Who owns DXIV
Which tracked institutional funds hold DXIV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DXIV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
12 tracked funds added or opened DXIV while 5 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
DXIV’s largest tracked holder by dollar value, Beacon Pointe Advisors, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DXIV 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 45 tracked filers holding DXIV, 37 increased or opened the position and 13 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 DXIV 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 5
- Cerity Partners LLC$7M
- ENVESTNET ASSET MANAGEMENT INC$2M
- Evanson Financial, LLC$2M
- CITIGROUP INC$1M
- TRUIST FINANCIAL CORP$717K
Full exits 4
- BCR Wealth Strategies, LLC$18M
- CITADEL ADVISORS LLC$5M
- JANE STREET GROUP, LLC$4M
- Evanson Asset Management, LLC$2M
Largest adds
- Versant Capital Management, Inc$4M
- Cordant, Inc.$2M
- Beacon Pointe Advisors, LLC$2M
- Pure Financial Advisors, LLC$711K
- FMB WEALTH MANAGEMENT$417K
- Discipline Wealth Solutions, LLC$395K
Largest trims
- MML INVESTORS SERVICES, LLC$994K
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 |
|---|---|---|---|---|
| Beacon Pointe Advisors, LLC added | 334,902 | $23M | 14.8% | 2026-Q2 |
| FMB WEALTH MANAGEMENT trimmed | 201,822 | $14M | 8.9% | 2026-Q2 |
| Pure Financial Advisors, LLC added | 156,518 | $11M | 6.9% | 2026-Q2 |
| Versant Capital Management, Inc added | 110,129 | $8M | 4.9% | 2026-Q2 |
| Cerity Partners LLC new | 104,494 | $7M | 4.6% | 2026-Q2 |
| Cordant, Inc. added | 104,447 | $7M | 4.6% | 2026-Q2 |
| ASSETMARK, INC added | 69,020 | $5M | 3.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 30,528 | $2M | 1.4% | 2026-Q2 |
| Evanson Financial, LLC new | 26,612 | $2M | 1.2% | 2026-Q2 |
| E-Wealth Partners, LLC trimmed | 23,773 | $2M | 1.1% | 2026-Q2 |
| CITIGROUP INC new | 16,385 | $1M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 15,919 | $1M | 0.7% | 2026-Q2 |
| BIP Wealth, LLC added | 15,605 | $1M | 0.7% | 2026-Q2 |
| Discipline Wealth Solutions, LLC added | 12,893 | $903K | 0.6% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 10,100 | $717K | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 9,861 | $690K | 0.4% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 8,313 | $582K | 0.4% | 2026-Q2 |
| VESTIA PERSONAL WEALTH ADVISORS added | 7,728 | $541K | 0.3% | 2026-Q2 |
| Applied Capital LLC added | 7,703 | $539K | 0.3% | 2026-Q2 |
| STUDIO INVESTMENT MANAGEMENT LLC added | 6,642 | $465K | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 6,508 | $456K | 0.3% | 2026-Q2 |
| Prosperitas Financial LLC trimmed | 6,030 | $422K | 0.3% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 5,891 | $412K | 0.3% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 4,616 | $323K | 0.2% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC new | 4,308 | $291K | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 4,085 | $286K | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 3,507 | $246K | 0.2% | 2026-Q2 |
| Approach Retirement Advisors, LLC | 3,050 | $214K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 2,249 | $157K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC new | 2,203 | $154K | 0.1% | 2026-Q2 |
| CARDIFF PARK ADVISORS, LLC added | 1,784 | $125K | 0.1% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc | 921 | $64K | 0.0% | 2026-Q2 |
| GILPIN WEALTH MANAGEMENT, LLC new | 736 | $52K | 0.0% | 2026-Q2 |
| UBS Group AG added | 575 | $40K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. new | 410 | $29K | 0.0% | 2026-Q2 |
| Ares Financial Consulting, LLC added | 230 | $16K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP new | 191 | $13K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC new | 185 | $13K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 172 | $12K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 150 | $10K | 0.0% | 2026-Q2 |
| Concord Wealth Partners new | 87 | $6K | 0.0% | 2026-Q2 |
| TRUST CO OF VERMONT | 28 | $2K | 0.0% | 2026-Q2 |
| Horizon Investments, LLC new | 22 | $2K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 19 | $1K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 5 | $350 | 0.0% | 2026-Q2 |
| BCR Wealth Strategies, LLC added | 264,418 | $18M | 11.3% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 73,602 | $5M | 3.1% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 56,784 | $4M | 2.4% | 2026-Q1 stale (1 quarter behind) |
| Evanson Asset Management, LLC added | 25,422 | $2M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| McIlrath & Eck, LLC | 3,853 | $260K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Financial Symmetry Inc added | 3,257 | $232K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC new | 3,200 | $216K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| DIMENSIONAL FUND ADVISORS LP | 160,000 | $10M | 6.6% | 2025-Q4 stale (2 quarters behind) |
| Global Assets Advisory, LLC new | 97,077 | $5M | 3.1% | 2025-Q4 stale (2 quarters behind) |
| VanderPol Investments L.L.C. added | 6,865 | $447K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Wedmont Private Capital new | 3,201 | $211K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| NATIONAL BANK OF CANADA /FI/ | 1,149 | $74K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CWM, LLC new | 11 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Merited Wealth, LLC new | 10 | $651 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Hemington Wealth Management added | 316,361 | $19M | 12.3% | 2025-Q3 stale (3 quarters behind) |
| FLOW TRADERS U.S. LLC trimmed | 13,292 | $818K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| WELLS FARGO & COMPANY/MN new | 1,497 | $87K | 0.1% | 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.