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Institutional Ownership · SEC Form 13F

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.

209
Institutional holders
8,701,668
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ trimmed1,505,283$130M17.6%2026-Q1
MORGAN STANLEY added1,216,396$105M14.2%2026-Q1
LPL Financial LLC added901,077$78M10.5%2026-Q1
WELLS FARGO & COMPANY/MN trimmed372,562$32M4.4%2026-Q1
626 Financial, LLC trimmed294,902$25M3.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added273,140$24M3.2%2026-Q1
Connecticut Wealth Management, LLC268,910$23M3.1%2026-Q1
Pinnacle Financial Group, LLC / IL trimmed245,116$21M2.9%2026-Q1
Retirement Planning Group, LLC trimmed235,615$20M2.8%2026-Q1
Kestra Advisory Services, LLC added224,181$19M2.6%2026-Q1
HighTower Advisors, LLC trimmed180,709$16M2.1%2026-Q1
Sanctuary Advisors, LLC added149,793$13M1.8%2026-Q1
Atria Investments, Inc added147,408$13M1.7%2026-Q1
Cetera Investment Advisers added143,467$12M1.7%2026-Q1
AMERIPRISE FINANCIAL INC added142,601$12M1.7%2026-Q1
Foundations Investment Advisors, LLC added119,070$10M1.4%2026-Q1
Cambridge Investment Research Advisors, Inc. added102,636$9M1.2%2026-Q1
Vertex Planning Partners, LLC added100,002$9M1.2%2026-Q1
UBS Group AG added95,587$8M1.1%2026-Q1
Melone Private Wealth, LLC added83,860$7M1.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed76,813$7M0.9%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added71,964$6M0.8%2026-Q1
Vestmark Advisory Solutions, Inc. added71,954$6M0.8%2026-Q1
JPMORGAN CHASE & CO added72,320$6M0.8%2026-Q1
ROYAL BANK OF CANADA trimmed69,610$6M0.8%2026-Q1
FFG RETIREMENT ADVISORS LLC trimmed60,186$5M0.7%2026-Q1
Envision Financial LLC trimmed55,677$5M0.7%2026-Q1
Steward Partners Investment Advisory, LLC added52,465$5M0.6%2026-Q1
Pathstone Holdings, LLC52,074$4M0.6%2026-Q1
CWM, LLC trimmed48,631$4M0.6%2026-Q1
Merit Financial Group, LLC trimmed38,847$3M0.5%2026-Q1
Corient Private Wealth LLC added38,003$3M0.4%2026-Q1
Creative Planning trimmed33,833$3M0.4%2026-Q1
LCNB CORP33,383$3M0.4%2026-Q1
Certified Advisory Corp trimmed32,081$3M0.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed31,909$3M0.4%2026-Q1
Focus Partners Wealth trimmed30,877$3M0.4%2026-Q1
Avant Capital LLC trimmed31,005$3M0.4%2026-Q1
Rockefeller Capital Management L.P. added29,796$3M0.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added27,155$2M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new25,952$2M0.3%2026-Q1
Mariner, LLC trimmed24,829$2M0.3%2026-Q1
Gateway Wealth Partners, LLC added22,223$2M0.3%2026-Q1
AssuredPartners Investment Advisors, LLC trimmed20,221$2M0.2%2026-Q1
Stratos Wealth Partners, LTD. added20,144$2M0.2%2026-Q1
VERUS CAPITAL PARTNERS, LLC added20,140$2M0.2%2026-Q1
SONATA CAPITAL GROUP INC trimmed19,049$2M0.2%2026-Q1
GOLDMAN SACHS GROUP INC trimmed19,025$2M0.2%2026-Q1
CHERRYDALE WEALTH MANAGEMENT, LLC added18,696$2M0.2%2026-Q1
FMR LLC added18,612$2M0.2%2026-Q1
Clearwater Capital Advisors, LLC18,119$2M0.2%2026-Q1
Key Financial Inc added16,887$1M0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed16,182$1M0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC new16,120$1M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed15,832$1M0.2%2026-Q1
HB Wealth Management, LLC added14,490$1M0.2%2026-Q1
BLAIR WILLIAM & CO/IL14,110$1M0.2%2026-Q1
Sharper & Granite LLC added13,440$1M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added13,129$1M0.2%2026-Q1
&PARTNERS added12,531$1M0.1%2026-Q1
PCA Investment Advisory Services Inc.12,316$1M0.1%2026-Q1
PANORAMIC INVESTMENT ADVISORS, LLC added12,066$1M0.1%2026-Q1
Independent Advisor Alliance trimmed11,914$1M0.1%2026-Q1
Private Advisor Group, LLC trimmed11,854$1M0.1%2026-Q1
JFS WEALTH ADVISORS, LLC trimmed11,643$1M0.1%2026-Q1
CITADEL ADVISORS LLC trimmed11,246$971K0.1%2026-Q1
Institute for Wealth Management, LLC. trimmed11,090$958K0.1%2026-Q1
KMG FIDUCIARY PARTNERS, LLC added11,058$955K0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added10,676$922K0.1%2026-Q1
WHITTIER TRUST CO OF NEVADA INC10,467$909K0.1%2026-Q1
DSG Capital Advisors, LLC10,076$870K0.1%2026-Q1
OxenFree Capital LLC added9,658$864K0.1%2026-Q1
Spire Wealth Management trimmed9,912$856K0.1%2026-Q1
Belpointe Asset Management LLC added9,786$845K0.1%2026-Q1
ASHTON THOMAS SECURITIES, LLC new9,310$804K0.1%2026-Q1
Ballentine Partners, LLC8,640$746K0.1%2026-Q1
Cornerstone Financial Group, LLC /NE/7,800$710K0.1%2026-Q1
Arkadios Wealth Advisors added7,969$688K0.1%2026-Q1
Avestar Capital, LLC added7,817$675K0.1%2026-Q1
Savant Capital, LLC7,753$670K0.1%2026-Q1
NBC SECURITIES, INC. trimmed7,673$663K0.1%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed7,580$655K0.1%2026-Q1
EVOLUTION WEALTH MANAGEMENT INC. added7,176$620K0.1%2026-Q1
Revisor Wealth Management LLC6,963$601K0.1%2026-Q1
Baird Financial Group, Inc.6,942$600K0.1%2026-Q1
Florida Trust Wealth Management Co6,850$592K0.1%2026-Q1
Alta Wealth Advisors LLC trimmed6,778$585K0.1%2026-Q1
JANE STREET GROUP, LLC trimmed6,575$568K0.1%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added6,547$565K0.1%2026-Q1
Sunbelt Securities, Inc. added6,422$555K0.1%2026-Q1
AVANTAX ADVISORY SERVICES, INC. added48,196$4M0.5%2025-Q2 stale
Capital Advisory Group Advisory Services, LLC added32,971$3M0.4%2025-Q4 stale
Arvest Bank Trust Division trimmed19,242$1M0.2%2025-Q1 stale
Consolidated Portfolio Review Corp added13,720$1M0.2%2025-Q3 stale
MGO Private Wealth, LLC trimmed12,056$1M0.1%2025-Q4 stale
PARK AVENUE SECURITIES LLC added11,474$974K0.1%2025-Q4 stale
Janney Montgomery Scott LLC trimmed11,385$966K0.1%2025-Q4 stale
Atria Wealth Solutions, Inc. trimmed10,255$830K0.1%2025-Q2 stale
My Legacy Advisors, LLC trimmed8,855$717K0.1%2025-Q2 stale
FIDUCIENT ADVISORS LLC new8,000$616K0.1%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.

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