DGS

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$59.89

-1.12 (-1.83%)

USD · as of 2026-07-29 · marketstack

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

254 holders

% of shares outstanding held

—

Shares held (13F)

17,649,383

Reporting holders

254

Top holders

largest 100 of 254 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Creative Planning	4,208,2484.2M	$253M	—	TRIM -7%
2	BANK OF AMERICA CORP /DE/	1,282,5271.3M	$77M	—	ADD 10%
3	NATIONAL BANK OF CANADA /FI/	608,600608,600	$37M	—	ADD 5%
4	MORGAN STANLEY	556,169556,169	$33M	—	ADD 6%
5	HighTower Advisors, LLC	517,055517,055	$31M	—	—
6	Unison Advisors LLC	445,149445,149	$27M	—	—
7	ENVESTNET ASSET MANAGEMENT INC	440,521440,521	$26M	—	ADD 6%
8	CAPTRUST FINANCIAL ADVISORS	430,764430,764	$26M	—	ADD 8%
9	LPL Financial LLC	416,879416,879	$25M	—	TRIM -6%
10	FIFTH THIRD BANCORP	378,528378,528	$23M	—	ADD 4%
11	OSAIC HOLDINGS, INC.	367,119367,119	$22M	—	TRIM -2%
12	AMERIPRISE FINANCIAL INC	365,698365,698	$22M	—	ADD 168%
13	Focus Partners Wealth	329,771329,771	$20M	—	—
14	RAYMOND JAMES FINANCIAL INC	321,354321,354	$19M	—	ADD 5%
15	GREAT VALLEY ADVISOR GROUP, INC.	304,500304,500	$18M	—	ADD 5%
16	PARK AVENUE SECURITIES LLC	260,365260,365	$16M	—	ADD 4%
17	WELLS FARGO & COMPANY/MN	248,932248,932	$15M	—	—
18	OLD MISSION CAPITAL LLC	233,815233,815	$14M	—	ADD 1128%
19	Cerity Partners LLC	166,756166,756	$10M	—	TRIM -3%
20	Baker Ellis Asset Management LLC	164,465164,465	$10M	—	ADD 6%
21	Checchi Capital Advisers, LLC	159,151159,151	$10M	—	TRIM -6%
22	Neumann Capital Management, LLC	157,417157,417	$9M	—	—
23	BIP Wealth, LLC	154,391154,391	$9M	—	TRIM -11%
24	Portland Global Advisors LLC	145,956145,956	$9M	—	—
25	Cascade Financial Partners, LLC	144,086144,086	$9M	—	ADD 5%
26	Rockefeller Capital Management L.P.	135,448135,448	$8M	—	—
27	Tortoise Investment Management, LLC	131,140131,140	$8M	—	TRIM -54%
28	Discipline Wealth Solutions, LLC	122,314122,314	$7M	—	ADD 113%
29	Cambridge Investment Research Advisors, Inc.	121,747121,747	$7M	—	ADD 15%
30	O'Connor Financial Group LLC	121,255121,255	$7M	—	—
31	Bristlecone Value Partners, LLC	119,987119,987	$7M	—	—
32	BLUELINE ADVISORS LLC	117,890117,890	$7M	—	ADD 8%
33	Stonebridge Wealth Management, LLC	117,185117,185	$7M	—	—
34	UBS Group AG	116,627116,627	$7M	—	ADD 12%
35	Csenge Advisory Group	114,484114,484	$7M	—	TRIM -12%
36	Empowered Funds, LLC	104,359104,359	$6M	—	NEW
37	Prosperity Consulting Group, LLC	103,469103,469	$6M	—	TRIM -8%
38	Steward Partners Investment Advisory, LLC	94,51694,516	$6M	—	—
39	SMITH, MOORE & CO.	94,02394,023	$6M	—	—
40	Spectrum Wealth Advisory Group, LLC	88,53688,536	$5M	—	TRIM -9%
41	TRB Wealth Management, LLC	84,41684,416	$5M	—	NEW
42	Shore Point Advisors, LLC	104,164104,164	$5M	—	ADD 4%
43	BKM Wealth Management, LLC	79,17179,171	$5M	—	—
44	Cetera Investment Advisers	75,81775,817	$5M	—	—
45	Inlight Wealth Management, LLC	70,73370,733	$4M	—	TRIM -7%
46	Efficient Advisors, LLC	68,93568,935	$4M	—	TRIM -51%
47	Causey Wealth LLC	67,91767,917	$4M	—	TRIM -15%
48	Leibman Financial Services, Inc.	67,56767,567	$4M	—	ADD 3%
49	rebel Financial LLC	67,22867,228	$4M	—	TRIM -5%
50	Econ Financial Services Corp	66,95666,956	$4M	—	ADD 18%
51	MML INVESTORS SERVICES, LLC	65,86265,862	$4M	—	ADD 2%
52	Beckerman Institutional, LLC	64,93264,932	$4M	—	—
53	BlackRock, Inc.	64,78164,781	$4M	—	ADD 69%
54	Addison Advisors LLC	58,03858,038	$3M	—	ADD 3%
55	Stratos Wealth Partners, LTD.	56,00956,009	$3M	—	—
56	United Advisor Group, LLC	54,19354,193	$3M	—	—
57	Haven Private, LLC	50,00150,001	$3M	—	—
58	Premier Private Wealth Management LLC	49,34649,346	$3M	—	TRIM -20%
59	Nicholas Hoffman & Company, LLC.	47,58447,584	$3M	—	—
60	Occidental Asset Management, LLC	46,33746,337	$3M	—	ADD 11%
61	Janney Montgomery Scott LLC	45,93945,939	$3M	—	TRIM -3%
62	Great Point Wealth Advisors, LLC	44,98544,985	$3M	—	TRIM -11%
63	Midway Capital Research & Management	44,41444,414	$3M	—	ADD 5%
64	WESCAP Management Group, Inc.	43,35443,354	$3M	—	—
65	Alpha Omega Wealth Management LLC	42,99042,990	$3M	—	ADD 3%
66	Mariner, LLC	40,31840,318	$2M	—	ADD 472%
67	Sterling Financial Planning, Inc.	39,61639,616	$2M	—	—
68	ROYAL BANK OF CANADA	39,42239,422	$2M	—	TRIM -3%
69	Texas Yale Capital Corp.	38,28438,284	$2M	—	—
70	VISTA INVESTMENT MANAGEMENT	37,04537,045	$2M	—	ADD 3%
71	STIFEL FINANCIAL CORP	35,92835,928	$2M	—	ADD 3%
72	FFG RETIREMENT ADVISORS LLC	35,47435,474	$2M	—	ADD 4%
73	Focus Partners Advisor Solutions, LLC	35,36435,364	$2M	—	TRIM -2%
74	Kestra Advisory Services, LLC	34,97934,979	$2M	—	ADD 8%
75	Sound Stewardship, LLC	34,68934,689	$2M	—	TRIM -3%
76	Marathon Strategic Advisors, LLC	34,49434,494	$2M	—	ADD 3%
77	FAMILY WEALTH PARTNERS, LLC	34,12834,128	$2M	—	TRIM -2%
78	PINNACLE ASSOCIATES LTD	33,99933,999	$2M	—	TRIM -11%
79	Farmers & Merchants Trust Co of Chambersburg PA	31,68531,685	$2M	—	ADD 75%
80	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	31,36031,360	$2M	—	—
81	AQR CAPITAL MANAGEMENT LLC	28,49728,497	$2M	—	NEW
82	Waterfront Wealth Inc.	28,36028,360	$2M	—	ADD 18%
83	JOHNSON INVESTMENT COUNSEL INC	27,22927,229	$2M	—	TRIM -2%
84	NorthCrest Asset Manangement, LLC	25,43325,433	$2M	—	NEW
85	Lifetime Wealth Management P.C.	22,62922,629	$1M	—	ADD 5%
86	Lido Advisors, LLC	22,59522,595	$1M	—	—
87	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	21,83221,832	$1M	—	TRIM -65%
88	WHITTIER TRUST CO	20,84720,847	$1M	—	—
89	Baird Financial Group, Inc.	20,78220,782	$1M	—	TRIM -75%
90	SHRIER WEALTH MANAGEMENT, LLC	20,52220,522	$1M	—	—
91	Financial Harvest, LLC	20,13720,137	$1M	—	ADD 4%
92	Perigon Wealth Management, LLC	20,12620,126	$1M	—	—
93	Evanson Asset Management, LLC	20,07620,076	$1M	—	TRIM -5%
94	Cornerstone Wealth Management, LLC	19,59519,595	$1M	—	—
95	London & Capital Asset Management Ltd	18,82018,820	$1M	—	—
96	COMMONWEALTH EQUITY SERVICES, LLC	17,69617,696	$1M	—	TRIM -5%
97	BOSTON FAMILY OFFICE LLC	16,22816,228	$975,000	—	ADD 30%
98	Lodestone Wealth Management LLC	16,05016,050	$964,605	—	ADD 5%
99	Avos Capital Management, LLC	15,71115,711	$944,204	—	TRIM -86%
100	American Capital Advisory, LLC	15,34315,343	$922,115	—	—

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

Creative Planning

8.9M

7.0M

5.4M

5.0M

4.5M

4.2M

$253M

BANK OF AMERICA CORP /DE/

1.2M

1.1M

1.2M

1.3M

$77M

NATIONAL BANK OF CANADA /FI/

536K

544K

557K

571K

577K

609K

$37M

MORGAN STANLEY

533K

489K

503K

495K

524K

556K

$33M

HighTower Advisors, LLC

536K

572K

508K

510K

511K

517K

$31M

Unison Advisors LLC

807K

719K

534K

442K

444K

445K

$27M

ENVESTNET ASSET MANAGEMENT INC

393K

399K

422K

400K

415K

441K

$26M

CAPTRUST FINANCIAL ADVISORS

—

371K

380K

387K

400K

431K

$26M

LPL Financial LLC

514K

420K

422K

467K

444K

417K

$25M

FIFTH THIRD BANCORP

209K

256K

335K

340K

363K

379K

$23M

OSAIC HOLDINGS, INC.

19K

27K

29K

375K

367K

$22M

AMERIPRISE FINANCIAL INC

365K

122K

143K

372K

136K

366K

$22M

Focus Partners Wealth

14K

38K

327K

330K

$20M

RAYMOND JAMES FINANCIAL INC

224K

201K

247K

276K

306K

321K

$19M

GREAT VALLEY ADVISOR GROUP, INC.

246K

257K

280K

285K

290K

305K

$18M

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	254	17,649,383	—	$1.1B
2025-Q4	251	17,496,660	—	$1.0B
2025-Q3	231	17,652,656	—	$1.0B
2025-Q2	230	18,530,930	—	$1.0B
2025-Q1	224	20,516,589	—	$991M
2024-Q4	243	24,078,642

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 DGS · 2026-Q1 methodology → sources →

254 holders

% of shares outstanding held

—

Shares held (13F)

17,649,383

Reporting holders

254

Top holders

largest 100 of 254 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Creative Planning	4,208,2484.2M	$253M	—	TRIM -7%
2	BANK OF AMERICA CORP /DE/	1,282,5271.3M	$77M	—	ADD 10%
3	NATIONAL BANK OF CANADA /FI/	608,600608,600	$37M	—	ADD 5%
4	MORGAN STANLEY	556,169556,169	$33M	—	ADD 6%
5	HighTower Advisors, LLC	517,055517,055	$31M	—	—
6	Unison Advisors LLC	445,149445,149	$27M	—	—
7	ENVESTNET ASSET MANAGEMENT INC	440,521440,521	$26M	—	ADD 6%
8	CAPTRUST FINANCIAL ADVISORS	430,764430,764	$26M	—	ADD 8%
9	LPL Financial LLC	416,879416,879	$25M	—	TRIM -6%
10	FIFTH THIRD BANCORP	378,528378,528	$23M	—	ADD 4%
11	OSAIC HOLDINGS, INC.	367,119367,119	$22M	—	TRIM -2%
12	AMERIPRISE FINANCIAL INC	365,698365,698	$22M	—	ADD 168%
13	Focus Partners Wealth	329,771329,771	$20M	—	—
14	RAYMOND JAMES FINANCIAL INC	321,354321,354	$19M	—	ADD 5%
15	GREAT VALLEY ADVISOR GROUP, INC.	304,500304,500	$18M	—	ADD 5%
16	PARK AVENUE SECURITIES LLC	260,365260,365	$16M	—	ADD 4%
17	WELLS FARGO & COMPANY/MN	248,932248,932	$15M	—	—
18	OLD MISSION CAPITAL LLC	233,815233,815	$14M	—	ADD 1128%
19	Cerity Partners LLC	166,756166,756	$10M	—	TRIM -3%
20	Baker Ellis Asset Management LLC	164,465164,465	$10M	—	ADD 6%
21	Checchi Capital Advisers, LLC	159,151159,151	$10M	—	TRIM -6%
22	Neumann Capital Management, LLC	157,417157,417	$9M	—	—
23	BIP Wealth, LLC	154,391154,391	$9M	—	TRIM -11%
24	Portland Global Advisors LLC	145,956145,956	$9M	—	—
25	Cascade Financial Partners, LLC	144,086144,086	$9M	—	ADD 5%
26	Rockefeller Capital Management L.P.	135,448135,448	$8M	—	—
27	Tortoise Investment Management, LLC	131,140131,140	$8M	—	TRIM -54%
28	Discipline Wealth Solutions, LLC	122,314122,314	$7M	—	ADD 113%
29	Cambridge Investment Research Advisors, Inc.	121,747121,747	$7M	—	ADD 15%
30	O'Connor Financial Group LLC	121,255121,255	$7M	—	—
31	Bristlecone Value Partners, LLC	119,987119,987	$7M	—	—
32	BLUELINE ADVISORS LLC	117,890117,890	$7M	—	ADD 8%
33	Stonebridge Wealth Management, LLC	117,185117,185	$7M	—	—
34	UBS Group AG	116,627116,627	$7M	—	ADD 12%
35	Csenge Advisory Group	114,484114,484	$7M	—	TRIM -12%
36	Empowered Funds, LLC	104,359104,359	$6M	—	NEW
37	Prosperity Consulting Group, LLC	103,469103,469	$6M	—	TRIM -8%
38	Steward Partners Investment Advisory, LLC	94,51694,516	$6M	—	—
39	SMITH, MOORE & CO.	94,02394,023	$6M	—	—
40	Spectrum Wealth Advisory Group, LLC	88,53688,536	$5M	—	TRIM -9%
41	TRB Wealth Management, LLC	84,41684,416	$5M	—	NEW
42	Shore Point Advisors, LLC	104,164104,164	$5M	—	ADD 4%
43	BKM Wealth Management, LLC	79,17179,171	$5M	—	—
44	Cetera Investment Advisers	75,81775,817	$5M	—	—
45	Inlight Wealth Management, LLC	70,73370,733	$4M	—	TRIM -7%
46	Efficient Advisors, LLC	68,93568,935	$4M	—	TRIM -51%
47	Causey Wealth LLC	67,91767,917	$4M	—	TRIM -15%
48	Leibman Financial Services, Inc.	67,56767,567	$4M	—	ADD 3%
49	rebel Financial LLC	67,22867,228	$4M	—	TRIM -5%
50	Econ Financial Services Corp	66,95666,956	$4M	—	ADD 18%
51	MML INVESTORS SERVICES, LLC	65,86265,862	$4M	—	ADD 2%
52	Beckerman Institutional, LLC	64,93264,932	$4M	—	—
53	BlackRock, Inc.	64,78164,781	$4M	—	ADD 69%
54	Addison Advisors LLC	58,03858,038	$3M	—	ADD 3%
55	Stratos Wealth Partners, LTD.	56,00956,009	$3M	—	—
56	United Advisor Group, LLC	54,19354,193	$3M	—	—
57	Haven Private, LLC	50,00150,001	$3M	—	—
58	Premier Private Wealth Management LLC	49,34649,346	$3M	—	TRIM -20%
59	Nicholas Hoffman & Company, LLC.	47,58447,584	$3M	—	—
60	Occidental Asset Management, LLC	46,33746,337	$3M	—	ADD 11%
61	Janney Montgomery Scott LLC	45,93945,939	$3M	—	TRIM -3%
62	Great Point Wealth Advisors, LLC	44,98544,985	$3M	—	TRIM -11%
63	Midway Capital Research & Management	44,41444,414	$3M	—	ADD 5%
64	WESCAP Management Group, Inc.	43,35443,354	$3M	—	—
65	Alpha Omega Wealth Management LLC	42,99042,990	$3M	—	ADD 3%
66	Mariner, LLC	40,31840,318	$2M	—	ADD 472%
67	Sterling Financial Planning, Inc.	39,61639,616	$2M	—	—
68	ROYAL BANK OF CANADA	39,42239,422	$2M	—	TRIM -3%
69	Texas Yale Capital Corp.	38,28438,284	$2M	—	—
70	VISTA INVESTMENT MANAGEMENT	37,04537,045	$2M	—	ADD 3%
71	STIFEL FINANCIAL CORP	35,92835,928	$2M	—	ADD 3%
72	FFG RETIREMENT ADVISORS LLC	35,47435,474	$2M	—	ADD 4%
73	Focus Partners Advisor Solutions, LLC	35,36435,364	$2M	—	TRIM -2%
74	Kestra Advisory Services, LLC	34,97934,979	$2M	—	ADD 8%
75	Sound Stewardship, LLC	34,68934,689	$2M	—	TRIM -3%
76	Marathon Strategic Advisors, LLC	34,49434,494	$2M	—	ADD 3%
77	FAMILY WEALTH PARTNERS, LLC	34,12834,128	$2M	—	TRIM -2%
78	PINNACLE ASSOCIATES LTD	33,99933,999	$2M	—	TRIM -11%
79	Farmers & Merchants Trust Co of Chambersburg PA	31,68531,685	$2M	—	ADD 75%
80	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	31,36031,360	$2M	—	—
81	AQR CAPITAL MANAGEMENT LLC	28,49728,497	$2M	—	NEW
82	Waterfront Wealth Inc.	28,36028,360	$2M	—	ADD 18%
83	JOHNSON INVESTMENT COUNSEL INC	27,22927,229	$2M	—	TRIM -2%
84	NorthCrest Asset Manangement, LLC	25,43325,433	$2M	—	NEW
85	Lifetime Wealth Management P.C.	22,62922,629	$1M	—	ADD 5%
86	Lido Advisors, LLC	22,59522,595	$1M	—	—
87	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	21,83221,832	$1M	—	TRIM -65%
88	WHITTIER TRUST CO	20,84720,847	$1M	—	—
89	Baird Financial Group, Inc.	20,78220,782	$1M	—	TRIM -75%
90	SHRIER WEALTH MANAGEMENT, LLC	20,52220,522	$1M	—	—
91	Financial Harvest, LLC	20,13720,137	$1M	—	ADD 4%
92	Perigon Wealth Management, LLC	20,12620,126	$1M	—	—
93	Evanson Asset Management, LLC	20,07620,076	$1M	—	TRIM -5%
94	Cornerstone Wealth Management, LLC	19,59519,595	$1M	—	—
95	London & Capital Asset Management Ltd	18,82018,820	$1M	—	—
96	COMMONWEALTH EQUITY SERVICES, LLC	17,69617,696	$1M	—	TRIM -5%
97	BOSTON FAMILY OFFICE LLC	16,22816,228	$975,000	—	ADD 30%
98	Lodestone Wealth Management LLC	16,05016,050	$964,605	—	ADD 5%
99	Avos Capital Management, LLC	15,71115,711	$944,204	—	TRIM -86%
100	American Capital Advisory, LLC	15,34315,343	$922,115	—	—

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

Creative Planning

8.9M

7.0M

5.4M

5.0M

4.5M

4.2M

$253M

BANK OF AMERICA CORP /DE/

1.2M

1.1M

1.2M

1.3M

$77M

NATIONAL BANK OF CANADA /FI/

536K

544K

557K

571K

577K

609K

$37M

MORGAN STANLEY

533K

489K

503K

495K

524K

556K

$33M

HighTower Advisors, LLC

536K

572K

508K

510K

511K

517K

$31M

Unison Advisors LLC

807K

719K

534K

442K

444K

445K

$27M

ENVESTNET ASSET MANAGEMENT INC

393K

399K

422K

400K

415K

441K

$26M

CAPTRUST FINANCIAL ADVISORS

—

371K

380K

387K

400K

431K

$26M

LPL Financial LLC

514K

420K

422K

467K

444K

417K

$25M

FIFTH THIRD BANCORP

209K

256K

335K

340K

363K

379K

$23M

OSAIC HOLDINGS, INC.

19K

27K

29K

375K

367K

$22M

AMERIPRISE FINANCIAL INC

365K

122K

143K

372K

136K

366K

$22M

Focus Partners Wealth

14K

38K

327K

330K

$20M

RAYMOND JAMES FINANCIAL INC

224K

201K

247K

276K

306K

321K

$19M

GREAT VALLEY ADVISOR GROUP, INC.

246K

257K

280K

285K

290K

305K

$18M

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	254	17,649,383	—	$1.1B
2025-Q4	251	17,496,660	—	$1.0B
2025-Q3	231	17,652,656	—	$1.0B
2025-Q2	230	18,530,930	—	$1.0B
2025-Q1	224	20,516,589	—	$991M
2024-Q4	243	24,078,642

Short interest has its own tab now — open SI →

DGS☆

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

Top holders

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

Institutional footprint by quarter

DGS