Who owns DTD (DTD)
Which tracked institutional funds hold DTD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DTD 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
25 tracked funds added or opened DTD while 17 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
DTD’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, 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 DTD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DTD 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 209 tracked filers holding DTD, 88 increased or opened the position and 77 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 DTD 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 5
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2M
- AQR CAPITAL MANAGEMENT LLC$1M
- Independent Advisor Alliance$1M
- CITADEL ADVISORS LLC$971K
- ASHTON THOMAS SECURITIES, LLC$804K
Full exits 4
- Capital Advisory Group Advisory Services, LLC$3M
- MGO Private Wealth, LLC$1M
- PARK AVENUE SECURITIES LLC$974K
- Janney Montgomery Scott LLC$966K
Largest adds
- Sanctuary Advisors, LLC$7M
- LPL Financial LLC$7M
- Atria Investments, Inc$7M
- MORGAN STANLEY$6M
- Kestra Advisory Services, LLC$2M
- Foundations Investment Advisors, LLC$2M
Largest trims
- BANK OF AMERICA CORP /DE/$10M
- OSAIC HOLDINGS, INC.$2M
- ROYAL BANK OF CANADA$1M
- JANE STREET GROUP, LLC$1M
- FFG RETIREMENT ADVISORS LLC$1M
- 626 Financial, LLC$1M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 1,505,283 | $130M | 17.6% | 2026-Q1 |
| MORGAN STANLEY added | 1,216,396 | $105M | 14.2% | 2026-Q1 |
| LPL Financial LLC added | 901,077 | $78M | 10.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 372,562 | $32M | 4.4% | 2026-Q1 |
| 626 Financial, LLC trimmed | 294,902 | $25M | 3.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 273,140 | $24M | 3.2% | 2026-Q1 |
| Connecticut Wealth Management, LLC | 268,910 | $23M | 3.1% | 2026-Q1 |
| Pinnacle Financial Group, LLC / IL trimmed | 245,116 | $21M | 2.9% | 2026-Q1 |
| Retirement Planning Group, LLC trimmed | 235,615 | $20M | 2.8% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 224,181 | $19M | 2.6% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 180,709 | $16M | 2.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 149,793 | $13M | 1.8% | 2026-Q1 |
| Atria Investments, Inc added | 147,408 | $13M | 1.7% | 2026-Q1 |
| Cetera Investment Advisers added | 143,467 | $12M | 1.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 142,601 | $12M | 1.7% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 119,070 | $10M | 1.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 102,636 | $9M | 1.2% | 2026-Q1 |
| Vertex Planning Partners, LLC added | 100,002 | $9M | 1.2% | 2026-Q1 |
| UBS Group AG added | 95,587 | $8M | 1.1% | 2026-Q1 |
| Melone Private Wealth, LLC added | 83,860 | $7M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 76,813 | $7M | 0.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 71,964 | $6M | 0.8% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 71,954 | $6M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 72,320 | $6M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 69,610 | $6M | 0.8% | 2026-Q1 |
| FFG RETIREMENT ADVISORS LLC trimmed | 60,186 | $5M | 0.7% | 2026-Q1 |
| Envision Financial LLC trimmed | 55,677 | $5M | 0.7% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 52,465 | $5M | 0.6% | 2026-Q1 |
| Pathstone Holdings, LLC | 52,074 | $4M | 0.6% | 2026-Q1 |
| CWM, LLC trimmed | 48,631 | $4M | 0.6% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 38,847 | $3M | 0.5% | 2026-Q1 |
| Corient Private Wealth LLC added | 38,003 | $3M | 0.4% | 2026-Q1 |
| Creative Planning trimmed | 33,833 | $3M | 0.4% | 2026-Q1 |
| LCNB CORP | 33,383 | $3M | 0.4% | 2026-Q1 |
| Certified Advisory Corp trimmed | 32,081 | $3M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 31,909 | $3M | 0.4% | 2026-Q1 |
| Focus Partners Wealth trimmed | 30,877 | $3M | 0.4% | 2026-Q1 |
| Avant Capital LLC trimmed | 31,005 | $3M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 29,796 | $3M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 27,155 | $2M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 25,952 | $2M | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 24,829 | $2M | 0.3% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 22,223 | $2M | 0.3% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC trimmed | 20,221 | $2M | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 20,144 | $2M | 0.2% | 2026-Q1 |
| VERUS CAPITAL PARTNERS, LLC added | 20,140 | $2M | 0.2% | 2026-Q1 |
| SONATA CAPITAL GROUP INC trimmed | 19,049 | $2M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 19,025 | $2M | 0.2% | 2026-Q1 |
| CHERRYDALE WEALTH MANAGEMENT, LLC added | 18,696 | $2M | 0.2% | 2026-Q1 |
| FMR LLC added | 18,612 | $2M | 0.2% | 2026-Q1 |
| Clearwater Capital Advisors, LLC | 18,119 | $2M | 0.2% | 2026-Q1 |
| Key Financial Inc added | 16,887 | $1M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 16,182 | $1M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 16,120 | $1M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 15,832 | $1M | 0.2% | 2026-Q1 |
| HB Wealth Management, LLC added | 14,490 | $1M | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL | 14,110 | $1M | 0.2% | 2026-Q1 |
| Sharper & Granite LLC added | 13,440 | $1M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 13,129 | $1M | 0.2% | 2026-Q1 |
| &PARTNERS added | 12,531 | $1M | 0.1% | 2026-Q1 |
| PCA Investment Advisory Services Inc. | 12,316 | $1M | 0.1% | 2026-Q1 |
| PANORAMIC INVESTMENT ADVISORS, LLC added | 12,066 | $1M | 0.1% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 11,914 | $1M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 11,854 | $1M | 0.1% | 2026-Q1 |
| JFS WEALTH ADVISORS, LLC trimmed | 11,643 | $1M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 11,246 | $971K | 0.1% | 2026-Q1 |
| Institute for Wealth Management, LLC. trimmed | 11,090 | $958K | 0.1% | 2026-Q1 |
| KMG FIDUCIARY PARTNERS, LLC added | 11,058 | $955K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 10,676 | $922K | 0.1% | 2026-Q1 |
| WHITTIER TRUST CO OF NEVADA INC | 10,467 | $909K | 0.1% | 2026-Q1 |
| DSG Capital Advisors, LLC | 10,076 | $870K | 0.1% | 2026-Q1 |
| OxenFree Capital LLC added | 9,658 | $864K | 0.1% | 2026-Q1 |
| Spire Wealth Management trimmed | 9,912 | $856K | 0.1% | 2026-Q1 |
| Belpointe Asset Management LLC added | 9,786 | $845K | 0.1% | 2026-Q1 |
| ASHTON THOMAS SECURITIES, LLC new | 9,310 | $804K | 0.1% | 2026-Q1 |
| Ballentine Partners, LLC | 8,640 | $746K | 0.1% | 2026-Q1 |
| Cornerstone Financial Group, LLC /NE/ | 7,800 | $710K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 7,969 | $688K | 0.1% | 2026-Q1 |
| Avestar Capital, LLC added | 7,817 | $675K | 0.1% | 2026-Q1 |
| Savant Capital, LLC | 7,753 | $670K | 0.1% | 2026-Q1 |
| NBC SECURITIES, INC. trimmed | 7,673 | $663K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 7,580 | $655K | 0.1% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. added | 7,176 | $620K | 0.1% | 2026-Q1 |
| Revisor Wealth Management LLC | 6,963 | $601K | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. | 6,942 | $600K | 0.1% | 2026-Q1 |
| Florida Trust Wealth Management Co | 6,850 | $592K | 0.1% | 2026-Q1 |
| Alta Wealth Advisors LLC trimmed | 6,778 | $585K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 6,575 | $568K | 0.1% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 6,547 | $565K | 0.1% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 6,422 | $555K | 0.1% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. added | 48,196 | $4M | 0.5% | 2025-Q2 stale |
| Capital Advisory Group Advisory Services, LLC added | 32,971 | $3M | 0.4% | 2025-Q4 stale |
| Arvest Bank Trust Division trimmed | 19,242 | $1M | 0.2% | 2025-Q1 stale |
| Consolidated Portfolio Review Corp added | 13,720 | $1M | 0.2% | 2025-Q3 stale |
| MGO Private Wealth, LLC trimmed | 12,056 | $1M | 0.1% | 2025-Q4 stale |
| PARK AVENUE SECURITIES LLC added | 11,474 | $974K | 0.1% | 2025-Q4 stale |
| Janney Montgomery Scott LLC trimmed | 11,385 | $966K | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 10,255 | $830K | 0.1% | 2025-Q2 stale |
| My Legacy Advisors, LLC trimmed | 8,855 | $717K | 0.1% | 2025-Q2 stale |
| FIDUCIENT ADVISORS LLC new | 8,000 | $616K | 0.1% | 2025-Q1 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.