% of shares outstanding is not shown for DWLD: 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 DWLD in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
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 |
|---|---|---|---|---|---|---|---|
| Davis Selected Advisers | 1.9M | 1.9M | 1.9M | 1.9M | 1.9M | 1.9M | $85M |
| MORGAN STANLEY | 1.6M | 1.6M | 1.6M | 1.6M | 1.7M | 1.8M | $79M |
| Cetera Investment Advisers | 42K | 69K | 622K | 684K | 729K | 781K | $34M |
| LPL Financial LLC | 152K | 158K | 203K | 237K | 389K | 548K | $24M |
| BANK OF AMERICA CORP /DE/ | 77K | 110K | 116K | 108K | 107K | 430K | $19M |
| ROYAL BANK OF CANADA | 469K | 415K | 661K | 313K | 321K | 388K | $17M |
| STIFEL FINANCIAL CORP | 252K | 261K | 308K | 325K | 336K | 347K | $15M |
| Fjell Capital, LLC | 262K | 256K | 245K | 243K | 256K | 269K | $12M |
| RAYMOND JAMES FINANCIAL INC | 112K | 173K | 196K | 208K | 222K | 258K | $11M |
| UBS Group AG | 155K | 154K | 157K | 167K | 166K | 179K | $8M |
| Baird Financial Group, Inc. | 28K | 166K | 168K | 167K | 174K | 179K | $8M |
| Melone Private Wealth, LLC | — | — | — | — | 105K | 122K | $5M |
| DAVENPORT & Co LLC | 47K | 35K | 86K | 90K | 96K | 106K | $5M |
| Rockefeller Capital Management L.P. | 57K | 56K | 114K | 55K | 91K | 89K | $4M |
| Kestra Advisory Services, LLC | — | — | — | 67K | 78K | 82K | $4M |
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.
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 | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | +322,810 | $14M | ADD |
| LPL Financial LLC | +159,515 | $7M | ADD |
| MORGAN STANLEY | +119,479 | $5M | ADD |
| ROYAL BANK OF CANADA | +67,364 | $3M | ADD |
| Cetera Investment Advisers | +52,074 | $2M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| MGB Wealth Management, LLC | −14,423 | $631,872 | CLOSE |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | −7,553 | $330,897 | TRIM |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | −5,857 | $256,595 | TRIM |
| J.W. COLE ADVISORS, INC. | −4,593 | $201,219 | CLOSE |
| OSAIC HOLDINGS, INC. | −3,718 | $162,886 | 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).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 62 | 8,214,922 | — | $360M |
| 2025-Q4 | 59 | 7,354,078 | — | $343M |
| 2025-Q3 | 51 | 6,854,225 | — | $310M |
| 2025-Q2 | 51 | 7,417,738 | — | $307M |
| 2025-Q1 | 48 | 6,270,482 | — | $236M |
| 2024-Q4 | 45 | 5,800,649 | — | $211M |
| 2024-Q3 | 46 | 5,450,491 | — | $207M |
| 2024-Q2 | 47 | 5,498,047 | — | $183M |
| 2024-Q1 | 41 | 8,398,332 | — | $273M |
| 2023-Q4 | 43 | 6,820,777 | — | $202M |
| 2023-Q3 | 44 | 5,425,316 | — | $149M |
| 2023-Q2 | 40 | 5,609,084 | — | $162M |
| 2023-Q1 | 44 | 5,579,371 | — | $148M |
| 2022-Q4 | 43 | 5,483,518 | — | $136M |
| 2022-Q3 | 42 | 6,266,554 | — | $137M |
| 2022-Q2 | 44 | 6,825,680 | — | $165M |
| 2022-Q1 | 45 | 6,933,914 | — | $193M |
| 2021-Q4 | 49 | 8,051,013 | — | $235M |
| 2021-Q3 | 44 | 7,952,003 | — | $236M |
| 2021-Q2 | 44 | 8,544,354 | — | $292M |
| 2021-Q1 | 44 | 8,243,251 | — | $278M |
| 2020-Q4 | 39 | 7,510,686 | — | $231M |
| 2020-Q3 | 38 | 9,327,035 | — | $219M |
| 2020-Q2 | 39 | 7,503,786 | — | $177M |
| 2020-Q1 | 35 | 6,957,409 | — | $134M |
| 2019-Q4 | 39 | 6,395,039 | — | $161M |
| 2019-Q3 | 36 | 6,259,984 | — | $143M |
| 2019-Q2 | 37 | 6,403,202 | — | $149M |
| 2019-Q1 | 35 | 5,800,972 | — | $135M |
| 2018-Q4 | 32 | 5,825,753 | — | $114M |
| 2018-Q3 | 31 | 5,460,209 | — | $140M |
| 2018-Q2 | 32 | 5,085,403 | — | $134M |
| 2018-Q1 | 30 | 4,191,875 | — | $109M |
| 2017-Q4 | 24 | 3,154,318 | — | $83M |
| 2017-Q3 | 17 | 2,028,955 | — | $50M |
| 2017-Q2 | 12 | 1,477,342 | — | $33M |
| 2017-Q1 | 6 | 977,894 | — | $21M |
