Who Owns DLS
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 DLS.
Who crossed 5% of DLS →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 |
|---|---|
| CoreCap Advisors, LLCETF13.2K shtrimmed | $1.1M |
| Apella Capital, LLCINTL SMCAP DIV12.7K shadded | $1.1M |
| Stonebridge Wealth Management, LLCINTL SMCAP DIV10.6K shheld | $927.8K |
| Farther Finance Advisors, LLCETF10.2K shadded | $893K |
| Williams & Novak Wealth Management, LLCINTL SMCAP DIV5.4K shheld | $466.7K |
| Hardin Capital Partners, LLCINTL SMCAP DIV5.2K shheld | $449.8K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF4.9K shtrimmed | $422.9K |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLCINTL SMCAP DIV3.4K shadded | $298.1K |
| GAMMA Investing LLCETF460 shheld | $40.1K |
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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