Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

680
Institutional holders
85,306,697
Shares held (tracked funds)
83.9%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed9,247,373$1.2B10.2%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new5,884,239$792M6.5%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new4,564,584$615M5.0%2026-Q1
STATE STREET CORP added3,246,345$440M3.6%2026-Q1
DEUTSCHE BANK AG\ trimmed3,056,441$412M3.4%2026-Q1
TORTOISE CAPITAL ADVISORS, L.L.C. added3,007,559$405M3.3%2026-Q1
NEUBERGER BERMAN GROUP LLC added2,937,408$396M3.2%2026-Q1
Blackstone Inc. added2,680,256$361M2.9%2026-Q1
59 North Capital Management, LP trimmed2,621,909$353M2.9%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed2,310,954$311M2.5%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed2,276,844$307M2.5%2026-Q1
GOLDMAN SACHS GROUP INC trimmed2,166,206$292M2.4%2026-Q1
T. Rowe Price Investment Management, Inc. added2,025,612$273M2.2%2026-Q1
CITADEL ADVISORS LLC trimmed1,340,817$181M1.5%2026-Q1
Capital Research Global Investors trimmed1,136,963$153M1.2%2026-Q1
WESTWOOD HOLDINGS GROUP INC trimmed1,075,249$145M1.2%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added1,058,772$143M1.2%2026-Q1
MORGAN STANLEY trimmed1,014,931$137M1.1%2026-Q1
REAVES W H & CO INC added932,483$126M1.0%2026-Q1
NORTHERN TRUST CORP added908,248$122M1.0%2026-Q1
Bank of New York Mellon Corp added892,353$120M1.0%2026-Q1
NORGES BANK added1,241,915$120M1.0%2026-Q1
TrinityBridge Ltd881,000$119M1.0%2026-Q1
Invesco Ltd. trimmed850,299$115M0.9%2026-Q1
Merewether Investment Management, LP trimmed835,006$112M0.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added806,857$109M0.9%2026-Q1
FRANKLIN RESOURCES INC trimmed768,186$103M0.8%2026-Q1
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT trimmed727,100$98M0.8%2026-Q1
TWO SIGMA INVESTMENTS, LP added676,611$91M0.7%2026-Q1
KAYNE ANDERSON CAPITAL ADVISORS LP trimmed649,976$88M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new630,119$85M0.7%2026-Q1
EAGLE GLOBAL ADVISORS LLC added625,121$84M0.7%2026-Q1
UBS Group AG added621,314$84M0.7%2026-Q1
JPMORGAN CHASE & CO trimmed608,094$82M0.7%2026-Q1
BAHL & GAYNOR INC added593,514$80M0.7%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed572,628$77M0.6%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added543,107$73M0.6%2026-Q1
Mitsubishi UFJ Trust & Banking Corp trimmed523,289$70M0.6%2026-Q1
Russell Investments Group, Ltd. trimmed514,717$69M0.6%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed506,253$68M0.6%2026-Q1
BROOKFIELD Corp /ON/ trimmed505,281$68M0.6%2026-Q1
Energy Income Partners, LLC added429,858$58M0.5%2026-Q1
DUFF & PHELPS INVESTMENT MANAGEMENT CO added420,186$57M0.5%2026-Q1
EVENTIDE ASSET MANAGEMENT, LLC added401,951$54M0.4%2026-Q1
Nuveen, LLC added391,579$53M0.4%2026-Q1
CHICKASAW CAPITAL MANAGEMENT LLC added391,282$53M0.4%2026-Q1
CIBC Bancorp USA Inc. new362,852$49M0.4%2026-Q1
Recurrent Investment Advisors LLC added355,156$48M0.4%2026-Q1
FIRST TRUST ADVISORS LP added350,989$47M0.4%2026-Q1
Gotham Asset Management, LLC added341,665$46M0.4%2026-Q1
ALLIANCEBERNSTEIN L.P. added375,461$45M0.4%2026-Q1
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC trimmed323,922$44M0.4%2026-Q1
Focus Partners Wealth added288,217$39M0.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed287,734$39M0.3%2026-Q1
RHUMBLINE ADVISERS added286,141$39M0.3%2026-Q1
Pacer Advisors, Inc. added269,553$36M0.3%2026-Q1
JENNISON ASSOCIATES LLC added258,277$35M0.3%2026-Q1
California Public Employees Retirement System trimmed256,680$35M0.3%2026-Q1
Retirement Systems of Alabama added245,046$33M0.3%2026-Q1
Clearbridge Investments, LLC added243,438$33M0.3%2026-Q1
Copeland Capital Management, LLC trimmed239,039$32M0.3%2026-Q1
MILLER HOWARD INVESTMENTS INC /NY added238,616$32M0.3%2026-Q1
Qube Research & Technologies Ltd added232,613$31M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added232,546$31M0.3%2026-Q1
Fractal Investments LLC230,999$31M0.3%2026-Q1
JANE STREET GROUP, LLC added229,175$31M0.3%2026-Q1
ALPS ADVISORS INC added225,658$30M0.2%2026-Q1
ProShare Advisors LLC trimmed224,434$30M0.2%2026-Q1
BARCLAYS PLC trimmed221,597$30M0.2%2026-Q1
Swiss National Bank added201,300$27M0.2%2026-Q1
Yaupon Capital Management LP added187,062$25M0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC added178,552$24M0.2%2026-Q1
Legal & General Group Plc trimmed151,012$20M0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed148,826$20M0.2%2026-Q1
HENNESSY ADVISORS INC trimmed148,080$20M0.2%2026-Q1
LPL Financial LLC trimmed145,985$20M0.2%2026-Q1
NEOS Investment Management LLC added139,718$19M0.2%2026-Q1
Susquehanna Portfolio Strategies, LLC137,390$19M0.2%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed134,709$18M0.1%2026-Q1
Point72 Asset Management, L.P. trimmed134,467$18M0.1%2026-Q1
TD Asset Management Inc added125,200$17M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added120,551$16M0.1%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC added115,676$16M0.1%2026-Q1
AMERIPRISE FINANCIAL INC trimmed109,387$15M0.1%2026-Q1
Edgestream Partners, L.P. added103,683$14M0.1%2026-Q1
Dorsey Wright & Associates added102,768$14M0.1%2026-Q1
Man Group plc added102,756$14M0.1%2026-Q1
WELLS FARGO & COMPANY/MN added101,251$14M0.1%2026-Q1
SG Americas Securities, LLC added101,247$14M0.1%2026-Q1
VANGUARD GROUP INC trimmed10,936,423$1.3B10.7%2025-Q4 stale
Zimmer Partners, LP trimmed729,629$70M0.6%2025-Q1 stale
TWO SIGMA ADVISERS, LP added390,100$47M0.4%2025-Q4 stale
CIBC Private Wealth Group LLC added383,668$46M0.4%2025-Q4 stale
Clean Energy Transition LLP added324,763$36M0.3%2025-Q2 stale
HITE Hedge Asset Management LLC trimmed322,755$31M0.3%2025-Q1 stale
Freestone Grove Partners LP added244,914$29M0.2%2025-Q4 stale
Jain Global LLC trimmed218,047$26M0.2%2025-Q4 stale
Alyeska Investment Group, L.P. added205,567$25M0.2%2025-Q4 stale
Encompass Capital Advisors LLC new195,690$22M0.2%2025-Q3 stale
Sourcerock Group LLC trimmed160,591$18M0.1%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.

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