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Institutional Ownership · SEC Form 13F

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.

89
Institutional holders
14,938,741
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added4,470,868$43M27.8%2026-Q1
Penserra Capital Management LLC added1,696,101$16M10.5%2026-Q1
GUGGENHEIM CAPITAL LLC trimmed1,455,789$14M9.0%2026-Q1
LPL Financial LLC trimmed706,490$7M4.4%2026-Q1
OAK HILL ADVISORS LP578,922$6M3.6%2026-Q1
Invesco Ltd. trimmed562,102$5M3.5%2026-Q1
BANK OF AMERICA CORP /DE/ added507,223$5M3.2%2026-Q1
Elevated Capital Advisors, LLC added455,494$4M2.8%2026-Q1
AMERIPRISE FINANCIAL INC added406,829$4M2.5%2026-Q1
Advisors Asset Management, Inc. trimmed360,531$3M2.2%2026-Q1
Strategic Wealth Partners, Ltd. added329,048$3M2.0%2026-Q1
GREENUP STREET WEALTH MANAGEMENT LLC added293,125$3M1.8%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed238,596$2M1.5%2026-Q1
GraniteShares Advisors LLC trimmed236,627$2M1.5%2026-Q1
WELLS FARGO & COMPANY/MN trimmed232,019$2M1.4%2026-Q1
Smith Asset Management Co., LLC added199,531$2M1.2%2026-Q1
PMG Family Office LLC added150,356$1M0.9%2026-Q1
Bison Wealth, LLC added133,009$1M0.9%2026-Q1
ROYAL BANK OF CANADA added125,758$1M0.8%2026-Q1
UBS Group AG trimmed118,226$1M0.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added112,817$1M0.7%2026-Q1
Cetera Investment Advisers added112,618$1M0.7%2026-Q1
Whipplewood Advisors, LLC added102,704$985K0.6%2026-Q1
Ethos Financial Group, LLC84,593$861K0.6%2026-Q1
Ausdal Financial Partners, Inc. trimmed79,681$765K0.5%2026-Q1
OSAIC HOLDINGS, INC. trimmed77,904$747K0.5%2026-Q1
Modern Wealth Management, LLC trimmed69,753$675K0.4%2026-Q1
Equitable Holdings, Inc. added57,162$580K0.4%2026-Q1
Creative Planning added60,207$577K0.4%2026-Q1
Janney Montgomery Scott LLC added58,952$565K0.4%2026-Q1
Virtus Investment Advisers, LLC trimmed51,502$494K0.3%2026-Q1
Thrivent Financial for Lutherans added46,755$448K0.3%2026-Q1
MELFA WEALTH MANAGEMENT, INC. trimmed43,802$420K0.3%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added42,504$408K0.3%2026-Q1
CITIGROUP INC trimmed42,217$405K0.3%2026-Q1
Pinnacle Wealth Planning Services, Inc. added35,345$339K0.2%2026-Q1
Advisory Services Network, LLC added34,500$331K0.2%2026-Q1
Capital Investment Advisors, LLC trimmed33,095$317K0.2%2026-Q1
JANE STREET GROUP, LLC trimmed32,416$311K0.2%2026-Q1
Kestra Advisory Services, LLC added29,190$280K0.2%2026-Q1
Register Financial Advisors LLC trimmed28,560$274K0.2%2026-Q1
Private Advisor Group, LLC added25,628$246K0.2%2026-Q1
Cornerstone Wealth Management, LLC25,024$240K0.2%2026-Q1
SeaCrest Wealth Management, LLC trimmed23,718$227K0.1%2026-Q1
KELLEHER FINANCIAL ADVISORS added23,599$226K0.1%2026-Q1
Jackson Hole Capital Partners, LLC trimmed22,185$213K0.1%2026-Q1
Trek Financial, LLC20,754$199K0.1%2026-Q1
Keating Financial Advisory Services, Inc. trimmed19,931$191K0.1%2026-Q1
Sowell Financial Services LLC19,311$185K0.1%2026-Q1
Nepsis Inc. trimmed17,646$169K0.1%2026-Q1
Virtu Financial LLC added17,311$166K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed17,273$166K0.1%2026-Q1
KFA Private Wealth Group, LLC added15,942$153K0.1%2026-Q1
Signal Advisors Wealth, LLC trimmed15,500$149K0.1%2026-Q1
Strong Retirement Solutions LLC15,500$149K0.1%2026-Q1
FIFTH THIRD BANCORP added15,300$147K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added14,854$142K0.1%2026-Q1
Concurrent Investment Advisors, LLC trimmed14,706$141K0.1%2026-Q1
Cape Investment Advisory, Inc. added14,070$135K0.1%2026-Q1
Astoria Portfolio Advisors LLC. trimmed13,390$132K0.1%2026-Q1
Stratos Wealth Partners, LTD. trimmed11,965$115K0.1%2026-Q1
TRUIST FINANCIAL CORP trimmed11,702$112K0.1%2026-Q1
MATRIX PRIVATE CAPITAL GROUP LLC10,000$96K0.1%2026-Q1
Darwin Wealth Management, LLC9,776$94K0.1%2026-Q1
CKW FINANCIAL GROUP7,711$75K0.0%2026-Q1
MTM Investment Management, LLC added6,457$62K0.0%2026-Q1
Allworth Financial LP5,538$53K0.0%2026-Q1
IFP Advisors, Inc added5,193$50K0.0%2026-Q1
Advyzon Investment Management, LLC new4,450$43K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. added4,104$39K0.0%2026-Q1
Steward Partners Investment Advisory, LLC3,000$29K0.0%2026-Q1
CoreCap Advisors, LLC2,842$27K0.0%2026-Q1
N.E.W. Advisory Services LLC added2,160$21K0.0%2026-Q1
Polar Asset Management Partners Inc. added232,046$2M1.6%2025-Q3 stale
NewEdge Wealth, LLC trimmed167,081$2M1.1%2025-Q4 stale
Moloney Securities Asset Management, LLC added137,184$1M0.9%2025-Q2 stale
NewEdge Advisors, LLC trimmed84,641$862K0.6%2025-Q4 stale
TrueMark Investments, LLC new81,573$830K0.5%2025-Q4 stale
ENVESTNET ASSET MANAGEMENT INC trimmed65,541$667K0.4%2025-Q4 stale
Activest Wealth Management added32,814$334K0.2%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. trimmed25,411$268K0.2%2025-Q2 stale
WEDBUSH SECURITIES INC23,345$238K0.2%2025-Q4 stale
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added19,036$201K0.1%2025-Q2 stale
World Investment Advisors new18,574$197K0.1%2025-Q3 stale
StoneX Group Inc. added18,928$193K0.1%2025-Q4 stale
Andina Capital Management, LLC trimmed16,987$173K0.1%2025-Q4 stale
J.W. COLE ADVISORS, INC. added20,509$165K0.1%2025-Q4 stale
COMERICA BANK added15,300$156K0.1%2025-Q4 stale
Focused Wealth Management, Inc trimmed12,569$133K0.1%2025-Q2 stale
STIFEL FINANCIAL CORP trimmed12,624$129K0.1%2025-Q4 stale
DeLarme Wealth Management, Inc. new11,366$116K0.1%2025-Q4 stale
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added10,862$115K0.1%2025-Q3 stale
Everstar Asset Management, LLC trimmed10,831$115K0.1%2025-Q3 stale
Beaumont Asset Management, L.L.C. new10,482$109K0.1%2025-Q1 stale
COHEN & STEERS, INC.10,000$106K0.1%2025-Q2 stale
HRT FINANCIAL LP trimmed10,266$104K0.1%2025-Q4 stale
Ameritas Advisory Services, LLC added9,652$103K0.1%2025-Q3 stale
GPS Wealth Strategies Group, LLC7,116$76K0.0%2025-Q3 stale
OLIVER LAGORE VANVALIN INVESTMENT GROUP4,000$42K0.0%2025-Q2 stale
Global Retirement Partners, LLC3,724$38K0.0%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.

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