Who owns DTM (DTM)
Which tracked institutional funds hold DTM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DTM 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
200 tracked funds added or opened DTM while 73 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
DTM’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes DTM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DTM 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 680 tracked filers holding DTM, 350 increased or opened the position and 248 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 DTM 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 33
- VANGUARD PORTFOLIO MANAGEMENT LLC$792M
- VANGUARD CAPITAL MANAGEMENT LLC$615M
- VANGUARD FIDUCIARY TRUST CO$85M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$73M
- CIBC Bancorp USA Inc.$49M
- Qube Research & Technologies Ltd$31M
Full exits 27
- VANGUARD GROUP INC$1.3B
- TWO SIGMA ADVISERS, LP$47M
- CIBC Private Wealth Group LLC$46M
- Freestone Grove Partners LP$29M
- Jain Global LLC$26M
- Alyeska Investment Group, L.P.$25M
Largest adds
- T. Rowe Price Investment Management, Inc.$231M
- Blackstone Inc.$94M
- NEUBERGER BERMAN GROUP LLC$63M
- STATE STREET CORP$55M
- TORTOISE CAPITAL ADVISORS, L.L.C.$48M
- DEUTSCHE BANK AG\$42M
Largest trims
- Point72 Asset Management, L.P.$65M
- BlackRock, Inc.$52M
- Holocene Advisors, LP$40M
- Clark Capital Management Group, Inc.$37M
- Squarepoint Ops LLC$22M
- Verition Fund Management LLC$21M
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 |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 9,247,373 | $1.2B | 10.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 5,884,239 | $792M | 6.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,564,584 | $615M | 5.0% | 2026-Q1 |
| STATE STREET CORP added | 3,246,345 | $440M | 3.6% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 3,056,441 | $412M | 3.4% | 2026-Q1 |
| TORTOISE CAPITAL ADVISORS, L.L.C. added | 3,007,559 | $405M | 3.3% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 2,937,408 | $396M | 3.2% | 2026-Q1 |
| Blackstone Inc. added | 2,680,256 | $361M | 2.9% | 2026-Q1 |
| 59 North Capital Management, LP trimmed | 2,621,909 | $353M | 2.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 2,310,954 | $311M | 2.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 2,276,844 | $307M | 2.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 2,166,206 | $292M | 2.4% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 2,025,612 | $273M | 2.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 1,340,817 | $181M | 1.5% | 2026-Q1 |
| Capital Research Global Investors trimmed | 1,136,963 | $153M | 1.2% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 1,075,249 | $145M | 1.2% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 1,058,772 | $143M | 1.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,014,931 | $137M | 1.1% | 2026-Q1 |
| REAVES W H & CO INC added | 932,483 | $126M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 908,248 | $122M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp added | 892,353 | $120M | 1.0% | 2026-Q1 |
| NORGES BANK added | 1,241,915 | $120M | 1.0% | 2026-Q1 |
| TrinityBridge Ltd | 881,000 | $119M | 1.0% | 2026-Q1 |
| Invesco Ltd. trimmed | 850,299 | $115M | 0.9% | 2026-Q1 |
| Merewether Investment Management, LP trimmed | 835,006 | $112M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 806,857 | $109M | 0.9% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 768,186 | $103M | 0.8% | 2026-Q1 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT trimmed | 727,100 | $98M | 0.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 676,611 | $91M | 0.7% | 2026-Q1 |
| KAYNE ANDERSON CAPITAL ADVISORS LP trimmed | 649,976 | $88M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 630,119 | $85M | 0.7% | 2026-Q1 |
| EAGLE GLOBAL ADVISORS LLC added | 625,121 | $84M | 0.7% | 2026-Q1 |
| UBS Group AG added | 621,314 | $84M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 608,094 | $82M | 0.7% | 2026-Q1 |
| BAHL & GAYNOR INC added | 593,514 | $80M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 572,628 | $77M | 0.6% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 543,107 | $73M | 0.6% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp trimmed | 523,289 | $70M | 0.6% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 514,717 | $69M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 506,253 | $68M | 0.6% | 2026-Q1 |
| BROOKFIELD Corp /ON/ trimmed | 505,281 | $68M | 0.6% | 2026-Q1 |
| Energy Income Partners, LLC added | 429,858 | $58M | 0.5% | 2026-Q1 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 420,186 | $57M | 0.5% | 2026-Q1 |
| EVENTIDE ASSET MANAGEMENT, LLC added | 401,951 | $54M | 0.4% | 2026-Q1 |
| Nuveen, LLC added | 391,579 | $53M | 0.4% | 2026-Q1 |
| CHICKASAW CAPITAL MANAGEMENT LLC added | 391,282 | $53M | 0.4% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 362,852 | $49M | 0.4% | 2026-Q1 |
| Recurrent Investment Advisors LLC added | 355,156 | $48M | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 350,989 | $47M | 0.4% | 2026-Q1 |
| Gotham Asset Management, LLC added | 341,665 | $46M | 0.4% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 375,461 | $45M | 0.4% | 2026-Q1 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC trimmed | 323,922 | $44M | 0.4% | 2026-Q1 |
| Focus Partners Wealth added | 288,217 | $39M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 287,734 | $39M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 286,141 | $39M | 0.3% | 2026-Q1 |
| Pacer Advisors, Inc. added | 269,553 | $36M | 0.3% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 258,277 | $35M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 256,680 | $35M | 0.3% | 2026-Q1 |
| Retirement Systems of Alabama added | 245,046 | $33M | 0.3% | 2026-Q1 |
| Clearbridge Investments, LLC added | 243,438 | $33M | 0.3% | 2026-Q1 |
| Copeland Capital Management, LLC trimmed | 239,039 | $32M | 0.3% | 2026-Q1 |
| MILLER HOWARD INVESTMENTS INC /NY added | 238,616 | $32M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 232,613 | $31M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 232,546 | $31M | 0.3% | 2026-Q1 |
| Fractal Investments LLC | 230,999 | $31M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 229,175 | $31M | 0.3% | 2026-Q1 |
| ALPS ADVISORS INC added | 225,658 | $30M | 0.2% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 224,434 | $30M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 221,597 | $30M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 201,300 | $27M | 0.2% | 2026-Q1 |
| Yaupon Capital Management LP added | 187,062 | $25M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 178,552 | $24M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 151,012 | $20M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 148,826 | $20M | 0.2% | 2026-Q1 |
| HENNESSY ADVISORS INC trimmed | 148,080 | $20M | 0.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 145,985 | $20M | 0.2% | 2026-Q1 |
| NEOS Investment Management LLC added | 139,718 | $19M | 0.2% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC | 137,390 | $19M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 134,709 | $18M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 134,467 | $18M | 0.1% | 2026-Q1 |
| TD Asset Management Inc added | 125,200 | $17M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 120,551 | $16M | 0.1% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 115,676 | $16M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 109,387 | $15M | 0.1% | 2026-Q1 |
| Edgestream Partners, L.P. added | 103,683 | $14M | 0.1% | 2026-Q1 |
| Dorsey Wright & Associates added | 102,768 | $14M | 0.1% | 2026-Q1 |
| Man Group plc added | 102,756 | $14M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 101,251 | $14M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 101,247 | $14M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 10,936,423 | $1.3B | 10.7% | 2025-Q4 stale |
| Zimmer Partners, LP trimmed | 729,629 | $70M | 0.6% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP added | 390,100 | $47M | 0.4% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 383,668 | $46M | 0.4% | 2025-Q4 stale |
| Clean Energy Transition LLP added | 324,763 | $36M | 0.3% | 2025-Q2 stale |
| HITE Hedge Asset Management LLC trimmed | 322,755 | $31M | 0.3% | 2025-Q1 stale |
| Freestone Grove Partners LP added | 244,914 | $29M | 0.2% | 2025-Q4 stale |
| Jain Global LLC trimmed | 218,047 | $26M | 0.2% | 2025-Q4 stale |
| Alyeska Investment Group, L.P. added | 205,567 | $25M | 0.2% | 2025-Q4 stale |
| Encompass Capital Advisors LLC new | 195,690 | $22M | 0.2% | 2025-Q3 stale |
| Sourcerock Group LLC trimmed | 160,591 | $18M | 0.1% | 2025-Q2 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.