Who owns DSMC
Which tracked institutional funds hold DSMC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DSMC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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 DSMC is one-sided between 2026-Q1 and 2026-Q2: 8 added or opened and 2 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
DSMC’s largest tracked holder by dollar value, Kathmere Capital Management, LLC, sizes it at 1.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DSMC 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 30 tracked filers holding DSMC, 13 increased or opened the position and 12 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 DSMC 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.
Largest adds
- Kathmere Capital Management, LLC$3M
- Aspect Partners, LLC$1M
- Resonant Capital Advisors, LLC$970K
- Rothschild Wealth LLC$815K
- Indivisible Partners$648K
- Rockefeller Capital Management L.P.$621K
Largest trims
- Accurate Wealth Management, LLC$567K
- ONE PLUS ONE WEALTH MANAGEMENT, LLC$339K
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 |
|---|---|---|---|---|
| Kathmere Capital Management, LLC added | 621,818 | $25M | 25.4% | 2026-Q2 |
| Resonant Capital Advisors, LLC added | 297,925 | $12M | 12.2% | 2026-Q2 |
| Rothschild Wealth LLC added | 249,173 | $10M | 10.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 211,923 | $9M | 8.7% | 2026-Q2 |
| Indivisible Partners added | 201,233 | $8M | 8.2% | 2026-Q2 |
| Aspect Partners, LLC added | 189,539 | $8M | 7.7% | 2026-Q2 |
| Berkeley, Inc trimmed | 142,797 | $6M | 5.8% | 2026-Q2 |
| Madison Asset Management, LLC added | 64,391 | $3M | 2.6% | 2026-Q2 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC trimmed | 32,778 | $1M | 1.3% | 2026-Q2 |
| Tidal Investments LLC added | 28,306 | $1M | 1.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 17,885 | $722K | 0.7% | 2026-Q2 |
| National Philanthropic Trust | 17,000 | $686K | 0.7% | 2026-Q2 |
| Crumly & Associates Inc. trimmed | 14,429 | $582K | 0.6% | 2026-Q2 |
| Legacy Wealth Managment, LLC/ID added | 11,943 | $482K | 0.5% | 2026-Q2 |
| Focus Partners Wealth added | 11,826 | $477K | 0.5% | 2026-Q2 |
| Global View Capital Management LLC trimmed | 10,879 | $439K | 0.4% | 2026-Q2 |
| Accurate Wealth Management, LLC trimmed | 9,920 | $407K | 0.4% | 2026-Q2 |
| WealthCare Investment Partners, LLC added | 5,890 | $238K | 0.2% | 2026-Q2 |
| Abacus Planning Group, Inc. trimmed | 5,504 | $222K | 0.2% | 2026-Q2 |
| Nuveen, LLC new | 5,241 | $212K | 0.2% | 2026-Q2 |
| US BANCORP \DE\ | 1,358 | $55K | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 1,031 | $42K | 0.0% | 2026-Q2 |
| Orion Capital Management LLC | 628 | $25K | 0.0% | 2026-Q2 |
| Essential Partners LLC | 359 | $14K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 308 | $12K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 200 | $8K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 72 | $3K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. new | 71 | $3K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 2 | $81 | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $44 | 0.0% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 10,413 | $390K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Opal Wealth Advisors, LLC new | 1,680 | $63K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| FMR LLC | 1 | $37 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Oxbow Advisors, LLC added | 29,317 | $1M | 1.1% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC added | 13,785 | $489K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 4,104 | $146K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| FLAGSHIP HARBOR ADVISORS, LLC new | 1,202 | $43K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| AlphaCore Capital LLC | 120 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Perritt Capital Management Inc added | 240,576 | $9M | 8.7% | 2025-Q3 stale (3 quarters behind) |
| Kovitz Investment Group Partners, LLC added | 12,978 | $466K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC trimmed | 4,787 | $172K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| ROYAL BANK OF CANADA new | 145 | $5K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Legacy Investment Solutions, LLC trimmed | 9,232 | $300K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters 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.