Who Owns DHS
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in DHS.
Who crossed 5% of DHS →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Stonebridge Wealth Management, LLCUS HIGH DIVIDEND86K shadded | $9.6M |
| Avidian Wealth Enterprises, LLCUS HIGH DIVIDEND30.4K shtrimmed | $3.4M |
| Apella Capital, LLCUS HIGH DIVIDEND26K shtrimmed | $2.9M |
| Dickmeyer Boyce Financial Management, Inc.US HIGH DIVIDEND15.7K shadded | $1.8M |
| Farther Finance Advisors, LLCETF7.3K shtrimmed | $813.4K |
| Capital Advisors Wealth Management, LLCUS HIGH DIVIDEND3.7K shtrimmed | $415.9K |
| Friday FinancialUS HIGH DIVIDEND2.8K shheld | $308.5K |
| Cooper Financial GroupUS HIGH DIVIDEND2.6K shtrimmed | $294.5K |
| CoreCap Advisors, LLCETF1.6K shtrimmed | $179.4K |
| GAMMA Investing LLCETF287 shheld | $32.1K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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