Institutional Holders (2026 Q1)
6 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DODGX. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Garton & Associates Financial Advisors LLC | 0.38% | 28,488 | $459K |
| 2 | Kelleher Financial Advisors | 0.20% | 48,771 | $785K |
| 3 | Kohmann Bosshard Financial Services, LLC | 0.01% | 3,826 | $62K |
| 4 | McIlrath & Eck, LLC | 0.00% | 1,172 | $19K |
| 5 | Oakworth Capital, Inc. | 0.00% | 382 | $6K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|