Institutional Holders (2026 Q2)
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. | 10.53% | 1,421,934 | $85.2M |
| 2 | Berkeley, Inc | 6.79% | 361,477 | $21.7M |
| 3 | Empire Financial Management Company, LLC | 6.14% | 258,652 | $15.5M |
| 4 | Sunbeam Capital Management, LLC | 4.64% | 169,318 | $10.1M |
| 5 | Crumly & Associates Inc. | 4.30% | 374,640 | $22.4M |
| 6 | Arlington Financial Advisors, LLC | 4.24% | 557,358 | $33.4M |
| 7 | Oxford Financial Group, LTD. LLC | 3.82% | 1,260,109 | $75.5M |
| 8 | Steel Grove Capital Advisors, LLC | 3.49% | 625,849 | $37.5M |
| 9 | Resonant Capital Advisors, LLC | 3.29% | 1,148,375 | $68.8M |
| 10 | Orion Capital Management LLC | 3.20% | 172,714 | $10.3M |
| 11 | Allen Capital Group, LLC | 2.79% | 573,042 | $34.3M |
| 12 | ODonnell Financial Services, LLC | 2.27% | 129,051 | $7.7M |
| 13 | Centerpoint Advisory Group | 2.25% | 59,152 | $3.5M |
| 14 | Sequoia Financial Advisors, LLC | 1.77% | 5,942,710 | $356.0M |
| 15 | American Alpha Advisors, LLC | 1.55% | 48,041 | $2.9M |
| 16 | Old Port Advisors | 1.47% | 124,316 | $7.4M |
| 17 | Darwin Wealth Management, LLC | 1.32% | 80,778 | $4.8M |
| 18 | Aspect Partners, LLC | 1.29% | 57,857 | $3.5M |
| 19 | AlphaCore Capital LLC | 1.14% | 1,031,705 | $61.8M |
| 20 | Stonebridge Financial Planning Group, LLC | 1.02% | 53,463 | $3.2M |
| 21 | Indivisible Partners | 1.01% | 298,065 | $17.9M |
| 22 | Fermata Advisors, LLC | 1.01% | 83,266 | $5.0M |
| 23 | Weil Company, Inc. | 1.00% | 95,058 | $5.7M |
| 24 | Rothschild Wealth LLC | 0.76% | 158,500 | $9.5M |
| 25 | Quantify Chaos Advisors, LLC | 0.66% | 3,922 | $235K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|