Who owns DUSB
Which tracked institutional funds hold DUSB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DUSB 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
69 tracked funds added or opened DUSB while 30 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
DUSB’s largest tracked holder by dollar value, Planning Center, Inc., sizes it at 18.3% of its own reported 13F book, while the median holder sizes it at 1.0% of theirs — a 17.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DUSB 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 190 tracked filers holding DUSB, 128 increased or opened the position and 58 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 DUSB 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 18
- Avestar Capital, LLC$14M
- CHOREO, LLC$7M
- 3 FACTOR INDEXING, LLC$6M
- GK Wealth Management LLC$3M
- Everest Financial Group LLC$3M
- Tillman Hartley LLC$3M
Full exits 3
- John A. Wolfe & Associates, Inc.$7M
- GOLDMAN SACHS GROUP INC$2M
- LJI Wealth Management, LLC$950K
Largest adds
- Root Financial Partners, LLC$12M
- ENVESTNET ASSET MANAGEMENT INC$10M
- Planning Center, Inc.$7M
- American Capital Advisory, LLC$7M
- Prime Capital Investment Advisors, LLC$6M
- SJS Investment Consulting Inc.$5M
Largest trims
- ProCore Advisors, LLC$11M
- Moran Wealth Management, LLC$6M
- Chicago Partners Investment Group LLC$5M
- Financial Plan, Inc.$4M
- Altiora Financial Group, LLC$4M
- TAGStone Capital, Inc.$3M
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 |
|---|---|---|---|---|
| Planning Center, Inc. added | 3,552,627 | $180M | 15.6% | 2026-Q1 |
| Prudent Man Investment Management, Inc. trimmed | 1,597,198 | $81M | 7.0% | 2026-Q1 |
| Root Financial Partners, LLC added | 1,514,370 | $77M | 6.6% | 2026-Q1 |
| Vise Technologies, Inc. | 1,162,271 | $59M | 5.1% | 2026-Q1 |
| Financial Plan, Inc. trimmed | 817,942 | $41M | 3.6% | 2026-Q1 |
| SJS Investment Consulting Inc. added | 737,706 | $37M | 3.2% | 2026-Q1 |
| SC&H Financial Advisors, Inc. added | 607,348 | $31M | 2.7% | 2026-Q1 |
| DiNuzzo Private Wealth, Inc. added | 568,272 | $29M | 2.5% | 2026-Q1 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC added | 515,043 | $26M | 2.3% | 2026-Q1 |
| Sterling Wealth Management, Inc. added | 495,047 | $25M | 2.2% | 2026-Q1 |
| American Capital Advisory, LLC added | 483,517 | $25M | 2.1% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 409,458 | $21M | 1.8% | 2026-Q1 |
| Savant Capital, LLC trimmed | 409,013 | $21M | 1.8% | 2026-Q1 |
| Rachor Investment Advisory Services, LLC added | 383,900 | $19M | 1.7% | 2026-Q1 |
| Three Arch Wealth Management LLC added | 363,353 | $18M | 1.6% | 2026-Q1 |
| Pillar Financial Advisors, LLC added | 340,234 | $17M | 1.5% | 2026-Q1 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC trimmed | 328,138 | $17M | 1.4% | 2026-Q1 |
| Avestar Capital, LLC new | 273,313 | $14M | 1.2% | 2026-Q1 |
| Foundry Financial LLC added | 240,613 | $12M | 1.1% | 2026-Q1 |
| Mariner, LLC added | 238,848 | $12M | 1.0% | 2026-Q1 |
| Hiley Hunt Wealth Management added | 231,684 | $12M | 1.0% | 2026-Q1 |
| TAGStone Capital, Inc. trimmed | 228,259 | $12M | 1.0% | 2026-Q1 |
| Onyx Financial Advisors, LLC added | 227,112 | $12M | 1.0% | 2026-Q1 |
| Johnson Wealth Management, LLC added | 226,682 | $11M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 212,340 | $11M | 0.9% | 2026-Q1 |
| Babb Wealth Advisors LLC trimmed | 210,509 | $11M | 0.9% | 2026-Q1 |
| New Dimensions Wealth Management, LLC added | 197,755 | $10M | 0.9% | 2026-Q1 |
| Financial Symmetry Inc added | 184,504 | $9M | 0.8% | 2026-Q1 |
| Tumwater Wealth Management, LLC added | 184,420 | $9M | 0.8% | 2026-Q1 |
| WEALTHSPAN PARTNERS, LLC trimmed | 159,183 | $8M | 0.7% | 2026-Q1 |
| Creative Planning added | 152,697 | $8M | 0.7% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 151,658 | $8M | 0.7% | 2026-Q1 |
| Ruedi Wealth Management, Inc. trimmed | 151,021 | $8M | 0.7% | 2026-Q1 |
| Parkwoods Wealth Partners, LLC trimmed | 148,262 | $8M | 0.6% | 2026-Q1 |
| Mattern Wealth Management LLC trimmed | 146,480 | $7M | 0.6% | 2026-Q1 |
| CHOREO, LLC new | 145,713 | $7M | 0.6% | 2026-Q1 |
| Shore Point Advisors, LLC added | 148,280 | $7M | 0.6% | 2026-Q1 |
| Cogent Private Wealth, Inc. added | 140,258 | $7M | 0.6% | 2026-Q1 |
| Leading Edge Financial Planning LLC added | 139,804 | $7M | 0.6% | 2026-Q1 |
| Wolfstich Capital, LLC trimmed | 139,231 | $7M | 0.6% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 129,381 | $7M | 0.6% | 2026-Q1 |
| 3 FACTOR INDEXING, LLC new | 127,718 | $6M | 0.6% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 126,456 | $6M | 0.6% | 2026-Q1 |
| Torren Management, LLC added | 118,270 | $6M | 0.5% | 2026-Q1 |
| Index Fund Advisors, Inc. added | 115,300 | $6M | 0.5% | 2026-Q1 |
| Altiora Financial Group, LLC trimmed | 109,301 | $6M | 0.5% | 2026-Q1 |
| Strategic Investment Solutions, Inc. /IL trimmed | 109,032 | $6M | 0.5% | 2026-Q1 |
| Betterment LLC added | 103,113 | $5M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 98,472 | $5M | 0.4% | 2026-Q1 |
| VANCE WEALTH, LLC added | 95,575 | $5M | 0.4% | 2026-Q1 |
| Apella Capital, LLC added | 94,182 | $5M | 0.4% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC added | 91,892 | $5M | 0.4% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 91,267 | $5M | 0.4% | 2026-Q1 |
| Factor Wealth Management LTD trimmed | 91,252 | $5M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 89,936 | $5M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 87,793 | $4M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 83,047 | $4M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 82,410 | $4M | 0.4% | 2026-Q1 |
| Coston, McIsaac & Partners trimmed | 82,295 | $4M | 0.4% | 2026-Q1 |
| BRIGHT FINANCIAL ADVISORS, INC. added | 82,029 | $4M | 0.4% | 2026-Q1 |
| Concord Wealth Partners added | 80,255 | $4M | 0.4% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 76,946 | $4M | 0.3% | 2026-Q1 |
| Navigoe, LLC added | 74,378 | $4M | 0.3% | 2026-Q1 |
| Financial Harvest, LLC added | 74,218 | $4M | 0.3% | 2026-Q1 |
| GREAT OAK CAPITAL PARTNERS, LLC added | 73,985 | $4M | 0.3% | 2026-Q1 |
| Strathmore Capital Advisors, Inc. added | 72,337 | $4M | 0.3% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 72,340 | $4M | 0.3% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 69,266 | $4M | 0.3% | 2026-Q1 |
| GK Wealth Management LLC new | 68,341 | $3M | 0.3% | 2026-Q1 |
| DWR WEALTH MANAGEMENT, LLC added | 68,341 | $3M | 0.3% | 2026-Q1 |
| Moran Wealth Management, LLC trimmed | 65,525 | $3M | 0.3% | 2026-Q1 |
| VESTIA PERSONAL WEALTH ADVISORS added | 64,438 | $3M | 0.3% | 2026-Q1 |
| Quantum Financial Advisors, LLC trimmed | 62,455 | $3M | 0.3% | 2026-Q1 |
| FMB WEALTH MANAGEMENT trimmed | 62,232 | $3M | 0.3% | 2026-Q1 |
| Everest Financial Group LLC new | 60,381 | $3M | 0.3% | 2026-Q1 |
| McIlrath & Eck, LLC added | 59,961 | $3M | 0.3% | 2026-Q1 |
| DRAVO BAY LLC trimmed | 58,746 | $3M | 0.3% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 56,689 | $3M | 0.2% | 2026-Q1 |
| Burk Holdings LLC added | 50,057 | $3M | 0.2% | 2026-Q1 |
| Tillman Hartley LLC new | 49,362 | $3M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 48,158 | $2M | 0.2% | 2026-Q1 |
| ATLas Financial Planning LLC added | 47,941 | $2M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 47,414 | $2M | 0.2% | 2026-Q1 |
| Aspen Capital Management, LLC new | 47,403 | $2M | 0.2% | 2026-Q1 |
| Core Wealth Management, Inc. added | 46,795 | $2M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 42,879 | $2M | 0.2% | 2026-Q1 |
| STUDIO INVESTMENT MANAGEMENT LLC | 40,737 | $2M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 40,212 | $2M | 0.2% | 2026-Q1 |
| Broadhurst Jeffrey B added | 39,410 | $2M | 0.2% | 2026-Q1 |
| LRI Investments, LLC added | 39,254 | $2M | 0.2% | 2026-Q1 |
| Applied Capital LLC trimmed | 38,890 | $2M | 0.2% | 2026-Q1 |
| Forza Wealth Management, LLC added | 38,200 | $2M | 0.2% | 2026-Q1 |
| Meredith Wealth Planning added | 36,302 | $2M | 0.2% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 35,500 | $2M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 35,310 | $2M | 0.2% | 2026-Q1 |
| McCartney Wealth Management LLC trimmed | 33,740 | $2M | 0.1% | 2026-Q1 |
| John A. Wolfe & Associates, Inc. new | 141,511 | $7M | 0.6% | 2025-Q4 stale |
| Concord Asset Management, LLC/VA new | 68,703 | $3M | 0.3% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC new | 46,988 | $2M | 0.2% | 2025-Q4 stale |
| Kings Path Partners LLC trimmed | 33,744 | $2M | 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.