Who owns DTH
Which tracked institutional funds hold DTH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DTH company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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
24 tracked funds added or opened DTH while 16 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
DTH’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 DTH more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DTH 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 122 tracked filers holding DTH, 71 increased or opened the position and 53 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 DTH 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 10
- Private Advisor Group, LLC$8M
- CITADEL ADVISORS LLC$5M
- Evanson Financial, LLC$4M
- Dorsey Wright & Associates$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- GTS SECURITIES LLC$1M
Full exits 9
- Thrivent Financial for Lutherans$9M
- CWM, LLC$9M
- Evanson Asset Management, LLC$4M
- BANK OF MONTREAL /CAN/$3M
- Cambridge Investment Research Advisors, Inc.$2M
- FLOW TRADERS U.S. LLC$1M
Largest adds
- WELLS FARGO & COMPANY/MN$15M
- ENVESTNET ASSET MANAGEMENT INC$8M
- JANE STREET GROUP, LLC$3M
- Cetera Investment Advisers$2M
- Freedom Day Solutions, LLC$1M
- Madrid Financial Services$1M
Largest trims
- Mariner, LLC$16M
- LPL Financial LLC$8M
- Farther Finance Advisors, LLC$2M
- BANK OF AMERICA CORP /DE/$2M
- UBS Group AG$2M
- MORGAN STANLEY$1M
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/ trimmed | 1,551,241 | $84M | 19.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 939,675 | $51M | 11.7% | 2026-Q2 |
| LPL Financial LLC trimmed | 773,984 | $42M | 9.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 403,260 | $22M | 5.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 302,364 | $16M | 3.8% | 2026-Q2 |
| TCP Asset Management, LLC added | 275,800 | $15M | 3.4% | 2026-Q2 |
| Freedom Day Solutions, LLC added | 206,894 | $11M | 2.6% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 156,580 | $8M | 1.9% | 2026-Q2 |
| Private Advisor Group, LLC new | 148,886 | $8M | 1.9% | 2026-Q2 |
| Stonebridge Wealth Management, LLC added | 147,966 | $8M | 1.8% | 2026-Q2 |
| Madrid Financial Services added | 146,900 | $8M | 1.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 135,733 | $7M | 1.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 126,376 | $7M | 1.6% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 112,381 | $6M | 1.4% | 2026-Q2 |
| American Alpha Advisors, LLC added | 110,320 | $6M | 1.4% | 2026-Q2 |
| CAHILL FINANCIAL ADVISORS INC trimmed | 99,465 | $5M | 1.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 92,808 | $5M | 1.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 90,960 | $5M | 1.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 84,880 | $5M | 1.1% | 2026-Q2 |
| Peregrine Asset Advisers, Inc. trimmed | 83,347 | $5M | 1.0% | 2026-Q2 |
| Cooper Financial Group added | 80,902 | $4M | 1.0% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 76,529 | $4M | 1.0% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 74,301 | $4M | 0.9% | 2026-Q2 |
| GREENLEAF TRUST added | 71,594 | $4M | 0.9% | 2026-Q2 |
| Baird Financial Group, Inc. added | 70,694 | $4M | 0.9% | 2026-Q2 |
| Evanson Financial, LLC new | 68,315 | $4M | 0.9% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 67,442 | $4M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 66,611 | $4M | 0.8% | 2026-Q2 |
| Patten Group, Inc. added | 62,749 | $3M | 0.8% | 2026-Q2 |
| Dorsey Wright & Associates new | 61,232 | $3M | 0.8% | 2026-Q2 |
| UBS Group AG trimmed | 61,103 | $3M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 60,042 | $3M | 0.7% | 2026-Q2 |
| Moors & Cabot, Inc. added | 54,886 | $3M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 52,206 | $3M | 0.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 44,534 | $2M | 0.6% | 2026-Q2 |
| Farmers National Bank trimmed | 44,352 | $2M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 43,254 | $2M | 0.5% | 2026-Q2 |
| Formidable Asset Management, LLC trimmed | 43,006 | $2M | 0.5% | 2026-Q2 |
| Wealthcare Capital Partners, LLC added | 42,872 | $2M | 0.5% | 2026-Q2 |
| Arkadios Wealth Advisors added | 42,872 | $2M | 0.5% | 2026-Q2 |
| Lansing Street Advisors trimmed | 42,412 | $2M | 0.5% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 40,823 | $2M | 0.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 38,255 | $2M | 0.5% | 2026-Q2 |
| Crescent Grove Advisors, LLC | 37,800 | $2M | 0.5% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 37,527 | $2M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 34,846 | $2M | 0.4% | 2026-Q2 |
| Mariner, LLC trimmed | 34,554 | $2M | 0.4% | 2026-Q2 |
| ShoreHaven Wealth Partners, LLC trimmed | 30,664 | $2M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 30,141 | $2M | 0.4% | 2026-Q2 |
| Breakwater Capital Group added | 30,138 | $2M | 0.4% | 2026-Q2 |
| Goldstone Financial Group, LLC trimmed | 29,040 | $2M | 0.4% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 27,128 | $1M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 25,585 | $1M | 0.3% | 2026-Q2 |
| GTS SECURITIES LLC new | 22,172 | $1M | 0.3% | 2026-Q2 |
| IFP Advisors, Inc added | 21,347 | $1M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 20,700 | $1M | 0.3% | 2026-Q2 |
| Great Diamond Partners, LLC added | 19,454 | $1M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 18,623 | $1M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 18,278 | $989K | 0.2% | 2026-Q2 |
| POWER WEALTH MANAGEMENT LLC new | 16,749 | $906K | 0.2% | 2026-Q2 |
| Compound Planning, Inc. trimmed | 14,344 | $776K | 0.2% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 13,697 | $741K | 0.2% | 2026-Q2 |
| Aspire Capital Advisors LLC added | 13,581 | $735K | 0.2% | 2026-Q2 |
| D.B. Root & Company, LLC | 13,120 | $710K | 0.2% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 11,821 | $640K | 0.1% | 2026-Q2 |
| VestGen Investment Management new | 11,509 | $623K | 0.1% | 2026-Q2 |
| Hilltop Partners LLC | 10,686 | $578K | 0.1% | 2026-Q2 |
| Clearwater Capital Advisors, LLC trimmed | 10,554 | $571K | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC new | 9,759 | $528K | 0.1% | 2026-Q2 |
| Brown Miller Wealth Management, LLC new | 9,759 | $528K | 0.1% | 2026-Q2 |
| Vertex Planning Partners, LLC trimmed | 9,200 | $498K | 0.1% | 2026-Q2 |
| Legacy Capital Group California, Inc. new | 8,677 | $470K | 0.1% | 2026-Q2 |
| &PARTNERS added | 8,527 | $461K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc new | 8,487 | $459K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 8,383 | $454K | 0.1% | 2026-Q2 |
| Meeder Advisory Services, Inc. trimmed | 7,872 | $426K | 0.1% | 2026-Q2 |
| StoneX Group Inc. added | 7,334 | $396K | 0.1% | 2026-Q2 |
| Passive Capital Management, LLC. | 7,270 | $375K | 0.1% | 2026-Q2 |
| KFA Private Wealth Group, LLC | 6,300 | $341K | 0.1% | 2026-Q2 |
| Valmark Advisers, Inc. | 6,233 | $337K | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. added | 6,067 | $328K | 0.1% | 2026-Q2 |
| Atria Investments, Inc new | 5,844 | $316K | 0.1% | 2026-Q2 |
| Tidemark, LLC trimmed | 5,795 | $314K | 0.1% | 2026-Q2 |
| Axis Wealth Partners, LLC trimmed | 5,787 | $313K | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. new | 5,616 | $304K | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 5,021 | $272K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 4,844 | $262K | 0.1% | 2026-Q2 |
| Advyzon Investment Management, LLC new | 4,761 | $258K | 0.1% | 2026-Q2 |
| Amplius Wealth Advisors, LLC trimmed | 4,307 | $233K | 0.1% | 2026-Q2 |
| ANB BANK | 4,106 | $222K | 0.1% | 2026-Q2 |
| Trace Wealth Advisors, LLC | 4,000 | $216K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC new | 4,000 | $216K | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 3,854 | $212K | 0.0% | 2026-Q2 |
| FMR LLC added | 3,359 | $182K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,766 | $150K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 2,652 | $144K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 2,538 | $137K | 0.0% | 2026-Q2 |
| GGM Financial LLC new | 1,927 | $104K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC | 1,087 | $59K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 1,010 | $55K | 0.0% | 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.