% of shares outstanding is not shown for DMX: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for DMX in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Hippocratic Financial Advisors, LLC | 558,329558,329 | $28M | — | ADD 3% |
| 2 | Foundations Investment Advisors, LLC | 426,790426,790 | $21M | — | ADD 71% |
| 3 | Seascape Capital Management | 154,634154,634 | $8M | — | ADD 5% |
| 4 | Sanctuary Advisors, LLC | 103,769103,769 | $5M | — | TRIM -17% |
| 5 | JANE STREET GROUP, LLC | 23,15523,155 | $1M | — | NEW |
| 6 | Intrepid Financial Planning Group LLC | 19,26919,269 | $964,988 | — | ADD 13% |
| 7 | INTEGRITY ALLIANCE, LLC. | 16,19516,195 | $811,046 | — | NEW |
| 8 | Walser Wealth Management Company, A Ltd Liability Co | 5,6295,629 | $281,918 | — | NEW |
| 9 | CITADEL ADVISORS LLC | 5,3465,346 | $267,728 | — | NEW |
| 10 | Gotham Asset Management, LLC | 4,9604,960 | $248,397 | — | — |
| 11 | Root Financial Partners, LLC | 762762 | $38,161 | — | NEW |
| 12 | AdvisorNet Financial, Inc | 230230 | $11,527 | — | — |
| 13 | HARBOUR INVESTMENTS, INC. | 22 | $105 | — | — |
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 | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Hippocratic Financial Advisors, LLC | — | — | 433K | 477K | 540K | 558K | $28M |
| Foundations Investment Advisors, LLC | — | 39K | 135K | 164K | 250K | 427K | $21M |
| Seascape Capital Management | — | 25K | 88K | 121K | 147K | 155K | $8M |
| Sanctuary Advisors, LLC | — | 19K | 155K | 140K | 126K | 104K | $5M |
| JANE STREET GROUP, LLC | — | 7K | 9K | 6K | — | 23K | $1M |
| Intrepid Financial Planning Group LLC | — | — | 8K | 15K | 17K | 19K | $964,988 |
| INTEGRITY ALLIANCE, LLC. | — | — | — | — | — | 16K | $811,046 |
| Walser Wealth Management Company, A Ltd Liability Co | — | — | — | — | — | 6K | $281,918 |
| CITADEL ADVISORS LLC | — | — | — | — | — | 5K | $267,728 |
| Gotham Asset Management, LLC | — | — | — | — | 5K | 5K | $248,397 |
| Root Financial Partners, LLC | — | — | — | — | — | 762 | $38,161 |
| AdvisorNet Financial, Inc | — | 226 | 226 | 227 | 230 | 230 | $11,527 |
| HARBOUR INVESTMENTS, INC. | — | — | 2 | 2 | 2 | 2 | $105 |
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.
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 | 13 | 1,319,070 | — | $66M |
| 2025-Q4 | 9 | 1,114,542 | — | $56M |
| 2025-Q3 | 10 | 991,723 | — | $50M |
| 2025-Q2 | 8 | 828,179 | — | $42M |
| 2025-Q1 | 10 | 464,198 | — | $23M |
| 2024-Q4 | 6 | 495,045 | — | $25M |
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.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Foundations Investment Advisors, LLC | +176,854 | $9M | ADD |
| JANE STREET GROUP, LLC | +23,155 | $1M | OPEN |
| Hippocratic Financial Advisors, LLC | +18,426 | $922,774 | ADD |
| INTEGRITY ALLIANCE, LLC. | +16,195 | $811,046 | OPEN |
| Seascape Capital Management | +7,310 | $366,085 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | −29,561 | $1M | CLOSE |
| Sanctuary Advisors, LLC | −21,843 | $1M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
