Who owns DSI (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-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
42 tracked funds added or opened DSI while 116 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
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 2025-Q4 and 2026-Q1, across 586 tracked filers holding DSI, 213 increased or opened the position and 286 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 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 11
- First Affirmative Financial Network$5M
- Independent Advisor Alliance$4M
- CIBC Bancorp USA Inc.$2M
- CHILTON INVESTMENT CO INC.$1M
- Allred Capital Management, LLC$893K
- BAR HARBOR WEALTH MANAGEMENT$811K
Full exits 18
- Global Retirement Partners, LLC$29M
- COMERICA BANK$8M
- Litman Gregory Wealth Management LLC$5M
- SageView Advisory Group, LLC$5M
- TrueWealth Financial Partners$4M
- NewEdge Advisors, LLC$3M
Largest adds
- Bank of New York Mellon Corp$50M
- NORTHSTAR ASSET MANAGEMENT INC$13M
- National Philanthropic Trust$7M
- FIFTH THIRD BANCORP$7M
- PNC FINANCIAL SERVICES GROUP, INC.$5M
- GOLDMAN SACHS GROUP INC$5M
Largest trims
- BANK OF AMERICA CORP /DE/$36M
- ENVESTNET ASSET MANAGEMENT INC$29M
- JPMORGAN CHASE & CO$18M
- MORGAN STANLEY$17M
- LPL Financial LLC$13M
- AMERIPRISE FINANCIAL INC$10M
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 3,971,726 | $481M | 18.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,774,477 | $215M | 8.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,490,807 | $181M | 6.9% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,254,533 | $152M | 5.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,232,859 | $149M | 5.7% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,189,990 | $140M | 5.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 834,824 | $101M | 3.9% | 2026-Q1 |
| UBS Group AG trimmed | 416,264 | $50M | 1.9% | 2026-Q1 |
| IMA Advisory Services, Inc. added | 412,576 | $50M | 1.9% | 2026-Q1 |
| Betterment LLC trimmed | 349,749 | $42M | 1.6% | 2026-Q1 |
| Mariner, LLC trimmed | 334,677 | $41M | 1.5% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 326,059 | $40M | 1.5% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 323,131 | $39M | 1.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 300,562 | $36M | 1.4% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 282,552 | $34M | 1.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 247,083 | $30M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 228,315 | $28M | 1.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 221,434 | $27M | 1.0% | 2026-Q1 |
| Creative Planning added | 216,456 | $26M | 1.0% | 2026-Q1 |
| NORTHSTAR ASSET MANAGEMENT INC added | 212,270 | $26M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 203,543 | $25M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 176,824 | $21M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 174,241 | $21M | 0.8% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 174,144 | $21M | 0.8% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 166,917 | $20M | 0.8% | 2026-Q1 |
| National Philanthropic Trust added | 164,023 | $20M | 0.8% | 2026-Q1 |
| Cerity Partners LLC added | 163,687 | $20M | 0.8% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 156,910 | $19M | 0.7% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 145,400 | $18M | 0.7% | 2026-Q1 |
| Gemmer Asset Management LLC added | 138,689 | $17M | 0.6% | 2026-Q1 |
| Focus Partners Wealth trimmed | 136,822 | $17M | 0.6% | 2026-Q1 |
| Fiduciary Trust Co trimmed | 136,725 | $17M | 0.6% | 2026-Q1 |
| Manchester Capital Management LLC trimmed | 135,121 | $16M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 128,358 | $16M | 0.6% | 2026-Q1 |
| Johnson Financial Group, Inc. added | 113,725 | $14M | 0.5% | 2026-Q1 |
| NATURAL INVESTMENTS, LLC trimmed | 97,849 | $12M | 0.5% | 2026-Q1 |
| PFG Investments, LLC added | 95,999 | $12M | 0.4% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 95,633 | $12M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 92,336 | $11M | 0.4% | 2026-Q1 |
| Francis Financial, Inc. trimmed | 91,578 | $11M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 90,054 | $11M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 88,810 | $11M | 0.4% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 84,081 | $10M | 0.4% | 2026-Q1 |
| TRILLIUM ASSET MANAGEMENT, LLC trimmed | 132,556 | $10M | 0.4% | 2026-Q1 |
| Mascoma Wealth Management LLC trimmed | 72,480 | $9M | 0.3% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 70,771 | $9M | 0.3% | 2026-Q1 |
| Brio Consultants, LLC added | 62,899 | $9M | 0.3% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 70,112 | $8M | 0.3% | 2026-Q1 |
| SCS Capital Management LLC | 69,138 | $8M | 0.3% | 2026-Q1 |
| CWM, LLC trimmed | 68,193 | $8M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 66,795 | $8M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 65,836 | $8M | 0.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 65,586 | $8M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 64,530 | $8M | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 64,315 | $8M | 0.3% | 2026-Q1 |
| ST GERMAIN D J CO INC added | 61,507 | $7M | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 60,882 | $7M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC added | 61,751 | $7M | 0.3% | 2026-Q1 |
| Allianz SE added | 57,368 | $7M | 0.3% | 2026-Q1 |
| Strategic Point Investment Advisors, LLC trimmed | 56,187 | $7M | 0.3% | 2026-Q1 |
| CHOREO, LLC trimmed | 55,461 | $7M | 0.3% | 2026-Q1 |
| HEADINVEST, LLC trimmed | 54,930 | $7M | 0.3% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 54,922 | $7M | 0.3% | 2026-Q1 |
| ASPIRIANT, LLC | 54,846 | $7M | 0.3% | 2026-Q1 |
| Dunhill Financial, LLC trimmed | 52,521 | $6M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 48,852 | $6M | 0.2% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 46,200 | $6M | 0.2% | 2026-Q1 |
| ASSETMARK, INC trimmed | 45,714 | $6M | 0.2% | 2026-Q1 |
| Avise Financial Cooperative, Inc. added | 44,888 | $5M | 0.2% | 2026-Q1 |
| First Affirmative Financial Network | 42,625 | $5M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 44,257 | $5M | 0.2% | 2026-Q1 |
| Gradient Investments LLC trimmed | 43,245 | $5M | 0.2% | 2026-Q1 |
| SOFI WEALTH, LLC added | 42,790 | $5M | 0.2% | 2026-Q1 |
| Gilbert Capital Group, Inc. trimmed | 42,434 | $5M | 0.2% | 2026-Q1 |
| Archer Investment Management, LLC added | 39,065 | $5M | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC added | 38,277 | $5M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 37,764 | $5M | 0.2% | 2026-Q1 |
| Moment Partners, LLC trimmed | 36,917 | $4M | 0.2% | 2026-Q1 |
| One Wealth Advisors, LLC trimmed | 36,835 | $4M | 0.2% | 2026-Q1 |
| Erste Asset Management GmbH trimmed | 36,621 | $4M | 0.2% | 2026-Q1 |
| Diversified Enterprises, LLC added | 35,494 | $4M | 0.2% | 2026-Q1 |
| Columbia Bank added | 35,440 | $4M | 0.2% | 2026-Q1 |
| Neumann Capital Management, LLC trimmed | 35,428 | $4M | 0.2% | 2026-Q1 |
| Cranbrook Wealth Management, LLC added | 35,191 | $4M | 0.2% | 2026-Q1 |
| Laurel Wealth Planning LLC trimmed | 34,117 | $4M | 0.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 33,858 | $4M | 0.2% | 2026-Q1 |
| &PARTNERS trimmed | 33,387 | $4M | 0.2% | 2026-Q1 |
| McClarren Financial Advisors, Inc. added | 33,362 | $4M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance added | 33,306 | $4M | 0.2% | 2026-Q1 |
| CHILDRESS CAPITAL ADVISORS, LLC | 32,425 | $4M | 0.2% | 2026-Q1 |
| BAILARD, INC. added | 31,855 | $4M | 0.1% | 2026-Q1 |
| Wealthfront Advisers LLC added | 31,548 | $4M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 29,214 | $4M | 0.1% | 2026-Q1 |
| Global Retirement Partners, LLC added | 221,974 | $29M | 1.1% | 2025-Q4 stale |
| COMERICA BANK trimmed | 62,702 | $8M | 0.3% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC added | 47,242 | $6M | 0.2% | 2025-Q3 stale |
| Litman Gregory Wealth Management LLC trimmed | 40,142 | $5M | 0.2% | 2025-Q4 stale |
| SageView Advisory Group, LLC trimmed | 39,483 | $5M | 0.2% | 2025-Q4 stale |
| TrueWealth Financial Partners new | 30,352 | $4M | 0.1% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC added | 37,813 | $4M | 0.1% | 2025-Q1 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.