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-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
The tracked-fund tape on DTH is one-sided between 2025-Q4 and 2026-Q1: 39 added or opened and 9 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
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 2025-Q4 and 2026-Q1, across 109 tracked filers holding DTH, 59 increased or opened the position and 43 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 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 13
- TCP Asset Management, LLC$14M
- Madrid Financial Services$7M
- Peregrine Asset Advisers, Inc.$5M
- Cooper Financial Group$4M
- JANE STREET GROUP, LLC$4M
- Arkadios Wealth Advisors$2M
Full exits 3
- Farmers National Bank$2M
- Janney Montgomery Scott LLC$2M
- COMERICA BANK$1M
Largest adds
- BANK OF AMERICA CORP /DE/$13M
- MORGAN STANLEY$9M
- LPL Financial LLC$9M
- ENVESTNET ASSET MANAGEMENT INC$8M
- CWM, LLC$4M
- Farther Finance Advisors, LLC$3M
Largest trims
- Cetera Investment Advisers$3M
- Mariner, LLC$3M
- Goldstone Financial Group, LLC$1M
- Formidable Asset Management, LLC$429K
- MML INVESTORS SERVICES, LLC$329K
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$299K
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/ added | 1,590,394 | $86M | 19.4% | 2026-Q1 |
| MORGAN STANLEY added | 961,135 | $52M | 11.7% | 2026-Q1 |
| LPL Financial LLC added | 913,699 | $49M | 11.1% | 2026-Q1 |
| Mariner, LLC trimmed | 325,692 | $18M | 4.0% | 2026-Q1 |
| TCP Asset Management, LLC new | 267,965 | $14M | 3.3% | 2026-Q1 |
| Freedom Day Solutions, LLC added | 183,302 | $10M | 2.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 163,440 | $9M | 2.0% | 2026-Q1 |
| CWM, LLC added | 161,560 | $9M | 2.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 161,160 | $9M | 2.0% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 151,481 | $8M | 1.8% | 2026-Q1 |
| Stonebridge Wealth Management, LLC trimmed | 144,758 | $8M | 1.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 126,094 | $7M | 1.5% | 2026-Q1 |
| Madrid Financial Services new | 123,955 | $7M | 1.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 122,381 | $7M | 1.5% | 2026-Q1 |
| Wealthspire Advisors, LLC trimmed | 114,317 | $6M | 1.4% | 2026-Q1 |
| CAHILL FINANCIAL ADVISORS INC added | 100,503 | $5M | 1.2% | 2026-Q1 |
| American Alpha Advisors, LLC added | 97,500 | $5M | 1.2% | 2026-Q1 |
| UBS Group AG added | 96,030 | $5M | 1.2% | 2026-Q1 |
| Peregrine Asset Advisers, Inc. new | 86,149 | $5M | 1.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 86,082 | $5M | 1.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 83,596 | $5M | 1.0% | 2026-Q1 |
| Cooper Financial Group new | 78,851 | $4M | 1.0% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 76,563 | $4M | 0.9% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 72,621 | $4M | 0.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 72,419 | $4M | 0.9% | 2026-Q1 |
| GREENLEAF TRUST trimmed | 71,389 | $4M | 0.9% | 2026-Q1 |
| Baird Financial Group, Inc. added | 70,605 | $4M | 0.9% | 2026-Q1 |
| Evanson Asset Management, LLC trimmed | 70,252 | $4M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 68,224 | $4M | 0.8% | 2026-Q1 |
| Patten Group, Inc. added | 62,210 | $3M | 0.8% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 60,953 | $3M | 0.7% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 55,721 | $3M | 0.7% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 55,081 | $3M | 0.7% | 2026-Q1 |
| Moors & Cabot, Inc. added | 53,510 | $3M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 47,717 | $3M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 45,365 | $2M | 0.6% | 2026-Q1 |
| Lansing Street Advisors added | 43,765 | $2M | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 43,272 | $2M | 0.5% | 2026-Q1 |
| Wealthcare Capital Partners, LLC added | 42,143 | $2M | 0.5% | 2026-Q1 |
| Arkadios Wealth Advisors new | 42,143 | $2M | 0.5% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 41,562 | $2M | 0.5% | 2026-Q1 |
| Formidable Asset Management, LLC trimmed | 43,086 | $2M | 0.5% | 2026-Q1 |
| WealthPlan Investment Management, LLC trimmed | 38,649 | $2M | 0.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 39,858 | $2M | 0.5% | 2026-Q1 |
| Crescent Grove Advisors, LLC added | 37,800 | $2M | 0.5% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 37,441 | $2M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 35,455 | $2M | 0.4% | 2026-Q1 |
| ShoreHaven Wealth Partners, LLC added | 31,858 | $2M | 0.4% | 2026-Q1 |
| Goldstone Financial Group, LLC trimmed | 30,508 | $2M | 0.4% | 2026-Q1 |
| Breakwater Capital Group added | 30,002 | $2M | 0.4% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 27,948 | $2M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 27,875 | $2M | 0.3% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 22,595 | $1M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 21,673 | $1M | 0.3% | 2026-Q1 |
| Great Diamond Partners, LLC trimmed | 19,378 | $1M | 0.2% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 18,164 | $982K | 0.2% | 2026-Q1 |
| Compound Planning, Inc. new | 14,805 | $801K | 0.2% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 14,004 | $757K | 0.2% | 2026-Q1 |
| D.B. Root & Company, LLC | 13,120 | $710K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 12,631 | $683K | 0.2% | 2026-Q1 |
| VestGen Advisors, LLC new | 11,953 | $674K | 0.2% | 2026-Q1 |
| CAPITAL ADVISORS INC/OK new | 12,400 | $671K | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP new | 11,854 | $641K | 0.1% | 2026-Q1 |
| BCS Private Wealth Management, Inc. added | 11,404 | $617K | 0.1% | 2026-Q1 |
| Clearwater Capital Advisors, LLC | 10,933 | $591K | 0.1% | 2026-Q1 |
| Hilltop Partners LLC | 10,686 | $578K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 10,270 | $555K | 0.1% | 2026-Q1 |
| Aspire Capital Advisors LLC added | 9,860 | $533K | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 9,692 | $524K | 0.1% | 2026-Q1 |
| Vertex Planning Partners, LLC | 9,327 | $505K | 0.1% | 2026-Q1 |
| Financial Management Professionals, Inc. | 8,396 | $454K | 0.1% | 2026-Q1 |
| Meeder Advisory Services, Inc. trimmed | 7,980 | $432K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 7,411 | $401K | 0.1% | 2026-Q1 |
| Passive Capital Management, LLC. | 7,270 | $393K | 0.1% | 2026-Q1 |
| HB Wealth Management, LLC | 7,000 | $379K | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 6,833 | $370K | 0.1% | 2026-Q1 |
| &PARTNERS added | 7,181 | $364K | 0.1% | 2026-Q1 |
| KFA Private Wealth Group, LLC | 6,300 | $341K | 0.1% | 2026-Q1 |
| Valmark Advisers, Inc. | 6,233 | $337K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 6,101 | $330K | 0.1% | 2026-Q1 |
| Axis Wealth Partners, LLC trimmed | 6,060 | $328K | 0.1% | 2026-Q1 |
| Tidemark, LLC trimmed | 5,952 | $322K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 5,898 | $319K | 0.1% | 2026-Q1 |
| Savvy Advisors, Inc. | 5,843 | $316K | 0.1% | 2026-Q1 |
| Amplius Wealth Advisors, LLC | 5,167 | $279K | 0.1% | 2026-Q1 |
| StoneX Group Inc. trimmed | 5,037 | $267K | 0.1% | 2026-Q1 |
| Valued Retirements, Inc. | 4,350 | $235K | 0.1% | 2026-Q1 |
| ANB BANK trimmed | 4,106 | $222K | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 50,532 | $2M | 0.6% | 2025-Q3 stale |
| Farmers National Bank added | 40,083 | $2M | 0.5% | 2025-Q4 stale |
| Janney Montgomery Scott LLC added | 38,080 | $2M | 0.4% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 43,176 | $2M | 0.4% | 2025-Q1 stale |
| PrairieView Partners, LLC trimmed | 30,773 | $1M | 0.3% | 2025-Q2 stale |
| COMERICA BANK trimmed | 25,739 | $1M | 0.3% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 16,855 | $781K | 0.2% | 2025-Q2 stale |
| Priebe Wealth Holdings LLC new | 9,700 | $449K | 0.1% | 2025-Q2 stale |
| Wilmington Savings Fund Society, FSB | 7,920 | $367K | 0.1% | 2025-Q2 stale |
| Prosperity Wealth Management, Inc. trimmed | 5,436 | $281K | 0.1% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 4,531 | $234K | 0.1% | 2025-Q4 stale |
| LVM CAPITAL MANAGEMENT LTD/MI trimmed | 4,700 | $231K | 0.1% | 2025-Q3 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.