Who owns DWLD
Which tracked institutional funds hold DWLD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DWLD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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 DWLD is one-sided between 2026-Q1 and 2026-Q2: 18 added or opened and 3 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
DWLD’s largest tracked holder by dollar value, DAVIS SELECTED ADVISERS, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DWLD 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 53 tracked filers holding DWLD, 23 increased or opened the position and 25 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 DWLD 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 1
- Beacon Pointe Advisors, LLC$673K
Full exits 3
- INTEGRITY WEALTH ADVISORS, INC.$2M
- CITADEL ADVISORS LLC$711K
- JANE STREET GROUP, LLC$591K
Largest adds
- ROYAL BANK OF CANADA$5M
- LPL Financial LLC$5M
- DAVIS SELECTED ADVISERS$5M
- Cetera Investment Advisers$5M
- MORGAN STANLEY$4M
- Private Advisor Group, LLC$1M
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 |
|---|---|---|---|---|
| DAVIS SELECTED ADVISERS | 1,935,585 | $90M | 22.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,783,161 | $82M | 20.5% | 2026-Q2 |
| Cetera Investment Advisers added | 840,007 | $39M | 9.7% | 2026-Q2 |
| LPL Financial LLC added | 621,896 | $29M | 7.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 481,526 | $22M | 5.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 429,661 | $20M | 4.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 348,169 | $16M | 4.0% | 2026-Q2 |
| Fjell Capital, LLC added | 274,721 | $13M | 3.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 266,970 | $12M | 3.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 181,175 | $8M | 2.1% | 2026-Q2 |
| UBS Group AG trimmed | 177,080 | $8M | 2.0% | 2026-Q2 |
| Melone Private Wealth, LLC trimmed | 120,958 | $6M | 1.4% | 2026-Q2 |
| DAVENPORT & Co LLC added | 107,927 | $5M | 1.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 89,181 | $4M | 1.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 82,529 | $4M | 0.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 67,037 | $3M | 0.8% | 2026-Q2 |
| Private Advisor Group, LLC added | 50,476 | $2M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 47,421 | $2M | 0.5% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 42,125 | $2M | 0.5% | 2026-Q2 |
| Strategic Blueprint, LLC added | 39,750 | $2M | 0.5% | 2026-Q2 |
| RHODES INVESTMENT ADVISORS INC /ADV trimmed | 39,567 | $2M | 0.5% | 2026-Q2 |
| Southeast Asset Advisors, LLC | 37,620 | $2M | 0.4% | 2026-Q2 |
| Lunt Capital Management, Inc. | 37,437 | $2M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 37,274 | $2M | 0.4% | 2026-Q2 |
| Heritage Wealth Management, Inc. added | 33,853 | $2M | 0.4% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 33,060 | $2M | 0.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 31,776 | $1M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 24,943 | $1M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 19,787 | $915K | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 14,552 | $673K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 13,434 | $621K | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 13,370 | $618K | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. | 13,216 | $611K | 0.2% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 12,051 | $557K | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC | 7,600 | $351K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC | 7,400 | $342K | 0.1% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO | 7,316 | $338K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC | 7,200 | $333K | 0.1% | 2026-Q2 |
| Confluence Wealth Services, Inc. | 6,191 | $286K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 5,611 | $259K | 0.1% | 2026-Q2 |
| Diligent Investors, LLC | 5,020 | $232K | 0.1% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC | 4,991 | $231K | 0.1% | 2026-Q2 |
| NBZ Investment Advisors LLC | 4,575 | $212K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,201 | $148K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 2,484 | $115K | 0.0% | 2026-Q2 |
| Birchwood Financial Partners, Inc. | 985 | $46K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 965 | $45K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 900 | $42K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc trimmed | 693 | $32K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 600 | $28K | 0.0% | 2026-Q2 |
| ALERUS FINANCIAL NA | 159 | $7K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 125 | $6K | 0.0% | 2026-Q2 |
| SITTNER & NELSON, LLC | 1 | $47 | 0.0% | 2026-Q2 |
| INTEGRITY WEALTH ADVISORS, INC. added | 46,088 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 16,236 | $711K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 13,483 | $591K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. | 10,878 | $477K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 8,134 | $356K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC trimmed | 6,577 | $288K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC | 4,587 | $201K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 1,505 | $66K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 1,496 | $66K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| City State Bank | 358 | $16K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Russell Investments Group, Ltd. new | 100 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Lifetime Wealth Management P.C. new | 49 | $2M | 0.5% | 2025-Q4 stale (2 quarters behind) |
| MGB Wealth Management, LLC added | 14,423 | $673K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| J.W. COLE ADVISORS, INC. added | 4,593 | $214K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| SageView Advisory Group, LLC new | 178 | $8K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kestra Investment Management, LLC new | 5,137 | $232K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| OneAscent Financial Services LLC added | 51,446 | $2M | 0.5% | 2025-Q2 stale (4 quarters behind) |
| Atria Investments, Inc added | 51,446 | $2M | 0.5% | 2025-Q2 stale (4 quarters behind) |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 15,484 | $642K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Creative Planning | 8,981 | $372K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Wealth Advisory Solutions, LLC trimmed | 5,131 | $213K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| COMERICA BANK | 2,122 | $88K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.