DDWM

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$46.89

+0.01 (+0.02%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding DDWM · 2026-Q1 methodology → sources →

143 holders

% of shares outstanding held

—

Shares held (13F)

25,395,748

Reporting holders

143

Top holders

largest 100 of 143 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	PARK NATIONAL CORP /OH/	3,678,9913.7M	$162M	—	ADD 4%
2	LPL Financial LLC	3,167,8503.2M	$140M	—	ADD 32%
3	MORGAN STANLEY	2,150,5172.2M	$95M	—	ADD 5%
4	RAYMOND JAMES FINANCIAL INC	1,384,4791.4M	$61M	—	ADD 11%
5	Hennion & Walsh Asset Management, Inc.	1,331,0881.3M	$59M	—	ADD 6%
6	Capital Asset Advisory Services LLC	1,186,9001.2M	$55M	—	ADD 2%
7	BANK OF AMERICA CORP /DE/	1,028,8631.0M	$45M	—	ADD 17%
8	SK Wealth Management, LLC	931,914931,914	$42M	—	TRIM -6%
9	Cetera Investment Advisers	738,583738,583	$33M	—	ADD 4%
10	Steward Partners Investment Advisory, LLC	700,739700,739	$31M	—	ADD 9%
11	UBS Group AG	698,744698,744	$31M	—	ADD 126%
12	ENVESTNET ASSET MANAGEMENT INC	690,532690,532	$30M	—	ADD 5%
13	Stratos Investment Management, LLC	593,549593,549	$26M	—	—
14	MML INVESTORS SERVICES, LLC	525,779525,779	$23M	—	TRIM -10%
15	Baird Financial Group, Inc.	483,311483,311	$21M	—	ADD 247%
16	Lido Advisors, LLC	457,898457,898	$20M	—	ADD 3%
17	Horizon Wealth Management, LLC	445,469445,469	$20M	—	NEW
18	Atria Investments, Inc	364,294364,294	$16M	—	TRIM -7%
19	Tidemark, LLC	357,878357,878	$16M	—	TRIM -8%
20	Choice Wealth Advisors LLC	336,513336,513	$15M	—	NEW
21	Impact Capital Partners LLC	230,768230,768	$10M	—	ADD 15%
22	JANE STREET GROUP, LLC	201,928201,928	$9M	—	ADD 867%
23	Cambridge Investment Research Advisors, Inc.	201,112201,112	$9M	—	ADD 12%
24	OneDigital Investment Advisors LLC	180,273180,273	$8M	—	NEW
25	Burns Matteson Capital Management, LLC	169,859169,859	$7M	—	ADD 51%
26	Kestra Advisory Services, LLC	151,128151,128	$7M	—	TRIM -12%
27	Private Advisor Group, LLC	148,398148,398	$7M	—	ADD 40%
28	Mariner, LLC	144,691144,691	$6M	—	TRIM -4%
29	Frazier Financial Advisors, LLC	138,034138,034	$6M	—	—
30	FFG RETIREMENT ADVISORS LLC	98,93598,935	$4M	—	—
31	Smartleaf Asset Management LLC	98,69898,698	$4M	—	ADD 50%
32	NBC SECURITIES, INC.	92,96292,962	$4M	—	ADD 27%
33	VestGen Advisors, LLC	86,65486,654	$4M	—	ADD 38%
34	Simplicity Wealth,LLC	88,08688,086	$4M	—	ADD 10%
35	Occidental Asset Management, LLC	87,10987,109	$4M	—	TRIM -13%
36	Vericrest Private Wealth	83,53783,537	$4M	—	ADD 14%
37	COLUMBIA ADVISORY PARTNERS LLC	81,83581,835	$4M	—	NEW
38	Premier Private Wealth Management LLC	79,36979,369	$4M	—	TRIM -11%
39	D.A. DAVIDSON & CO.	78,09278,092	$3M	—	ADD 4%
40	FLOW TRADERS U.S. LLC	66,71966,719	$3M	—	NEW
41	GREAT VALLEY ADVISOR GROUP, INC.	65,53365,533	$3M	—	ADD 546%
42	Trilogy Capital Inc.	62,34062,340	$3M	—	ADD 67%
43	Focus Partners Wealth	61,12961,129	$3M	—	—
44	Caprock Group, LLC	56,55656,556	$2M	—	—
45	OPTIMA CAPITAL LLC	53,85053,850	$2M	—	TRIM -3%
46	COMMONWEALTH EQUITY SERVICES, LLC	49,01449,014	$2M	—	ADD 3%
47	MOODY NATIONAL BANK TRUST DIVISION	46,17746,177	$2M	—	—
48	Independent Advisor Alliance	45,12045,120	$2M	—	NEW
49	STIFEL FINANCIAL CORP	44,47644,476	$2M	—	TRIM -4%
50	Geneos Wealth Management Inc.	44,39144,391	$2M	—	TRIM -9%
51	AQR CAPITAL MANAGEMENT LLC	34,29334,293	$2M	—	NEW
52	TCFG WEALTH MANAGEMENT, LLC	33,30333,303	$1M	—	ADD 14%
53	TCFG Investment Advisors, LLC	33,30333,303	$1M	—	NEW
54	AssuredPartners Investment Advisors, LLC	33,02433,024	$1M	—	TRIM -3%
55	World Investment Advisors	32,31932,319	$1M	—	—
56	WORLD EQUITY GROUP, INC.	31,52831,528	$1M	—	ADD 4%
57	HARBOUR INVESTMENTS, INC.	29,19829,198	$1M	—	ADD 29%
58	HF Advisory Group, LLC	28,53228,532	$1M	—	ADD 4%
59	Signal Advisors Wealth, LLC	28,37328,373	$1M	—	ADD 38%
60	Savant Capital, LLC	25,88925,889	$1M	—	TRIM -4%
61	RFG Advisory, LLC	25,87025,870	$1M	—	—
62	B. Riley Wealth Advisors, Inc.	24,25324,253	$1M	—	ADD 18%
63	Gotham Asset Management, LLC	23,49123,491	$1M	—	TRIM -3%
64	Wealthcare Advisory Partners LLC	22,63722,637	$998,504	—	—
65	Sanctuary Advisors, LLC	22,49422,494	$992,191	—	ADD 82%
66	SHEETS SMITH WEALTH MANAGEMENT	17,80317,803	$785,290	—	ADD 4%
67	TigerOak Management, L.L.C.	17,36417,364	$765,926	—	NEW
68	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	17,15317,153	$756,619	—	ADD 12%
69	OSAIC HOLDINGS, INC.	17,15117,151	$756,561	—	ADD 6%
70	Oregon Pacific Wealth Management, LLC	17,11717,117	$755,031	—	ADD 41%
71	Sigma Planning Corp	16,74916,749	$738,817	—	ADD 2%
72	HOWARD BAILEY SECURITIES, LLC	16,02216,022	$706,721	—	—
73	WCG Wealth Advisors LLC	15,47515,475	$682,609	—	ADD 50%
74	Trivium Point Advisory, LLC	15,32015,320	$675,765	—	TRIM -76%
75	Financial Engines Advisors L.L.C.	15,23915,239	$672,192	—	ADD 12%
76	EVOLUTION WEALTH MANAGEMENT INC.	14,84914,849	$654,989	—	ADD 3%
77	CreativeOne Wealth, LLC	14,72114,721	$649,338	—	TRIM -20%
78	Alchemi Wealth, LLC	14,55214,552	$641,889	—	NEW
79	Foundations Investment Advisors, LLC	13,88513,885	$612,483	—	ADD 68%
80	Comprehensive Money Management Services LLC	13,36713,367	$589,618	—	—
81	INSIGNEO ADVISORY SERVICES, LLC	13,29713,297	$586,531	—	ADD 32%
82	Gateway Wealth Partners, LLC	13,17813,178	$581,246	—	ADD 98%
83	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	12,66712,667	$558,741	—	—
84	Stratos Wealth Partners, LTD.	12,57212,572	$554,558	—	TRIM -3%
85	PARK AVENUE SECURITIES LLC	12,55612,556	$554,000	—	—
86	Concurrent Investment Advisors, LLC	11,69611,696	$515,911	—	TRIM -92%
87	Perigon Wealth Management, LLC	11,06811,068	$488,209	—	TRIM -6%
88	IFP Advisors, Inc	10,71110,711	$472,462	—	TRIM -19%
89	WESCAP Management Group, Inc.	10,70910,709	$472,374	—	—
90	MONEY CONCEPTS CAPITAL CORP	10,20410,204	$450,098	—	TRIM -3%
91	Modera Wealth Management, LLC	9,8329,832	$433,690	—	—
92	BEACON FINANCIAL GROUP	9,6899,689	$427,382	—	—
93	Paragon Capital Management Ltd	8,8538,853	$390,506	—	NEW
94	American Money Management, LLC	8,6478,647	$381,420	—	TRIM -8%
95	CRUX WEALTH ADVISORS	8,4668,466	$373,414	—	TRIM -22%
96	ROYAL BANK OF CANADA	8,4758,475	$373,000	—	ADD 34%
97	Western Wealth Management, LLC	8,2328,232	$363,124	—	NEW
98	Seek First Inc.	8,0538,053	$355,237	—	TRIM -3%
99	AE Wealth Management LLC	7,7717,771	$342,815	—	TRIM -12%
100	Rockefeller Capital Management L.P.	7,7427,742	$341,501	—	NEW

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

PARK NATIONAL CORP /OH/

—

2.6M

3.3M

3.5M

3.7M

$162M

LPL Financial LLC

945K

727K

1.4M

2.1M

2.4M

3.2M

$140M

MORGAN STANLEY

79K

184K

1.7M

1.9M

2.0M

2.2M

$95M

RAYMOND JAMES FINANCIAL INC

795K

629K

613K

596K

1.2M

1.4M

$61M

Hennion & Walsh Asset Management, Inc.

—

1.2M

1.3M

$59M

Capital Asset Advisory Services LLC

—

1.1M

1.2M

$55M

BANK OF AMERICA CORP /DE/

82K

490K

536K

604K

883K

1.0M

$45M

SK Wealth Management, LLC

—

22K

165K

990K

932K

$42M

Cetera Investment Advisers

259K

265K

276K

309K

709K

739K

$33M

Steward Partners Investment Advisory, LLC

410K

467K

487K

517K

642K

701K

$31M

UBS Group AG

56K

74K

309K

699K

$31M

ENVESTNET ASSET MANAGEMENT INC

209K

513K

576K

701K

660K

691K

$30M

Stratos Investment Management, LLC

587K

545K

567K

577K

593K

594K

$26M

MML INVESTORS SERVICES, LLC

117K

407K

514K

588K

586K

526K

$23M

Baird Financial Group, Inc.

—

138K

137K

138K

139K

483K

$21M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	143	25,395,748	—	$1.1B
2025-Q4	131	23,011,086	—	$1.0B
2025-Q3	116	19,426,592	—	$812M
2025-Q2	110	14,487,934	—	$575M
2025-Q1	93	8,470,576	—	$312M
2024-Q4	85	6,192,186	—	$213M
2024-Q3	79	5,818,048	—	$209M
2024-Q2	69	5,926,383	—	$202M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding DDWM · 2026-Q1 methodology → sources →

143 holders

% of shares outstanding held

—

Shares held (13F)

25,395,748

Reporting holders

143

Top holders

largest 100 of 143 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	PARK NATIONAL CORP /OH/	3,678,9913.7M	$162M	—	ADD 4%
2	LPL Financial LLC	3,167,8503.2M	$140M	—	ADD 32%
3	MORGAN STANLEY	2,150,5172.2M	$95M	—	ADD 5%
4	RAYMOND JAMES FINANCIAL INC	1,384,4791.4M	$61M	—	ADD 11%
5	Hennion & Walsh Asset Management, Inc.	1,331,0881.3M	$59M	—	ADD 6%
6	Capital Asset Advisory Services LLC	1,186,9001.2M	$55M	—	ADD 2%
7	BANK OF AMERICA CORP /DE/	1,028,8631.0M	$45M	—	ADD 17%
8	SK Wealth Management, LLC	931,914931,914	$42M	—	TRIM -6%
9	Cetera Investment Advisers	738,583738,583	$33M	—	ADD 4%
10	Steward Partners Investment Advisory, LLC	700,739700,739	$31M	—	ADD 9%
11	UBS Group AG	698,744698,744	$31M	—	ADD 126%
12	ENVESTNET ASSET MANAGEMENT INC	690,532690,532	$30M	—	ADD 5%
13	Stratos Investment Management, LLC	593,549593,549	$26M	—	—
14	MML INVESTORS SERVICES, LLC	525,779525,779	$23M	—	TRIM -10%
15	Baird Financial Group, Inc.	483,311483,311	$21M	—	ADD 247%
16	Lido Advisors, LLC	457,898457,898	$20M	—	ADD 3%
17	Horizon Wealth Management, LLC	445,469445,469	$20M	—	NEW
18	Atria Investments, Inc	364,294364,294	$16M	—	TRIM -7%
19	Tidemark, LLC	357,878357,878	$16M	—	TRIM -8%
20	Choice Wealth Advisors LLC	336,513336,513	$15M	—	NEW
21	Impact Capital Partners LLC	230,768230,768	$10M	—	ADD 15%
22	JANE STREET GROUP, LLC	201,928201,928	$9M	—	ADD 867%
23	Cambridge Investment Research Advisors, Inc.	201,112201,112	$9M	—	ADD 12%
24	OneDigital Investment Advisors LLC	180,273180,273	$8M	—	NEW
25	Burns Matteson Capital Management, LLC	169,859169,859	$7M	—	ADD 51%
26	Kestra Advisory Services, LLC	151,128151,128	$7M	—	TRIM -12%
27	Private Advisor Group, LLC	148,398148,398	$7M	—	ADD 40%
28	Mariner, LLC	144,691144,691	$6M	—	TRIM -4%
29	Frazier Financial Advisors, LLC	138,034138,034	$6M	—	—
30	FFG RETIREMENT ADVISORS LLC	98,93598,935	$4M	—	—
31	Smartleaf Asset Management LLC	98,69898,698	$4M	—	ADD 50%
32	NBC SECURITIES, INC.	92,96292,962	$4M	—	ADD 27%
33	VestGen Advisors, LLC	86,65486,654	$4M	—	ADD 38%
34	Simplicity Wealth,LLC	88,08688,086	$4M	—	ADD 10%
35	Occidental Asset Management, LLC	87,10987,109	$4M	—	TRIM -13%
36	Vericrest Private Wealth	83,53783,537	$4M	—	ADD 14%
37	COLUMBIA ADVISORY PARTNERS LLC	81,83581,835	$4M	—	NEW
38	Premier Private Wealth Management LLC	79,36979,369	$4M	—	TRIM -11%
39	D.A. DAVIDSON & CO.	78,09278,092	$3M	—	ADD 4%
40	FLOW TRADERS U.S. LLC	66,71966,719	$3M	—	NEW
41	GREAT VALLEY ADVISOR GROUP, INC.	65,53365,533	$3M	—	ADD 546%
42	Trilogy Capital Inc.	62,34062,340	$3M	—	ADD 67%
43	Focus Partners Wealth	61,12961,129	$3M	—	—
44	Caprock Group, LLC	56,55656,556	$2M	—	—
45	OPTIMA CAPITAL LLC	53,85053,850	$2M	—	TRIM -3%
46	COMMONWEALTH EQUITY SERVICES, LLC	49,01449,014	$2M	—	ADD 3%
47	MOODY NATIONAL BANK TRUST DIVISION	46,17746,177	$2M	—	—
48	Independent Advisor Alliance	45,12045,120	$2M	—	NEW
49	STIFEL FINANCIAL CORP	44,47644,476	$2M	—	TRIM -4%
50	Geneos Wealth Management Inc.	44,39144,391	$2M	—	TRIM -9%
51	AQR CAPITAL MANAGEMENT LLC	34,29334,293	$2M	—	NEW
52	TCFG WEALTH MANAGEMENT, LLC	33,30333,303	$1M	—	ADD 14%
53	TCFG Investment Advisors, LLC	33,30333,303	$1M	—	NEW
54	AssuredPartners Investment Advisors, LLC	33,02433,024	$1M	—	TRIM -3%
55	World Investment Advisors	32,31932,319	$1M	—	—
56	WORLD EQUITY GROUP, INC.	31,52831,528	$1M	—	ADD 4%
57	HARBOUR INVESTMENTS, INC.	29,19829,198	$1M	—	ADD 29%
58	HF Advisory Group, LLC	28,53228,532	$1M	—	ADD 4%
59	Signal Advisors Wealth, LLC	28,37328,373	$1M	—	ADD 38%
60	Savant Capital, LLC	25,88925,889	$1M	—	TRIM -4%
61	RFG Advisory, LLC	25,87025,870	$1M	—	—
62	B. Riley Wealth Advisors, Inc.	24,25324,253	$1M	—	ADD 18%
63	Gotham Asset Management, LLC	23,49123,491	$1M	—	TRIM -3%
64	Wealthcare Advisory Partners LLC	22,63722,637	$998,504	—	—
65	Sanctuary Advisors, LLC	22,49422,494	$992,191	—	ADD 82%
66	SHEETS SMITH WEALTH MANAGEMENT	17,80317,803	$785,290	—	ADD 4%
67	TigerOak Management, L.L.C.	17,36417,364	$765,926	—	NEW
68	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	17,15317,153	$756,619	—	ADD 12%
69	OSAIC HOLDINGS, INC.	17,15117,151	$756,561	—	ADD 6%
70	Oregon Pacific Wealth Management, LLC	17,11717,117	$755,031	—	ADD 41%
71	Sigma Planning Corp	16,74916,749	$738,817	—	ADD 2%
72	HOWARD BAILEY SECURITIES, LLC	16,02216,022	$706,721	—	—
73	WCG Wealth Advisors LLC	15,47515,475	$682,609	—	ADD 50%
74	Trivium Point Advisory, LLC	15,32015,320	$675,765	—	TRIM -76%
75	Financial Engines Advisors L.L.C.	15,23915,239	$672,192	—	ADD 12%
76	EVOLUTION WEALTH MANAGEMENT INC.	14,84914,849	$654,989	—	ADD 3%
77	CreativeOne Wealth, LLC	14,72114,721	$649,338	—	TRIM -20%
78	Alchemi Wealth, LLC	14,55214,552	$641,889	—	NEW
79	Foundations Investment Advisors, LLC	13,88513,885	$612,483	—	ADD 68%
80	Comprehensive Money Management Services LLC	13,36713,367	$589,618	—	—
81	INSIGNEO ADVISORY SERVICES, LLC	13,29713,297	$586,531	—	ADD 32%
82	Gateway Wealth Partners, LLC	13,17813,178	$581,246	—	ADD 98%
83	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	12,66712,667	$558,741	—	—
84	Stratos Wealth Partners, LTD.	12,57212,572	$554,558	—	TRIM -3%
85	PARK AVENUE SECURITIES LLC	12,55612,556	$554,000	—	—
86	Concurrent Investment Advisors, LLC	11,69611,696	$515,911	—	TRIM -92%
87	Perigon Wealth Management, LLC	11,06811,068	$488,209	—	TRIM -6%
88	IFP Advisors, Inc	10,71110,711	$472,462	—	TRIM -19%
89	WESCAP Management Group, Inc.	10,70910,709	$472,374	—	—
90	MONEY CONCEPTS CAPITAL CORP	10,20410,204	$450,098	—	TRIM -3%
91	Modera Wealth Management, LLC	9,8329,832	$433,690	—	—
92	BEACON FINANCIAL GROUP	9,6899,689	$427,382	—	—
93	Paragon Capital Management Ltd	8,8538,853	$390,506	—	NEW
94	American Money Management, LLC	8,6478,647	$381,420	—	TRIM -8%
95	CRUX WEALTH ADVISORS	8,4668,466	$373,414	—	TRIM -22%
96	ROYAL BANK OF CANADA	8,4758,475	$373,000	—	ADD 34%
97	Western Wealth Management, LLC	8,2328,232	$363,124	—	NEW
98	Seek First Inc.	8,0538,053	$355,237	—	TRIM -3%
99	AE Wealth Management LLC	7,7717,771	$342,815	—	TRIM -12%
100	Rockefeller Capital Management L.P.	7,7427,742	$341,501	—	NEW

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

PARK NATIONAL CORP /OH/

—

2.6M

3.3M

3.5M

3.7M

$162M

LPL Financial LLC

945K

727K

1.4M

2.1M

2.4M

3.2M

$140M

MORGAN STANLEY

79K

184K

1.7M

1.9M

2.0M

2.2M

$95M

RAYMOND JAMES FINANCIAL INC

795K

629K

613K

596K

1.2M

1.4M

$61M

Hennion & Walsh Asset Management, Inc.

—

1.2M

1.3M

$59M

Capital Asset Advisory Services LLC

—

1.1M

1.2M

$55M

BANK OF AMERICA CORP /DE/

82K

490K

536K

604K

883K

1.0M

$45M

SK Wealth Management, LLC

—

22K

165K

990K

932K

$42M

Cetera Investment Advisers

259K

265K

276K

309K

709K

739K

$33M

Steward Partners Investment Advisory, LLC

410K

467K

487K

517K

642K

701K

$31M

UBS Group AG

56K

74K

309K

699K

$31M

ENVESTNET ASSET MANAGEMENT INC

209K

513K

576K

701K

660K

691K

$30M

Stratos Investment Management, LLC

587K

545K

567K

577K

593K

594K

$26M

MML INVESTORS SERVICES, LLC

117K

407K

514K

588K

586K

526K

$23M

Baird Financial Group, Inc.

—

138K

137K

138K

139K

483K

$21M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	143	25,395,748	—	$1.1B
2025-Q4	131	23,011,086	—	$1.0B
2025-Q3	116	19,426,592	—	$812M
2025-Q2	110	14,487,934	—	$575M
2025-Q1	93	8,470,576	—	$312M
2024-Q4	85	6,192,186	—	$213M
2024-Q3	79	5,818,048	—	$209M
2024-Q2	69	5,926,383	—	$202M

Short interest has its own tab now — open SI →

DDWM☆

Institutional ownership· 13F filers holding DDWM · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding DDWM · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

DDWM