Who owns DSTL (DSTL)
Which tracked institutional funds hold DSTL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DSTL 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
18 tracked funds added or opened DSTL while 35 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
DSTL’s largest tracked holder by dollar value, Sequoia Financial Advisors, LLC, sizes it at 1.9% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 1.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DSTL 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 145 tracked filers holding DSTL, 63 increased or opened the position and 73 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 DSTL 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 6
- NorthCrest Asset Manangement, LLC$4M
- Signal Advisors Wealth, LLC$1M
- Integrated Wealth Concepts LLC$814K
- AQR CAPITAL MANAGEMENT LLC$746K
- GOLDMAN SACHS GROUP INC$661K
- FLOW TRADERS U.S. LLC$575K
Full exits 5
- Gladstone Institutional Advisory LLC$8M
- AXXCESS WEALTH MANAGEMENT, LLC$5M
- TWO SIGMA INVESTMENTS, LP$3M
- Freestone Capital Holdings, LLC$850K
- SIERRA SUMMIT ADVISORS LLC$808K
Largest adds
- Resonant Capital Advisors, LLC$6M
- Sequoia Financial Advisors, LLC$4M
- AlphaCore Capital LLC$3M
- STEEL GROVE CAPITAL ADVISORS, LLC$2M
- JPMORGAN CHASE & CO$1M
- ROYAL BANK OF CANADA$1M
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$50M
- ODonnell Financial Services, LLC$20M
- OXFORD FINANCIAL GROUP, LTD. LLC$14M
- Madison Asset Management, LLC$8M
- Cetera Investment Advisers$7M
- Csenge Advisory Group$3M
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 |
|---|---|---|---|---|
| Sequoia Financial Advisors, LLC added | 5,923,843 | $343M | 23.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,822,049 | $101M | 6.9% | 2026-Q1 |
| Abacus Planning Group, Inc. added | 1,433,258 | $83M | 5.7% | 2026-Q1 |
| OXFORD FINANCIAL GROUP, LTD. LLC trimmed | 1,373,376 | $79M | 5.4% | 2026-Q1 |
| Resonant Capital Advisors, LLC added | 1,160,218 | $67M | 4.6% | 2026-Q1 |
| AlphaCore Capital LLC added | 941,761 | $55M | 3.7% | 2026-Q1 |
| Madison Asset Management, LLC trimmed | 815,607 | $47M | 3.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 797,262 | $46M | 3.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 645,114 | $37M | 2.5% | 2026-Q1 |
| STEEL GROVE CAPITAL ADVISORS, LLC added | 620,063 | $36M | 2.4% | 2026-Q1 |
| Allen Capital Group, LLC added | 554,563 | $32M | 2.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 541,628 | $31M | 2.1% | 2026-Q1 |
| Arlington Financial Advisors, LLC added | 534,709 | $31M | 2.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 450,827 | $26M | 1.8% | 2026-Q1 |
| Berkeley, Inc added | 363,522 | $21M | 1.4% | 2026-Q1 |
| Crumly & Associates Inc. trimmed | 359,166 | $21M | 1.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 312,996 | $18M | 1.2% | 2026-Q1 |
| Cerity Partners LLC trimmed | 311,398 | $18M | 1.2% | 2026-Q1 |
| Indivisible Partners added | 296,463 | $17M | 1.2% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 269,780 | $16M | 1.1% | 2026-Q1 |
| Empire Financial Management Company, LLC added | 256,581 | $15M | 1.0% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 255,620 | $15M | 1.0% | 2026-Q1 |
| Orion Capital Management LLC trimmed | 178,302 | $10M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 177,798 | $10M | 0.7% | 2026-Q1 |
| Focus Partners Wealth trimmed | 173,153 | $10M | 0.7% | 2026-Q1 |
| Sunbeam Capital Management, LLC added | 171,099 | $10M | 0.7% | 2026-Q1 |
| ODonnell Financial Services, LLC trimmed | 165,443 | $10M | 0.7% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 156,294 | $9M | 0.6% | 2026-Q1 |
| Rothschild Wealth LLC added | 154,618 | $9M | 0.6% | 2026-Q1 |
| SAXON INTERESTS, INC. trimmed | 134,729 | $8M | 0.5% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 126,581 | $7M | 0.5% | 2026-Q1 |
| Oxbow Advisors, LLC trimmed | 125,118 | $7M | 0.5% | 2026-Q1 |
| Old Port Advisors added | 122,872 | $7M | 0.5% | 2026-Q1 |
| Weil Company, Inc. added | 85,892 | $5M | 0.3% | 2026-Q1 |
| Fermata Advisors, LLC trimmed | 80,468 | $5M | 0.3% | 2026-Q1 |
| Darwin Wealth Management, LLC trimmed | 76,302 | $4M | 0.3% | 2026-Q1 |
| NorthCrest Asset Manangement, LLC new | 74,144 | $4M | 0.3% | 2026-Q1 |
| LRI Investments, LLC added | 74,124 | $4M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 70,720 | $4M | 0.3% | 2026-Q1 |
| Herold Advisors, Inc. trimmed | 68,847 | $4M | 0.3% | 2026-Q1 |
| Stonebridge Financial Planning Group, LLC trimmed | 65,123 | $4M | 0.3% | 2026-Q1 |
| Centerpoint Advisory Group trimmed | 62,326 | $4M | 0.2% | 2026-Q1 |
| Aspect Partners, LLC added | 55,784 | $3M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 54,666 | $3M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 47,273 | $3M | 0.2% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 41,751 | $2M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 40,512 | $2M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 39,384 | $2M | 0.2% | 2026-Q1 |
| Wealth Enhancement Trust Services, Inc. added | 37,850 | $2M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 35,039 | $2M | 0.1% | 2026-Q1 |
| American Alpha Advisors, LLC added | 33,100 | $2M | 0.1% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC trimmed | 32,555 | $2M | 0.1% | 2026-Q1 |
| Meramec Financial Planners, LLC trimmed | 30,009 | $2M | 0.1% | 2026-Q1 |
| Hilltop Holdings Inc. trimmed | 31,372 | $2M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 31,199 | $2M | 0.1% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 30,077 | $2M | 0.1% | 2026-Q1 |
| SAPIENT CAPITAL LLC trimmed | 28,388 | $2M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 28,167 | $2M | 0.1% | 2026-Q1 |
| TFR Capital, LLC. trimmed | 27,355 | $2M | 0.1% | 2026-Q1 |
| Barry Investment Advisors, LLC trimmed | 26,633 | $2M | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 26,592 | $2M | 0.1% | 2026-Q1 |
| Hibernia Wealth Partners, LLC added | 23,897 | $1M | 0.1% | 2026-Q1 |
| Rehmann Capital Advisory Group trimmed | 23,608 | $1M | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 23,568 | $1M | 0.1% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 19,551 | $1M | 0.1% | 2026-Q1 |
| Signal Advisors Wealth, LLC new | 19,045 | $1M | 0.1% | 2026-Q1 |
| Mariner, LLC | 18,834 | $1M | 0.1% | 2026-Q1 |
| HERITAGE OAK WEALTH ADVISORS LLC added | 18,477 | $1M | 0.1% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 15,115 | $875K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 14,070 | $814K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 12,894 | $746K | 0.1% | 2026-Q1 |
| MORGAN STANLEY added | 12,005 | $695K | 0.0% | 2026-Q1 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC added | 11,839 | $685K | 0.0% | 2026-Q1 |
| PARK NATIONAL CORP /OH/ trimmed | 11,704 | $677K | 0.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 11,416 | $661K | 0.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 11,035 | $639K | 0.0% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 10,866 | $629K | 0.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 10,692 | $619K | 0.0% | 2026-Q1 |
| Csenge Advisory Group trimmed | 10,336 | $598K | 0.0% | 2026-Q1 |
| LANDMARK WEALTH MANAGEMENT, INC. | 10,225 | $592K | 0.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 10,095 | $584K | 0.0% | 2026-Q1 |
| Hutchens & Kramer Investment Management Group, LLC trimmed | 10,018 | $580K | 0.0% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. added | 801,110 | $44M | 3.0% | 2025-Q2 stale |
| Bank of New York Mellon Corp trimmed | 341,899 | $19M | 1.3% | 2025-Q1 stale |
| Apexium Financial, LP added | 247,578 | $14M | 1.0% | 2025-Q3 stale |
| Perritt Capital Management Inc added | 142,727 | $8M | 0.6% | 2025-Q3 stale |
| Gladstone Institutional Advisory LLC added | 127,673 | $8M | 0.5% | 2025-Q4 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 83,514 | $5M | 0.3% | 2025-Q4 stale |
| FDx Advisors, Inc. trimmed | 75,960 | $4M | 0.3% | 2025-Q1 stale |
| Envestnet Portfolio Solutions, Inc. trimmed | 61,418 | $3M | 0.2% | 2025-Q1 stale |
| TWO SIGMA INVESTMENTS, LP new | 48,000 | $3M | 0.2% | 2025-Q4 stale |
| Soundwatch Capital LLC new | 3,923 | $2M | 0.1% | 2025-Q2 stale |
| AVALON CAPITAL MANAGEMENT trimmed | 18,890 | $1M | 0.1% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 18,533 | $1M | 0.1% | 2025-Q1 stale |
| Arete Wealth Advisors, LLC trimmed | 17,942 | $993K | 0.1% | 2025-Q2 stale |
| Freestone Capital Holdings, LLC added | 14,425 | $850K | 0.1% | 2025-Q4 stale |
| SIERRA SUMMIT ADVISORS LLC new | 13,723 | $808K | 0.1% | 2025-Q4 stale |
| Sage Advisory Services, Ltd.Co. trimmed | 14,198 | $786K | 0.1% | 2025-Q2 stale |
| HighTower Advisors, LLC trimmed | 13,568 | $751K | 0.1% | 2025-Q2 stale |
| Per Stirling Capital Management, LLC. trimmed | 11,361 | $629K | 0.0% | 2025-Q2 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.