% of shares outstanding is not shown for DWX: 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 DWX 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 |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 911K | 890K | 853K | 839K | 850K | 852K | $39M |
| BANK OF AMERICA CORP /DE/ | 752K | 735K | 711K | 718K | 711K | 707K | $32M |
| UBS Group AG | 270K | 365K | 388K | 414K | 460K | 392K | $18M |
| WELLS FARGO & COMPANY/MN | 261K | 301K | 636K | 619K | 635K | 357K | $16M |
| Columbia River Financial Group, LLC | 284K | 303K | 269K | 273K | 281K | 294K | $13M |
| Baker Avenue Asset Management, LP | 188K | 81K | 210K | 229K | 247K | 260K | $12M |
| Concord Wealth Partners | 92K | 173K | 228K | 233K | 246K | 254K | $12M |
| Concord Asset Management, LLC/VA | 83K | 178K | 228K | 226K | 236K | 248K | $11M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 223K | 224K | 215K | 214K | 217K | 220K | $10M |
| LPL Financial LLC | 185K | 172K | 187K | 194K | 192K | 190K | $9M |
| Focus Partners Wealth | — | — | 162K | — | 149K | 149K | $7M |
| Allen Capital Group, LLC | 148K | 147K | 143K | 142K | 139K | 139K | $6M |
| OSAIC HOLDINGS, INC. | 52K | 56K | 98K | 88K | 94K | 119K | $5M |
| STIFEL FINANCIAL CORP | 128K | 121K | 119K | 118K | 119K | 105K | $5M |
| ROYAL BANK OF CANADA | 88K | 106K | 192K | 99K | 104K | 103K | $5M |
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 | |
|---|---|---|---|
| FDx Advisors, Inc. | +33,886 | $2M | OPEN |
| JANE STREET GROUP, LLC | +31,051 | $1M | OPEN |
| ELEVATION POINT WEALTH PARTNERS, LLC | +28,019 | $1M | OPEN |
| OSAIC HOLDINGS, INC. | +24,853 | $1M | ADD |
| Virtu Financial LLC | +17,935 | $817,870 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | −278,737 | $13M | TRIM |
| ENVESTNET ASSET MANAGEMENT INC | −101,728 | $5M | TRIM |
| UBS Group AG | −68,042 | $3M | TRIM |
| Dorsey Wright & Associates | −67,756 | $3M | CLOSE |
| Cetera Investment Advisers | −31,092 | $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).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 137 | 5,974,324 | — | $273M |
| 2025-Q4 | 139 | 6,402,577 | — | $281M |
| 2025-Q3 | 141 | 6,224,995 | — | $266M |
| 2025-Q2 | 141 | 6,534,461 | — | $275M |
| 2025-Q1 | 130 | 5,701,568 | — | $219M |
| 2024-Q4 | 135 | 5,692,061 | — | $199M |
| 2024-Q3 | 131 | 5,456,326 | — | $209M |
| 2024-Q2 | 128 | 5,620,033 | — | $194M |
| 2024-Q1 | 132 | 8,562,874 | — | $301M |
| 2023-Q4 | 133 | 8,193,124 | — | $291M |
| 2023-Q3 | 134 | 7,558,185 | — | $249M |
| 2023-Q2 | 136 | 7,252,444 | — | $249M |
| 2023-Q1 | 144 | 7,175,486 | — | $246M |
| 2022-Q4 | 143 | 7,182,258 | — | $231M |
| 2022-Q3 | 138 | 7,405,031 | — | $213M |
| 2022-Q2 | 147 | 7,748,632 | — | $266M |
| 2022-Q1 | 149 | 7,491,026 | — | $291M |
| 2021-Q4 | 148 | 7,138,898 | — | $276M |
| 2021-Q3 | 146 | 7,426,406 | — | $282M |
| 2021-Q2 | 145 | 7,127,351 | — | $281M |
| 2021-Q1 | 139 | 7,050,292 | — | $269M |
| 2020-Q4 | 138 | 6,628,916 | — | $242M |
| 2020-Q3 | 130 | 6,772,735 | — | $228M |
| 2020-Q2 | 127 | 7,817,868 | — | $259M |
| 2020-Q1 | 143 | 8,645,929 | — | $264M |
| 2019-Q4 | 160 | 9,018,897 | — | $363M |
| 2019-Q3 | 143 | 7,978,348 | — | $311M |
| 2019-Q2 | 146 | 9,142,238 | — | $479M |
| 2019-Q1 | 150 | 8,541,959 | — | $325M |
| 2018-Q4 | 145 | 8,417,675 | — | $295M |
| 2018-Q3 | 144 | 8,385,910 | — | $319M |
| 2018-Q2 | 151 | 9,002,025 | — | $345M |
| 2018-Q1 | 156 | 15,635,569 | — | $626M |
| 2017-Q4 | 143 | 15,965,493 | — | $658M |
| 2017-Q3 | 121 | 14,223,938 | — | $574M |
| 2017-Q2 | 129 | 13,273,142 | — | $519M |
| 2017-Q1 | 125 | 13,117,047 | — | $499M |
| 2016-Q4 | 120 | 11,333,550 | — | $409M |
| 2016-Q3 | 115 | 11,307,802 | — | $416M |
| 2016-Q2 | 116 | 10,960,800 | — | $386M |
| 2016-Q1 | 114 | 8,701,483 | — | $305M |
| 2015-Q4 | 121 | 9,265,755 | — | $309M |
| 2015-Q3 | 120 | 11,085,092 | — | $377M |
| 2015-Q2 | 131 | 13,584,497 | — | $563M |
| 2015-Q1 | 140 | 12,357,721 | — | $519M |
| 2014-Q4 | 143 | 12,368,282 | — | $520M |
| 2014-Q3 | 132 | 11,096,841 | — | $513M |
| 2014-Q2 | 127 | 9,707,565 | — | $502M |
| 2014-Q1 | 127 | 9,679,231 | — | $470M |
| 2013-Q4 | 124 | 9,625,518 | — | $456M |
| 2013-Q3 | 116 | 10,650,628 | — | $497M |
| 2013-Q2 | 108 | 10,216,496 | — | $446M |
| 2013-Q1 | 11 | 396,868 | — | $19M |
