Institutional Holders (2026 Q2)
136 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DRIV. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Envision Financial Transparency, LLC | 1.53% | 42,606 | $1.8M |
| 2 | Ehrlich Financial Group | 0.39% | 19,443 | $750K |
| 3 | Carter Financial Group, INC. | 0.16% | 7,853 | $303K |
| 4 | Investmark Advisory Group LLC | 0.11% | 7,628 | $294K |
| 5 | Moment Partners, LLC | 0.10% | 13,695 | $528K |
| 6 | Stelac Advisory Services LLC | 0.06% | 7,782 | $300K |
| 7 | General Partner, Inc. | 0.04% | 2,000 | $77K |
| 8 | Strive Financial Group ,LLC | 0.04% | 2,474 | $95K |
| 9 | Powell Investment Advisors, LLC | 0.04% | 3,017 | $117K |
| 10 | CreativeOne Wealth, LLC | 0.03% | 36,955 | $1.4M |
| 11 | First Bancorp, Inc /ME/ | 0.03% | 2,000 | $77K |
| 12 | Global X Japan Co., Ltd. | 0.03% | 21,039 | $811K |
| 13 | Harbour Investments, INC. | 0.03% | 54,579 | $2.1M |
| 14 | Two Sigma Securities, LLC | 0.03% | 8,431 | $325K |
| 15 | Advantage Trust Co | 0.03% | 1,880 | $73K |
| 16 | Hbw Advisory Services LLC | 0.02% | 6,195 | $239K |
| 17 | Destination Wealth Management | 0.02% | 21,899 | $845K |
| 18 | Arax Advisory Partners | 0.02% | 62,121 | $2.4M |
| 19 | Gts Securities LLC | 0.02% | 18,942 | $731K |
| 20 | International Assets Investment Management, LLC | 0.02% | 6,704 | $254K |
| 21 | Adirondack Trust Co | 0.01% | 1,260 | $49K |
| 22 | SOA Wealth Advisors, LLC. | 0.01% | 2,018 | $78K |
| 23 | Cherry Tree Wealth Management, LLC | 0.01% | 1,685 | $65K |
| 24 | EverSource Wealth Advisors, LLC | 0.01% | 8,737 | $337K |
| 25 | DHJJ Financial Advisors, Ltd. | 0.01% | 958 | $37K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|