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Institutional Ownership · SEC Form 13F

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.

31
Institutional holders
1,415,063
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Beacon Pointe Advisors, LLC added323,653$22M16.4%2026-Q1
BCR Wealth Strategies, LLC added264,418$18M13.4%2026-Q1
FMB WEALTH MANAGEMENT trimmed203,002$14M10.3%2026-Q1
Pure Financial Advisors, LLC added151,694$10M7.7%2026-Q1
Cordant, Inc. added81,624$6M4.1%2026-Q1
CITADEL ADVISORS LLC added73,602$5M3.7%2026-Q1
ASSETMARK, INC added67,087$5M3.4%2026-Q1
JANE STREET GROUP, LLC added56,784$4M2.9%2026-Q1
Versant Capital Management, Inc added49,004$3M2.5%2026-Q1
MML INVESTORS SERVICES, LLC trimmed31,217$2M1.6%2026-Q1
Evanson Asset Management, LLC added25,422$2M1.3%2026-Q1
BIP Wealth, LLC added12,748$861K0.6%2026-Q1
ROYAL BANK OF CANADA added10,794$729K0.5%2026-Q1
Discipline Wealth Solutions, LLC new7,514$507K0.4%2026-Q1
VESTIA PERSONAL WEALTH ADVISORS added6,913$467K0.3%2026-Q1
Applied Capital LLC added6,775$458K0.3%2026-Q1
Prosperitas Financial LLC added6,207$419K0.3%2026-Q1
OneDigital Investment Advisors LLC new5,452$368K0.3%2026-Q1
INTEGRITY ALLIANCE, LLC. new4,674$316K0.2%2026-Q1
STUDIO INVESTMENT MANAGEMENT LLC4,496$293K0.2%2026-Q1
McIlrath & Eck, LLC3,853$260K0.2%2026-Q1
FIDUCIARY FINANCIAL GROUP, LLC new3,709$250K0.2%2026-Q1
Financial Symmetry Inc added3,257$232K0.2%2026-Q1
HighTower Advisors, LLC new3,200$216K0.2%2026-Q1
Approach Retirement Advisors, LLC new3,050$206K0.2%2026-Q1
CARDIFF PARK ADVISORS, LLC added1,763$119K0.1%2026-Q1
Farther Finance Advisors, LLC added1,679$115K0.1%2026-Q1
Glass Jacobson Investment Advisors llc921$62K0.0%2026-Q1
UBS Group AG new318$21K0.0%2026-Q1
Ares Financial Consulting, LLC227$16K0.0%2026-Q1
Capital Investment Advisory Services, LLC6$4050.0%2026-Q1
Hemington Wealth Management added316,361$19M14.6%2025-Q3 stale
DIMENSIONAL FUND ADVISORS LP160,000$10M7.8%2025-Q4 stale
Global Assets Advisory, LLC new97,077$5M3.6%2025-Q4 stale
E-Wealth Partners, LLC new21,171$1M1.0%2025-Q4 stale
FLOW TRADERS U.S. LLC trimmed13,292$818K0.6%2025-Q3 stale
VanderPol Investments L.L.C. added6,865$447K0.3%2025-Q4 stale
OSAIC HOLDINGS, INC. new3,784$233K0.2%2025-Q3 stale
Wedmont Private Capital new3,201$211K0.2%2025-Q4 stale
WELLS FARGO & COMPANY/MN new1,497$87K0.1%2025-Q2 stale
NATIONAL BANK OF CANADA /FI/1,149$74K0.1%2025-Q4 stale
Global Retirement Partners, LLC trimmed188$12K0.0%2025-Q4 stale
TRUST CO OF VERMONT28$2K0.0%2025-Q4 stale
CWM, LLC new11$1K0.0%2025-Q4 stale
Merited Wealth, LLC new10$6510.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership