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-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
68 tracked funds added or opened DUSB while 42 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
DUSB’s largest tracked holder by dollar value, Planning Center, Inc., sizes it at 17.6% of its own reported 13F book, while the median holder sizes it at 0.9% of theirs — a 16.7pp 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 2026-Q1 and 2026-Q2, across 180 tracked filers holding DUSB, 114 increased or opened the position and 85 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 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 8
- Tencap Wealth Coaching, LLC$8M
- FIDUCIARY FINANCIAL ADVISORS$7M
- Bullock Wealth Management Group$2M
- V2 Financial group LLC$2M
- MAI Capital Management$1M
- Equitable Holdings, Inc.$1M
Full exits 18
- DiNuzzo Private Wealth, Inc.$29M
- Betterment LLC$5M
- Coston, McIsaac & Partners$4M
- Navigoe, LLC$4M
- Tower Research Capital LLC (TRC)$4M
- FLOW TRADERS U.S. LLC$4M
Largest adds
- Financial Harvest, LLC$38M
- Vise Technologies, Inc.$32M
- Savant Capital, LLC$31M
- Root Financial Partners, LLC$18M
- Aspen Capital Management, LLC$15M
- Planning Center, Inc.$7M
Largest trims
- Financial Plan, Inc.$12M
- PHILLIPS FINANCIAL MANAGEMENT, LLC$8M
- Torren Management, LLC$4M
- JANE STREET GROUP, LLC$4M
- Index Fund Advisors, Inc.$3M
- Factor Wealth Management LTD$2M
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 |
|---|---|---|---|---|
| Planning Center, Inc. added | 3,678,554 | $187M | 14.6% | 2026-Q2 |
| Root Financial Partners, LLC added | 1,866,250 | $95M | 7.4% | 2026-Q2 |
| Vise Technologies, Inc. added | 1,786,825 | $91M | 7.1% | 2026-Q2 |
| Prudent Man Investment Management, Inc. trimmed | 1,571,347 | $80M | 6.2% | 2026-Q2 |
| Savant Capital, LLC added | 1,019,305 | $52M | 4.1% | 2026-Q2 |
| Financial Harvest, LLC added | 831,400 | $42M | 3.3% | 2026-Q2 |
| SJS Investment Consulting Inc. added | 737,985 | $37M | 2.9% | 2026-Q2 |
| SC&H Financial Advisors, Inc. added | 645,927 | $33M | 2.6% | 2026-Q2 |
| Financial Plan, Inc. trimmed | 587,139 | $30M | 2.3% | 2026-Q2 |
| American Capital Advisory, LLC added | 511,900 | $26M | 2.0% | 2026-Q2 |
| Sterling Wealth Management, Inc. added | 499,163 | $25M | 2.0% | 2026-Q2 |
| Three Arch Wealth Management LLC added | 424,532 | $22M | 1.7% | 2026-Q2 |
| Rachor Investment Advisory Services, LLC added | 392,443 | $20M | 1.6% | 2026-Q2 |
| Pillar Financial Advisors, LLC added | 386,385 | $20M | 1.5% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 383,636 | $19M | 1.5% | 2026-Q2 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 361,664 | $18M | 1.4% | 2026-Q2 |
| Aspen Capital Management, LLC added | 351,153 | $18M | 1.4% | 2026-Q2 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC added | 350,343 | $18M | 1.4% | 2026-Q2 |
| Avestar Capital, LLC added | 296,914 | $15M | 1.2% | 2026-Q2 |
| Foundry Financial LLC added | 265,312 | $13M | 1.1% | 2026-Q2 |
| Johnson Wealth Management, LLC added | 258,411 | $13M | 1.0% | 2026-Q2 |
| Mariner, LLC added | 255,920 | $13M | 1.0% | 2026-Q2 |
| Onyx Financial Advisors, LLC added | 253,807 | $13M | 1.0% | 2026-Q2 |
| Hiley Hunt Wealth Management added | 250,727 | $13M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 225,932 | $11M | 0.9% | 2026-Q2 |
| Babb Wealth Advisors LLC added | 217,424 | $11M | 0.9% | 2026-Q2 |
| Wolfstich Capital, LLC added | 214,072 | $11M | 0.9% | 2026-Q2 |
| TAGStone Capital, Inc. trimmed | 209,246 | $11M | 0.8% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 199,906 | $10M | 0.8% | 2026-Q2 |
| New Dimensions Wealth Management, LLC added | 199,748 | $10M | 0.8% | 2026-Q2 |
| Financial Symmetry Inc added | 193,362 | $10M | 0.8% | 2026-Q2 |
| Tumwater Wealth Management, LLC added | 193,333 | $10M | 0.8% | 2026-Q2 |
| Creative Planning added | 177,152 | $9M | 0.7% | 2026-Q2 |
| WEALTHSPAN PARTNERS, LLC added | 171,441 | $9M | 0.7% | 2026-Q2 |
| Arkadios Wealth Advisors added | 168,178 | $9M | 0.7% | 2026-Q2 |
| CHOREO, LLC added | 167,029 | $8M | 0.7% | 2026-Q2 |
| Ruedi Wealth Management, Inc. added | 164,162 | $8M | 0.7% | 2026-Q2 |
| Shore Point Advisors, LLC added | 154,949 | $8M | 0.6% | 2026-Q2 |
| Mattern Wealth Management LLC added | 154,640 | $8M | 0.6% | 2026-Q2 |
| Parkwoods Wealth Partners, LLC added | 151,487 | $8M | 0.6% | 2026-Q2 |
| Leading Edge Financial Planning LLC added | 151,087 | $8M | 0.6% | 2026-Q2 |
| Tencap Wealth Coaching, LLC new | 150,331 | $8M | 0.6% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 142,983 | $7M | 0.6% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 140,047 | $7M | 0.6% | 2026-Q2 |
| Pathstone Holdings, LLC added | 135,956 | $7M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 120,512 | $6M | 0.5% | 2026-Q2 |
| Strategic Investment Solutions, Inc. /IL added | 114,748 | $6M | 0.5% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 110,257 | $6M | 0.4% | 2026-Q2 |
| Tillman Hartley LLC added | 108,825 | $6M | 0.4% | 2026-Q2 |
| Altiora Financial Group, LLC trimmed | 102,137 | $5M | 0.4% | 2026-Q2 |
| Cogent Private Wealth, Inc. trimmed | 98,559 | $5M | 0.4% | 2026-Q2 |
| 3 FACTOR INDEXING, LLC trimmed | 97,091 | $5M | 0.4% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC added | 97,003 | $5M | 0.4% | 2026-Q2 |
| Live Oak Private Wealth LLC added | 93,936 | $5M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 92,271 | $5M | 0.4% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 90,237 | $5M | 0.4% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 90,194 | $5M | 0.4% | 2026-Q2 |
| GREAT OAK CAPITAL PARTNERS, LLC added | 87,106 | $4M | 0.3% | 2026-Q2 |
| VANCE WEALTH, LLC trimmed | 85,761 | $4M | 0.3% | 2026-Q2 |
| Concord Wealth Partners added | 80,989 | $4M | 0.3% | 2026-Q2 |
| BRIGHT FINANCIAL ADVISORS, INC. trimmed | 78,045 | $4M | 0.3% | 2026-Q2 |
| Outbound Financial Inc added | 75,678 | $4M | 0.3% | 2026-Q2 |
| Strathmore Capital Advisors, Inc. added | 74,482 | $4M | 0.3% | 2026-Q2 |
| Apella Capital, LLC trimmed | 72,060 | $4M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 71,202 | $4M | 0.3% | 2026-Q2 |
| DWR WEALTH MANAGEMENT, LLC added | 70,991 | $4M | 0.3% | 2026-Q2 |
| VESTIA PERSONAL WEALTH ADVISORS trimmed | 62,620 | $3M | 0.2% | 2026-Q2 |
| Quantum Financial Advisors, LLC | 62,455 | $3M | 0.2% | 2026-Q2 |
| FMB WEALTH MANAGEMENT trimmed | 60,507 | $3M | 0.2% | 2026-Q2 |
| Applied Capital LLC added | 60,249 | $3M | 0.2% | 2026-Q2 |
| Savvy Advisors, Inc. added | 59,802 | $3M | 0.2% | 2026-Q2 |
| Optimus Capital Advisors, LLC trimmed | 57,484 | $3M | 0.2% | 2026-Q2 |
| Kings Path Partners LLC added | 57,413 | $3M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 56,844 | $3M | 0.2% | 2026-Q2 |
| Everest Financial Group LLC trimmed | 56,825 | $3M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 56,258 | $3M | 0.2% | 2026-Q2 |
| STUDIO INVESTMENT MANAGEMENT LLC added | 55,972 | $3M | 0.2% | 2026-Q2 |
| Index Fund Advisors, Inc. trimmed | 54,069 | $3M | 0.2% | 2026-Q2 |
| LRI Investments, LLC added | 53,750 | $3M | 0.2% | 2026-Q2 |
| Burk Holdings LLC | 50,057 | $3M | 0.2% | 2026-Q2 |
| SpringVest Wealth Management LLC added | 48,972 | $2M | 0.2% | 2026-Q2 |
| Core Wealth Management, Inc. added | 48,950 | $2M | 0.2% | 2026-Q2 |
| ATLas Financial Planning LLC added | 48,788 | $2M | 0.2% | 2026-Q2 |
| Factor Wealth Management LTD trimmed | 48,520 | $2M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 45,154 | $2M | 0.2% | 2026-Q2 |
| XY Planning Network, Inc. added | 43,572 | $2M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 40,000 | $2M | 0.2% | 2026-Q2 |
| Forza Wealth Management, LLC added | 38,694 | $2M | 0.2% | 2026-Q2 |
| Torren Management, LLC trimmed | 38,623 | $2M | 0.2% | 2026-Q2 |
| Bullock Wealth Management Group new | 38,542 | $2M | 0.2% | 2026-Q2 |
| Meredith Wealth Planning added | 37,778 | $2M | 0.2% | 2026-Q2 |
| MB Generational Wealth, LLC added | 35,928 | $2M | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 34,500 | $2M | 0.1% | 2026-Q2 |
| V2 Financial group LLC new | 33,086 | $2M | 0.1% | 2026-Q2 |
| Balboa Wealth Partners trimmed | 31,996 | $2M | 0.1% | 2026-Q2 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC added | 30,488 | $2M | 0.1% | 2026-Q2 |
| DRAVO BAY LLC trimmed | 30,181 | $2M | 0.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 30,011 | $2M | 0.1% | 2026-Q2 |
| Mustard Seed Financial, LLC added | 29,959 | $2M | 0.1% | 2026-Q2 |
| MASECO LLP added | 28,419 | $1M | 0.1% | 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.