DISV Institutional Ownership
Who owns DISV and what the big funds did with it last quarter, from every SEC 13F filing. 474 funds reported holding DISV at Jun 30, 2026.
- ▲282 buying vs 138 selling
- ▲Shares held by funds +6.7%
- ▲Funds holding +16
- ▲Superinvestors: 1 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 474 | 458 | +3.5% |
| In funds' top 10 | 47 | 52 | −9.6% |
| 13F shares | 96.8M | 90.7M | +6.7% |
| Held by funds | – | – | – |
| New positions | 40 | 49 | −18.4% |
| Increased | 242 | 189 | +28.0% |
| Reduced | 117 | 143 | −18.2% |
| Sold out | 21 | 16 | +31.3% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in DISV
All superinvestors →
Who owns DISV
share of fund held shares- Index and passive funds1.4%
- Active managers and hedge funds88.8%
- Banks and brokers9.0%
- Pensions, insurers and other0.8%
The top 10 holders own 42.2% of all DISV shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
371 funds changed their position- UBS Group AGTrimmed−2.5M sh
- Savant Capital, LLCAdded+1.5M sh
- Jane Street Group, LLCTrimmed−629K sh
- Focus Partners WealthTrimmed−496K sh
- Dravo Bay LLCTrimmed−280K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | – | 13.4M | $538M | −499K |
| 2 | Forum Financial Management, LP | – | 5.6M | $226M | +38K |
| 3 | Mather Group, Llc. | – | 5.2M | $209M | −533K |
| 4 | Focus Advisor Solutions, LLC | – | 3.1M | $125M | +234K |
| 5 | Bank of America Corp /de/ | – | 3M | $120M | +722K |
| 6 | Savant Capital, LLC | – | 2.6M | $109M | +1.6M |
| 7 | UBS Group AG | – | 2.5M | $99.7M | +2.5M |
| 8 | Ritholtz Wealth Management | – | 2.4M | $95.7M | +104K |
| 9 | Cerity Partners LLC | – | 1.6M | $63.9M | +173K |
| 10 | Integrated Wealth Concepts LLC | – | 1.4M | $56.7M | +716K |
- UBS Group AG+2.5M sh+$98.4M
- Savant Capital, LLC+1.6M sh+$67.2M
- Bank of America Corp /de/+722K sh+$29M
- Integrated Wealth Concepts LLC+716K sh+$28.7M
- Assetmark, Inc+382K sh+$15.3M
- Mercer Global Advisors Inc /adv+253K sh+$10.2M
- Focus Advisor Solutions, LLC+234K sh+$9.4M
- William Mack & Associates, Inc.+216K sh+$8.7M
- Mather Group, Llc.−533K sh−$21.4M
- Focus Partners Wealth−499K sh−$20M
- Jane Street Group, LLC−213K sh−$8.5M
- Old Mission Capital LLC−194K sh−$7.7M
- Abacus Wealth Partners, LLC−98K sh−$3.9M
- Envestnet Asset Management Inc−91K sh−$3.7M
- Allworth Financial LP−87K sh−$3.5M
- Miramar Fiduciary Corp−71K sh−$2.8M
DISV institutional ownership FAQ
Who owns the most DISV stock?
In Q2 2026 13F filings the largest holder of DISV was Focus Partners Wealth, followed by Forum Financial Management, LP and Mather Group, Llc.. Index fund managers are usually the biggest holders of large companies.
What percentage of DISV is owned by institutions?
474 funds reported holding 96.8M DISV shares at Jun 30, 2026.
Are hedge funds buying DISV?
In Q2 2026, 282 funds bought DISV (40 of them new positions) and 138 sold (21 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for DISV is strongly bullish.
What is DISV's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this DISV ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.