DGCB

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$53.28

-0.19 (-0.36%)

USD · as of 2026-07-29 · marketstack

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

119 holders

% of shares outstanding held

—

Shares held (13F)

12,372,287

Reporting holders

119

Top holders

largest 100 of 119 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Vestmark Advisory Solutions, Inc.	1,541,2321.5M	$83M	—	—
2	Integrity Advisory Solutions, LLC	1,173,5021.2M	$64M	—	ADD 16%
3	BANK OF AMERICA CORP /DE/	865,985865,985	$47M	—	TRIM -5%
4	INTEGRITY ALLIANCE, LLC.	842,720842,720	$46M	—	ADD 7%
5	ENVESTNET ASSET MANAGEMENT INC	656,845656,845	$36M	—	TRIM -10%
6	Three Arch Wealth Management LLC	559,563559,563	$30M	—	—
7	Tencap Wealth Coaching, LLC	440,440440,440	$24M	—	—
8	DiNuzzo Private Wealth, Inc.	325,412325,412	$18M	—	—
9	AA Financial Advisors, LLC	316,348316,348	$17M	—	NEW
10	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	316,126316,126	$17M	—	NEW
11	OneDigital Investment Advisors LLC	308,711308,711	$17M	—	ADD 14%
12	Wealth Advisors Northwest LLC	280,889280,889	$15M	—	ADD 25%
13	Allworth Financial LP	275,423275,423	$15M	—	ADD 120%
14	RFG Advisory, LLC	271,993271,993	$15M	—	ADD 5%
15	DRAVO BAY LLC	267,210267,210	$14M	—	ADD 11%
16	Mattern Wealth Management LLC	266,202266,202	$14M	—	ADD 7%
17	COMMONWEALTH EQUITY SERVICES, LLC	222,208222,208	$12M	—	ADD 6%
18	Betterment LLC	176,554176,554	$10M	—	ADD 8%
19	Integrated Wealth Concepts LLC	169,108169,108	$9M	—	—
20	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	141,021141,021	$8M	—	ADD 9%
21	Dynamic Advisor Solutions LLC	137,802137,802	$7M	—	ADD 9%
22	APS Management Group, Inc.	132,856132,856	$7M	—	ADD 2%
23	SageOak Financial, LLC	131,266131,266	$7M	—	ADD 5%
24	Kestra Advisory Services, LLC	118,083118,083	$6M	—	ADD 7%
25	Vantage Point Financial LLC	100,845100,845	$5M	—	ADD 5%
26	PARK AVENUE SECURITIES LLC	99,52999,529	$5M	—	NEW
27	CSP Financial Group, LLC	95,59195,591	$5M	—	NEW
28	Farther Finance Advisors, LLC	91,97591,975	$5M	—	ADD 159%
29	Virtu Financial LLC	82,61282,612	$4M	—	NEW
30	Orion Porfolio Solutions, LLC	79,07179,071	$4M	—	ADD 8%
31	Cogent Private Wealth, Inc.	78,36178,361	$4M	—	ADD 64%
32	TRUIST FINANCIAL CORP	68,19268,192	$4M	—	ADD 9%
33	CITIGROUP INC	65,55365,553	$4M	—	ADD 142%
34	Index Fund Advisors, Inc.	61,49861,498	$3M	—	ADD 146%
35	Foundations Investment Advisors, LLC	54,93354,933	$3M	—	ADD 43%
36	TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	53,82653,826	$3M	—	ADD 6%
37	LPL Financial LLC	51,04751,047	$3M	—	ADD 18%
38	TCFG WEALTH MANAGEMENT, LLC	49,43949,439	$3M	—	—
39	TCFG Investment Advisors, LLC	49,43949,439	$3M	—	NEW
40	OSAIC HOLDINGS, INC.	48,46848,468	$3M	—	ADD 12%
41	Stratos Investment Management, LLC	47,07247,072	$3M	—	—
42	HEFFERNAN ADVISORY, INC	46,65746,657	$3M	—	ADD 11%
43	Cambridge Investment Research Advisors, Inc.	46,18146,181	$3M	—	ADD 261%
44	Cerity Partners LLC	42,93342,933	$2M	—	NEW
45	Meredith Wealth Planning	42,85142,851	$2M	—	TRIM -8%
46	Sowell Financial Services LLC	39,81239,812	$2M	—	ADD 5%
47	Broadhurst Jeffrey B	37,70837,708	$2M	—	ADD 7%
48	GREAT VALLEY ADVISOR GROUP, INC.	35,01935,019	$2M	—	ADD 15%
49	EverSource Wealth Advisors, LLC	34,69734,697	$2M	—	TRIM -11%
50	Smartleaf Asset Management LLC	34,29034,290	$2M	—	ADD 23%
51	GeoWealth Management, LLC	33,93633,936	$2M	—	ADD 103%
52	Simplicity Wealth,LLC	31,58531,585	$2M	—	ADD 7%
53	PFG Advisors	30,92430,924	$2M	—	ADD 12%
54	Two West Capital Advisors LLC	30,69630,696	$2M	—	ADD 8%
55	CITADEL ADVISORS LLC	28,26428,264	$2M	—	ADD 185%
56	JPMORGAN CHASE & CO	25,81625,816	$1M	—	ADD 296%
57	Excelsior Advisor Network LLC	25,25025,250	$1M	—	—
58	CYPRESS FINANCIAL PLANNING LLC	24,76124,761	$1M	—	ADD 4%
59	Porter White Investment Advisors, Inc.	24,29024,290	$1M	—	ADD 8%
60	Brookstone Capital Management	24,08024,080	$1M	—	ADD 14%
61	CreativeOne Wealth, LLC	22,30922,309	$1M	—	ADD 13%
62	GOLDMAN SACHS GROUP INC	21,34821,348	$1M	—	NEW
63	Werba Rubin Papier Wealth Management	17,28917,289	$935,926	—	ADD 70%
64	MASTER'S WEALTH MANAGEMENT INC.	16,26216,262	$880,327	—	TRIM -17%
65	OLD MISSION CAPITAL LLC	16,02016,020	$867,237	—	NEW
66	DIVERSIFY WEALTH MANAGEMENT, LLC	15,63615,636	$848,937	—	NEW
67	Sterling Wealth Management, Inc.	15,21215,212	$823,497	—	NEW
68	FIRETHORN WEALTH PARTNERS, LLC	14,35114,351	$776,886	—	—
69	Savvy Advisors, Inc.	13,25313,253	$717,450	—	ADD 27%
70	Beacon Pointe Advisors, LLC	12,93712,937	$700,341	—	ADD 35%
71	Triad Wealth Partners, LLC	12,07812,078	$653,862	—	TRIM -8%
72	Selective Wealth Management, Inc.	11,28711,287	$612,809	—	ADD 162%
73	SEI INVESTMENTS CO	11,24111,241	$608,510	—	ADD 42%
74	Ashton Thomas Private Wealth, LLC	11,18211,182	$605,334	—	ADD 2%
75	Foundry Financial LLC	10,79310,793	$584,290	—	TRIM -78%
76	Aspire Private Capital, LLC	10,69710,697	$579,079	—	ADD 19%
77	Private Advisor Group, LLC	10,57910,579	$572,692	—	NEW
78	MML INVESTORS SERVICES, LLC	10,16610,166	$550,323	—	ADD 66%
79	Apella Capital, LLC	9,8199,819	$539,264	—	NEW
80	Hershey Financial Advisers, LLC	9,8489,848	$533,119	—	ADD 8%
81	CHOREO, LLC	9,6569,656	$522,731	—	NEW
82	RCS Financial Planning, LLC	9,6449,644	$522,022	—	—
83	AE Wealth Management LLC	8,6618,661	$468,860	—	ADD 6%
84	SILVER OAK SECURITIES, INCORPORATED	8,5078,507	$460,524	—	ADD 3%
85	Strategic Investment Solutions, Inc. /IL	7,3747,374	$399,219	—	—
86	Kane Co Wealth Management, Inc.	7,3007,300	$395,183	—	—
87	Geneos Wealth Management Inc.	7,2247,224	$391,035	—	ADD 22%
88	Merit Financial Group, LLC	6,8476,847	$370,683	—	ADD 15%
89	XY Planning Network, Inc.	6,8116,811	$369,224	—	—
90	USAdvisors Wealth Management, LLC	6,8576,857	$368,000	—	—
91	Clarity Capital Advisors, LLC	6,6166,616	$358,141	—	—
92	Abel Hall, LLC	6,4656,465	$349,995	—	—
93	Concord Wealth Partners	6,2736,273	$339,577	—	—
94	Williams & Novak, LLC	5,8645,864	$317,887	—	—
95	Focus Partners Advisor Solutions, LLC	4,9664,966	$268,833	—	NEW
96	Gradient Capital Advisors, LLC	4,9614,961	$268,562	—	—
97	Stirlingshire Investments, Inc.	4,9414,941	$267,461	—	ADD 4%
98	IHT Wealth Management, LLC	4,9174,917	$266,180	—	NEW
99	MGO ONE SEVEN LLC	4,7184,718	$255,456	—	TRIM -3%
100	Pinnacle Family Advisors, LLC	4,1084,108	$222,385	—	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

Vestmark Advisory Solutions, Inc.

1.2M

2.7M

1.4M

1.5M

$83M

Integrity Advisory Solutions, LLC

—

866K

1.0M

1.2M

$64M

BANK OF AMERICA CORP /DE/

814K

697K

777K

808K

907K

866K

$47M

INTEGRITY ALLIANCE, LLC.

—

475K

522K

583K

785K

843K

$46M

ENVESTNET ASSET MANAGEMENT INC

412K

512K

592K

673K

728K

657K

$36M

Three Arch Wealth Management LLC

—

550K

560K

$30M

Tencap Wealth Coaching, LLC

—

432K

440K

$24M

DiNuzzo Private Wealth, Inc.

329K

326K

327K

329K

325K

$18M

AA Financial Advisors, LLC

—

316K

$17M

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

—

316K

$17M

OneDigital Investment Advisors LLC

146K

159K

179K

181K

271K

309K

$17M

Wealth Advisors Northwest LLC

56K

111K

164K

195K

224K

281K

$15M

Allworth Financial LP

—

59K

125K

275K

$15M

RFG Advisory, LLC

257K

247K

248K

260K

272K

$15M

DRAVO BAY LLC

200K

192K

195K

217K

241K

267K

$14M

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	119	12,372,287	—	$660M
2025-Q4	109	10,885,192	—	$590M
2025-Q3	95	9,431,441	—	$523M
2025-Q2	78	8,039,697	—	$436M
2025-Q1	71	6,434,956	—	$342M
2024-Q4	62	5,659,241	—	$298M
2024-Q3	52	5,013,427	—	$275M
2024-Q2	40	3,461,802	—	$182M
2024-Q1	30	2,906,897	—	$154M
2023-Q4	19	1,667,434	—	$88M

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 DGCB · 2026-Q1 methodology → sources →

119 holders

% of shares outstanding held

—

Shares held (13F)

12,372,287

Reporting holders

119

Top holders

largest 100 of 119 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Vestmark Advisory Solutions, Inc.	1,541,2321.5M	$83M	—	—
2	Integrity Advisory Solutions, LLC	1,173,5021.2M	$64M	—	ADD 16%
3	BANK OF AMERICA CORP /DE/	865,985865,985	$47M	—	TRIM -5%
4	INTEGRITY ALLIANCE, LLC.	842,720842,720	$46M	—	ADD 7%
5	ENVESTNET ASSET MANAGEMENT INC	656,845656,845	$36M	—	TRIM -10%
6	Three Arch Wealth Management LLC	559,563559,563	$30M	—	—
7	Tencap Wealth Coaching, LLC	440,440440,440	$24M	—	—
8	DiNuzzo Private Wealth, Inc.	325,412325,412	$18M	—	—
9	AA Financial Advisors, LLC	316,348316,348	$17M	—	NEW
10	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	316,126316,126	$17M	—	NEW
11	OneDigital Investment Advisors LLC	308,711308,711	$17M	—	ADD 14%
12	Wealth Advisors Northwest LLC	280,889280,889	$15M	—	ADD 25%
13	Allworth Financial LP	275,423275,423	$15M	—	ADD 120%
14	RFG Advisory, LLC	271,993271,993	$15M	—	ADD 5%
15	DRAVO BAY LLC	267,210267,210	$14M	—	ADD 11%
16	Mattern Wealth Management LLC	266,202266,202	$14M	—	ADD 7%
17	COMMONWEALTH EQUITY SERVICES, LLC	222,208222,208	$12M	—	ADD 6%
18	Betterment LLC	176,554176,554	$10M	—	ADD 8%
19	Integrated Wealth Concepts LLC	169,108169,108	$9M	—	—
20	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	141,021141,021	$8M	—	ADD 9%
21	Dynamic Advisor Solutions LLC	137,802137,802	$7M	—	ADD 9%
22	APS Management Group, Inc.	132,856132,856	$7M	—	ADD 2%
23	SageOak Financial, LLC	131,266131,266	$7M	—	ADD 5%
24	Kestra Advisory Services, LLC	118,083118,083	$6M	—	ADD 7%
25	Vantage Point Financial LLC	100,845100,845	$5M	—	ADD 5%
26	PARK AVENUE SECURITIES LLC	99,52999,529	$5M	—	NEW
27	CSP Financial Group, LLC	95,59195,591	$5M	—	NEW
28	Farther Finance Advisors, LLC	91,97591,975	$5M	—	ADD 159%
29	Virtu Financial LLC	82,61282,612	$4M	—	NEW
30	Orion Porfolio Solutions, LLC	79,07179,071	$4M	—	ADD 8%
31	Cogent Private Wealth, Inc.	78,36178,361	$4M	—	ADD 64%
32	TRUIST FINANCIAL CORP	68,19268,192	$4M	—	ADD 9%
33	CITIGROUP INC	65,55365,553	$4M	—	ADD 142%
34	Index Fund Advisors, Inc.	61,49861,498	$3M	—	ADD 146%
35	Foundations Investment Advisors, LLC	54,93354,933	$3M	—	ADD 43%
36	TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	53,82653,826	$3M	—	ADD 6%
37	LPL Financial LLC	51,04751,047	$3M	—	ADD 18%
38	TCFG WEALTH MANAGEMENT, LLC	49,43949,439	$3M	—	—
39	TCFG Investment Advisors, LLC	49,43949,439	$3M	—	NEW
40	OSAIC HOLDINGS, INC.	48,46848,468	$3M	—	ADD 12%
41	Stratos Investment Management, LLC	47,07247,072	$3M	—	—
42	HEFFERNAN ADVISORY, INC	46,65746,657	$3M	—	ADD 11%
43	Cambridge Investment Research Advisors, Inc.	46,18146,181	$3M	—	ADD 261%
44	Cerity Partners LLC	42,93342,933	$2M	—	NEW
45	Meredith Wealth Planning	42,85142,851	$2M	—	TRIM -8%
46	Sowell Financial Services LLC	39,81239,812	$2M	—	ADD 5%
47	Broadhurst Jeffrey B	37,70837,708	$2M	—	ADD 7%
48	GREAT VALLEY ADVISOR GROUP, INC.	35,01935,019	$2M	—	ADD 15%
49	EverSource Wealth Advisors, LLC	34,69734,697	$2M	—	TRIM -11%
50	Smartleaf Asset Management LLC	34,29034,290	$2M	—	ADD 23%
51	GeoWealth Management, LLC	33,93633,936	$2M	—	ADD 103%
52	Simplicity Wealth,LLC	31,58531,585	$2M	—	ADD 7%
53	PFG Advisors	30,92430,924	$2M	—	ADD 12%
54	Two West Capital Advisors LLC	30,69630,696	$2M	—	ADD 8%
55	CITADEL ADVISORS LLC	28,26428,264	$2M	—	ADD 185%
56	JPMORGAN CHASE & CO	25,81625,816	$1M	—	ADD 296%
57	Excelsior Advisor Network LLC	25,25025,250	$1M	—	—
58	CYPRESS FINANCIAL PLANNING LLC	24,76124,761	$1M	—	ADD 4%
59	Porter White Investment Advisors, Inc.	24,29024,290	$1M	—	ADD 8%
60	Brookstone Capital Management	24,08024,080	$1M	—	ADD 14%
61	CreativeOne Wealth, LLC	22,30922,309	$1M	—	ADD 13%
62	GOLDMAN SACHS GROUP INC	21,34821,348	$1M	—	NEW
63	Werba Rubin Papier Wealth Management	17,28917,289	$935,926	—	ADD 70%
64	MASTER'S WEALTH MANAGEMENT INC.	16,26216,262	$880,327	—	TRIM -17%
65	OLD MISSION CAPITAL LLC	16,02016,020	$867,237	—	NEW
66	DIVERSIFY WEALTH MANAGEMENT, LLC	15,63615,636	$848,937	—	NEW
67	Sterling Wealth Management, Inc.	15,21215,212	$823,497	—	NEW
68	FIRETHORN WEALTH PARTNERS, LLC	14,35114,351	$776,886	—	—
69	Savvy Advisors, Inc.	13,25313,253	$717,450	—	ADD 27%
70	Beacon Pointe Advisors, LLC	12,93712,937	$700,341	—	ADD 35%
71	Triad Wealth Partners, LLC	12,07812,078	$653,862	—	TRIM -8%
72	Selective Wealth Management, Inc.	11,28711,287	$612,809	—	ADD 162%
73	SEI INVESTMENTS CO	11,24111,241	$608,510	—	ADD 42%
74	Ashton Thomas Private Wealth, LLC	11,18211,182	$605,334	—	ADD 2%
75	Foundry Financial LLC	10,79310,793	$584,290	—	TRIM -78%
76	Aspire Private Capital, LLC	10,69710,697	$579,079	—	ADD 19%
77	Private Advisor Group, LLC	10,57910,579	$572,692	—	NEW
78	MML INVESTORS SERVICES, LLC	10,16610,166	$550,323	—	ADD 66%
79	Apella Capital, LLC	9,8199,819	$539,264	—	NEW
80	Hershey Financial Advisers, LLC	9,8489,848	$533,119	—	ADD 8%
81	CHOREO, LLC	9,6569,656	$522,731	—	NEW
82	RCS Financial Planning, LLC	9,6449,644	$522,022	—	—
83	AE Wealth Management LLC	8,6618,661	$468,860	—	ADD 6%
84	SILVER OAK SECURITIES, INCORPORATED	8,5078,507	$460,524	—	ADD 3%
85	Strategic Investment Solutions, Inc. /IL	7,3747,374	$399,219	—	—
86	Kane Co Wealth Management, Inc.	7,3007,300	$395,183	—	—
87	Geneos Wealth Management Inc.	7,2247,224	$391,035	—	ADD 22%
88	Merit Financial Group, LLC	6,8476,847	$370,683	—	ADD 15%
89	XY Planning Network, Inc.	6,8116,811	$369,224	—	—
90	USAdvisors Wealth Management, LLC	6,8576,857	$368,000	—	—
91	Clarity Capital Advisors, LLC	6,6166,616	$358,141	—	—
92	Abel Hall, LLC	6,4656,465	$349,995	—	—
93	Concord Wealth Partners	6,2736,273	$339,577	—	—
94	Williams & Novak, LLC	5,8645,864	$317,887	—	—
95	Focus Partners Advisor Solutions, LLC	4,9664,966	$268,833	—	NEW
96	Gradient Capital Advisors, LLC	4,9614,961	$268,562	—	—
97	Stirlingshire Investments, Inc.	4,9414,941	$267,461	—	ADD 4%
98	IHT Wealth Management, LLC	4,9174,917	$266,180	—	NEW
99	MGO ONE SEVEN LLC	4,7184,718	$255,456	—	TRIM -3%
100	Pinnacle Family Advisors, LLC	4,1084,108	$222,385	—	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

Vestmark Advisory Solutions, Inc.

1.2M

2.7M

1.4M

1.5M

$83M

Integrity Advisory Solutions, LLC

—

866K

1.0M

1.2M

$64M

BANK OF AMERICA CORP /DE/

814K

697K

777K

808K

907K

866K

$47M

INTEGRITY ALLIANCE, LLC.

—

475K

522K

583K

785K

843K

$46M

ENVESTNET ASSET MANAGEMENT INC

412K

512K

592K

673K

728K

657K

$36M

Three Arch Wealth Management LLC

—

550K

560K

$30M

Tencap Wealth Coaching, LLC

—

432K

440K

$24M

DiNuzzo Private Wealth, Inc.

329K

326K

327K

329K

325K

$18M

AA Financial Advisors, LLC

—

316K

$17M

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

—

316K

$17M

OneDigital Investment Advisors LLC

146K

159K

179K

181K

271K

309K

$17M

Wealth Advisors Northwest LLC

56K

111K

164K

195K

224K

281K

$15M

Allworth Financial LP

—

59K

125K

275K

$15M

RFG Advisory, LLC

257K

247K

248K

260K

272K

$15M

DRAVO BAY LLC

200K

192K

195K

217K

241K

267K

$14M

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	119	12,372,287	—	$660M
2025-Q4	109	10,885,192	—	$590M
2025-Q3	95	9,431,441	—	$523M
2025-Q2	78	8,039,697	—	$436M
2025-Q1	71	6,434,956	—	$342M
2024-Q4	62	5,659,241	—	$298M
2024-Q3	52	5,013,427	—	$275M
2024-Q2	40	3,461,802	—	$182M
2024-Q1	30	2,906,897	—	$154M
2023-Q4	19	1,667,434	—	$88M

Short interest has its own tab now — open SI →

DGCB☆

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

Top holders

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

Institutional footprint by quarter

DGCB