Institutional Holders (2026 Q2)
96 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DMAR. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | DWM Financial Group, Inc. | 26.08% | 702,329 | $29.3M |
| 2 | Spectrum Asset Management, Inc. (NB/CA) | 3.07% | 246,980 | $11.0M |
| 3 | First International Bank of Israel Ltd. | 2.88% | 236,000 | $10.6M |
| 4 | Decker Wealth Management LLC | 1.81% | 190,477 | $8.5M |
| 5 | Integrity Financial Corp /WA | 0.57% | 26,825 | $1.2M |
| 6 | Mission Financial Group, LLC | 0.51% | 13,844 | $619K |
| 7 | Wetzel Investment Advisors, INC. | 0.51% | 32,783 | $1.5M |
| 8 | Oakmont Advisory Group, LLC | 0.37% | 9,794 | $438K |
| 9 | Schulz Wealth, LTD. | 0.31% | 13,413 | $600K |
| 10 | REAP Financial Group, LLC | 0.29% | 38,060 | $1.7M |
| 11 | Grantvest Financial Group LLC | 0.26% | 9,992 | $447K |
| 12 | Ignite Planners, LLC | 0.25% | 40,554 | $1.8M |
| 13 | Uptick Partners, LLC | 0.24% | 33,877 | $1.5M |
| 14 | Fsb Premier Wealth Management, INC. | 0.22% | 17,299 | $774K |
| 15 | Nova Wealth Management, Inc. | 0.21% | 8,334 | $373K |
| 16 | Founders Financial Securities LLC | 0.20% | 86,759 | $3.9M |
| 17 | Winnacle Wealth LLC | 0.20% | 6,532 | $292K |
| 18 | Jim Saulnier & Associates, LLC | 0.18% | 10,018 | $448K |
| 19 | Foguth Wealth Management, LLC. | 0.17% | 33,980 | $1.5M |
| 20 | Uniting Wealth Partners, LLC | 0.17% | 18,680 | $836K |
| 21 | Glen Eagle Advisors, LLC | 0.14% | 25,660 | $1.1M |
| 22 | Capasso Planning Partners LLC | 0.13% | 5,616 | $251K |
| 23 | BostonPremier Wealth LLC | 0.12% | 6,478 | $290K |
| 24 | Echo Wealth Management, LLC | 0.11% | 4,995 | $223K |
| 25 | Cascade Investment Group, INC. | 0.11% | 4,509 | $202K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|