Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
36 tracked funds added or opened DTD while 15 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 205 tracked filers holding DTD, 79 increased or opened the position and 74 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 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 3
- Savvy Advisors, Inc.$13M
- Itau Unibanco Holding S.A.$2M
- XTX Topco Ltd$642K
Full exits 8
- HighTower Advisors, LLC$16M
- Cambridge Investment Research Advisors, Inc.$9M
- CWM, LLC$4M
- Independent Advisor Alliance$1M
- JANE STREET GROUP, LLC$568K
- Sunbelt Securities, Inc.$555K
Largest adds
- BANK OF AMERICA CORP /DE/$11M
- MORGAN STANLEY$11M
- LPL Financial LLC$8M
- Integrated Wealth Concepts LLC$7M
- OSAIC HOLDINGS, INC.$5M
- Bank of New York Mellon Corp$4M
Largest trims
- Sanctuary Advisors, LLC$12M
- Atria Investments, Inc$7M
- Retirement Planning Group, LLC$2M
- Gateway Wealth Partners, LLC$906K
- Envision Financial LLC$695K
- Kestra Advisory Services, LLC$464K
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 1,508,148 | $141M | 18.3% | 2026-Q2 |
| MORGAN STANLEY added | 1,240,413 | $116M | 15.0% | 2026-Q2 |
| LPL Financial LLC added | 917,128 | $86M | 11.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 369,580 | $34M | 4.5% | 2026-Q2 |
| 626 Financial, LLC added | 305,791 | $29M | 3.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 280,648 | $26M | 3.4% | 2026-Q2 |
| Connecticut Wealth Management, LLC trimmed | 266,740 | $25M | 3.2% | 2026-Q2 |
| Pinnacle Financial Group, LLC / IL trimmed | 240,721 | $22M | 2.9% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 202,645 | $19M | 2.5% | 2026-Q2 |
| Retirement Planning Group, LLC trimmed | 201,901 | $19M | 2.4% | 2026-Q2 |
| Cetera Investment Advisers added | 145,767 | $14M | 1.8% | 2026-Q2 |
| Savvy Advisors, Inc. new | 141,011 | $13M | 1.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 137,083 | $13M | 1.7% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 126,855 | $12M | 1.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 123,901 | $12M | 1.5% | 2026-Q2 |
| Vertex Planning Partners, LLC added | 117,050 | $11M | 1.4% | 2026-Q2 |
| UBS Group AG trimmed | 95,533 | $9M | 1.2% | 2026-Q2 |
| Melone Private Wealth, LLC trimmed | 83,013 | $8M | 1.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 79,596 | $7M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 76,971 | $7M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 75,908 | $7M | 0.9% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. | 71,954 | $7M | 0.9% | 2026-Q2 |
| Atria Investments, Inc trimmed | 64,983 | $6M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 63,820 | $6M | 0.8% | 2026-Q2 |
| FFG RETIREMENT ADVISORS LLC trimmed | 59,772 | $6M | 0.7% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 53,214 | $5M | 0.6% | 2026-Q2 |
| Pathstone Holdings, LLC | 52,074 | $5M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 48,821 | $5M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 46,756 | $4M | 0.6% | 2026-Q2 |
| Envision Financial LLC trimmed | 44,109 | $4M | 0.5% | 2026-Q2 |
| Corient Private Wealth LP | 38,003 | $4M | 0.5% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 37,523 | $3M | 0.5% | 2026-Q2 |
| Creative Planning added | 34,420 | $3M | 0.4% | 2026-Q2 |
| Certified Advisory Corp trimmed | 31,918 | $3M | 0.4% | 2026-Q2 |
| LCNB CORP trimmed | 31,727 | $3M | 0.4% | 2026-Q2 |
| Avant Capital LLC added | 31,570 | $3M | 0.4% | 2026-Q2 |
| Focus Partners Wealth added | 31,295 | $3M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 31,177 | $3M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 30,363 | $3M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 26,111 | $2M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 25,952 | $2M | 0.3% | 2026-Q2 |
| Mariner, LLC added | 25,140 | $2M | 0.3% | 2026-Q2 |
| Itau Unibanco Holding S.A. new | 23,535 | $2M | 0.3% | 2026-Q2 |
| FMR LLC added | 20,757 | $2M | 0.3% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC added | 20,333 | $2M | 0.2% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC trimmed | 19,320 | $2M | 0.2% | 2026-Q2 |
| SONATA CAPITAL GROUP INC | 19,049 | $2M | 0.2% | 2026-Q2 |
| CHERRYDALE WEALTH MANAGEMENT, LLC added | 18,789 | $2M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 18,475 | $2M | 0.2% | 2026-Q2 |
| Clearwater Capital Advisors, LLC | 18,119 | $2M | 0.2% | 2026-Q2 |
| Key Financial Inc added | 17,587 | $2M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 16,833 | $2M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 16,208 | $2M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 15,970 | $1M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 15,834 | $1M | 0.2% | 2026-Q2 |
| Savant Capital, LLC added | 15,506 | $1M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 15,386 | $1M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 14,647 | $1M | 0.2% | 2026-Q2 |
| HB Wealth Management, LLC | 14,490 | $1M | 0.2% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 14,110 | $1M | 0.2% | 2026-Q2 |
| &PARTNERS added | 13,920 | $1M | 0.2% | 2026-Q2 |
| Sharper & Granite LLC | 13,440 | $1M | 0.2% | 2026-Q2 |
| PCA Investment Advisory Services Inc. added | 12,375 | $1M | 0.1% | 2026-Q2 |
| PANORAMIC INVESTMENT ADVISORS, LLC added | 12,121 | $1M | 0.1% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC added | 11,651 | $1M | 0.1% | 2026-Q2 |
| KMG FIDUCIARY PARTNERS, LLC added | 11,179 | $1M | 0.1% | 2026-Q2 |
| Institute for Wealth Management, LLC. | 11,090 | $1M | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 10,863 | $1M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 10,767 | $1M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 10,761 | $1M | 0.1% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 10,467 | $989K | 0.1% | 2026-Q2 |
| DSG Capital Advisors, LLC | 10,076 | $951K | 0.1% | 2026-Q2 |
| Spire Wealth Management trimmed | 9,906 | $924K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 9,718 | $906K | 0.1% | 2026-Q2 |
| OxenFree Capital LLC trimmed | 9,513 | $899K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 9,024 | $841K | 0.1% | 2026-Q2 |
| ASHTON THOMAS SECURITIES, LLC trimmed | 8,987 | $838K | 0.1% | 2026-Q2 |
| Ballentine Partners, LLC | 8,640 | $806K | 0.1% | 2026-Q2 |
| Avestar Capital, LLC | 7,817 | $729K | 0.1% | 2026-Q2 |
| Cornerstone Financial Group, LLC /NE/ | 7,800 | $727K | 0.1% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. added | 7,446 | $694K | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 7,370 | $687K | 0.1% | 2026-Q2 |
| Revisor Wealth Management LLC | 6,963 | $649K | 0.1% | 2026-Q2 |
| XTX Topco Ltd new | 6,890 | $642K | 0.1% | 2026-Q2 |
| Florida Trust Wealth Management Co | 6,850 | $639K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 6,761 | $630K | 0.1% | 2026-Q2 |
| Quartz Partners, LLC added | 6,582 | $614K | 0.1% | 2026-Q2 |
| Alta Wealth Advisors LLC trimmed | 6,497 | $606K | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 6,295 | $587K | 0.1% | 2026-Q2 |
| NORDEN GROUP LLC | 6,116 | $570K | 0.1% | 2026-Q2 |
| Element Wealth, LLC added | 5,824 | $543K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 5,650 | $527K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 5,063 | $472K | 0.1% | 2026-Q2 |
| Sandy Cove Advisors, LLC added | 4,997 | $466K | 0.1% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 4,996 | $466K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 4,917 | $458K | 0.1% | 2026-Q2 |
| ATLas Financial Planning LLC | 4,900 | $457K | 0.1% | 2026-Q2 |
| Willis Investment Counsel | 4,891 | $456K | 0.1% | 2026-Q2 |
| Asset Advisory Group, Inc. added | 4,818 | $449K | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 4,804 | $448K | 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.