Who owns DXYZ
Which tracked institutional funds hold DXYZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DXYZ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
DXYZ’s largest tracked holder by dollar value, J. Goldman & Co LP, sizes it at 1.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DXYZ 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, we do not read how tracked institutions changed their DXYZ positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. 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
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| J. Goldman & Co LP new | 1,696,549 | $44M | 26.5% | 2026-Q2 |
| MORGAN STANLEY added | 907,197 | $23M | 14.2% | 2026-Q2 |
| Saba Capital Management, L.P. new | 644,280 | $17M | 10.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 379,562 | $10M | 5.9% | 2026-Q2 |
| Anson Funds Management LP new | 323,199 | $8M | 5.0% | 2026-Q2 |
| LPL Financial LLC added | 259,921 | $7M | 4.1% | 2026-Q2 |
| Jump Financial, LLC new | 232,756 | $6M | 3.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 223,163 | $6M | 3.5% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 218,185 | $6M | 3.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 143,517 | $4M | 2.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 133,808 | $3M | 2.1% | 2026-Q2 |
| &PARTNERS added | 101,454 | $3M | 1.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 73,848 | $2M | 1.2% | 2026-Q2 |
| FirstWave Capital Management LLC new | 67,104 | $2M | 1.0% | 2026-Q2 |
| AA Financial Advisors, LLC trimmed | 58,000 | $1M | 0.9% | 2026-Q2 |
| UBS Group AG added | 55,374 | $1M | 0.9% | 2026-Q2 |
| Sovran Advisors, LLC added | 44,353 | $1M | 0.6% | 2026-Q2 |
| Summit Financial, LLC new | 42,349 | $1M | 0.7% | 2026-Q2 |
| T3 Companies, LLC new | 40,621 | $1M | 0.6% | 2026-Q2 |
| Noble Wealth Management PBC added | 40,017 | $1M | 0.6% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new | 33,290 | $827K | 0.5% | 2026-Q2 |
| Venture Visionary Partners LLC new | 30,043 | $774K | 0.5% | 2026-Q2 |
| Sowell Financial Services LLC new | 28,665 | $738K | 0.4% | 2026-Q2 |
| Invesco Ltd. trimmed | 26,671 | $687K | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 25,735 | $663K | 0.4% | 2026-Q2 |
| PFG Investments, LLC new | 25,550 | $658K | 0.4% | 2026-Q2 |
| Merit Financial Group, LLC added | 25,443 | $655K | 0.4% | 2026-Q2 |
| Creative Planning added | 25,104 | $647K | 0.4% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 25,075 | $646K | 0.4% | 2026-Q2 |
| Simplicity Wealth,LLC new | 23,186 | $597K | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 23,046 | $594K | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 22,841 | $588K | 0.4% | 2026-Q2 |
| Kovack Advisors, Inc. added | 21,468 | $533K | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 20,840 | $537K | 0.3% | 2026-Q2 |
| Intrepid Financial Planning Group LLC added | 19,742 | $509K | 0.3% | 2026-Q2 |
| Marex Group Ltd trimmed | 18,622 | $480K | 0.3% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC new | 15,724 | $405K | 0.2% | 2026-Q2 |
| Verity Asset Management, Inc. added | 15,392 | $396K | 0.2% | 2026-Q2 |
| Ignite Planners, LLC added | 15,365 | $396K | 0.2% | 2026-Q2 |
| Genesis Financial Group, LLC | 15,000 | $386K | 0.2% | 2026-Q2 |
| FSA Advisors, Inc. new | 13,559 | $349K | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 13,469 | $347K | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC new | 13,262 | $342K | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. new | 13,257 | $342K | 0.2% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 12,900 | $332K | 0.2% | 2026-Q2 |
| Tidal Investments LLC new | 12,475 | $321K | 0.2% | 2026-Q2 |
| Avior Wealth Management, LLC new | 12,090 | $311K | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC added | 11,756 | $303K | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 11,074 | $285K | 0.2% | 2026-Q2 |
| CIBC WORLD MARKET INC. new | 10,752 | $277K | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 10,059 | $259K | 0.2% | 2026-Q2 |
| Avestar Capital, LLC new | 9,850 | $254K | 0.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC new | 9,849 | $254K | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC new | 8,248 | $212K | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 8,104 | $209K | 0.1% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED new | 7,797 | $201K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 7,005 | $180K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 6,807 | $175K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 6,592 | $170K | 0.1% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 6,588 | $170K | 0.1% | 2026-Q2 |
| Belvedere Trading LLC new | 5,505 | $142K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 4,850 | $125K | 0.1% | 2026-Q2 |
| NFSG Corp added | 4,622 | $119K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ new | 4,238 | $109K | 0.1% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. added | 3,961 | $102K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 3,802 | $97K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 3,600 | $93K | 0.1% | 2026-Q2 |
| Westside Investment Management, Inc. new | 3,200 | $82K | 0.0% | 2026-Q2 |
| GROUP ONE TRADING LLC new | 3,108 | $80K | 0.0% | 2026-Q2 |
| Nova Wealth Management, Inc. added | 2,793 | $72K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 2,443 | $63K | 0.0% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2,400 | $62K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 2,400 | $59K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,875 | $49K | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 1,811 | $47K | 0.0% | 2026-Q2 |
| Clearstead Trust, LLC added | 1,727 | $44K | 0.0% | 2026-Q2 |
| HM PAYSON & CO new | 1,715 | $44K | 0.0% | 2026-Q2 |
| MPWM ADVISORY SOLUTIONS, LLC added | 1,230 | $32K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC | 1,163 | $30K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ added | 1,001 | $26K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 980 | $25K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 910 | $23K | 0.0% | 2026-Q2 |
| Financial Management Professionals, Inc. new | 800 | $21K | 0.0% | 2026-Q2 |
| SOA Wealth Advisors, LLC. added | 700 | $18K | 0.0% | 2026-Q2 |
| Millstone Evans Group, LLC new | 689 | $18K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 686 | $18K | 0.0% | 2026-Q2 |
| Burnham & Co LLC new | 640 | $16K | 0.0% | 2026-Q2 |
| MCF Advisors LLC added | 515 | $13K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp trimmed | 506 | $13K | 0.0% | 2026-Q2 |
| LRI Investments, LLC | 500 | $13K | 0.0% | 2026-Q2 |
| Physician Wealth Advisors, Inc. | 470 | $12K | 0.0% | 2026-Q2 |
| GHP Investment Advisors, Inc. added | 465 | $12K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC trimmed | 435 | $11K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 427 | $11K | 0.0% | 2026-Q2 |
| Hickory Point Bank & Trust | 400 | $10K | 0.0% | 2026-Q2 |
| Murphy & Mullick Capital Management Corp | 350 | $9K | 0.0% | 2026-Q2 |
| Highland Investment Advisors LLC new | 350 | $9K | 0.0% | 2026-Q2 |
| TD Capital Management LLC | 346 | $9K | 0.0% | 2026-Q2 |
| BOKF, NA new | 342 | $9K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 330 | $9K | 0.0% | 2026-Q2 |
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.