Institutional Holders (2026 Q1)
314 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DNP. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Kentucky Trust Co | 3.65% | 675,496 | $7.0M |
| 2 | RDA Financial Network | 0.71% | 276,671 | $2.8M |
| 3 | Everstar Asset Management, LLC | 0.63% | 114,661 | $1.2M |
| 4 | Grey Ledge Advisors, LLC | 0.62% | 264,547 | $2.7M |
| 5 | Westbourne Investment Advisors, Inc. | 0.25% | 84,700 | $872K |
| 6 | J.W. COLE ADVISORS, INC. | 0.25% | 728,901 | $7.5M |
| 7 | First Heartland Consultants, Inc. | 0.25% | 319,241 | $3.3M |
| 8 | Walser Wealth Management Company, A Ltd Liability Co | 0.24% | 52,597 | $542K |
| 9 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 0.24% | 74,420 | $767K |
| 10 | Shulman DeMeo Asset Management LLC | 0.20% | 92,387 | $952K |
| 11 | J.M. Arbour, LLC | 0.19% | 19,697 | $203K |
| 12 | Fjell Capital, LLC | 0.18% | 23,135 | $238K |
| 13 | Blackston Financial Advisory Group, LLC | 0.18% | 27,131 | $279K |
| 14 | Stratos Wealth Advisors, LLC | 0.15% | 242,656 | $2.5M |
| 15 | Asset Planning,Inc | 0.15% | 20,328 | $209K |
| 16 | PMG Family Office LLC | 0.13% | 10,900 | $113K |
| 17 | WINEBRENNER CAPITAL MANAGEMENT LLC | 0.12% | 18,547 | $191K |
| 18 | Future Financial Wealth Managment LLC | 0.12% | 18,000 | $189K |
| 19 | BALANCED WEALTH GROUP LLC | 0.12% | 31,571 | $325K |
| 20 | SARD WEALTH MANAGEMENT GROUP, LLC | 0.11% | 20,000 | $206K |
| 21 | LCM Capital Management Inc | 0.11% | 21,237 | $219K |
| 22 | EDMP, INC. | 0.10% | 12,267 | $126K |
| 23 | Apollon Wealth Management, LLC | 0.10% | 596,296 | $6.1M |
| 24 | IRON Financial LLC | 0.08% | 18,137 | $187K |
| 25 | Patten Group, Inc. | 0.08% | 43,907 | $452K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|