DLS

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$84.41

-0.70 (-0.83%)

USD · as of 2026-07-29 · marketstack

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

204 holders

% of shares outstanding held

—

Shares held (13F)

4,446,473

Reporting holders

204

Top holders

largest 100 of 204 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Savant Capital, LLC	751,429751,429	$61M	—	TRIM -3%
2	BIP Wealth, LLC	259,514259,514	$21M	—	TRIM -4%
3	BANK OF AMERICA CORP /DE/	257,909257,909	$21M	—	ADD 42%
4	LRI Investments, LLC	193,374193,374	$16M	—	—
5	MORGAN STANLEY	156,725156,725	$13M	—	TRIM -2%
6	HighTower Advisors, LLC	114,526114,526	$9M	—	—
7	RAYMOND JAMES FINANCIAL INC	107,958107,958	$9M	—	—
8	MAI Capital Management	97,86997,869	$8M	—	—
9	OSAIC HOLDINGS, INC.	91,70291,702	$7M	—	—
10	Compound Planning, Inc.	83,14783,147	$7M	—	TRIM -3%
11	WELLS FARGO & COMPANY/MN	82,30582,305	$7M	—	ADD 4%
12	Evanson Asset Management, LLC	81,88781,887	$7M	—	TRIM -2%
13	Csenge Advisory Group	73,72473,724	$6M	—	TRIM -11%
14	FLOW TRADERS U.S. LLC	70,66270,662	$6M	—	NEW
15	Great Point Wealth Advisors, LLC	69,69369,693	$6M	—	TRIM -8%
16	Neumann Capital Management, LLC	66,21966,219	$5M	—	—
17	BANK OF MONTREAL /CAN/	60,50560,505	$5M	—	TRIM -9%
18	WESCAP Management Group, Inc.	60,39360,393	$5M	—	—
19	Checchi Capital Advisers, LLC	59,25959,259	$5M	—	TRIM -15%
20	Corient Private Wealth LLC	57,73157,731	$5M	—	TRIM -49%
21	UBS Group AG	57,32757,327	$5M	—	TRIM -25%
22	Elwood & Goetz Wealth Advisory Group, LLC	56,51356,513	$5M	—	—
23	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	56,24356,243	$5M	—	—
24	Kestra Advisory Services, LLC	52,82352,823	$4M	—	ADD 37%
25	LPL Financial LLC	49,92249,922	$4M	—	—
26	Waterfront Wealth Inc.	47,05247,052	$4M	—	TRIM -15%
27	Grove Street Fiduciary, LLC	43,26843,268	$4M	—	TRIM -3%
28	Creative Planning	40,36340,363	$3M	—	ADD 2%
29	Focus Partners Advisor Solutions, LLC	37,12237,122	$3M	—	TRIM -6%
30	ROYAL BANK OF CANADA	36,68836,688	$3M	—	TRIM -2%
31	FAMILY WEALTH PARTNERS, LLC	35,59135,591	$3M	—	TRIM -3%
32	Wealth Architects, LLC	32,28532,285	$3M	—	TRIM -7%
33	Janney Montgomery Scott LLC	32,02232,022	$3M	—	TRIM -5%
34	JANE STREET GROUP, LLC	31,29631,296	$3M	—	ADD 331%
35	Rockefeller Capital Management L.P.	31,25731,257	$3M	—	—
36	HARBOUR INVESTMENTS, INC.	31,15831,158	$3M	—	ADD 3%
37	SMITH, MOORE & CO.	27,92927,929	$2M	—	—
38	Allworth Financial LP	25,74525,745	$2M	—	TRIM -7%
39	Marathon Strategic Advisors, LLC	25,21525,215	$2M	—	ADD 2%
40	Atria Investments, Inc	24,63024,630	$2M	—	TRIM -8%
41	Mariner, LLC	24,28424,284	$2M	—	ADD 527%
42	Impact Capital Partners LLC	24,07724,077	$2M	—	ADD 13%
43	GHP Investment Advisors, Inc.	23,38623,386	$2M	—	TRIM -4%
44	ENVESTNET ASSET MANAGEMENT INC	23,07923,079	$2M	—	ADD 3%
45	JONES FINANCIAL COMPANIES LLLP	21,56521,565	$2M	—	—
46	RITHOLTZ WEALTH MANAGEMENT	20,36420,364	$2M	—	—
47	Cetera Investment Advisers	19,71519,715	$2M	—	ADD 17%
48	McLean Asset Management Corp	19,18119,181	$2M	—	TRIM -3%
49	Larson Financial Group LLC	19,03819,038	$2M	—	—
50	Waverly Advisors, LLC	18,45518,455	$2M	—	—
51	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	17,96817,968	$1M	—	—
52	TOWLE & CO	17,45617,456	$1M	—	NEW
53	Wealth Care LLC	17,13917,139	$1M	—	NEW
54	Addison Advisors LLC	16,80016,800	$1M	—	—
55	Sharper & Granite LLC	15,84015,840	$1M	—	TRIM -8%
56	CITIGROUP INC	15,26315,263	$1M	—	ADD 3%
57	Beaird Harris Wealth Management, LLC	14,61414,614	$1M	—	TRIM -9%
58	Betterment LLC	14,49114,491	$1M	—	TRIM -6%
59	Capital Analysts, LLC	14,12114,121	$1M	—	ADD 5%
60	CoreCap Advisors, LLC	13,31413,314	$1M	—	—
61	Bruce G. Allen Investments, LLC	12,74212,742	$1M	—	TRIM -6%
62	COMMONWEALTH EQUITY SERVICES, LLC	12,60812,608	$1M	—	TRIM -41%
63	Tortoise Investment Management, LLC	12,58412,584	$1M	—	TRIM -6%
64	Farther Finance Advisors, LLC	12,29912,299	$1M	—	ADD 42%
65	Equitable Holdings, Inc.	12,16612,166	$985,568	—	ADD 3%
66	RFG Advisory, LLC	11,37311,373	$926,874	—	NEW
67	Stonebridge Wealth Management, LLC	10,64110,641	$867,242	—	—
68	Shakespeare Wealth Management, LLC	10,20810,208	$831,952	—	—
69	Discipline Wealth Solutions, LLC	9,8179,817	$800,079	—	TRIM -8%
70	Spire Wealth Management	9,6809,680	$788,933	—	TRIM -12%
71	Windward Private Wealth Management Inc.	9,5839,583	$781,015	—	—
72	Longview Financial Advisors LLC	8,7748,774	$715,081	—	—
73	Baird Financial Group, Inc.	8,3978,397	$684,356	—	ADD 128%
74	Cerity Partners LLC	8,1718,171	$665,981	—	TRIM -3%
75	Sequoia Financial Advisors, LLC	8,1088,108	$660,802	—	—
76	Lester Murray Antman dba SimplyRich	7,8967,896	$643,000	—	—
77	Tandem Investment Partners LLC	7,6707,670	$625,105	—	TRIM -72%
78	FIFTH THIRD BANCORP	7,6437,643	$622,905	—	ADD 113%
79	Envision Financial LLC	7,5987,598	$619,211	—	TRIM -12%
80	Sound Stewardship, LLC	7,3707,370	$600,667	—	TRIM -6%
81	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	7,2557,255	$591,255	—	—
82	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	6,9446,944	$571,630	—	TRIM -21%
83	JFS WEALTH ADVISORS, LLC	6,7156,715	$547,290	—	TRIM -3%
84	STIFEL FINANCIAL CORP	6,6456,645	$541,548	—	ADD 3%
85	IHT Wealth Management, LLC	6,5536,553	$534,039	—	—
86	BCS Wealth Management	6,4976,497	$529,617	—	NEW
87	Tillman Hartley LLC	6,4826,482	$528,354	—	—
88	Apella Capital, LLC	5,8815,881	$516,912	—	—
89	Sanctuary Advisors, LLC	6,2776,277	$511,608	—	TRIM -6%
90	Bank of New York Mellon Corp	6,2776,277	$511,544	—	ADD 20%
91	MERCER GLOBAL ADVISORS INC /ADV	6,2566,256	$509,826	—	ADD 77%
92	Viewpoint Capital Management LLC	6,2216,221	$507,012	—	—
93	MATHER GROUP, LLC.	5,7705,770	$470,255	—	—
94	Williams & Novak, LLC	5,3535,353	$443,737	—	—
95	AQR CAPITAL MANAGEMENT LLC	5,4015,401	$440,170	—	NEW
96	Freedom Investment Management, Inc.	5,3665,366	$437,346	—	TRIM -3%
97	Joel Isaacson & Co., LLC	5,2865,286	$430,847	—	—
98	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	5,1905,190	$422,985	—	NEW
99	Advisory Services Network, LLC	5,1775,177	$421,922	—	TRIM -4%
100	FMR LLC	5,1755,175	$421,802	—	ADD 57%

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

Savant Capital, LLC

804K

780K

759K

802K

775K

751K

$61M

BIP Wealth, LLC

276K

283K

275K

269K

271K

260K

$21M

BANK OF AMERICA CORP /DE/

215K

197K

181K

179K

182K

258K

$21M

LRI Investments, LLC

202K

200K

196K

193K

$16M

MORGAN STANLEY

161K

165K

162K

181K

161K

157K

$13M

HighTower Advisors, LLC

119K

116K

117K

115K

$9M

RAYMOND JAMES FINANCIAL INC

179K

107K

109K

108K

$9M

MAI Capital Management

120K

116K

114K

99K

97K

98K

$8M

OSAIC HOLDINGS, INC.

33K

38K

94K

93K

92K

$7M

Compound Planning, Inc.

75K

87K

86K

92K

85K

83K

$7M

WELLS FARGO & COMPANY/MN

64K

63K

72K

75K

79K

82K

$7M

Evanson Asset Management, LLC

85K

84K

82K

$7M

Csenge Advisory Group

112K

97K

95K

89K

83K

74K

$6M

FLOW TRADERS U.S. LLC

77K

71K

—

125K

—

71K

$6M

Great Point Wealth Advisors, LLC

80K

79K

—

76K

75K

70K

$6M

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	204	4,446,473	—	$362M
2025-Q4	197	4,426,589	—	$359M
2025-Q3	195	4,736,525	—	$376M
2025-Q2	196	4,741,613	—	$356M
2025-Q1	189	4,940,054	—	$326M
2024-Q4	195	5,150,607

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 DLS · 2026-Q1 methodology → sources →

204 holders

% of shares outstanding held

—

Shares held (13F)

4,446,473

Reporting holders

204

Top holders

largest 100 of 204 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Savant Capital, LLC	751,429751,429	$61M	—	TRIM -3%
2	BIP Wealth, LLC	259,514259,514	$21M	—	TRIM -4%
3	BANK OF AMERICA CORP /DE/	257,909257,909	$21M	—	ADD 42%
4	LRI Investments, LLC	193,374193,374	$16M	—	—
5	MORGAN STANLEY	156,725156,725	$13M	—	TRIM -2%
6	HighTower Advisors, LLC	114,526114,526	$9M	—	—
7	RAYMOND JAMES FINANCIAL INC	107,958107,958	$9M	—	—
8	MAI Capital Management	97,86997,869	$8M	—	—
9	OSAIC HOLDINGS, INC.	91,70291,702	$7M	—	—
10	Compound Planning, Inc.	83,14783,147	$7M	—	TRIM -3%
11	WELLS FARGO & COMPANY/MN	82,30582,305	$7M	—	ADD 4%
12	Evanson Asset Management, LLC	81,88781,887	$7M	—	TRIM -2%
13	Csenge Advisory Group	73,72473,724	$6M	—	TRIM -11%
14	FLOW TRADERS U.S. LLC	70,66270,662	$6M	—	NEW
15	Great Point Wealth Advisors, LLC	69,69369,693	$6M	—	TRIM -8%
16	Neumann Capital Management, LLC	66,21966,219	$5M	—	—
17	BANK OF MONTREAL /CAN/	60,50560,505	$5M	—	TRIM -9%
18	WESCAP Management Group, Inc.	60,39360,393	$5M	—	—
19	Checchi Capital Advisers, LLC	59,25959,259	$5M	—	TRIM -15%
20	Corient Private Wealth LLC	57,73157,731	$5M	—	TRIM -49%
21	UBS Group AG	57,32757,327	$5M	—	TRIM -25%
22	Elwood & Goetz Wealth Advisory Group, LLC	56,51356,513	$5M	—	—
23	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	56,24356,243	$5M	—	—
24	Kestra Advisory Services, LLC	52,82352,823	$4M	—	ADD 37%
25	LPL Financial LLC	49,92249,922	$4M	—	—
26	Waterfront Wealth Inc.	47,05247,052	$4M	—	TRIM -15%
27	Grove Street Fiduciary, LLC	43,26843,268	$4M	—	TRIM -3%
28	Creative Planning	40,36340,363	$3M	—	ADD 2%
29	Focus Partners Advisor Solutions, LLC	37,12237,122	$3M	—	TRIM -6%
30	ROYAL BANK OF CANADA	36,68836,688	$3M	—	TRIM -2%
31	FAMILY WEALTH PARTNERS, LLC	35,59135,591	$3M	—	TRIM -3%
32	Wealth Architects, LLC	32,28532,285	$3M	—	TRIM -7%
33	Janney Montgomery Scott LLC	32,02232,022	$3M	—	TRIM -5%
34	JANE STREET GROUP, LLC	31,29631,296	$3M	—	ADD 331%
35	Rockefeller Capital Management L.P.	31,25731,257	$3M	—	—
36	HARBOUR INVESTMENTS, INC.	31,15831,158	$3M	—	ADD 3%
37	SMITH, MOORE & CO.	27,92927,929	$2M	—	—
38	Allworth Financial LP	25,74525,745	$2M	—	TRIM -7%
39	Marathon Strategic Advisors, LLC	25,21525,215	$2M	—	ADD 2%
40	Atria Investments, Inc	24,63024,630	$2M	—	TRIM -8%
41	Mariner, LLC	24,28424,284	$2M	—	ADD 527%
42	Impact Capital Partners LLC	24,07724,077	$2M	—	ADD 13%
43	GHP Investment Advisors, Inc.	23,38623,386	$2M	—	TRIM -4%
44	ENVESTNET ASSET MANAGEMENT INC	23,07923,079	$2M	—	ADD 3%
45	JONES FINANCIAL COMPANIES LLLP	21,56521,565	$2M	—	—
46	RITHOLTZ WEALTH MANAGEMENT	20,36420,364	$2M	—	—
47	Cetera Investment Advisers	19,71519,715	$2M	—	ADD 17%
48	McLean Asset Management Corp	19,18119,181	$2M	—	TRIM -3%
49	Larson Financial Group LLC	19,03819,038	$2M	—	—
50	Waverly Advisors, LLC	18,45518,455	$2M	—	—
51	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	17,96817,968	$1M	—	—
52	TOWLE & CO	17,45617,456	$1M	—	NEW
53	Wealth Care LLC	17,13917,139	$1M	—	NEW
54	Addison Advisors LLC	16,80016,800	$1M	—	—
55	Sharper & Granite LLC	15,84015,840	$1M	—	TRIM -8%
56	CITIGROUP INC	15,26315,263	$1M	—	ADD 3%
57	Beaird Harris Wealth Management, LLC	14,61414,614	$1M	—	TRIM -9%
58	Betterment LLC	14,49114,491	$1M	—	TRIM -6%
59	Capital Analysts, LLC	14,12114,121	$1M	—	ADD 5%
60	CoreCap Advisors, LLC	13,31413,314	$1M	—	—
61	Bruce G. Allen Investments, LLC	12,74212,742	$1M	—	TRIM -6%
62	COMMONWEALTH EQUITY SERVICES, LLC	12,60812,608	$1M	—	TRIM -41%
63	Tortoise Investment Management, LLC	12,58412,584	$1M	—	TRIM -6%
64	Farther Finance Advisors, LLC	12,29912,299	$1M	—	ADD 42%
65	Equitable Holdings, Inc.	12,16612,166	$985,568	—	ADD 3%
66	RFG Advisory, LLC	11,37311,373	$926,874	—	NEW
67	Stonebridge Wealth Management, LLC	10,64110,641	$867,242	—	—
68	Shakespeare Wealth Management, LLC	10,20810,208	$831,952	—	—
69	Discipline Wealth Solutions, LLC	9,8179,817	$800,079	—	TRIM -8%
70	Spire Wealth Management	9,6809,680	$788,933	—	TRIM -12%
71	Windward Private Wealth Management Inc.	9,5839,583	$781,015	—	—
72	Longview Financial Advisors LLC	8,7748,774	$715,081	—	—
73	Baird Financial Group, Inc.	8,3978,397	$684,356	—	ADD 128%
74	Cerity Partners LLC	8,1718,171	$665,981	—	TRIM -3%
75	Sequoia Financial Advisors, LLC	8,1088,108	$660,802	—	—
76	Lester Murray Antman dba SimplyRich	7,8967,896	$643,000	—	—
77	Tandem Investment Partners LLC	7,6707,670	$625,105	—	TRIM -72%
78	FIFTH THIRD BANCORP	7,6437,643	$622,905	—	ADD 113%
79	Envision Financial LLC	7,5987,598	$619,211	—	TRIM -12%
80	Sound Stewardship, LLC	7,3707,370	$600,667	—	TRIM -6%
81	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	7,2557,255	$591,255	—	—
82	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	6,9446,944	$571,630	—	TRIM -21%
83	JFS WEALTH ADVISORS, LLC	6,7156,715	$547,290	—	TRIM -3%
84	STIFEL FINANCIAL CORP	6,6456,645	$541,548	—	ADD 3%
85	IHT Wealth Management, LLC	6,5536,553	$534,039	—	—
86	BCS Wealth Management	6,4976,497	$529,617	—	NEW
87	Tillman Hartley LLC	6,4826,482	$528,354	—	—
88	Apella Capital, LLC	5,8815,881	$516,912	—	—
89	Sanctuary Advisors, LLC	6,2776,277	$511,608	—	TRIM -6%
90	Bank of New York Mellon Corp	6,2776,277	$511,544	—	ADD 20%
91	MERCER GLOBAL ADVISORS INC /ADV	6,2566,256	$509,826	—	ADD 77%
92	Viewpoint Capital Management LLC	6,2216,221	$507,012	—	—
93	MATHER GROUP, LLC.	5,7705,770	$470,255	—	—
94	Williams & Novak, LLC	5,3535,353	$443,737	—	—
95	AQR CAPITAL MANAGEMENT LLC	5,4015,401	$440,170	—	NEW
96	Freedom Investment Management, Inc.	5,3665,366	$437,346	—	TRIM -3%
97	Joel Isaacson & Co., LLC	5,2865,286	$430,847	—	—
98	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	5,1905,190	$422,985	—	NEW
99	Advisory Services Network, LLC	5,1775,177	$421,922	—	TRIM -4%
100	FMR LLC	5,1755,175	$421,802	—	ADD 57%

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

Savant Capital, LLC

804K

780K

759K

802K

775K

751K

$61M

BIP Wealth, LLC

276K

283K

275K

269K

271K

260K

$21M

BANK OF AMERICA CORP /DE/

215K

197K

181K

179K

182K

258K

$21M

LRI Investments, LLC

202K

200K

196K

193K

$16M

MORGAN STANLEY

161K

165K

162K

181K

161K

157K

$13M

HighTower Advisors, LLC

119K

116K

117K

115K

$9M

RAYMOND JAMES FINANCIAL INC

179K

107K

109K

108K

$9M

MAI Capital Management

120K

116K

114K

99K

97K

98K

$8M

OSAIC HOLDINGS, INC.

33K

38K

94K

93K

92K

$7M

Compound Planning, Inc.

75K

87K

86K

92K

85K

83K

$7M

WELLS FARGO & COMPANY/MN

64K

63K

72K

75K

79K

82K

$7M

Evanson Asset Management, LLC

85K

84K

82K

$7M

Csenge Advisory Group

112K

97K

95K

89K

83K

74K

$6M

FLOW TRADERS U.S. LLC

77K

71K

—

125K

—

71K

$6M

Great Point Wealth Advisors, LLC

80K

79K

—

76K

75K

70K

$6M

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	204	4,446,473	—	$362M
2025-Q4	197	4,426,589	—	$359M
2025-Q3	195	4,736,525	—	$376M
2025-Q2	196	4,741,613	—	$356M
2025-Q1	189	4,940,054	—	$326M
2024-Q4	195	5,150,607

Short interest has its own tab now — open SI →

DLS☆

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

Top holders

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

Institutional footprint by quarter

DLS