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-Q1 13F filings (latest filed 2026-05-29). 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
The tracked-fund tape on DVYE is one-sided between 2025-Q4 and 2026-Q1: 59 added or opened and 18 trimmed or exited — on balance accumulating.
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 2025-Q4 and 2026-Q1, across 195 tracked filers holding DVYE, 105 increased or opened the position and 73 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 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 10
- Prentice Wealth Management LLC$9M
- Cooper Financial Group$6M
- Proficio Capital Partners LLC$5M
- Benchmark Investment Advisors LLC$2M
- INDEPENDENT FINANCIAL GROUP, LLC$2M
- Independent Advisor Alliance$2M
Full exits 9
- 3EDGE Asset Management, LP$6M
- Integrated Advisors Network LLC$3M
- NewEdge Advisors, LLC$3M
- SG Trading Solutions, LLC$2M
- Vantage Financial Partners, LLC$943K
- Encompass More Asset Management$866K
Largest adds
- BANK OF AMERICA CORP /DE/$15M
- LPL Financial LLC$13M
- UBS Group AG$7M
- OLD MISSION CAPITAL LLC$7M
- KEYBANK NATIONAL ASSOCIATION/OH$7M
- MORGAN STANLEY$6M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
- Mariner, LLC$4M
- CITADEL ADVISORS LLC$3M
- MERCER GLOBAL ADVISORS INC /ADV$3M
- Beta Wealth Group, Inc.$2M
- CFS Investment Advisory Services, LLC$732K
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 1,534,074 | $53M | 8.2% | 2026-Q1 |
| MORGAN STANLEY added | 1,152,073 | $40M | 6.1% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 1,080,665 | $37M | 5.8% | 2026-Q1 |
| UBS Group AG added | 1,055,234 | $36M | 5.6% | 2026-Q1 |
| Creative Planning trimmed | 1,052,402 | $36M | 5.6% | 2026-Q1 |
| LPL Financial LLC added | 1,042,252 | $36M | 5.6% | 2026-Q1 |
| Auto-Owners Insurance Co trimmed | 820,000 | $28M | 4.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 537,465 | $18M | 2.9% | 2026-Q1 |
| Cresset Asset Management, LLC added | 529,942 | $18M | 2.8% | 2026-Q1 |
| Trek Financial, LLC trimmed | 357,006 | $12M | 1.9% | 2026-Q1 |
| Bank of New York Mellon Corp added | 348,902 | $12M | 1.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 315,546 | $11M | 1.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 309,326 | $11M | 1.6% | 2026-Q1 |
| CFS Investment Advisory Services, LLC trimmed | 261,546 | $9M | 1.4% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | 267,953 | $9M | 1.4% | 2026-Q1 |
| Prentice Wealth Management LLC new | 255,920 | $9M | 1.4% | 2026-Q1 |
| SECURIAN ASSET MANAGEMENT, INC | 250,000 | $9M | 1.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 246,079 | $8M | 1.3% | 2026-Q1 |
| ASSETMARK, INC trimmed | 244,530 | $8M | 1.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 243,993 | $8M | 1.3% | 2026-Q1 |
| Argent Advisors, Inc. added | 235,524 | $8M | 1.3% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 231,978 | $8M | 1.2% | 2026-Q1 |
| Revisor Wealth Management LLC trimmed | 224,720 | $8M | 1.2% | 2026-Q1 |
| Beta Wealth Group, Inc. trimmed | 222,922 | $8M | 1.2% | 2026-Q1 |
| Peregrine Asset Advisers, Inc. trimmed | 207,115 | $7M | 1.1% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 176,401 | $6M | 0.9% | 2026-Q1 |
| Cooper Financial Group new | 174,614 | $6M | 0.9% | 2026-Q1 |
| Mariner, LLC trimmed | 173,261 | $6M | 0.9% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 172,461 | $6M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 171,462 | $6M | 0.9% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 171,181 | $6M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 169,067 | $6M | 0.9% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 158,519 | $5M | 0.8% | 2026-Q1 |
| Pekin Hardy Strauss, Inc. added | 155,309 | $5M | 0.8% | 2026-Q1 |
| Proficio Capital Partners LLC new | 154,460 | $5M | 0.8% | 2026-Q1 |
| Crescent Grove Advisors, LLC added | 151,258 | $5M | 0.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 150,934 | $5M | 0.8% | 2026-Q1 |
| &PARTNERS trimmed | 138,295 | $5M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 135,694 | $5M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 124,528 | $4M | 0.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 121,127 | $4M | 0.6% | 2026-Q1 |
| Grange Capital, LLC added | 112,952 | $4M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 104,087 | $4M | 0.6% | 2026-Q1 |
| Concord Wealth Partners added | 103,066 | $4M | 0.5% | 2026-Q1 |
| Concord Asset Management, LLC/VA added | 100,943 | $3M | 0.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 96,178 | $3M | 0.5% | 2026-Q1 |
| STEPHENS INC /AR/ added | 94,558 | $3M | 0.5% | 2026-Q1 |
| Thrive Capital Management, LLC trimmed | 90,872 | $3M | 0.5% | 2026-Q1 |
| Summit Global Investments added | 85,042 | $3M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 74,102 | $3M | 0.4% | 2026-Q1 |
| Ariadne Wealth Management, LP | 73,201 | $3M | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 77,857 | $2M | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 69,343 | $2M | 0.4% | 2026-Q1 |
| Anson Capital, Inc. added | 66,749 | $2M | 0.4% | 2026-Q1 |
| Focus Partners Wealth trimmed | 59,928 | $2M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. added | 54,616 | $2M | 0.3% | 2026-Q1 |
| NTV Asset Management LLC added | 53,500 | $2M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 52,973 | $2M | 0.3% | 2026-Q1 |
| Benchmark Investment Advisors LLC added | 52,819 | $2M | 0.3% | 2026-Q1 |
| Lido Advisors, LLC added | 52,580 | $2M | 0.3% | 2026-Q1 |
| Wealthfront Advisers LLC added | 52,332 | $2M | 0.3% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 52,069 | $2M | 0.3% | 2026-Q1 |
| Wealthspire Advisors, LLC | 51,658 | $2M | 0.3% | 2026-Q1 |
| Independent Advisor Alliance added | 51,161 | $2M | 0.3% | 2026-Q1 |
| 180 WEALTH ADVISORS, LLC added | 49,692 | $2M | 0.3% | 2026-Q1 |
| DORVAL Corp added | 49,675 | $2M | 0.3% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 49,000 | $2M | 0.3% | 2026-Q1 |
| Ipsen Advisor Group LLC trimmed | 48,626 | $2M | 0.3% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 47,376 | $2M | 0.3% | 2026-Q1 |
| D.B. Root & Company, LLC added | 45,337 | $2M | 0.2% | 2026-Q1 |
| Crestwood Advisors Group, LLC trimmed | 44,117 | $2M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 42,225 | $1M | 0.2% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 39,876 | $1M | 0.2% | 2026-Q1 |
| HANCOCK WHITNEY CORP trimmed | 39,128 | $1M | 0.2% | 2026-Q1 |
| Stonebridge Wealth Management, LLC added | 39,746 | $1M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 39,090 | $1M | 0.2% | 2026-Q1 |
| ARMSTRONG ADVISORY GROUP, INC trimmed | 35,017 | $1M | 0.2% | 2026-Q1 |
| World Investment Advisors trimmed | 31,485 | $1M | 0.2% | 2026-Q1 |
| Astoria Portfolio Advisors LLC. added | 30,872 | $1M | 0.2% | 2026-Q1 |
| MAI Capital Management added | 31,059 | $1M | 0.2% | 2026-Q1 |
| Integrity Advisory Solutions, LLC added | 28,824 | $991K | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 28,290 | $973K | 0.2% | 2026-Q1 |
| 10Elms LLP added | 27,000 | $970K | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 28,599 | $954K | 0.1% | 2026-Q1 |
| VISTA CAPITAL PARTNERS, INC. | 26,957 | $927K | 0.1% | 2026-Q1 |
| Cascade Financial Partners, LLC added | 26,624 | $915K | 0.1% | 2026-Q1 |
| bLong Financial, LLC trimmed | 26,298 | $904K | 0.1% | 2026-Q1 |
| BCS Private Wealth Management, Inc. added | 24,097 | $828K | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 23,011 | $791K | 0.1% | 2026-Q1 |
| BARRETT & COMPANY, INC. added | 21,506 | $739K | 0.1% | 2026-Q1 |
| 3EDGE Asset Management, LP added | 177,304 | $6M | 0.9% | 2025-Q4 stale |
| Integrated Advisors Network LLC added | 108,421 | $3M | 0.5% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 108,066 | $3M | 0.5% | 2025-Q4 stale |
| SG Trading Solutions, LLC new | 77,892 | $2M | 0.4% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC trimmed | 70,467 | $2M | 0.3% | 2025-Q3 stale |
| Transform Wealth, LLC trimmed | 72,073 | $2M | 0.3% | 2025-Q1 stale |
| Vantage Financial Partners, LLC added | 30,270 | $943K | 0.1% | 2025-Q4 stale |
| Encompass More Asset Management new | 27,778 | $866K | 0.1% | 2025-Q4 stale |
| Navis Wealth Advisors, LLC new | 25,525 | $795K | 0.1% | 2025-Q4 stale |
| Caprock Group, LLC added | 24,752 | $736K | 0.1% | 2025-Q3 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.