Institutional Holders (2026 Q1)
142 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DSTL. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Abacus Planning Group, Inc. | 11.17% | 1,433,258 | $83.0M |
| 2 | Berkeley, Inc | 7.06% | 363,522 | $21.0M |
| 3 | Sunbeam Capital Management, LLC | 5.67% | 171,099 | $9.9M |
| 4 | Arlington Financial Advisors, LLC | 4.41% | 534,709 | $30.9M |
| 5 | Crumly & Associates Inc. | 4.37% | 359,166 | $20.8M |
| 6 | Oxford Financial Group, LTD. LLC | 4.28% | 1,373,376 | $79.5M |
| 7 | Steel Grove Capital Advisors, LLC | 3.78% | 620,063 | $35.9M |
| 8 | Orion Capital Management LLC | 3.56% | 178,302 | $10.3M |
| 9 | Resonant Capital Advisors, LLC | 3.53% | 1,160,218 | $67.2M |
| 10 | Empire Financial Management Company, LLC | 3.36% | 256,581 | $14.9M |
| 11 | ODonnell Financial Services, LLC | 3.30% | 165,443 | $9.6M |
| 12 | Allen Capital Group, LLC | 2.87% | 554,563 | $32.1M |
| 13 | Centerpoint Advisory Group | 2.72% | 62,326 | $3.6M |
| 14 | Saxon Interests, INC. | 2.69% | 134,729 | $7.8M |
| 15 | Sequoia Financial Advisors, LLC | 1.92% | 5,923,843 | $342.9M |
| 16 | Old Port Advisors | 1.64% | 122,872 | $7.1M |
| 17 | Indivisible Partners | 1.52% | 296,463 | $17.2M |
| 18 | Stonebridge Financial Planning Group, LLC | 1.38% | 65,123 | $3.8M |
| 19 | Darwin Wealth Management, LLC | 1.38% | 76,302 | $4.4M |
| 20 | Aspect Partners, LLC | 1.32% | 55,784 | $3.2M |
| 21 | AlphaCore Capital LLC | 1.29% | 941,761 | $54.5M |
| 22 | Weil Company, Inc. | 1.12% | 85,892 | $5.0M |
| 23 | Fermata Advisors, LLC | 1.05% | 80,468 | $4.7M |
| 24 | American Alpha Advisors, LLC | 1.02% | 33,100 | $1.9M |
| 25 | Herold Advisors, Inc. | 0.88% | 68,847 | $4.0M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|