Who owns DXIV (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-Q1 13F filings. 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
11 tracked funds added or opened DXIV while 4 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 2025-Q4 and 2026-Q1, across 31 tracked filers holding DXIV, 24 increased or opened the position and 12 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 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 2
- JANE STREET GROUP, LLC$4M
- Discipline Wealth Solutions, LLC$507K
Full exits 3
- DIMENSIONAL FUND ADVISORS LP$10M
- Global Assets Advisory, LLC$5M
- E-Wealth Partners, LLC$1M
Largest adds
- CITADEL ADVISORS LLC$4M
- Beacon Pointe Advisors, LLC$2M
- Cordant, Inc.$1M
- Pure Financial Advisors, LLC$1M
- BCR Wealth Strategies, LLC$818K
- Versant Capital Management, Inc$519K
Largest trims
- MML INVESTORS SERVICES, LLC$450K
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 | 323,653 | $22M | 16.4% | 2026-Q1 |
| BCR Wealth Strategies, LLC added | 264,418 | $18M | 13.4% | 2026-Q1 |
| FMB WEALTH MANAGEMENT trimmed | 203,002 | $14M | 10.3% | 2026-Q1 |
| Pure Financial Advisors, LLC added | 151,694 | $10M | 7.7% | 2026-Q1 |
| Cordant, Inc. added | 81,624 | $6M | 4.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 73,602 | $5M | 3.7% | 2026-Q1 |
| ASSETMARK, INC added | 67,087 | $5M | 3.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 56,784 | $4M | 2.9% | 2026-Q1 |
| Versant Capital Management, Inc added | 49,004 | $3M | 2.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 31,217 | $2M | 1.6% | 2026-Q1 |
| Evanson Asset Management, LLC added | 25,422 | $2M | 1.3% | 2026-Q1 |
| BIP Wealth, LLC added | 12,748 | $861K | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 10,794 | $729K | 0.5% | 2026-Q1 |
| Discipline Wealth Solutions, LLC new | 7,514 | $507K | 0.4% | 2026-Q1 |
| VESTIA PERSONAL WEALTH ADVISORS added | 6,913 | $467K | 0.3% | 2026-Q1 |
| Applied Capital LLC added | 6,775 | $458K | 0.3% | 2026-Q1 |
| Prosperitas Financial LLC added | 6,207 | $419K | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC new | 5,452 | $368K | 0.3% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. new | 4,674 | $316K | 0.2% | 2026-Q1 |
| STUDIO INVESTMENT MANAGEMENT LLC | 4,496 | $293K | 0.2% | 2026-Q1 |
| McIlrath & Eck, LLC | 3,853 | $260K | 0.2% | 2026-Q1 |
| FIDUCIARY FINANCIAL GROUP, LLC new | 3,709 | $250K | 0.2% | 2026-Q1 |
| Financial Symmetry Inc added | 3,257 | $232K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC new | 3,200 | $216K | 0.2% | 2026-Q1 |
| Approach Retirement Advisors, LLC new | 3,050 | $206K | 0.2% | 2026-Q1 |
| CARDIFF PARK ADVISORS, LLC added | 1,763 | $119K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 1,679 | $115K | 0.1% | 2026-Q1 |
| Glass Jacobson Investment Advisors llc | 921 | $62K | 0.0% | 2026-Q1 |
| UBS Group AG new | 318 | $21K | 0.0% | 2026-Q1 |
| Ares Financial Consulting, LLC | 227 | $16K | 0.0% | 2026-Q1 |
| Capital Investment Advisory Services, LLC | 6 | $405 | 0.0% | 2026-Q1 |
| Hemington Wealth Management added | 316,361 | $19M | 14.6% | 2025-Q3 stale |
| DIMENSIONAL FUND ADVISORS LP | 160,000 | $10M | 7.8% | 2025-Q4 stale |
| Global Assets Advisory, LLC new | 97,077 | $5M | 3.6% | 2025-Q4 stale |
| E-Wealth Partners, LLC new | 21,171 | $1M | 1.0% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 13,292 | $818K | 0.6% | 2025-Q3 stale |
| VanderPol Investments L.L.C. added | 6,865 | $447K | 0.3% | 2025-Q4 stale |
| OSAIC HOLDINGS, INC. new | 3,784 | $233K | 0.2% | 2025-Q3 stale |
| Wedmont Private Capital new | 3,201 | $211K | 0.2% | 2025-Q4 stale |
| WELLS FARGO & COMPANY/MN new | 1,497 | $87K | 0.1% | 2025-Q2 stale |
| NATIONAL BANK OF CANADA /FI/ | 1,149 | $74K | 0.1% | 2025-Q4 stale |
| Global Retirement Partners, LLC trimmed | 188 | $12K | 0.0% | 2025-Q4 stale |
| TRUST CO OF VERMONT | 28 | $2K | 0.0% | 2025-Q4 stale |
| CWM, LLC new | 11 | $1K | 0.0% | 2025-Q4 stale |
| Merited Wealth, LLC new | 10 | $651 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.