DLN

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$97.84

-1.16 (-1.17%)

USD · as of 2026-07-29 · marketstack

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

463 holders

% of shares outstanding held

—

Shares held (13F)

42,343,401

Reporting holders

463

Top holders

largest 100 of 463 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	3,886,6643.9M	$347M	—	ADD 9%
2	PNC FINANCIAL SERVICES GROUP, INC.	3,668,2983.7M	$328M	—	TRIM -5%
3	MORGAN STANLEY	2,870,1772.9M	$256M	—	—
4	Focus Partners Wealth	2,588,2352.6M	$231M	—	—
5	AMERIPRISE FINANCIAL INC	1,919,7341.9M	$171M	—	ADD 8%
6	Creative Planning	1,367,7401.4M	$122M	—	—
7	GREAT VALLEY ADVISOR GROUP, INC.	1,346,2771.3M	$120M	—	ADD 4%
8	UBS Group AG	1,315,8891.3M	$118M	—	TRIM -3%
9	BANK OF AMERICA CORP /DE/	1,211,3071.2M	$108M	—	ADD 6%
10	Trilogy Capital Inc.	1,165,0601.2M	$104M	—	ADD 4%
11	Evercore Wealth Management, LLC	1,046,4301.0M	$93M	—	—
12	Cetera Investment Advisers	1,006,9971.0M	$90M	—	ADD 6%
13	Clearstead Advisors, LLC	976,282976,282	$87M	—	TRIM -7%
14	WELLS FARGO & COMPANY/MN	804,461804,461	$72M	—	ADD 15%
15	Cambridge Investment Research Advisors, Inc.	753,581753,581	$67M	—	ADD 4%
16	ENVESTNET ASSET MANAGEMENT INC	734,768734,768	$66M	—	—
17	COMMONWEALTH EQUITY SERVICES, LLC	595,329595,329	$53M	—	—
18	RAYMOND JAMES FINANCIAL INC	595,138595,138	$53M	—	—
19	Waterway Wealth Management, LLC	675,342675,342	$53M	—	TRIM -4%
20	OSAIC HOLDINGS, INC.	511,879511,879	$46M	—	—
21	ROYAL BANK OF CANADA	466,523466,523	$42M	—	TRIM -9%
22	CLG LLC	430,968430,968	$38M	—	—
23	IAG Wealth Partners, LLC	399,184399,184	$36M	—	ADD 2%
24	Lee-Kelleher Wealth Management	384,193384,193	$34M	—	ADD 3%
25	GOLDMAN SACHS GROUP INC	360,723360,723	$32M	—	ADD 11%
26	Rockefeller Capital Management L.P.	360,310360,310	$32M	—	TRIM -3%
27	LRI Investments, LLC	332,836332,836	$30M	—	—
28	Stratos Wealth Partners, LTD.	329,663329,663	$29M	—	TRIM -10%
29	Fox Financial, Inc	313,429313,429	$28M	—	—
30	Private Advisor Group, LLC	285,986285,986	$26M	—	ADD 9%
31	Baird Financial Group, Inc.	276,256276,256	$25M	—	TRIM -21%
32	FIDELIS iM, LLC	265,790265,790	$24M	—	—
33	Fairway Wealth LLC	262,860262,860	$23M	—	TRIM -6%
34	MAI Capital Management	258,248258,248	$23M	—	ADD 4%
35	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	243,855243,855	$22M	—	ADD 7%
36	Kestra Advisory Services, LLC	242,960242,960	$22M	—	ADD 22%
37	Corient Private Wealth LLC	238,925238,925	$21M	—	TRIM -51%
38	NerdWallet Wealth Partners, LLC	235,046235,046	$21M	—	ADD 6%
39	D.A. DAVIDSON & CO.	213,330213,330	$19M	—	—
40	Sanctuary Advisors, LLC	209,764209,764	$19M	—	ADD 3%
41	Revolve Wealth Partners, LLC	197,288197,288	$18M	—	TRIM -7%
42	HighTower Advisors, LLC	194,476194,476	$17M	—	ADD 5%
43	Steward Partners Investment Advisory, LLC	191,208191,208	$17M	—	—
44	JPMORGAN CHASE & CO	187,412187,412	$16M	—	—
45	truNorth Financial Services, Inc.	144,372144,372	$13M	—	ADD 4%
46	BLAIR WILLIAM & CO/IL	131,267131,267	$12M	—	ADD 11%
47	Arkadios Wealth Advisors	126,091126,091	$11M	—	ADD 567%
48	Advisors Preferred, LLC	122,349122,349	$11M	—	ADD 84%
49	United Advisor Group, LLC	122,029122,029	$11M	—	—
50	Strategic Family Wealth Counselors, L.L.C.	119,735119,735	$11M	—	—
51	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	116,729116,729	$10M	—	TRIM -26%
52	Concurrent Investment Advisors, LLC	110,950110,950	$10M	—	ADD 60%
53	Stratos Wealth Advisors, LLC	108,242108,242	$10M	—	—
54	TopTier Wealth Management, LLC	105,737105,737	$9M	—	ADD 6%
55	Equitable Holdings, Inc.	106,068106,068	$9M	—	ADD 15%
56	CX Institutional	103,142103,142	$9M	—	—
57	Key Financial Inc	95,53795,537	$9M	—	—
58	ASPIRIANT, LLC	93,71593,715	$8M	—	ADD 5%
59	MOLLER WEALTH PARTNERS	92,05492,054	$8M	—	ADD 4%
60	STIFEL FINANCIAL CORP	91,07291,072	$8M	—	—
61	One Wealth Map LLC	73,93073,930	$7M	—	TRIM -2%
62	FIRST AMERICAN TRUST, FSB	72,18372,183	$6M	—	TRIM -41%
63	TRUIST FINANCIAL CORP	68,06468,064	$6M	—	TRIM -2%
64	MOSAIC FAMILY WEALTH PARTNERS, LLC	66,82566,825	$6M	—	ADD 22%
65	KESTRA PRIVATE WEALTH SERVICES, LLC	66,20266,202	$6M	—	—
66	BROWN BROTHERS HARRIMAN & CO	64,57864,578	$6M	—	—
67	Janney Montgomery Scott LLC	64,21664,216	$6M	—	—
68	1900 WEALTH MANAGEMENT LLC	62,52862,528	$6M	—	—
69	Centennial Wealth Advisory LLC	62,27462,274	$6M	—	ADD 119%
70	Graves Light Lenhart Wealth, Inc.	61,51361,513	$5M	—	—
71	TOBIAS FINANCIAL ADVISORS, INC.	61,41461,414	$5M	—	TRIM -8%
72	Koshinski Asset Management, Inc.	59,78659,786	$5M	—	—
73	Gladstone Institutional Advisory LLC	58,79158,791	$5M	—	ADD 5%
74	Geneos Wealth Management Inc.	58,72058,720	$5M	—	—
75	CAPTRUST FINANCIAL ADVISORS	57,35157,351	$5M	—	TRIM -2%
76	Etesian Wealth Advisors, Inc.	56,41656,416	$5M	—	ADD 16%
77	Sigma Planning Corp	54,30354,303	$5M	—	—
78	EP Wealth Advisors, LLC	53,77053,770	$5M	—	—
79	FIFTH THIRD BANCORP	53,12653,126	$5M	—	NEW
80	Clearwater Capital Advisors, LLC	52,47452,474	$5M	—	—
81	Stenger Family Office, LLC	50,56950,569	$5M	—	NEW
82	KINGSWOOD WEALTH ADVISORS, LLC	50,55050,550	$5M	—	—
83	Circle Wealth Management, LLC	49,37649,376	$4M	—	—
84	MidAtlantic Capital Management, Inc.	46,62646,626	$4M	—	ADD 4%
85	Cerity Partners LLC	46,50846,508	$4M	—	—
86	Cresset Asset Management, LLC	46,12946,129	$4M	—	—
87	Nadler Financial Group, Inc.	43,43243,432	$4M	—	TRIM -7%
88	ASSETMARK, INC	43,02843,028	$4M	—	TRIM -2%
89	Linscomb Wealth, Inc.	42,30842,308	$4M	—	TRIM -9%
90	Wealthspire Advisors, LLC	41,15941,159	$4M	—	—
91	True Link Financial Advisors, LLC	38,62338,623	$3M	—	—
92	&PARTNERS	38,25238,252	$3M	—	ADD 35%
93	MML INVESTORS SERVICES, LLC	38,01938,019	$3M	—	TRIM -11%
94	Avant Capital LLC	37,76637,766	$3M	—	TRIM -5%
95	FMR LLC	37,71337,713	$3M	—	ADD 3%
96	Meridian Financial Partners LLC	37,21337,213	$3M	—	—
97	MATHER GROUP, LLC.	32,07532,075	$3M	—	—
98	COLDSTREAM CAPITAL MANAGEMENT INC	31,35931,359	$3M	—	ADD 5%
99	KEYBANK NATIONAL ASSOCIATION/OH	31,34531,345	$3M	—	—
100	CRA Financial Services, LLC	31,13431,134	$3M	—	—

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

LPL Financial LLC

3.0M

3.5M

3.2M

3.5M

3.6M

3.9M

$347M

PNC FINANCIAL SERVICES GROUP, INC.

3.9M

3.7M

$328M

MORGAN STANLEY

2.9M

3.0M

2.9M

$256M

Focus Partners Wealth

4.7M

2.4M

2.5M

2.6M

$231M

AMERIPRISE FINANCIAL INC

1.8M

1.4M

2.1M

1.8M

1.9M

$171M

Creative Planning

1.4M

$122M

GREAT VALLEY ADVISOR GROUP, INC.

951K

1.0M

1.2M

1.3M

$120M

UBS Group AG

1.3M

1.4M

1.3M

$118M

BANK OF AMERICA CORP /DE/

1.7M

991K

1.0M

1.2M

1.1M

1.2M

$108M

Trilogy Capital Inc.

—

1.2M

1.1M

1.2M

$104M

Evercore Wealth Management, LLC

1.1M

1.0M

$93M

Cetera Investment Advisers

724K

643K

723K

859K

951K

1.0M

$90M

Clearstead Advisors, LLC

720K

1.0M

1.1M

976K

$87M

WELLS FARGO & COMPANY/MN

653K

671K

685K

699K

804K

$72M

Cambridge Investment Research Advisors, Inc.

580K

586K

636K

702K

722K

754K

$67M

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	463	42,343,401	—	$3.8B
2025-Q4	457	42,792,972	—	$3.7B
2025-Q3	435	41,699,729	—	$3.6B
2025-Q2	432	41,298,022	—	$3.4B
2025-Q1	418	39,755,384	—	$3.2B
2024-Q4	405	40,684,203

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 DLN · 2026-Q1 methodology → sources →

463 holders

% of shares outstanding held

—

Shares held (13F)

42,343,401

Reporting holders

463

Top holders

largest 100 of 463 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	3,886,6643.9M	$347M	—	ADD 9%
2	PNC FINANCIAL SERVICES GROUP, INC.	3,668,2983.7M	$328M	—	TRIM -5%
3	MORGAN STANLEY	2,870,1772.9M	$256M	—	—
4	Focus Partners Wealth	2,588,2352.6M	$231M	—	—
5	AMERIPRISE FINANCIAL INC	1,919,7341.9M	$171M	—	ADD 8%
6	Creative Planning	1,367,7401.4M	$122M	—	—
7	GREAT VALLEY ADVISOR GROUP, INC.	1,346,2771.3M	$120M	—	ADD 4%
8	UBS Group AG	1,315,8891.3M	$118M	—	TRIM -3%
9	BANK OF AMERICA CORP /DE/	1,211,3071.2M	$108M	—	ADD 6%
10	Trilogy Capital Inc.	1,165,0601.2M	$104M	—	ADD 4%
11	Evercore Wealth Management, LLC	1,046,4301.0M	$93M	—	—
12	Cetera Investment Advisers	1,006,9971.0M	$90M	—	ADD 6%
13	Clearstead Advisors, LLC	976,282976,282	$87M	—	TRIM -7%
14	WELLS FARGO & COMPANY/MN	804,461804,461	$72M	—	ADD 15%
15	Cambridge Investment Research Advisors, Inc.	753,581753,581	$67M	—	ADD 4%
16	ENVESTNET ASSET MANAGEMENT INC	734,768734,768	$66M	—	—
17	COMMONWEALTH EQUITY SERVICES, LLC	595,329595,329	$53M	—	—
18	RAYMOND JAMES FINANCIAL INC	595,138595,138	$53M	—	—
19	Waterway Wealth Management, LLC	675,342675,342	$53M	—	TRIM -4%
20	OSAIC HOLDINGS, INC.	511,879511,879	$46M	—	—
21	ROYAL BANK OF CANADA	466,523466,523	$42M	—	TRIM -9%
22	CLG LLC	430,968430,968	$38M	—	—
23	IAG Wealth Partners, LLC	399,184399,184	$36M	—	ADD 2%
24	Lee-Kelleher Wealth Management	384,193384,193	$34M	—	ADD 3%
25	GOLDMAN SACHS GROUP INC	360,723360,723	$32M	—	ADD 11%
26	Rockefeller Capital Management L.P.	360,310360,310	$32M	—	TRIM -3%
27	LRI Investments, LLC	332,836332,836	$30M	—	—
28	Stratos Wealth Partners, LTD.	329,663329,663	$29M	—	TRIM -10%
29	Fox Financial, Inc	313,429313,429	$28M	—	—
30	Private Advisor Group, LLC	285,986285,986	$26M	—	ADD 9%
31	Baird Financial Group, Inc.	276,256276,256	$25M	—	TRIM -21%
32	FIDELIS iM, LLC	265,790265,790	$24M	—	—
33	Fairway Wealth LLC	262,860262,860	$23M	—	TRIM -6%
34	MAI Capital Management	258,248258,248	$23M	—	ADD 4%
35	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	243,855243,855	$22M	—	ADD 7%
36	Kestra Advisory Services, LLC	242,960242,960	$22M	—	ADD 22%
37	Corient Private Wealth LLC	238,925238,925	$21M	—	TRIM -51%
38	NerdWallet Wealth Partners, LLC	235,046235,046	$21M	—	ADD 6%
39	D.A. DAVIDSON & CO.	213,330213,330	$19M	—	—
40	Sanctuary Advisors, LLC	209,764209,764	$19M	—	ADD 3%
41	Revolve Wealth Partners, LLC	197,288197,288	$18M	—	TRIM -7%
42	HighTower Advisors, LLC	194,476194,476	$17M	—	ADD 5%
43	Steward Partners Investment Advisory, LLC	191,208191,208	$17M	—	—
44	JPMORGAN CHASE & CO	187,412187,412	$16M	—	—
45	truNorth Financial Services, Inc.	144,372144,372	$13M	—	ADD 4%
46	BLAIR WILLIAM & CO/IL	131,267131,267	$12M	—	ADD 11%
47	Arkadios Wealth Advisors	126,091126,091	$11M	—	ADD 567%
48	Advisors Preferred, LLC	122,349122,349	$11M	—	ADD 84%
49	United Advisor Group, LLC	122,029122,029	$11M	—	—
50	Strategic Family Wealth Counselors, L.L.C.	119,735119,735	$11M	—	—
51	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	116,729116,729	$10M	—	TRIM -26%
52	Concurrent Investment Advisors, LLC	110,950110,950	$10M	—	ADD 60%
53	Stratos Wealth Advisors, LLC	108,242108,242	$10M	—	—
54	TopTier Wealth Management, LLC	105,737105,737	$9M	—	ADD 6%
55	Equitable Holdings, Inc.	106,068106,068	$9M	—	ADD 15%
56	CX Institutional	103,142103,142	$9M	—	—
57	Key Financial Inc	95,53795,537	$9M	—	—
58	ASPIRIANT, LLC	93,71593,715	$8M	—	ADD 5%
59	MOLLER WEALTH PARTNERS	92,05492,054	$8M	—	ADD 4%
60	STIFEL FINANCIAL CORP	91,07291,072	$8M	—	—
61	One Wealth Map LLC	73,93073,930	$7M	—	TRIM -2%
62	FIRST AMERICAN TRUST, FSB	72,18372,183	$6M	—	TRIM -41%
63	TRUIST FINANCIAL CORP	68,06468,064	$6M	—	TRIM -2%
64	MOSAIC FAMILY WEALTH PARTNERS, LLC	66,82566,825	$6M	—	ADD 22%
65	KESTRA PRIVATE WEALTH SERVICES, LLC	66,20266,202	$6M	—	—
66	BROWN BROTHERS HARRIMAN & CO	64,57864,578	$6M	—	—
67	Janney Montgomery Scott LLC	64,21664,216	$6M	—	—
68	1900 WEALTH MANAGEMENT LLC	62,52862,528	$6M	—	—
69	Centennial Wealth Advisory LLC	62,27462,274	$6M	—	ADD 119%
70	Graves Light Lenhart Wealth, Inc.	61,51361,513	$5M	—	—
71	TOBIAS FINANCIAL ADVISORS, INC.	61,41461,414	$5M	—	TRIM -8%
72	Koshinski Asset Management, Inc.	59,78659,786	$5M	—	—
73	Gladstone Institutional Advisory LLC	58,79158,791	$5M	—	ADD 5%
74	Geneos Wealth Management Inc.	58,72058,720	$5M	—	—
75	CAPTRUST FINANCIAL ADVISORS	57,35157,351	$5M	—	TRIM -2%
76	Etesian Wealth Advisors, Inc.	56,41656,416	$5M	—	ADD 16%
77	Sigma Planning Corp	54,30354,303	$5M	—	—
78	EP Wealth Advisors, LLC	53,77053,770	$5M	—	—
79	FIFTH THIRD BANCORP	53,12653,126	$5M	—	NEW
80	Clearwater Capital Advisors, LLC	52,47452,474	$5M	—	—
81	Stenger Family Office, LLC	50,56950,569	$5M	—	NEW
82	KINGSWOOD WEALTH ADVISORS, LLC	50,55050,550	$5M	—	—
83	Circle Wealth Management, LLC	49,37649,376	$4M	—	—
84	MidAtlantic Capital Management, Inc.	46,62646,626	$4M	—	ADD 4%
85	Cerity Partners LLC	46,50846,508	$4M	—	—
86	Cresset Asset Management, LLC	46,12946,129	$4M	—	—
87	Nadler Financial Group, Inc.	43,43243,432	$4M	—	TRIM -7%
88	ASSETMARK, INC	43,02843,028	$4M	—	TRIM -2%
89	Linscomb Wealth, Inc.	42,30842,308	$4M	—	TRIM -9%
90	Wealthspire Advisors, LLC	41,15941,159	$4M	—	—
91	True Link Financial Advisors, LLC	38,62338,623	$3M	—	—
92	&PARTNERS	38,25238,252	$3M	—	ADD 35%
93	MML INVESTORS SERVICES, LLC	38,01938,019	$3M	—	TRIM -11%
94	Avant Capital LLC	37,76637,766	$3M	—	TRIM -5%
95	FMR LLC	37,71337,713	$3M	—	ADD 3%
96	Meridian Financial Partners LLC	37,21337,213	$3M	—	—
97	MATHER GROUP, LLC.	32,07532,075	$3M	—	—
98	COLDSTREAM CAPITAL MANAGEMENT INC	31,35931,359	$3M	—	ADD 5%
99	KEYBANK NATIONAL ASSOCIATION/OH	31,34531,345	$3M	—	—
100	CRA Financial Services, LLC	31,13431,134	$3M	—	—

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

LPL Financial LLC

3.0M

3.5M

3.2M

3.5M

3.6M

3.9M

$347M

PNC FINANCIAL SERVICES GROUP, INC.

3.9M

3.7M

$328M

MORGAN STANLEY

2.9M

3.0M

2.9M

$256M

Focus Partners Wealth

4.7M

2.4M

2.5M

2.6M

$231M

AMERIPRISE FINANCIAL INC

1.8M

1.4M

2.1M

1.8M

1.9M

$171M

Creative Planning

1.4M

$122M

GREAT VALLEY ADVISOR GROUP, INC.

951K

1.0M

1.2M

1.3M

$120M

UBS Group AG

1.3M

1.4M

1.3M

$118M

BANK OF AMERICA CORP /DE/

1.7M

991K

1.0M

1.2M

1.1M

1.2M

$108M

Trilogy Capital Inc.

—

1.2M

1.1M

1.2M

$104M

Evercore Wealth Management, LLC

1.1M

1.0M

$93M

Cetera Investment Advisers

724K

643K

723K

859K

951K

1.0M

$90M

Clearstead Advisors, LLC

720K

1.0M

1.1M

976K

$87M

WELLS FARGO & COMPANY/MN

653K

671K

685K

699K

804K

$72M

Cambridge Investment Research Advisors, Inc.

580K

586K

636K

702K

722K

754K

$67M

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	463	42,343,401	—	$3.8B
2025-Q4	457	42,792,972	—	$3.7B
2025-Q3	435	41,699,729	—	$3.6B
2025-Q2	432	41,298,022	—	$3.4B
2025-Q1	418	39,755,384	—	$3.2B
2024-Q4	405	40,684,203

Short interest has its own tab now — open SI →

DLN☆

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

Top holders

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

Institutional footprint by quarter

DLN