Who owns DSU (DSU)
Which tracked institutional funds hold DSU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DSU 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
5 tracked funds added or opened DSU while 14 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
DSU’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 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes DSU more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DSU 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 89 tracked filers holding DSU, 40 increased or opened the position and 48 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 DSU 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.
Full exits 4
- NewEdge Wealth, LLC$2M
- NewEdge Advisors, LLC$862K
- TrueMark Investments, LLC$830K
- ENVESTNET ASSET MANAGEMENT INC$667K
Largest adds
- Penserra Capital Management LLC$9M
- COMMONWEALTH EQUITY SERVICES, LLC$405K
- Strategic Wealth Partners, Ltd.$315K
- Thrivent Financial for Lutherans$281K
- Pinnacle Wealth Planning Services, Inc.$261K
Largest trims
- GUGGENHEIM CAPITAL LLC$2M
- MORGAN STANLEY$1M
- Invesco Ltd.$1M
- LPL Financial LLC$709K
- TRUIST FINANCIAL CORP$524K
- GraniteShares Advisors LLC$415K
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 | 4,470,868 | $43M | 27.8% | 2026-Q1 |
| Penserra Capital Management LLC added | 1,696,101 | $16M | 10.5% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 1,455,789 | $14M | 9.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 706,490 | $7M | 4.4% | 2026-Q1 |
| OAK HILL ADVISORS LP | 578,922 | $6M | 3.6% | 2026-Q1 |
| Invesco Ltd. trimmed | 562,102 | $5M | 3.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 507,223 | $5M | 3.2% | 2026-Q1 |
| Elevated Capital Advisors, LLC added | 455,494 | $4M | 2.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 406,829 | $4M | 2.5% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 360,531 | $3M | 2.2% | 2026-Q1 |
| Strategic Wealth Partners, Ltd. added | 329,048 | $3M | 2.0% | 2026-Q1 |
| GREENUP STREET WEALTH MANAGEMENT LLC added | 293,125 | $3M | 1.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 238,596 | $2M | 1.5% | 2026-Q1 |
| GraniteShares Advisors LLC trimmed | 236,627 | $2M | 1.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 232,019 | $2M | 1.4% | 2026-Q1 |
| Smith Asset Management Co., LLC added | 199,531 | $2M | 1.2% | 2026-Q1 |
| PMG Family Office LLC added | 150,356 | $1M | 0.9% | 2026-Q1 |
| Bison Wealth, LLC added | 133,009 | $1M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 125,758 | $1M | 0.8% | 2026-Q1 |
| UBS Group AG trimmed | 118,226 | $1M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 112,817 | $1M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 112,618 | $1M | 0.7% | 2026-Q1 |
| Whipplewood Advisors, LLC added | 102,704 | $985K | 0.6% | 2026-Q1 |
| Ethos Financial Group, LLC | 84,593 | $861K | 0.6% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 79,681 | $765K | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 77,904 | $747K | 0.5% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 69,753 | $675K | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. added | 57,162 | $580K | 0.4% | 2026-Q1 |
| Creative Planning added | 60,207 | $577K | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 58,952 | $565K | 0.4% | 2026-Q1 |
| Virtus Investment Advisers, LLC trimmed | 51,502 | $494K | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 46,755 | $448K | 0.3% | 2026-Q1 |
| MELFA WEALTH MANAGEMENT, INC. trimmed | 43,802 | $420K | 0.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 42,504 | $408K | 0.3% | 2026-Q1 |
| CITIGROUP INC trimmed | 42,217 | $405K | 0.3% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. added | 35,345 | $339K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC added | 34,500 | $331K | 0.2% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 33,095 | $317K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 32,416 | $311K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 29,190 | $280K | 0.2% | 2026-Q1 |
| Register Financial Advisors LLC trimmed | 28,560 | $274K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 25,628 | $246K | 0.2% | 2026-Q1 |
| Cornerstone Wealth Management, LLC | 25,024 | $240K | 0.2% | 2026-Q1 |
| SeaCrest Wealth Management, LLC trimmed | 23,718 | $227K | 0.1% | 2026-Q1 |
| KELLEHER FINANCIAL ADVISORS added | 23,599 | $226K | 0.1% | 2026-Q1 |
| Jackson Hole Capital Partners, LLC trimmed | 22,185 | $213K | 0.1% | 2026-Q1 |
| Trek Financial, LLC | 20,754 | $199K | 0.1% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. trimmed | 19,931 | $191K | 0.1% | 2026-Q1 |
| Sowell Financial Services LLC | 19,311 | $185K | 0.1% | 2026-Q1 |
| Nepsis Inc. trimmed | 17,646 | $169K | 0.1% | 2026-Q1 |
| Virtu Financial LLC added | 17,311 | $166K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,273 | $166K | 0.1% | 2026-Q1 |
| KFA Private Wealth Group, LLC added | 15,942 | $153K | 0.1% | 2026-Q1 |
| Signal Advisors Wealth, LLC trimmed | 15,500 | $149K | 0.1% | 2026-Q1 |
| Strong Retirement Solutions LLC | 15,500 | $149K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 15,300 | $147K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 14,854 | $142K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 14,706 | $141K | 0.1% | 2026-Q1 |
| Cape Investment Advisory, Inc. added | 14,070 | $135K | 0.1% | 2026-Q1 |
| Astoria Portfolio Advisors LLC. trimmed | 13,390 | $132K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 11,965 | $115K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 11,702 | $112K | 0.1% | 2026-Q1 |
| MATRIX PRIVATE CAPITAL GROUP LLC | 10,000 | $96K | 0.1% | 2026-Q1 |
| Darwin Wealth Management, LLC | 9,776 | $94K | 0.1% | 2026-Q1 |
| CKW FINANCIAL GROUP | 7,711 | $75K | 0.0% | 2026-Q1 |
| MTM Investment Management, LLC added | 6,457 | $62K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 5,538 | $53K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 5,193 | $50K | 0.0% | 2026-Q1 |
| Advyzon Investment Management, LLC new | 4,450 | $43K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 4,104 | $39K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 3,000 | $29K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC | 2,842 | $27K | 0.0% | 2026-Q1 |
| N.E.W. Advisory Services LLC added | 2,160 | $21K | 0.0% | 2026-Q1 |
| Polar Asset Management Partners Inc. added | 232,046 | $2M | 1.6% | 2025-Q3 stale |
| NewEdge Wealth, LLC trimmed | 167,081 | $2M | 1.1% | 2025-Q4 stale |
| Moloney Securities Asset Management, LLC added | 137,184 | $1M | 0.9% | 2025-Q2 stale |
| NewEdge Advisors, LLC trimmed | 84,641 | $862K | 0.6% | 2025-Q4 stale |
| TrueMark Investments, LLC new | 81,573 | $830K | 0.5% | 2025-Q4 stale |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 65,541 | $667K | 0.4% | 2025-Q4 stale |
| Activest Wealth Management added | 32,814 | $334K | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 25,411 | $268K | 0.2% | 2025-Q2 stale |
| WEDBUSH SECURITIES INC | 23,345 | $238K | 0.2% | 2025-Q4 stale |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added | 19,036 | $201K | 0.1% | 2025-Q2 stale |
| World Investment Advisors new | 18,574 | $197K | 0.1% | 2025-Q3 stale |
| StoneX Group Inc. added | 18,928 | $193K | 0.1% | 2025-Q4 stale |
| Andina Capital Management, LLC trimmed | 16,987 | $173K | 0.1% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. added | 20,509 | $165K | 0.1% | 2025-Q4 stale |
| COMERICA BANK added | 15,300 | $156K | 0.1% | 2025-Q4 stale |
| Focused Wealth Management, Inc trimmed | 12,569 | $133K | 0.1% | 2025-Q2 stale |
| STIFEL FINANCIAL CORP trimmed | 12,624 | $129K | 0.1% | 2025-Q4 stale |
| DeLarme Wealth Management, Inc. new | 11,366 | $116K | 0.1% | 2025-Q4 stale |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 10,862 | $115K | 0.1% | 2025-Q3 stale |
| Everstar Asset Management, LLC trimmed | 10,831 | $115K | 0.1% | 2025-Q3 stale |
| Beaumont Asset Management, L.L.C. new | 10,482 | $109K | 0.1% | 2025-Q1 stale |
| COHEN & STEERS, INC. | 10,000 | $106K | 0.1% | 2025-Q2 stale |
| HRT FINANCIAL LP trimmed | 10,266 | $104K | 0.1% | 2025-Q4 stale |
| Ameritas Advisory Services, LLC added | 9,652 | $103K | 0.1% | 2025-Q3 stale |
| GPS Wealth Strategies Group, LLC | 7,116 | $76K | 0.0% | 2025-Q3 stale |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4,000 | $42K | 0.0% | 2025-Q2 stale |
| Global Retirement Partners, LLC | 3,724 | $38K | 0.0% | 2025-Q4 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.