Who owns DVYE
Which tracked institutional funds hold DVYE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DVYE 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
23 tracked funds added or opened DVYE while 39 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
DVYE’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 DVYE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DVYE 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 192 tracked filers holding DVYE, 107 increased or opened the position and 71 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 DVYE 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
- NewEdge Advisors, LLC$3M
- Bouvel Investment Partners, LLC$2M
- Atwater Malick LLC$1M
- TRANSCEND CAPITAL ADVISORS, LLC$1M
- Mission Hills Financial Advisory, LLC$749K
- AQR CAPITAL MANAGEMENT LLC$745K
Full exits 10
- JANE STREET GROUP, LLC$11M
- Janney Montgomery Scott LLC$5M
- Summit Global Investments$3M
- Benchmark Investment Advisors LLC$2M
- Independent Advisor Alliance$2M
- bLong Financial, LLC$904K
Largest adds
- BANK OF AMERICA CORP /DE/$18M
- MORGAN STANLEY$8M
- LPL Financial LLC$4M
- Proficio Capital Partners LLC$4M
- OSAIC HOLDINGS, INC.$2M
- MERCER GLOBAL ADVISORS INC /ADV$1M
Largest trims
- Auto-Owners Insurance Co$12M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
- CFS Investment Advisory Services, LLC$3M
- UBS Group AG$3M
- JPMORGAN CHASE & CO$2M
- ASSETMARK, INC$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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 2,195,734 | $71M | 11.6% | 2026-Q2 |
| MORGAN STANLEY added | 1,462,703 | $47M | 7.7% | 2026-Q2 |
| LPL Financial LLC added | 1,247,417 | $40M | 6.6% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 1,152,807 | $37M | 6.1% | 2026-Q2 |
| Creative Planning added | 1,076,340 | $35M | 5.7% | 2026-Q2 |
| UBS Group AG trimmed | 1,041,903 | $34M | 5.5% | 2026-Q2 |
| Cresset Asset Management, LLC added | 546,864 | $18M | 2.9% | 2026-Q2 |
| Auto-Owners Insurance Co trimmed | 500,000 | $16M | 2.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 403,261 | $13M | 2.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 373,850 | $12M | 2.0% | 2026-Q2 |
| Trek Financial, LLC added | 372,196 | $12M | 2.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 323,387 | $10M | 1.7% | 2026-Q2 |
| Proficio Capital Partners LLC added | 295,555 | $10M | 1.6% | 2026-Q2 |
| Prentice Wealth Management LLC added | 268,158 | $9M | 1.4% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD | 267,953 | $9M | 1.4% | 2026-Q2 |
| SECURIAN ASSET MANAGEMENT, INC | 250,000 | $8M | 1.4% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 246,315 | $8M | 1.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 243,323 | $8M | 1.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 242,898 | $8M | 1.3% | 2026-Q2 |
| Argent Advisors, Inc. added | 236,275 | $8M | 1.2% | 2026-Q2 |
| Beta Wealth Group, Inc. added | 225,853 | $7M | 1.2% | 2026-Q2 |
| Revisor Wealth Management LLC trimmed | 219,995 | $7M | 1.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 219,587 | $7M | 1.2% | 2026-Q2 |
| ASSETMARK, INC trimmed | 211,881 | $7M | 1.1% | 2026-Q2 |
| Peregrine Asset Advisers, Inc. trimmed | 198,446 | $6M | 1.0% | 2026-Q2 |
| CFS Investment Advisory Services, LLC trimmed | 194,623 | $6M | 1.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 186,016 | $6M | 1.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 182,154 | $6M | 1.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 179,991 | $6M | 0.9% | 2026-Q2 |
| Cooper Financial Group added | 179,966 | $6M | 0.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 173,944 | $6M | 0.9% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 168,875 | $5M | 0.9% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. added | 160,011 | $5M | 0.8% | 2026-Q2 |
| Mariner, LLC trimmed | 159,686 | $5M | 0.8% | 2026-Q2 |
| Crescent Grove Advisors, LLC added | 158,296 | $5M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 154,968 | $5M | 0.8% | 2026-Q2 |
| &PARTNERS added | 140,425 | $5M | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 130,908 | $4M | 0.7% | 2026-Q2 |
| Grange Capital, LLC trimmed | 109,632 | $4M | 0.6% | 2026-Q2 |
| Concord Wealth Partners trimmed | 102,299 | $3M | 0.5% | 2026-Q2 |
| STEPHENS INC /AR/ added | 100,426 | $3M | 0.5% | 2026-Q2 |
| Concord Asset Management, LLC/VA trimmed | 100,138 | $3M | 0.5% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 97,963 | $3M | 0.5% | 2026-Q2 |
| Thrive Capital Management, LLC added | 93,679 | $3M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 90,738 | $3M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 84,594 | $3M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 83,237 | $3M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 82,634 | $3M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. added | 82,222 | $3M | 0.4% | 2026-Q2 |
| Ariadne Wealth Management, LP trimmed | 70,841 | $2M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 68,090 | $2M | 0.4% | 2026-Q2 |
| D.B. Root & Company, LLC added | 61,140 | $2M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 57,395 | $2M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 55,786 | $2M | 0.3% | 2026-Q2 |
| NTV Asset Management LLC | 53,500 | $2M | 0.3% | 2026-Q2 |
| Bouvel Investment Partners, LLC new | 53,449 | $2M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 52,675 | $2M | 0.3% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 52,291 | $2M | 0.3% | 2026-Q2 |
| Wealthspire Advisors, LLC | 51,658 | $2M | 0.3% | 2026-Q2 |
| 180 WEALTH ADVISORS, LLC added | 51,640 | $2M | 0.3% | 2026-Q2 |
| Ipsen Advisor Group LLC added | 49,938 | $2M | 0.3% | 2026-Q2 |
| DORVAL Corp | 49,675 | $2M | 0.3% | 2026-Q2 |
| Allianz Asset Management GmbH | 49,000 | $2M | 0.3% | 2026-Q2 |
| Anson Capital, Inc. trimmed | 47,628 | $2M | 0.3% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 45,225 | $1M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 44,440 | $1M | 0.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 44,422 | $1M | 0.2% | 2026-Q2 |
| Atwater Malick LLC new | 43,821 | $1M | 0.2% | 2026-Q2 |
| Crestwood Advisors Group, LLC trimmed | 43,820 | $1M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 43,755 | $1M | 0.2% | 2026-Q2 |
| Astoria Portfolio Advisors LLC. added | 42,967 | $1M | 0.2% | 2026-Q2 |
| Stonebridge Wealth Management, LLC added | 41,800 | $1M | 0.2% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 40,347 | $1M | 0.2% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 39,786 | $1M | 0.2% | 2026-Q2 |
| ARMSTRONG ADVISORY GROUP, INC added | 37,061 | $1M | 0.2% | 2026-Q2 |
| 10Elms LLP added | 34,214 | $1M | 0.2% | 2026-Q2 |
| TRANSCEND CAPITAL ADVISORS, LLC new | 32,500 | $1M | 0.2% | 2026-Q2 |
| MAI Capital Management added | 31,970 | $1M | 0.2% | 2026-Q2 |
| World Investment Advisors trimmed | 31,450 | $1M | 0.2% | 2026-Q2 |
| HANCOCK WHITNEY CORP trimmed | 29,132 | $939K | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 28,690 | $925K | 0.2% | 2026-Q2 |
| Integrity Advisory Solutions, LLC trimmed | 28,678 | $924K | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 27,863 | $898K | 0.1% | 2026-Q2 |
| VISTA CAPITAL PARTNERS, INC. | 26,957 | $869K | 0.1% | 2026-Q2 |
| Cascade Financial Partners, LLC added | 26,625 | $858K | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 25,928 | $836K | 0.1% | 2026-Q2 |
| Mission Hills Financial Advisory, LLC new | 23,230 | $749K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 23,116 | $745K | 0.1% | 2026-Q2 |
| BARRETT & COMPANY, INC. added | 22,337 | $720K | 0.1% | 2026-Q2 |
| BCS Private Wealth Management, Inc. trimmed | 21,803 | $703K | 0.1% | 2026-Q2 |
| RAELIPSKIE PARTNERSHIP | 20,740 | $668K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 20,680 | $667K | 0.1% | 2026-Q2 |
| SWEENEY & MICHEL, LLC added | 20,672 | $708K | 0.1% | 2026-Q2 |
| Marble Harbor Investment Counsel, LLC | 20,400 | $657K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC | 20,400 | $657K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 20,117 | $648K | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 18,419 | $594K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC added | 17,659 | $569K | 0.1% | 2026-Q2 |
| Hyundai Investments Co., Ltd. added | 17,311 | $559K | 0.1% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO added | 15,111 | $921K | 0.2% | 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.