Institutional Holders (2026 Q1)
109 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DTH. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Stonebridge Wealth Management, LLC | 7.50% | 144,758 | $7.8M |
| 2 | Madrid Financial Services | 3.96% | 123,955 | $6.7M |
| 3 | American Alpha Advisors, LLC | 2.80% | 97,500 | $5.3M |
| 4 | Freedom Day Solutions, LLC | 2.66% | 183,302 | $9.9M |
| 5 | TCP Asset Management, LLC | 1.86% | 267,965 | $14.5M |
| 6 | Peregrine Asset Advisers, Inc. | 1.25% | 86,149 | $4.7M |
| 7 | Wealthcare Capital Partners, LLC | 1.07% | 42,143 | $2.3M |
| 8 | ShoreHaven Wealth Partners, LLC | 0.62% | 31,858 | $1.7M |
| 9 | Lansing Street Advisors | 0.60% | 43,765 | $2.4M |
| 10 | Cahill Financial Advisors Inc | 0.59% | 100,503 | $5.4M |
| 11 | Patten Group, Inc. | 0.58% | 62,210 | $3.4M |
| 12 | Farmers National Bank | 0.55% | 46,132 | $2.5M |
| 13 | Cooper Financial Group | 0.43% | 78,851 | $4.3M |
| 14 | Formidable Asset Management, LLC | 0.34% | 43,086 | $2.2M |
| 15 | Valued Retirements, Inc. | 0.23% | 4,350 | $235K |
| 16 | Breakwater Capital Group | 0.22% | 30,002 | $1.6M |
| 17 | Evanson Asset Management, LLC | 0.20% | 70,252 | $3.8M |
| 18 | Great Diamond Partners, LLC | 0.20% | 19,378 | $1.0M |
| 19 | Crescent Grove Advisors, LLC | 0.20% | 37,800 | $2.0M |
| 20 | BCS Private Wealth Management, Inc. | 0.19% | 11,404 | $617K |
| 21 | Goldstone Financial Group, LLC | 0.18% | 30,508 | $1.7M |
| 22 | Axis Wealth Partners, LLC | 0.17% | 6,060 | $328K |
| 23 | D.B. Root & Company, LLC | 0.17% | 13,120 | $710K |
| 24 | Trace Wealth Advisors, LLC | 0.16% | 4,000 | $216K |
| 25 | Hilltop Partners LLC | 0.15% | 10,686 | $578K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|