Institutional Holders (2026 Q2)
89 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DSU. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | GraniteShares Advisors LLC | 1.70% | 272,252 | $2.6M |
| 2 | PMG Family Office LLC | 1.50% | 168,146 | $1.6M |
| 3 | Smith Asset Management Co., LLC | 1.48% | 194,122 | $1.9M |
| 4 | Elevated Capital Advisors, LLC | 1.23% | 462,634 | $4.5M |
| 5 | Oak Hill Advisors LP | 0.80% | 578,922 | $5.6M |
| 6 | Whipplewood Advisors, LLC | 0.65% | 98,931 | $960K |
| 7 | Greenup Street Wealth Management LLC | 0.47% | 396,179 | $3.8M |
| 8 | Melfa Wealth Management, INC. | 0.23% | 43,429 | $421K |
| 9 | Strategic Wealth Partners, Ltd. | 0.20% | 329,048 | $3.2M |
| 10 | Bison Wealth, LLC | 0.17% | 186,989 | $1.8M |
| 11 | Kingstone Capital Partners Texas, LLC | 0.16% | 30,934 | $300K |
| 12 | Strong Retirement Solutions LLC | 0.15% | 26,500 | $257K |
| 13 | Nepsis Inc. | 0.10% | 29,646 | $288K |
| 14 | Virtus Investment Advisers, LLC | 0.09% | 39,931 | $387K |
| 15 | Register Financial Advisors LLC | 0.08% | 28,560 | $277K |
| 16 | Guggenheim Capital LLC | 0.08% | 1,357,719 | $13.2M |
| 17 | Stirlingshire Investments, Inc. | 0.08% | 10,886 | $106K |
| 18 | Ethos Financial Group, LLC | 0.05% | 84,153 | $816K |
| 19 | Advisors Asset Management, Inc. | 0.05% | 351,476 | $3.4M |
| 20 | Matrix Private Capital Group LLC | 0.04% | 10,000 | $97K |
| 21 | Cape Investment Advisory, Inc. | 0.04% | 15,124 | $147K |
| 22 | KFA Private Wealth Group, LLC | 0.04% | 16,300 | $158K |
| 23 | Pinnacle Wealth Planning Services, Inc. | 0.03% | 35,978 | $349K |
| 24 | Logan Stone Capital, LLC | 0.03% | 16,017 | $155K |
| 25 | Ausdal Financial Partners, Inc. | 0.03% | 73,579 | $715K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|