DTCR

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$26.56

-0.65 (-2.39%)

USD · as of 2026-07-29 · marketstack

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

221 holders

% of shares outstanding held

—

Shares held (13F)

24,668,985

Reporting holders

221

Top holders

largest 100 of 221 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BANK OF AMERICA CORP /DE/	4,805,1944.8M	$115M	—	ADD 21%
2	LPL Financial LLC	3,053,4643.1M	$73M	—	ADD 79%
3	MORGAN STANLEY	2,422,1032.4M	$58M	—	ADD 29%
4	WELLS FARGO & COMPANY/MN	1,711,0951.7M	$41M	—	ADD 48%
5	UBS Group AG	1,186,0911.2M	$28M	—	ADD 202%
6	HighTower Advisors, LLC	800,599800,599	$19M	—	ADD 30%
7	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	731,643731,643	$18M	—	ADD 37%
8	Hedeker Wealth, LLC	591,283591,283	$14M	—	ADD 5%
9	Cetera Investment Advisers	487,877487,877	$12M	—	ADD 16%
10	RAYMOND JAMES FINANCIAL INC	369,736369,736	$9M	—	ADD 56%
11	ROYAL BANK OF CANADA	367,199367,199	$9M	—	ADD 59%
12	NEW WAVE WEALTH ADVISORS LLC	344,292344,292	$8M	—	NEW
13	ENVESTNET ASSET MANAGEMENT INC	341,012341,012	$8M	—	ADD 115%
14	OSAIC HOLDINGS, INC.	312,870312,870	$7M	—	ADD 17%
15	Private Advisor Group, LLC	280,845280,845	$7M	—	ADD 38%
16	Mirae Asset Global Investments Co., Ltd.	263,100263,100	$6M	—	TRIM -2%
17	Mariner, LLC	240,426240,426	$6M	—	ADD 11%
18	POTENTIA WEALTH	213,932213,932	$5M	—	TRIM -7%
19	MML INVESTORS SERVICES, LLC	211,853211,853	$5M	—	ADD 81%
20	S. R. Schill & Associates	189,840189,840	$5M	—	NEW
21	Eagle Strategies LLC	180,843180,843	$4M	—	ADD 810%
22	Financial Freedom, LLC	167,193167,193	$4M	—	ADD 2%
23	Stratos Wealth Partners, LTD.	157,316157,316	$4M	—	—
24	Kestra Advisory Services, LLC	139,055139,055	$3M	—	ADD 370%
25	Anderson Financial Strategies, LLC	98,00798,007	$3M	—	TRIM -14%
26	AVALON CAPITAL MANAGEMENT	119,702119,702	$3M	—	—
27	PARK AVENUE SECURITIES LLC	115,315115,315	$3M	—	TRIM -30%
28	Great Diamond Partners, LLC	107,592107,592	$3M	—	NEW
29	INDEPENDENT FINANCIAL GROUP, LLC	100,070100,070	$2M	—	ADD 12%
30	Capital Advisors, Ltd. LLC	93,66793,667	$2M	—	ADD 25%
31	B. Riley Wealth Advisors, Inc.	96,17996,179	$2M	—	TRIM -13%
32	Paller Financial Services Inc	89,63689,636	$2M	—	—
33	Banco Santander, S.A.	88,22788,227	$2M	—	—
34	Wiser Advisor Group LLC	86,17586,175	$2M	—	—
35	Cambridge Investment Research Advisors, Inc.	85,86085,860	$2M	—	ADD 5%
36	Sage Capital Management, LLC	84,09084,090	$2M	—	TRIM -9%
37	STIFEL FINANCIAL CORP	83,00483,004	$2M	—	ADD 10%
38	World Investment Advisors	80,87480,874	$2M	—	—
39	Centurion Wealth Management LLC	80,13780,137	$2M	—	TRIM -73%
40	CreativeOne Wealth, LLC	77,90677,906	$2M	—	ADD 43%
41	Kingsview Wealth Management, LLC	75,10175,101	$2M	—	NEW
42	SEAVIEW INVESTMENT MANAGERS LLC	72,47372,473	$2M	—	ADD 4%
43	Prosperity Financial Group, Inc.	70,25370,253	$2M	—	TRIM -15%
44	RFG Advisory, LLC	69,00669,006	$2M	—	—
45	COMMONWEALTH EQUITY SERVICES, LLC	68,89568,895	$2M	—	TRIM -56%
46	ARMSTRONG ADVISORY GROUP, INC	67,32167,321	$2M	—	ADD 39%
47	Wealthcare Advisory Partners LLC	65,85165,851	$2M	—	—
48	Equitable Holdings, Inc.	74,36674,366	$2M	—	ADD 307%
49	Premier Private Wealth Management LLC	64,84864,848	$2M	—	NEW
50	VestGen Advisors, LLC	48,07348,073	$1M	—	NEW
51	Lido Advisors, LLC	59,43559,435	$1M	—	TRIM -18%
52	Ascentis Independent Advisors	58,46658,466	$1M	—	NEW
53	Corient Private Wealth LLC	55,59455,594	$1M	—	NEW
54	Visionary Wealth Advisors	55,50355,503	$1M	—	TRIM -41%
55	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	53,61853,618	$1M	—	NEW
56	Orion Porfolio Solutions, LLC	53,38353,383	$1M	—	ADD 29%
57	Phoenix Wealth Advisors	52,91052,910	$1M	—	—
58	AMERIPRISE FINANCIAL INC	52,89952,899	$1M	—	NEW
59	Creative Planning	52,58552,585	$1M	—	ADD 8%
60	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	51,43351,433	$1M	—	NEW
61	BANK OF MONTREAL /CAN/	50,91150,911	$1M	—	TRIM -17%
62	OPPENHEIMER & CO INC	50,42550,425	$1M	—	—
63	Forefront Wealth Partners, LLC	49,97149,971	$1M	—	ADD 55%
64	Focus Partners Wealth	47,93147,931	$1M	—	ADD 27%
65	AGH Wealth Advisors, LLC	47,13147,131	$1M	—	NEW
66	Dakota Wealth Management	46,96746,967	$1M	—	ADD 36%
67	Farther Finance Advisors, LLC	45,94545,945	$1M	—	ADD 5%
68	Rockefeller Capital Management L.P.	46,55746,557	$1M	—	ADD 8%
69	JPMORGAN CHASE & CO	48,26948,269	$1M	—	ADD 2370%
70	JANE STREET GROUP, LLC	45,53745,537	$1M	—	TRIM -80%
71	J.W. COLE ADVISORS, INC.	43,57843,578	$1M	—	ADD 30%
72	Brookstone Capital Management	42,05942,059	$1M	—	NEW
73	Sanctuary Advisors, LLC	41,33041,330	$990,263	—	ADD 29%
74	AE Wealth Management LLC	40,95140,951	$981,185	—	ADD 69%
75	Advyzon Investment Management, LLC	40,81940,819	$978,012	—	ADD 142%
76	Qube Research & Technologies Ltd	40,61940,619	$973,231	—	NEW
77	Solutions 4 Wealth, Ltd	39,58639,586	$948,481	—	NEW
78	Fort Point Capital Partners LLC	37,18637,186	$890,977	—	—
79	Merit Financial Group, LLC	37,01437,014	$886,855	—	NEW
80	Sonoma Private Wealth LLC	34,57434,574	$828,393	—	TRIM -4%
81	PFG Investments, LLC	34,53134,531	$827,363	—	ADD 210%
82	Stonebridge Financial Planning Group, LLC	33,77333,773	$809,203	—	ADD 57%
83	Copia Wealth Management	33,54633,546	$803,762	—	ADD 248%
84	Curran Financial Partners, LLC	33,19333,193	$795,304	—	ADD 37%
85	ARBOR TRUST WEALTH ADVISORS, LLC	33,08733,087	$792,758	—	ADD 8%
86	Western Wealth Management, LLC	32,65932,659	$782,505	—	—
87	SUSQUEHANNA INTERNATIONAL GROUP, LLP	32,33932,339	$774,842	—	TRIM -70%
88	High Point Wealth Management, LLC	31,38631,386	$752,003	—	ADD 88%
89	CoreCap Advisors, LLC	31,23131,231	$748,295	—	ADD 18490%
90	Per Stirling Capital Management, LLC.	29,68129,681	$711,157	—	NEW
91	NOMURA ASSET MANAGEMENT CO LTD	28,54628,546	$683,962	—	—
92	J. Mark Nickell & Co.	28,43028,430	$681,182	—	ADD 98%
93	Essex Financial Services, Inc.	27,36927,369	$655,757	—	ADD 50%
94	Yukon Wealth Management, Inc.	26,71026,710	$639,966	—	ADD 3%
95	ALTFEST L J & CO INC	26,04426,044	$624,008	—	—
96	SMITH, MOORE & CO.	25,86925,869	$619,830	—	ADD 150%
97	JAMES INVESTMENT RESEARCH, INC.	24,80624,806	$594,352	—	ADD 43%
98	CITADEL ADVISORS LLC	24,24124,241	$580,814	—	NEW
99	Onyx Bridge Wealth Group LLC	24,22024,220	$580,320	—	ADD 48%
100	APS Management Group, Inc.	23,47123,471	$562,357	—	TRIM -5%

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

BANK OF AMERICA CORP /DE/

534K

687K

991K

1.1M

4.0M

4.8M

$115M

LPL Financial LLC

500K

837K

802K

1.3M

1.7M

3.1M

$73M

MORGAN STANLEY

304

549K

1.4M

1.9M

2.4M

$58M

WELLS FARGO & COMPANY/MN

—

450

530K

1.2M

1.7M

$41M

UBS Group AG

27K

112K

70K

295K

393K

1.2M

$28M

HighTower Advisors, LLC

—

444K

486K

571K

617K

801K

$19M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

—

12K

533K

732K

$18M

Hedeker Wealth, LLC

461K

589K

579K

562K

565K

591K

$14M

Cetera Investment Advisers

145K

455K

398K

471K

420K

488K

$12M

RAYMOND JAMES FINANCIAL INC

101K

199K

412K

202K

237K

370K

$9M

ROYAL BANK OF CANADA

11K

66K

216K

207K

231K

367K

$9M

NEW WAVE WEALTH ADVISORS LLC

—

344K

$8M

ENVESTNET ASSET MANAGEMENT INC

72K

180K

135K

198K

158K

341K

$8M

OSAIC HOLDINGS, INC.

11K

25K

81K

267K

313K

$7M

Private Advisor Group, LLC

—

24K

142K

168K

203K

281K

$7M

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	221	24,668,985	—	$592M
2025-Q4	167	18,572,642	—	$392M
2025-Q3	141	11,690,194	—	$239M
2025-Q2	109	7,561,014	—	$141M
2025-Q1	115	7,149,695	—	$116M
2024-Q4	88	4,572,121	—	$76M
2024-Q3	56	3,960,043	—	$70M
2024-Q2	45	2,508,573	—	$38M
2024-Q1	32	2,244,314	—	$34M
2023-Q4	25	1,849,555	—	$27M
2023-Q3	20	821,245	—	$10M
2023-Q2	22	682,119	—	$9M

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 DTCR · 2026-Q1 methodology → sources →

221 holders

% of shares outstanding held

—

Shares held (13F)

24,668,985

Reporting holders

221

Top holders

largest 100 of 221 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BANK OF AMERICA CORP /DE/	4,805,1944.8M	$115M	—	ADD 21%
2	LPL Financial LLC	3,053,4643.1M	$73M	—	ADD 79%
3	MORGAN STANLEY	2,422,1032.4M	$58M	—	ADD 29%
4	WELLS FARGO & COMPANY/MN	1,711,0951.7M	$41M	—	ADD 48%
5	UBS Group AG	1,186,0911.2M	$28M	—	ADD 202%
6	HighTower Advisors, LLC	800,599800,599	$19M	—	ADD 30%
7	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	731,643731,643	$18M	—	ADD 37%
8	Hedeker Wealth, LLC	591,283591,283	$14M	—	ADD 5%
9	Cetera Investment Advisers	487,877487,877	$12M	—	ADD 16%
10	RAYMOND JAMES FINANCIAL INC	369,736369,736	$9M	—	ADD 56%
11	ROYAL BANK OF CANADA	367,199367,199	$9M	—	ADD 59%
12	NEW WAVE WEALTH ADVISORS LLC	344,292344,292	$8M	—	NEW
13	ENVESTNET ASSET MANAGEMENT INC	341,012341,012	$8M	—	ADD 115%
14	OSAIC HOLDINGS, INC.	312,870312,870	$7M	—	ADD 17%
15	Private Advisor Group, LLC	280,845280,845	$7M	—	ADD 38%
16	Mirae Asset Global Investments Co., Ltd.	263,100263,100	$6M	—	TRIM -2%
17	Mariner, LLC	240,426240,426	$6M	—	ADD 11%
18	POTENTIA WEALTH	213,932213,932	$5M	—	TRIM -7%
19	MML INVESTORS SERVICES, LLC	211,853211,853	$5M	—	ADD 81%
20	S. R. Schill & Associates	189,840189,840	$5M	—	NEW
21	Eagle Strategies LLC	180,843180,843	$4M	—	ADD 810%
22	Financial Freedom, LLC	167,193167,193	$4M	—	ADD 2%
23	Stratos Wealth Partners, LTD.	157,316157,316	$4M	—	—
24	Kestra Advisory Services, LLC	139,055139,055	$3M	—	ADD 370%
25	Anderson Financial Strategies, LLC	98,00798,007	$3M	—	TRIM -14%
26	AVALON CAPITAL MANAGEMENT	119,702119,702	$3M	—	—
27	PARK AVENUE SECURITIES LLC	115,315115,315	$3M	—	TRIM -30%
28	Great Diamond Partners, LLC	107,592107,592	$3M	—	NEW
29	INDEPENDENT FINANCIAL GROUP, LLC	100,070100,070	$2M	—	ADD 12%
30	Capital Advisors, Ltd. LLC	93,66793,667	$2M	—	ADD 25%
31	B. Riley Wealth Advisors, Inc.	96,17996,179	$2M	—	TRIM -13%
32	Paller Financial Services Inc	89,63689,636	$2M	—	—
33	Banco Santander, S.A.	88,22788,227	$2M	—	—
34	Wiser Advisor Group LLC	86,17586,175	$2M	—	—
35	Cambridge Investment Research Advisors, Inc.	85,86085,860	$2M	—	ADD 5%
36	Sage Capital Management, LLC	84,09084,090	$2M	—	TRIM -9%
37	STIFEL FINANCIAL CORP	83,00483,004	$2M	—	ADD 10%
38	World Investment Advisors	80,87480,874	$2M	—	—
39	Centurion Wealth Management LLC	80,13780,137	$2M	—	TRIM -73%
40	CreativeOne Wealth, LLC	77,90677,906	$2M	—	ADD 43%
41	Kingsview Wealth Management, LLC	75,10175,101	$2M	—	NEW
42	SEAVIEW INVESTMENT MANAGERS LLC	72,47372,473	$2M	—	ADD 4%
43	Prosperity Financial Group, Inc.	70,25370,253	$2M	—	TRIM -15%
44	RFG Advisory, LLC	69,00669,006	$2M	—	—
45	COMMONWEALTH EQUITY SERVICES, LLC	68,89568,895	$2M	—	TRIM -56%
46	ARMSTRONG ADVISORY GROUP, INC	67,32167,321	$2M	—	ADD 39%
47	Wealthcare Advisory Partners LLC	65,85165,851	$2M	—	—
48	Equitable Holdings, Inc.	74,36674,366	$2M	—	ADD 307%
49	Premier Private Wealth Management LLC	64,84864,848	$2M	—	NEW
50	VestGen Advisors, LLC	48,07348,073	$1M	—	NEW
51	Lido Advisors, LLC	59,43559,435	$1M	—	TRIM -18%
52	Ascentis Independent Advisors	58,46658,466	$1M	—	NEW
53	Corient Private Wealth LLC	55,59455,594	$1M	—	NEW
54	Visionary Wealth Advisors	55,50355,503	$1M	—	TRIM -41%
55	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	53,61853,618	$1M	—	NEW
56	Orion Porfolio Solutions, LLC	53,38353,383	$1M	—	ADD 29%
57	Phoenix Wealth Advisors	52,91052,910	$1M	—	—
58	AMERIPRISE FINANCIAL INC	52,89952,899	$1M	—	NEW
59	Creative Planning	52,58552,585	$1M	—	ADD 8%
60	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	51,43351,433	$1M	—	NEW
61	BANK OF MONTREAL /CAN/	50,91150,911	$1M	—	TRIM -17%
62	OPPENHEIMER & CO INC	50,42550,425	$1M	—	—
63	Forefront Wealth Partners, LLC	49,97149,971	$1M	—	ADD 55%
64	Focus Partners Wealth	47,93147,931	$1M	—	ADD 27%
65	AGH Wealth Advisors, LLC	47,13147,131	$1M	—	NEW
66	Dakota Wealth Management	46,96746,967	$1M	—	ADD 36%
67	Farther Finance Advisors, LLC	45,94545,945	$1M	—	ADD 5%
68	Rockefeller Capital Management L.P.	46,55746,557	$1M	—	ADD 8%
69	JPMORGAN CHASE & CO	48,26948,269	$1M	—	ADD 2370%
70	JANE STREET GROUP, LLC	45,53745,537	$1M	—	TRIM -80%
71	J.W. COLE ADVISORS, INC.	43,57843,578	$1M	—	ADD 30%
72	Brookstone Capital Management	42,05942,059	$1M	—	NEW
73	Sanctuary Advisors, LLC	41,33041,330	$990,263	—	ADD 29%
74	AE Wealth Management LLC	40,95140,951	$981,185	—	ADD 69%
75	Advyzon Investment Management, LLC	40,81940,819	$978,012	—	ADD 142%
76	Qube Research & Technologies Ltd	40,61940,619	$973,231	—	NEW
77	Solutions 4 Wealth, Ltd	39,58639,586	$948,481	—	NEW
78	Fort Point Capital Partners LLC	37,18637,186	$890,977	—	—
79	Merit Financial Group, LLC	37,01437,014	$886,855	—	NEW
80	Sonoma Private Wealth LLC	34,57434,574	$828,393	—	TRIM -4%
81	PFG Investments, LLC	34,53134,531	$827,363	—	ADD 210%
82	Stonebridge Financial Planning Group, LLC	33,77333,773	$809,203	—	ADD 57%
83	Copia Wealth Management	33,54633,546	$803,762	—	ADD 248%
84	Curran Financial Partners, LLC	33,19333,193	$795,304	—	ADD 37%
85	ARBOR TRUST WEALTH ADVISORS, LLC	33,08733,087	$792,758	—	ADD 8%
86	Western Wealth Management, LLC	32,65932,659	$782,505	—	—
87	SUSQUEHANNA INTERNATIONAL GROUP, LLP	32,33932,339	$774,842	—	TRIM -70%
88	High Point Wealth Management, LLC	31,38631,386	$752,003	—	ADD 88%
89	CoreCap Advisors, LLC	31,23131,231	$748,295	—	ADD 18490%
90	Per Stirling Capital Management, LLC.	29,68129,681	$711,157	—	NEW
91	NOMURA ASSET MANAGEMENT CO LTD	28,54628,546	$683,962	—	—
92	J. Mark Nickell & Co.	28,43028,430	$681,182	—	ADD 98%
93	Essex Financial Services, Inc.	27,36927,369	$655,757	—	ADD 50%
94	Yukon Wealth Management, Inc.	26,71026,710	$639,966	—	ADD 3%
95	ALTFEST L J & CO INC	26,04426,044	$624,008	—	—
96	SMITH, MOORE & CO.	25,86925,869	$619,830	—	ADD 150%
97	JAMES INVESTMENT RESEARCH, INC.	24,80624,806	$594,352	—	ADD 43%
98	CITADEL ADVISORS LLC	24,24124,241	$580,814	—	NEW
99	Onyx Bridge Wealth Group LLC	24,22024,220	$580,320	—	ADD 48%
100	APS Management Group, Inc.	23,47123,471	$562,357	—	TRIM -5%

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

BANK OF AMERICA CORP /DE/

534K

687K

991K

1.1M

4.0M

4.8M

$115M

LPL Financial LLC

500K

837K

802K

1.3M

1.7M

3.1M

$73M

MORGAN STANLEY

304

549K

1.4M

1.9M

2.4M

$58M

WELLS FARGO & COMPANY/MN

—

450

530K

1.2M

1.7M

$41M

UBS Group AG

27K

112K

70K

295K

393K

1.2M

$28M

HighTower Advisors, LLC

—

444K

486K

571K

617K

801K

$19M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

—

12K

533K

732K

$18M

Hedeker Wealth, LLC

461K

589K

579K

562K

565K

591K

$14M

Cetera Investment Advisers

145K

455K

398K

471K

420K

488K

$12M

RAYMOND JAMES FINANCIAL INC

101K

199K

412K

202K

237K

370K

$9M

ROYAL BANK OF CANADA

11K

66K

216K

207K

231K

367K

$9M

NEW WAVE WEALTH ADVISORS LLC

—

344K

$8M

ENVESTNET ASSET MANAGEMENT INC

72K

180K

135K

198K

158K

341K

$8M

OSAIC HOLDINGS, INC.

11K

25K

81K

267K

313K

$7M

Private Advisor Group, LLC

—

24K

142K

168K

203K

281K

$7M

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	221	24,668,985	—	$592M
2025-Q4	167	18,572,642	—	$392M
2025-Q3	141	11,690,194	—	$239M
2025-Q2	109	7,561,014	—	$141M
2025-Q1	115	7,149,695	—	$116M
2024-Q4	88	4,572,121	—	$76M
2024-Q3	56	3,960,043	—	$70M
2024-Q2	45	2,508,573	—	$38M
2024-Q1	32	2,244,314	—	$34M
2023-Q4	25	1,849,555	—	$27M
2023-Q3	20	821,245	—	$10M
2023-Q2	22	682,119	—	$9M

Short interest has its own tab now — open SI →

DTCR☆

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

Top holders

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

Institutional footprint by quarter

DTCR