Who owns DSI
Which tracked institutional funds hold DSI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DSI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 DSI is one-sided between 2026-Q1 and 2026-Q2: 185 added or opened and 28 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
DSI’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes DSI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DSI 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 608 tracked filers holding DSI, 252 increased or opened the position and 274 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 DSI 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 18
- Global Retirement Partners, LLC$32M
- NewEdge Advisors, LLC$6M
- BASSO CAPITAL MANAGEMENT, L.P.$3M
- Topsail Wealth Management, LLC$2M
- Colter Lewis Investment Partners LLC$2M
- Clean Yield Group$1M
Full exits 19
- Betterment LLC$42M
- PARK AVENUE SECURITIES LLC$20M
- NATURAL INVESTMENTS, LLC$12M
- HighTower Advisors, LLC$11M
- Thrivent Financial for Lutherans$10M
- CWM, LLC$8M
Largest adds
- MORGAN STANLEY$121M
- ENVESTNET ASSET MANAGEMENT INC$33M
- LPL Financial LLC$26M
- JPMORGAN CHASE & CO$23M
- BANK OF AMERICA CORP /DE/$19M
- Bank of New York Mellon Corp$18M
Largest trims
- Corient Private Wealth LP$2M
- Archer Investment Management, LLC$811K
- Impact Investors, Inc$790K
- PNC Financial Services Group, Inc.$726K
- Gateway Wealth Partners, LLC$723K
- WealthShield Partners, LLC$579K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 4,231,965 | $603M | 20.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,741,833 | $248M | 8.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,405,229 | $200M | 6.7% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,229,365 | $175M | 5.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,193,065 | $170M | 5.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,156,395 | $163M | 5.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 797,286 | $117M | 3.9% | 2026-Q2 |
| IMA Advisory Services, Inc. added | 444,726 | $63M | 2.1% | 2026-Q2 |
| UBS Group AG trimmed | 407,533 | $58M | 1.9% | 2026-Q2 |
| Mariner, LLC added | 335,917 | $48M | 1.6% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 322,658 | $46M | 1.5% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 318,940 | $45M | 1.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 302,319 | $43M | 1.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 298,963 | $43M | 1.4% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 280,073 | $40M | 1.3% | 2026-Q2 |
| NORTHSTAR ASSET MANAGEMENT INC added | 279,901 | $40M | 1.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 227,210 | $32M | 1.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 221,547 | $32M | 1.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 214,635 | $31M | 1.0% | 2026-Q2 |
| Creative Planning trimmed | 210,927 | $30M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers added | 204,758 | $29M | 1.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 177,439 | $25M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 176,795 | $25M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 174,483 | $25M | 0.8% | 2026-Q2 |
| Cerity Partners LLC trimmed | 163,637 | $23M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 160,692 | $23M | 0.8% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 157,186 | $22M | 0.7% | 2026-Q2 |
| National Philanthropic Trust trimmed | 148,426 | $21M | 0.7% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 146,353 | $21M | 0.7% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 146,299 | $21M | 0.7% | 2026-Q2 |
| Gemmer Asset Management LLC added | 139,453 | $20M | 0.7% | 2026-Q2 |
| Focus Partners Wealth added | 137,461 | $20M | 0.7% | 2026-Q2 |
| Fiduciary Trust Co trimmed | 129,159 | $18M | 0.6% | 2026-Q2 |
| Manchester Capital Management LLC trimmed | 128,700 | $18M | 0.6% | 2026-Q2 |
| Johnson Financial Group, Inc. trimmed | 111,675 | $16M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 103,448 | $15M | 0.5% | 2026-Q2 |
| PFG Investments, LLC added | 97,760 | $14M | 0.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 94,728 | $13M | 0.5% | 2026-Q2 |
| Francis Financial, Inc. trimmed | 90,492 | $13M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 85,793 | $12M | 0.4% | 2026-Q2 |
| Mascoma Wealth Management LLC added | 76,421 | $11M | 0.4% | 2026-Q2 |
| TRILLIUM ASSET MANAGEMENT, LLC trimmed | 70,793 | $10M | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 70,077 | $10M | 0.3% | 2026-Q2 |
| SCS Capital Management LLC | 69,138 | $10M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 65,941 | $9M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 64,692 | $9M | 0.3% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 63,094 | $9M | 0.3% | 2026-Q2 |
| Brio Consultants, LLC trimmed | 62,504 | $9M | 0.3% | 2026-Q2 |
| ST GERMAIN D J CO INC added | 62,499 | $9M | 0.3% | 2026-Q2 |
| Allianz SE added | 61,222 | $9M | 0.3% | 2026-Q2 |
| Strategic Point Investment Advisors, LLC added | 57,179 | $8M | 0.3% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 56,065 | $8M | 0.3% | 2026-Q2 |
| ASPIRIANT, LLC added | 54,986 | $8M | 0.3% | 2026-Q2 |
| HEADINVEST, LLC trimmed | 54,789 | $8M | 0.3% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 54,735 | $8M | 0.3% | 2026-Q2 |
| CHOREO, LLC trimmed | 53,521 | $8M | 0.3% | 2026-Q2 |
| SOFI WEALTH, LLC added | 52,019 | $7M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 50,722 | $7M | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 49,560 | $7M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 46,578 | $7M | 0.2% | 2026-Q2 |
| Gradient Investments LLC added | 44,958 | $6M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 44,834 | $6M | 0.2% | 2026-Q2 |
| Dunhill Financial, LLC trimmed | 44,668 | $6M | 0.2% | 2026-Q2 |
| ASSETMARK, INC trimmed | 43,915 | $6M | 0.2% | 2026-Q2 |
| Gilbert Capital Group, Inc. trimmed | 41,527 | $6M | 0.2% | 2026-Q2 |
| Avise Financial Cooperative, Inc. trimmed | 40,390 | $6M | 0.2% | 2026-Q2 |
| Columbia Bank added | 39,864 | $6M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 39,487 | $6M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 38,643 | $5M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 37,363 | $5M | 0.2% | 2026-Q2 |
| Wealthfront Advisers LLC added | 36,839 | $5M | 0.2% | 2026-Q2 |
| One Wealth Advisors, LLC trimmed | 36,755 | $5M | 0.2% | 2026-Q2 |
| Erste Asset Management GmbH | 36,621 | $4M | 0.1% | 2026-Q2 |
| Moment Partners, LLC trimmed | 36,426 | $5M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 35,574 | $5M | 0.2% | 2026-Q2 |
| Neumann Capital Management, LLC trimmed | 35,201 | $5M | 0.2% | 2026-Q2 |
| Diversified Enterprises, LLC trimmed | 35,137 | $5M | 0.2% | 2026-Q2 |
| Cranbrook Wealth Management, LLC trimmed | 34,699 | $5M | 0.2% | 2026-Q2 |
| McClarren Financial Advisors, Inc. added | 34,476 | $5M | 0.2% | 2026-Q2 |
| GeoWealth Management, LLC added | 33,636 | $5M | 0.2% | 2026-Q2 |
| &PARTNERS added | 33,404 | $5M | 0.2% | 2026-Q2 |
| Laurel Wealth Planning LLC trimmed | 33,390 | $5M | 0.2% | 2026-Q2 |
| SageView Advisory Group, LLC trimmed | 32,487 | $5M | 0.2% | 2026-Q2 |
| CHILDRESS CAPITAL ADVISORS, LLC trimmed | 32,101 | $5M | 0.2% | 2026-Q2 |
| BAILARD, INC. trimmed | 31,664 | $5M | 0.2% | 2026-Q2 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV added | 31,148 | $4M | 0.1% | 2026-Q2 |
| True Blue Financial, LLC added | 30,923 | $4M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 30,473 | $4M | 0.1% | 2026-Q2 |
| FMR LLC added | 30,371 | $4M | 0.1% | 2026-Q2 |
| FORBES J M & CO LLP added | 29,548 | $4M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 29,530 | $4M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 29,053 | $4M | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 28,901 | $4M | 0.1% | 2026-Q2 |
| BBR PARTNERS, LLC trimmed | 28,552 | $4M | 0.1% | 2026-Q2 |
| Pitcairn Wealth Advisors LLC trimmed | 28,513 | $4M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 28,329 | $4M | 0.1% | 2026-Q2 |
| Fifth Third Wealth Advisors LLC added | 28,071 | $4M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 27,938 | $4M | 0.1% | 2026-Q2 |
| Archer Investment Management, LLC trimmed | 27,556 | $4M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 26,397 | $4M | 0.1% | 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.