DSI

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$136.18

-1.91 (-1.38%)

USD · as of 2026-07-29 · marketstack

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

586 holders

% of shares outstanding held

—

Shares held (13F)

24,390,155

Reporting holders

586

Top holders

largest 100 of 586 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	3,971,7264.0M	$481M	—	ADD 3%
2	ENVESTNET ASSET MANAGEMENT INC	1,774,4771.8M	$215M	—	TRIM -6%
3	BANK OF AMERICA CORP /DE/	1,490,8071.5M	$181M	—	TRIM -11%
4	Bank of New York Mellon Corp	1,254,5331.3M	$152M	—	ADD 58%
5	LPL Financial LLC	1,232,8591.2M	$149M	—	TRIM -2%
6	JPMORGAN CHASE & CO	1,189,9901.2M	$140M	—	TRIM -3%
7	AMERIPRISE FINANCIAL INC	834,824834,824	$101M	—	TRIM -3%
8	UBS Group AG	416,264416,264	$50M	—	—
9	IMA Advisory Services, Inc.	412,576412,576	$50M	—	—
10	Betterment LLC	349,749349,749	$42M	—	TRIM -5%
11	Mariner, LLC	334,677334,677	$41M	—	TRIM -3%
12	Envestnet Portfolio Solutions, Inc.	326,059326,059	$40M	—	TRIM -10%
13	US BANCORP \DE\	323,131323,131	$39M	—	—
14	Rockefeller Capital Management L.P.	300,562300,562	$36M	—	—
15	SEI INVESTMENTS CO	282,552282,552	$34M	—	—
16	GOLDMAN SACHS GROUP INC	247,083247,083	$30M	—	ADD 27%
17	COMMONWEALTH EQUITY SERVICES, LLC	228,315228,315	$28M	—	ADD 4%
18	WELLS FARGO & COMPANY/MN	221,434221,434	$27M	—	TRIM -13%
19	Creative Planning	216,456216,456	$26M	—	ADD 22%
20	NORTHSTAR ASSET MANAGEMENT INC	212,270212,270	$26M	—	ADD 107%
21	Cetera Investment Advisers	203,543203,543	$25M	—	TRIM -6%
22	ROYAL BANK OF CANADA	176,824176,824	$21M	—	TRIM -11%
23	RAYMOND JAMES FINANCIAL INC	174,241174,241	$21M	—	TRIM -15%
24	CAPTRUST FINANCIAL ADVISORS	174,144174,144	$21M	—	TRIM -3%
25	PARK AVENUE SECURITIES LLC	166,917166,917	$20M	—	TRIM -5%
26	National Philanthropic Trust	164,023164,023	$20M	—	ADD 71%
27	Cerity Partners LLC	163,687163,687	$20M	—	ADD 22%
28	TRUIST FINANCIAL CORP	156,910156,910	$19M	—	—
29	Beacon Pointe Advisors, LLC	145,400145,400	$18M	—	ADD 40%
30	Gemmer Asset Management LLC	138,689138,689	$17M	—	—
31	Focus Partners Wealth	136,822136,822	$17M	—	TRIM -4%
32	Fiduciary Trust Co	136,725136,725	$17M	—	—
33	Manchester Capital Management LLC	135,121135,121	$16M	—	TRIM -3%
34	OSAIC HOLDINGS, INC.	128,358128,358	$16M	—	TRIM -18%
35	Johnson Financial Group, Inc.	113,725113,725	$14M	—	ADD 19%
36	NATURAL INVESTMENTS, LLC	97,84997,849	$12M	—	—
37	PFG Investments, LLC	95,99995,999	$12M	—	ADD 3%
38	Ameritas Advisory Services, LLC	95,63395,633	$12M	—	TRIM -2%
39	HighTower Advisors, LLC	92,33692,336	$11M	—	ADD 14%
40	Francis Financial, Inc.	91,57891,578	$11M	—	—
41	Private Advisor Group, LLC	90,05490,054	$11M	—	—
42	MML INVESTORS SERVICES, LLC	88,81088,810	$11M	—	TRIM -18%
43	Thrivent Financial for Lutherans	84,08184,081	$10M	—	—
44	TRILLIUM ASSET MANAGEMENT, LLC	132,556132,556	$10M	—	TRIM -3%
45	Mascoma Wealth Management LLC	72,48072,480	$9M	—	TRIM -9%
46	Composition Wealth, LLC	70,77170,771	$9M	—	TRIM -10%
47	Brio Consultants, LLC	62,89962,899	$9M	—	ADD 7%
48	FIFTH THIRD BANCORP	70,11270,112	$8M	—	ADD 650%
49	SCS Capital Management LLC	69,13869,138	$8M	—	—
50	CWM, LLC	68,19368,193	$8M	—	—
51	MERCER GLOBAL ADVISORS INC /ADV	66,79566,795	$8M	—	ADD 8%
52	Janney Montgomery Scott LLC	65,83665,836	$8M	—	TRIM -4%
53	PNC FINANCIAL SERVICES GROUP, INC.	65,58665,586	$8M	—	ADD 204%
54	Cambridge Investment Research Advisors, Inc.	64,53064,530	$8M	—	TRIM -5%
55	BANK OF MONTREAL /CAN/	64,31564,315	$8M	—	ADD 4%
56	ST GERMAIN D J CO INC	61,50761,507	$7M	—	ADD 3%
57	Advisory Services Network, LLC	60,88260,882	$7M	—	TRIM -31%
58	Corient Private Wealth LLC	61,75161,751	$7M	—	TRIM -49%
59	Allianz SE	57,36857,368	$7M	—	ADD 8%
60	Strategic Point Investment Advisors, LLC	56,18756,187	$7M	—	TRIM -4%
61	CHOREO, LLC	55,46155,461	$7M	—	TRIM -4%
62	HEADINVEST, LLC	54,93054,930	$7M	—	TRIM -2%
63	Perigon Wealth Management, LLC	54,92254,922	$7M	—	ADD 2%
64	ASPIRIANT, LLC	54,84654,846	$7M	—	—
65	Dunhill Financial, LLC	52,52152,521	$6M	—	TRIM -10%
66	STIFEL FINANCIAL CORP	48,85248,852	$6M	—	TRIM -4%
67	Wealthcare Advisory Partners LLC	46,20046,200	$6M	—	TRIM -2%
68	ASSETMARK, INC	45,71445,714	$6M	—	TRIM -12%
69	Avise Financial Cooperative, Inc.	44,88844,888	$5M	—	ADD 11%
70	Kestra Advisory Services, LLC	44,25744,257	$5M	—	ADD 50%
71	Gradient Investments LLC	43,24543,245	$5M	—	—
72	SOFI WEALTH, LLC	42,79042,790	$5M	—	ADD 25%
73	Gilbert Capital Group, Inc.	42,43442,434	$5M	—	TRIM -3%
74	Archer Investment Management, LLC	39,06539,065	$5M	—	ADD 534%
75	GTS SECURITIES LLC	38,27738,277	$5M	—	ADD 402%
76	Integrated Wealth Concepts LLC	37,76437,764	$5M	—	ADD 139%
77	Moment Partners, LLC	36,91736,917	$4M	—	—
78	One Wealth Advisors, LLC	36,83536,835	$4M	—	TRIM -8%
79	Erste Asset Management GmbH	36,62136,621	$4M	—	TRIM -23%
80	Diversified Enterprises, LLC	35,49435,494	$4M	—	—
81	Columbia Bank	35,44035,440	$4M	—	—
82	Neumann Capital Management, LLC	35,42835,428	$4M	—	TRIM -2%
83	Cranbrook Wealth Management, LLC	35,19135,191	$4M	—	—
84	Laurel Wealth Planning LLC	34,11734,117	$4M	—	—
85	First Affirmative Financial Network	33,98133,981	$4M	—	NEW
86	UNITED CAPITAL FINANCIAL ADVISORS, LLC	33,85833,858	$4M	—	TRIM -6%
87	&PARTNERS	33,38733,387	$4M	—	—
88	McClarren Financial Advisors, Inc.	33,36233,362	$4M	—	ADD 160%
89	Independent Advisor Alliance	33,30633,306	$4M	—	NEW
90	CHILDRESS CAPITAL ADVISORS, LLC	32,42532,425	$4M	—	—
91	BAILARD, INC.	31,85531,855	$4M	—	ADD 3%
92	Wealthfront Advisers LLC	31,54831,548	$4M	—	ADD 19%
93	Equitable Holdings, Inc.	29,21429,214	$4M	—	TRIM -8%
94	True Blue Financial, LLC	30,50230,502	$4M	—	—
95	Pitcairn Wealth Advisors LLC	28,52628,526	$4M	—	—
96	Horst & Graben Wealth Management LLC	26,76926,769	$4M	—	TRIM -9%
97	BBR PARTNERS, LLC	29,50629,506	$4M	—	TRIM -31%
98	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	29,47729,477	$4M	—	—
99	FORBES J M & CO LLP	29,29929,299	$4M	—	ADD 4%
100	Merit Financial Group, LLC	29,26029,260	$4M	—	ADD 13%

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

MORGAN STANLEY

4.8M

3.9M

3.8M

3.9M

4.0M

$481M

ENVESTNET ASSET MANAGEMENT INC

2.0M

1.9M

1.8M

$215M

BANK OF AMERICA CORP /DE/

1.7M

1.4M

1.7M

1.5M

$181M

Bank of New York Mellon Corp

1.0M

1.1M

1.2M

795K

1.3M

$152M

LPL Financial LLC

1.0M

1.2M

1.3M

1.2M

$149M

JPMORGAN CHASE & CO

1.4M

1.2M

2.5M

1.2M

$140M

AMERIPRISE FINANCIAL INC

941K

989K

932K

889K

863K

835K

$101M

UBS Group AG

498K

464K

450K

432K

418K

416K

$50M

IMA Advisory Services, Inc.

852K

417K

402K

420K

408K

413K

$50M

Betterment LLC

425K

410K

397K

382K

368K

350K

$42M

Mariner, LLC

323K

344K

340K

346K

335K

$41M

Envestnet Portfolio Solutions, Inc.

567K

446K

394K

368K

364K

326K

$40M

US BANCORP \DE\

402K

343K

321K

327K

323K

$39M

Rockefeller Capital Management L.P.

189K

273K

449K

287K

297K

301K

$36M

SEI INVESTMENTS CO

281K

278K

291K

286K

285K

283K

$34M

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	586	24,390,155	—	$2.9B
2025-Q4	613	24,503,938	—	$3.2B
2025-Q3	561	24,804,190	—	$3.1B
2025-Q2	561	24,613,863	—	$2.9B
2025-Q1	545	24,876,287	—	$2.5B
2024-Q4	568	27,200,713

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 DSI · 2026-Q1 methodology → sources →

586 holders

% of shares outstanding held

—

Shares held (13F)

24,390,155

Reporting holders

586

Top holders

largest 100 of 586 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	3,971,7264.0M	$481M	—	ADD 3%
2	ENVESTNET ASSET MANAGEMENT INC	1,774,4771.8M	$215M	—	TRIM -6%
3	BANK OF AMERICA CORP /DE/	1,490,8071.5M	$181M	—	TRIM -11%
4	Bank of New York Mellon Corp	1,254,5331.3M	$152M	—	ADD 58%
5	LPL Financial LLC	1,232,8591.2M	$149M	—	TRIM -2%
6	JPMORGAN CHASE & CO	1,189,9901.2M	$140M	—	TRIM -3%
7	AMERIPRISE FINANCIAL INC	834,824834,824	$101M	—	TRIM -3%
8	UBS Group AG	416,264416,264	$50M	—	—
9	IMA Advisory Services, Inc.	412,576412,576	$50M	—	—
10	Betterment LLC	349,749349,749	$42M	—	TRIM -5%
11	Mariner, LLC	334,677334,677	$41M	—	TRIM -3%
12	Envestnet Portfolio Solutions, Inc.	326,059326,059	$40M	—	TRIM -10%
13	US BANCORP \DE\	323,131323,131	$39M	—	—
14	Rockefeller Capital Management L.P.	300,562300,562	$36M	—	—
15	SEI INVESTMENTS CO	282,552282,552	$34M	—	—
16	GOLDMAN SACHS GROUP INC	247,083247,083	$30M	—	ADD 27%
17	COMMONWEALTH EQUITY SERVICES, LLC	228,315228,315	$28M	—	ADD 4%
18	WELLS FARGO & COMPANY/MN	221,434221,434	$27M	—	TRIM -13%
19	Creative Planning	216,456216,456	$26M	—	ADD 22%
20	NORTHSTAR ASSET MANAGEMENT INC	212,270212,270	$26M	—	ADD 107%
21	Cetera Investment Advisers	203,543203,543	$25M	—	TRIM -6%
22	ROYAL BANK OF CANADA	176,824176,824	$21M	—	TRIM -11%
23	RAYMOND JAMES FINANCIAL INC	174,241174,241	$21M	—	TRIM -15%
24	CAPTRUST FINANCIAL ADVISORS	174,144174,144	$21M	—	TRIM -3%
25	PARK AVENUE SECURITIES LLC	166,917166,917	$20M	—	TRIM -5%
26	National Philanthropic Trust	164,023164,023	$20M	—	ADD 71%
27	Cerity Partners LLC	163,687163,687	$20M	—	ADD 22%
28	TRUIST FINANCIAL CORP	156,910156,910	$19M	—	—
29	Beacon Pointe Advisors, LLC	145,400145,400	$18M	—	ADD 40%
30	Gemmer Asset Management LLC	138,689138,689	$17M	—	—
31	Focus Partners Wealth	136,822136,822	$17M	—	TRIM -4%
32	Fiduciary Trust Co	136,725136,725	$17M	—	—
33	Manchester Capital Management LLC	135,121135,121	$16M	—	TRIM -3%
34	OSAIC HOLDINGS, INC.	128,358128,358	$16M	—	TRIM -18%
35	Johnson Financial Group, Inc.	113,725113,725	$14M	—	ADD 19%
36	NATURAL INVESTMENTS, LLC	97,84997,849	$12M	—	—
37	PFG Investments, LLC	95,99995,999	$12M	—	ADD 3%
38	Ameritas Advisory Services, LLC	95,63395,633	$12M	—	TRIM -2%
39	HighTower Advisors, LLC	92,33692,336	$11M	—	ADD 14%
40	Francis Financial, Inc.	91,57891,578	$11M	—	—
41	Private Advisor Group, LLC	90,05490,054	$11M	—	—
42	MML INVESTORS SERVICES, LLC	88,81088,810	$11M	—	TRIM -18%
43	Thrivent Financial for Lutherans	84,08184,081	$10M	—	—
44	TRILLIUM ASSET MANAGEMENT, LLC	132,556132,556	$10M	—	TRIM -3%
45	Mascoma Wealth Management LLC	72,48072,480	$9M	—	TRIM -9%
46	Composition Wealth, LLC	70,77170,771	$9M	—	TRIM -10%
47	Brio Consultants, LLC	62,89962,899	$9M	—	ADD 7%
48	FIFTH THIRD BANCORP	70,11270,112	$8M	—	ADD 650%
49	SCS Capital Management LLC	69,13869,138	$8M	—	—
50	CWM, LLC	68,19368,193	$8M	—	—
51	MERCER GLOBAL ADVISORS INC /ADV	66,79566,795	$8M	—	ADD 8%
52	Janney Montgomery Scott LLC	65,83665,836	$8M	—	TRIM -4%
53	PNC FINANCIAL SERVICES GROUP, INC.	65,58665,586	$8M	—	ADD 204%
54	Cambridge Investment Research Advisors, Inc.	64,53064,530	$8M	—	TRIM -5%
55	BANK OF MONTREAL /CAN/	64,31564,315	$8M	—	ADD 4%
56	ST GERMAIN D J CO INC	61,50761,507	$7M	—	ADD 3%
57	Advisory Services Network, LLC	60,88260,882	$7M	—	TRIM -31%
58	Corient Private Wealth LLC	61,75161,751	$7M	—	TRIM -49%
59	Allianz SE	57,36857,368	$7M	—	ADD 8%
60	Strategic Point Investment Advisors, LLC	56,18756,187	$7M	—	TRIM -4%
61	CHOREO, LLC	55,46155,461	$7M	—	TRIM -4%
62	HEADINVEST, LLC	54,93054,930	$7M	—	TRIM -2%
63	Perigon Wealth Management, LLC	54,92254,922	$7M	—	ADD 2%
64	ASPIRIANT, LLC	54,84654,846	$7M	—	—
65	Dunhill Financial, LLC	52,52152,521	$6M	—	TRIM -10%
66	STIFEL FINANCIAL CORP	48,85248,852	$6M	—	TRIM -4%
67	Wealthcare Advisory Partners LLC	46,20046,200	$6M	—	TRIM -2%
68	ASSETMARK, INC	45,71445,714	$6M	—	TRIM -12%
69	Avise Financial Cooperative, Inc.	44,88844,888	$5M	—	ADD 11%
70	Kestra Advisory Services, LLC	44,25744,257	$5M	—	ADD 50%
71	Gradient Investments LLC	43,24543,245	$5M	—	—
72	SOFI WEALTH, LLC	42,79042,790	$5M	—	ADD 25%
73	Gilbert Capital Group, Inc.	42,43442,434	$5M	—	TRIM -3%
74	Archer Investment Management, LLC	39,06539,065	$5M	—	ADD 534%
75	GTS SECURITIES LLC	38,27738,277	$5M	—	ADD 402%
76	Integrated Wealth Concepts LLC	37,76437,764	$5M	—	ADD 139%
77	Moment Partners, LLC	36,91736,917	$4M	—	—
78	One Wealth Advisors, LLC	36,83536,835	$4M	—	TRIM -8%
79	Erste Asset Management GmbH	36,62136,621	$4M	—	TRIM -23%
80	Diversified Enterprises, LLC	35,49435,494	$4M	—	—
81	Columbia Bank	35,44035,440	$4M	—	—
82	Neumann Capital Management, LLC	35,42835,428	$4M	—	TRIM -2%
83	Cranbrook Wealth Management, LLC	35,19135,191	$4M	—	—
84	Laurel Wealth Planning LLC	34,11734,117	$4M	—	—
85	First Affirmative Financial Network	33,98133,981	$4M	—	NEW
86	UNITED CAPITAL FINANCIAL ADVISORS, LLC	33,85833,858	$4M	—	TRIM -6%
87	&PARTNERS	33,38733,387	$4M	—	—
88	McClarren Financial Advisors, Inc.	33,36233,362	$4M	—	ADD 160%
89	Independent Advisor Alliance	33,30633,306	$4M	—	NEW
90	CHILDRESS CAPITAL ADVISORS, LLC	32,42532,425	$4M	—	—
91	BAILARD, INC.	31,85531,855	$4M	—	ADD 3%
92	Wealthfront Advisers LLC	31,54831,548	$4M	—	ADD 19%
93	Equitable Holdings, Inc.	29,21429,214	$4M	—	TRIM -8%
94	True Blue Financial, LLC	30,50230,502	$4M	—	—
95	Pitcairn Wealth Advisors LLC	28,52628,526	$4M	—	—
96	Horst & Graben Wealth Management LLC	26,76926,769	$4M	—	TRIM -9%
97	BBR PARTNERS, LLC	29,50629,506	$4M	—	TRIM -31%
98	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	29,47729,477	$4M	—	—
99	FORBES J M & CO LLP	29,29929,299	$4M	—	ADD 4%
100	Merit Financial Group, LLC	29,26029,260	$4M	—	ADD 13%

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

MORGAN STANLEY

4.8M

3.9M

3.8M

3.9M

4.0M

$481M

ENVESTNET ASSET MANAGEMENT INC

2.0M

1.9M

1.8M

$215M

BANK OF AMERICA CORP /DE/

1.7M

1.4M

1.7M

1.5M

$181M

Bank of New York Mellon Corp

1.0M

1.1M

1.2M

795K

1.3M

$152M

LPL Financial LLC

1.0M

1.2M

1.3M

1.2M

$149M

JPMORGAN CHASE & CO

1.4M

1.2M

2.5M

1.2M

$140M

AMERIPRISE FINANCIAL INC

941K

989K

932K

889K

863K

835K

$101M

UBS Group AG

498K

464K

450K

432K

418K

416K

$50M

IMA Advisory Services, Inc.

852K

417K

402K

420K

408K

413K

$50M

Betterment LLC

425K

410K

397K

382K

368K

350K

$42M

Mariner, LLC

323K

344K

340K

346K

335K

$41M

Envestnet Portfolio Solutions, Inc.

567K

446K

394K

368K

364K

326K

$40M

US BANCORP \DE\

402K

343K

321K

327K

323K

$39M

Rockefeller Capital Management L.P.

189K

273K

449K

287K

297K

301K

$36M

SEI INVESTMENTS CO

281K

278K

291K

286K

285K

283K

$34M

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	586	24,390,155	—	$2.9B
2025-Q4	613	24,503,938	—	$3.2B
2025-Q3	561	24,804,190	—	$3.1B
2025-Q2	561	24,613,863	—	$2.9B
2025-Q1	545	24,876,287	—	$2.5B
2024-Q4	568	27,200,713

Short interest has its own tab now — open SI →

DSI☆

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

Top holders

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

Institutional footprint by quarter

DSI