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Institutional Ownership · SEC Form 13F

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.

586
Institutional holders
24,397,077
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added3,971,726$481M18.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed1,774,477$215M8.2%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed1,490,807$181M6.9%2026-Q1
Bank of New York Mellon Corp added1,254,533$152M5.8%2026-Q1
LPL Financial LLC trimmed1,232,859$149M5.7%2026-Q1
JPMORGAN CHASE & CO trimmed1,189,990$140M5.3%2026-Q1
AMERIPRISE FINANCIAL INC trimmed834,824$101M3.9%2026-Q1
UBS Group AG trimmed416,264$50M1.9%2026-Q1
IMA Advisory Services, Inc. added412,576$50M1.9%2026-Q1
Betterment LLC trimmed349,749$42M1.6%2026-Q1
Mariner, LLC trimmed334,677$41M1.5%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed326,059$40M1.5%2026-Q1
US BANCORP \DE\ trimmed323,131$39M1.5%2026-Q1
Rockefeller Capital Management L.P. added300,562$36M1.4%2026-Q1
SEI INVESTMENTS CO trimmed282,552$34M1.3%2026-Q1
GOLDMAN SACHS GROUP INC added247,083$30M1.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added228,315$28M1.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed221,434$27M1.0%2026-Q1
Creative Planning added216,456$26M1.0%2026-Q1
NORTHSTAR ASSET MANAGEMENT INC added212,270$26M1.0%2026-Q1
Cetera Investment Advisers trimmed203,543$25M0.9%2026-Q1
ROYAL BANK OF CANADA trimmed176,824$21M0.8%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed174,241$21M0.8%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed174,144$21M0.8%2026-Q1
PARK AVENUE SECURITIES LLC trimmed166,917$20M0.8%2026-Q1
National Philanthropic Trust added164,023$20M0.8%2026-Q1
Cerity Partners LLC added163,687$20M0.8%2026-Q1
TRUIST FINANCIAL CORP added156,910$19M0.7%2026-Q1
Beacon Pointe Advisors, LLC added145,400$18M0.7%2026-Q1
Gemmer Asset Management LLC added138,689$17M0.6%2026-Q1
Focus Partners Wealth trimmed136,822$17M0.6%2026-Q1
Fiduciary Trust Co trimmed136,725$17M0.6%2026-Q1
Manchester Capital Management LLC trimmed135,121$16M0.6%2026-Q1
OSAIC HOLDINGS, INC. trimmed128,358$16M0.6%2026-Q1
Johnson Financial Group, Inc. added113,725$14M0.5%2026-Q1
NATURAL INVESTMENTS, LLC trimmed97,849$12M0.5%2026-Q1
PFG Investments, LLC added95,999$12M0.4%2026-Q1
Ameritas Advisory Services, LLC trimmed95,633$12M0.4%2026-Q1
HighTower Advisors, LLC added92,336$11M0.4%2026-Q1
Francis Financial, Inc. trimmed91,578$11M0.4%2026-Q1
Private Advisor Group, LLC trimmed90,054$11M0.4%2026-Q1
MML INVESTORS SERVICES, LLC trimmed88,810$11M0.4%2026-Q1
Thrivent Financial for Lutherans added84,081$10M0.4%2026-Q1
TRILLIUM ASSET MANAGEMENT, LLC trimmed132,556$10M0.4%2026-Q1
Mascoma Wealth Management LLC trimmed72,480$9M0.3%2026-Q1
Composition Wealth, LLC trimmed70,771$9M0.3%2026-Q1
Brio Consultants, LLC added62,899$9M0.3%2026-Q1
FIFTH THIRD BANCORP added70,112$8M0.3%2026-Q1
SCS Capital Management LLC69,138$8M0.3%2026-Q1
CWM, LLC trimmed68,193$8M0.3%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added66,795$8M0.3%2026-Q1
Janney Montgomery Scott LLC trimmed65,836$8M0.3%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added65,586$8M0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed64,530$8M0.3%2026-Q1
BANK OF MONTREAL /CAN/ added64,315$8M0.3%2026-Q1
ST GERMAIN D J CO INC added61,507$7M0.3%2026-Q1
Advisory Services Network, LLC trimmed60,882$7M0.3%2026-Q1
Corient Private Wealth LLC added61,751$7M0.3%2026-Q1
Allianz SE added57,368$7M0.3%2026-Q1
Strategic Point Investment Advisors, LLC trimmed56,187$7M0.3%2026-Q1
CHOREO, LLC trimmed55,461$7M0.3%2026-Q1
HEADINVEST, LLC trimmed54,930$7M0.3%2026-Q1
Perigon Wealth Management, LLC added54,922$7M0.3%2026-Q1
ASPIRIANT, LLC54,846$7M0.3%2026-Q1
Dunhill Financial, LLC trimmed52,521$6M0.2%2026-Q1
STIFEL FINANCIAL CORP trimmed48,852$6M0.2%2026-Q1
Wealthcare Advisory Partners LLC trimmed46,200$6M0.2%2026-Q1
ASSETMARK, INC trimmed45,714$6M0.2%2026-Q1
Avise Financial Cooperative, Inc. added44,888$5M0.2%2026-Q1
First Affirmative Financial Network42,625$5M0.2%2026-Q1
Kestra Advisory Services, LLC added44,257$5M0.2%2026-Q1
Gradient Investments LLC trimmed43,245$5M0.2%2026-Q1
SOFI WEALTH, LLC added42,790$5M0.2%2026-Q1
Gilbert Capital Group, Inc. trimmed42,434$5M0.2%2026-Q1
Archer Investment Management, LLC added39,065$5M0.2%2026-Q1
GTS SECURITIES LLC added38,277$5M0.2%2026-Q1
Integrated Wealth Concepts LLC added37,764$5M0.2%2026-Q1
Moment Partners, LLC trimmed36,917$4M0.2%2026-Q1
One Wealth Advisors, LLC trimmed36,835$4M0.2%2026-Q1
Erste Asset Management GmbH trimmed36,621$4M0.2%2026-Q1
Diversified Enterprises, LLC added35,494$4M0.2%2026-Q1
Columbia Bank added35,440$4M0.2%2026-Q1
Neumann Capital Management, LLC trimmed35,428$4M0.2%2026-Q1
Cranbrook Wealth Management, LLC added35,191$4M0.2%2026-Q1
Laurel Wealth Planning LLC trimmed34,117$4M0.2%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed33,858$4M0.2%2026-Q1
&PARTNERS trimmed33,387$4M0.2%2026-Q1
McClarren Financial Advisors, Inc. added33,362$4M0.2%2026-Q1
Independent Advisor Alliance added33,306$4M0.2%2026-Q1
CHILDRESS CAPITAL ADVISORS, LLC32,425$4M0.2%2026-Q1
BAILARD, INC. added31,855$4M0.1%2026-Q1
Wealthfront Advisers LLC added31,548$4M0.1%2026-Q1
Equitable Holdings, Inc. trimmed29,214$4M0.1%2026-Q1
Global Retirement Partners, LLC added221,974$29M1.1%2025-Q4 stale
COMERICA BANK trimmed62,702$8M0.3%2025-Q4 stale
Kovitz Investment Group Partners, LLC added47,242$6M0.2%2025-Q3 stale
Litman Gregory Wealth Management LLC trimmed40,142$5M0.2%2025-Q4 stale
SageView Advisory Group, LLC trimmed39,483$5M0.2%2025-Q4 stale
TrueWealth Financial Partners new30,352$4M0.1%2025-Q4 stale
Orion Portfolio Solutions, LLC added37,813$4M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership