | 1.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 83,236 | $2M | 1.1% | 2026-Q2 |
| Pettinga Financial Advisors LLC added | 75,594 | $2M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers new | 56,144 | $1M | 0.8% | 2026-Q2 |
| Hubbell Strickland Wealth Management, LLC trimmed | 52,376 | $1M | 0.7% | 2026-Q2 |
| Cushing Capital Partners, LLC added | 49,142 | $1M | 0.7% | 2026-Q2 |
| M Wealth Management, LLC added | 38,241 | $953K | 0.5% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 32,859 | $819K | 0.4% | 2026-Q2 |
| Signal Advisors Wealth, LLC trimmed | 31,924 | $796K | 0.4% | 2026-Q2 |
| UMB Bank, n.a. new | 28,000 | $698K | 0.4% | 2026-Q2 |
| LPL Financial LLC added | 25,854 | $645K | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 19,858 | $495K | 0.3% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 16,501 | $411K | 0.2% | 2026-Q2 |
| Elmwood Wealth Management, Inc. new | 15,550 | $388K | 0.2% | 2026-Q2 |
| Walser Wealth Management Company, A Ltd Liability Co new | 14,526 | $362K | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 12,151 | $303K | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 11,768 | $293K | 0.2% | 2026-Q2 |
| Waterloo Capital, L.P. new | 9,574 | $239K | 0.1% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC new | 9,019 | $225K | 0.1% | 2026-Q2 |
| MARIPAU WEALTH MANAGEMENT LLC trimmed | 8,372 | $209K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 8,284 | $207K | 0.1% | 2026-Q2 |
| Three Bearings Fiduciary Advisors, Inc. | 8,126 | $203K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 8,143 | $202K | 0.1% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 5,049 | $125K | 0.1% | 2026-Q2 |
| WHITTIER TRUST CO | 4,523 | $112K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC new | 3,087 | $77K | 0.0% | 2026-Q2 |
| ASHTON THOMAS SECURITIES, LLC new | 1,784 | $44K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 1,578 | $39K | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. | 996 | $25K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 191 | $5K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 218,658 | $5M | 2.9% | 2026-Q1 stale (1 quarter behind) |
| Bank of New York Mellon Corp new | 19,612 | $487K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| GUARDIAN WEALTH ADVISORS, LLC / NC new | 5,301 | $132K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG new | 2,100 | $52K | 0.0% | 2026-Q1 stale (1 quarter 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.