Who owns DTCR
Which tracked institutional funds hold DTCR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DTCR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 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 DTCR is one-sided between 2026-Q1 and 2026-Q2: 121 added or opened and 12 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
DTCR’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes DTCR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DTCR 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 282 tracked filers holding DTCR, 211 increased or opened the position and 67 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 DTCR 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 25
- Parkway Wealth Management Group, LLC$34M
- Maniro Ltd$14M
- Pacific Life Fund Advisors LLC$12M
- WJ Wealth Management, LLC$7M
- INSIGNEO ADVISORY SERVICES, LLC$5M
- Kovack Advisors, Inc.$5M
Full exits 9
- HighTower Advisors, LLC$19M
- PARK AVENUE SECURITIES LLC$3M
- Capital Advisors, Ltd. LLC$2M
- Cambridge Investment Research Advisors, Inc.$2M
- VectorGlobal IAG, Inc.$2M
- Ascentis Independent Advisors$1M
Largest adds
- JPMORGAN CHASE & CO$216M
- BANK OF AMERICA CORP /DE/$97M
- LPL Financial LLC$59M
- MORGAN STANLEY$41M
- UBS Group AG$30M
- AMERIPRISE FINANCIAL INC$21M
Largest trims
- Mariner, LLC$5M
- ARMSTRONG ADVISORY GROUP, INC$769K
- Anderson Financial Strategies, LLC$494K
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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 7,148,309 | $218M | 16.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 6,985,671 | $212M | 16.1% | 2026-Q2 |
| LPL Financial LLC added | 4,352,569 | $132M | 10.1% | 2026-Q2 |
| MORGAN STANLEY added | 3,254,514 | $99M | 7.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,986,027 | $60M | 4.6% | 2026-Q2 |
| UBS Group AG added | 1,912,403 | $58M | 4.4% | 2026-Q2 |
| Parkway Wealth Management Group, LLC new | 1,134,209 | $34M | 2.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,008,501 | $31M | 2.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 720,560 | $22M | 1.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 685,685 | $21M | 1.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 656,480 | $20M | 1.5% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 646,223 | $20M | 1.5% | 2026-Q2 |
| Quadrature Capital Ltd added | 592,881 | $18M | 1.4% | 2026-Q2 |
| Cetera Investment Advisers added | 591,486 | $18M | 1.4% | 2026-Q2 |
| Hedeker Wealth, LLC trimmed | 557,562 | $17M | 1.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 552,963 | $17M | 1.3% | 2026-Q2 |
| Foguth Wealth Management, LLC. added | 517,156 | $14M | 1.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 486,874 | $15M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 469,474 | $14M | 1.1% | 2026-Q2 |
| Maniro Ltd new | 449,926 | $14M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 419,189 | $13M | 1.0% | 2026-Q2 |
| Pacific Life Fund Advisors LLC new | 381,561 | $12M | 0.9% | 2026-Q2 |
| NEW WAVE WEALTH ADVISORS LLC added | 354,196 | $11M | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 343,529 | $10M | 0.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 304,175 | $9M | 0.7% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 297,391 | $9M | 0.7% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 243,000 | $7M | 0.6% | 2026-Q2 |
| WJ Wealth Management, LLC new | 242,154 | $7M | 0.6% | 2026-Q2 |
| POTENTIA WEALTH trimmed | 191,323 | $6M | 0.4% | 2026-Q2 |
| Eagle Strategies LLC added | 183,127 | $6M | 0.4% | 2026-Q2 |
| S. R. Schill & Associates trimmed | 182,058 | $6M | 0.4% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC new | 173,881 | $5M | 0.4% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 171,988 | $5M | 0.4% | 2026-Q2 |
| Financial Freedom, LLC trimmed | 166,382 | $5M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 160,140 | $5M | 0.4% | 2026-Q2 |
| Kovack Advisors, Inc. new | 159,448 | $5M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 148,947 | $5M | 0.3% | 2026-Q2 |
| Mutual Advisors, LLC new | 148,933 | $5M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 142,796 | $4M | 0.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 141,684 | $4M | 0.3% | 2026-Q2 |
| OLD MISSION CAPITAL LLC new | 131,450 | $4M | 0.3% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 121,407 | $4M | 0.3% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 121,146 | $4M | 0.3% | 2026-Q2 |
| AVALON CAPITAL MANAGEMENT added | 120,097 | $4M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 116,462 | $4M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 110,272 | $3M | 0.3% | 2026-Q2 |
| Great Diamond Partners, LLC trimmed | 106,710 | $3M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 104,263 | $3M | 0.2% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 96,326 | $3M | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 96,198 | $3M | 0.2% | 2026-Q2 |
| Banco Santander, S.A. | 88,227 | $3M | 0.2% | 2026-Q2 |
| Wiser Advisor Group LLC trimmed | 86,041 | $3M | 0.2% | 2026-Q2 |
| Anderson Financial Strategies, LLC trimmed | 84,267 | $2M | 0.2% | 2026-Q2 |
| Sage Capital Management, LLC | 84,090 | $3M | 0.2% | 2026-Q2 |
| Paller Financial Services Inc trimmed | 83,740 | $3M | 0.2% | 2026-Q2 |
| World Investment Advisors | 80,874 | $2M | 0.1% | 2026-Q2 |
| GTS SECURITIES LLC added | 79,872 | $2M | 0.2% | 2026-Q2 |
| SEAVIEW INVESTMENT MANAGERS LLC added | 79,299 | $2M | 0.2% | 2026-Q2 |
| Ciovacco Capital Management LLC added | 74,854 | $2M | 0.2% | 2026-Q2 |
| Forefront Wealth Partners, LLC added | 73,383 | $2M | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 73,338 | $2M | 0.2% | 2026-Q2 |
| Premier Private Wealth Management LLC added | 70,466 | $2M | 0.2% | 2026-Q2 |
| RFG Advisory, LLC added | 70,120 | $2M | 0.2% | 2026-Q2 |
| Prosperity Financial Group, Inc. trimmed | 69,518 | $2M | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 68,987 | $2M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 68,462 | $2M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 67,311 | $2M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 66,082 | $2M | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 65,748 | $2M | 0.2% | 2026-Q2 |
| Creative Planning added | 62,238 | $2M | 0.1% | 2026-Q2 |
| Lido Advisors, LLC added | 60,115 | $2M | 0.1% | 2026-Q2 |
| Diametric Capital, LP new | 60,000 | $2M | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC added | 59,182 | $2M | 0.1% | 2026-Q2 |
| Brookstone Capital Management added | 58,120 | $2M | 0.1% | 2026-Q2 |
| Centurion Wealth Management LLC trimmed | 57,456 | $2M | 0.1% | 2026-Q2 |
| Essex Financial Services, Inc. added | 57,309 | $2M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP new | 55,426 | $2M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 54,910 | $2M | 0.1% | 2026-Q2 |
| Phoenix Wealth Advisors added | 53,028 | $2M | 0.1% | 2026-Q2 |
| Per Stirling Capital Management, LLC. added | 52,998 | $2M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 51,649 | $2M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 51,399 | $2M | 0.1% | 2026-Q2 |
| Lakeshore Financial Planning, Inc. new | 51,381 | $2M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 50,400 | $2M | 0.1% | 2026-Q2 |
| AGH Wealth Advisors, LLC added | 49,954 | $2M | 0.1% | 2026-Q2 |
| CASCADE INVESTMENT GROUP, INC. added | 47,744 | $1M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 47,454 | $1M | 0.1% | 2026-Q2 |
| Elequin Capital, LP new | 47,347 | $1M | 0.1% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 46,258 | $1M | 0.1% | 2026-Q2 |
| Dakota Wealth Management trimmed | 46,072 | $1M | 0.1% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 44,804 | $1M | 0.1% | 2026-Q2 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV trimmed | 44,630 | $1M | 0.1% | 2026-Q2 |
| Arax Advisory Partners new | 42,184 | $1M | 0.1% | 2026-Q2 |
| High Point Wealth Management, LLC added | 41,558 | $1M | 0.1% | 2026-Q2 |
| Copia Wealth Management added | 40,845 | $1M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 39,863 | $1M | 0.1% | 2026-Q2 |
| Curran Financial Partners, LLC added | 39,788 | $1M | 0.1% | 2026-Q2 |
| Solutions 4 Wealth, Ltd trimmed | 38,810 | $1M | 0.1% | 2026-Q2 |
| Fort Point Capital Partners LLC | 37,186 | $1M | 0.1% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC added | 37,046 | $1M | 0.1% | 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.