Who owns 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-Q2 13F filings (latest filed 2026-09-02). 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
36 tracked funds added or opened DSTL while 23 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 1.8% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 1.7pp 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 2026-Q1 and 2026-Q2, across 138 tracked filers holding DSTL, 69 increased or opened the position and 74 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 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 4
- AXXCESS WEALTH MANAGEMENT, LLC$5M
- Nuveen, LLC$925K
- TWO SIGMA INVESTMENTS, LP$863K
- Astoria Portfolio Advisors LLC.$510K
Full exits 8
- Cambridge Investment Research Advisors, Inc.$18M
- SAXON INTERESTS, INC.$8M
- PARK AVENUE SECURITIES LLC$7M
- THOROUGHBRED FINANCIAL SERVICES, LLC$2M
- TFR Capital, LLC.$2M
- CIBC WORLD MARKET INC.$1M
Largest adds
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$18M
- Sequoia Financial Advisors, LLC$13M
- CITADEL ADVISORS LLC$13M
- AlphaCore Capital LLC$7M
- RAYMOND JAMES FINANCIAL INC$4M
- JPMORGAN CHASE & CO$3M
Largest trims
- Madison Asset Management, LLC$15M
- Cetera Investment Advisers$5M
- OXFORD FINANCIAL GROUP, LTD. LLC$4M
- ODonnell Financial Services, LLC$2M
- Merit Financial Group, LLC$2M
- Herold Advisors, Inc.$1M
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 |
|---|---|---|---|---|
| Sequoia Financial Advisors, LLC added | 5,942,710 | $356M | 25.8% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,999,136 | $119M | 8.6% | 2026-Q2 |
| Abacus Planning Group, Inc. trimmed | 1,421,934 | $85M | 6.2% | 2026-Q2 |
| OXFORD FINANCIAL GROUP, LTD. LLC trimmed | 1,260,109 | $75M | 5.5% | 2026-Q2 |
| Resonant Capital Advisors, LLC trimmed | 1,148,375 | $69M | 5.0% | 2026-Q2 |
| AlphaCore Capital LLC added | 1,031,705 | $62M | 4.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 683,460 | $41M | 3.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 682,236 | $41M | 3.0% | 2026-Q2 |
| STEEL GROVE CAPITAL ADVISORS, LLC added | 625,849 | $37M | 2.7% | 2026-Q2 |
| Allen Capital Group, LLC added | 573,042 | $34M | 2.5% | 2026-Q2 |
| Arlington Financial Advisors, LLC added | 557,358 | $33M | 2.4% | 2026-Q2 |
| Madison Asset Management, LLC trimmed | 538,471 | $32M | 2.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 511,826 | $31M | 2.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 454,401 | $27M | 2.0% | 2026-Q2 |
| Crumly & Associates Inc. added | 374,640 | $22M | 1.6% | 2026-Q2 |
| Berkeley, Inc trimmed | 361,477 | $22M | 1.6% | 2026-Q2 |
| Cerity Partners LLC trimmed | 307,209 | $18M | 1.3% | 2026-Q2 |
| Indivisible Partners added | 298,065 | $18M | 1.3% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 276,915 | $17M | 1.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 259,127 | $16M | 1.1% | 2026-Q2 |
| Empire Financial Management Company, LLC added | 258,652 | $15M | 1.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 226,167 | $14M | 1.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 221,182 | $13M | 1.0% | 2026-Q2 |
| Orion Capital Management LLC trimmed | 172,714 | $10M | 0.8% | 2026-Q2 |
| Sunbeam Capital Management, LLC trimmed | 169,318 | $10M | 0.7% | 2026-Q2 |
| Focus Partners Wealth trimmed | 159,833 | $10M | 0.7% | 2026-Q2 |
| Rothschild Wealth LLC added | 158,500 | $9M | 0.7% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 152,311 | $9M | 0.7% | 2026-Q2 |
| Oxbow Advisors, LLC added | 132,272 | $8M | 0.6% | 2026-Q2 |
| ODonnell Financial Services, LLC trimmed | 129,051 | $8M | 0.6% | 2026-Q2 |
| Old Port Advisors added | 124,316 | $7M | 0.5% | 2026-Q2 |
| Weil Company, Inc. added | 95,058 | $6M | 0.4% | 2026-Q2 |
| Fermata Advisors, LLC added | 83,266 | $5M | 0.4% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 80,779 | $5M | 0.4% | 2026-Q2 |
| Darwin Wealth Management, LLC added | 80,778 | $5M | 0.4% | 2026-Q2 |
| NorthCrest Asset Manangement, LLC added | 78,092 | $5M | 0.4% | 2026-Q2 |
| LRI Investments, LLC added | 75,250 | $5M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 74,214 | $4M | 0.3% | 2026-Q2 |
| Centerpoint Advisory Group trimmed | 59,152 | $4M | 0.3% | 2026-Q2 |
| Aspect Partners, LLC added | 57,857 | $3M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 57,300 | $3M | 0.2% | 2026-Q2 |
| Stonebridge Financial Planning Group, LLC trimmed | 53,463 | $3M | 0.2% | 2026-Q2 |
| Herold Advisors, Inc. trimmed | 49,321 | $3M | 0.2% | 2026-Q2 |
| American Alpha Advisors, LLC added | 48,041 | $3M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 45,261 | $3M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 44,361 | $3M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 41,957 | $3M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 40,686 | $2M | 0.2% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. trimmed | 37,737 | $2M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 34,627 | $2M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 30,791 | $2M | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 29,853 | $2M | 0.1% | 2026-Q2 |
| Hilltop Holdings Inc. trimmed | 29,787 | $2M | 0.1% | 2026-Q2 |
| SAPIENT CAPITAL LLC | 28,388 | $2M | 0.1% | 2026-Q2 |
| Meramec Financial Planners, LLC trimmed | 27,740 | $2M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 26,847 | $2M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 26,189 | $2M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 24,197 | $1M | 0.1% | 2026-Q2 |
| Rehmann Capital Advisory Group added | 23,622 | $1M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 22,403 | $1M | 0.1% | 2026-Q2 |
| Barry Investment Advisors, LLC trimmed | 21,786 | $1M | 0.1% | 2026-Q2 |
| HERITAGE OAK WEALTH ADVISORS LLC added | 19,133 | $1M | 0.1% | 2026-Q2 |
| Mariner, LLC | 18,834 | $1M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 17,855 | $1M | 0.1% | 2026-Q2 |
| Nuveen, LLC new | 15,444 | $925K | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 14,400 | $863K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 13,940 | $835K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 13,632 | $817K | 0.1% | 2026-Q2 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC added | 13,099 | $785K | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 12,631 | $757K | 0.1% | 2026-Q2 |
| Hibernia Wealth Partners, LLC trimmed | 11,870 | $711K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 10,102 | $605K | 0.0% | 2026-Q2 |
| LANDMARK WEALTH MANAGEMENT, INC. trimmed | 10,102 | $605K | 0.0% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC trimmed | 10,028 | $601K | 0.0% | 2026-Q2 |
| WealthCare Investment Partners, LLC added | 10,027 | $601K | 0.0% | 2026-Q2 |
| Csenge Advisory Group trimmed | 9,732 | $583K | 0.0% | 2026-Q2 |
| Hutchens & Kramer Investment Management Group, LLC trimmed | 9,514 | $570K | 0.0% | 2026-Q2 |
| SimpliFi, Inc. added | 9,439 | $565K | 0.0% | 2026-Q2 |
| PARK NATIONAL CORP /OH/ trimmed | 9,245 | $554K | 0.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 8,973 | $537K | 0.0% | 2026-Q2 |
| Braeburn Wealth Management LLC trimmed | 8,550 | $512K | 0.0% | 2026-Q2 |
| Astoria Portfolio Advisors LLC. added | 8,518 | $510K | 0.0% | 2026-Q2 |
| UBS Group AG added | 8,509 | $510K | 0.0% | 2026-Q2 |
| Legacy Wealth Managment, LLC/ID added | 7,693 | $461K | 0.0% | 2026-Q2 |
| Brady Martz Wealth Solutions, LLC trimmed | 6,948 | $416K | 0.0% | 2026-Q2 |
| Global View Capital Management LLC trimmed | 6,884 | $412K | 0.0% | 2026-Q2 |
| Certified Advisory Corp | 6,794 | $407K | 0.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 6,658 | $399K | 0.0% | 2026-Q2 |
| HUB Investment Partners, LLC added | 6,273 | $376K | 0.0% | 2026-Q2 |
| National Philanthropic Trust new | 6,000 | $359K | 0.0% | 2026-Q2 |
| Meridian Financial Advisors, LLC | 6,000 | $359K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 5,769 | $346K | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 5,477 | $328K | 0.0% | 2026-Q2 |
| BCU Wealth Advisors, LLC trimmed | 5,136 | $308K | 0.0% | 2026-Q2 |
| Insight Advisors, LLC/ PA added | 4,988 | $299K | 0.0% | 2026-Q2 |
| Walleye Partners, LLC trimmed | 4,824 | $289K | 0.0% | 2026-Q2 |
| Clayton Financial Group LLC trimmed | 4,541 | $272K | 0.0% | 2026-Q2 |
| Advyzon Investment Management, LLC new | 4,501 | $270K | 0.0% | 2026-Q2 |
| Signal Advisors Wealth, LLC trimmed | 4,327 | $259K | 0.0% | 2026-Q2 |
| Cresset Asset Management, LLC new | 4,322 | $259K | 0.0% | 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.