DSM — Institutional owners (13F)

90 filers · $135.8M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
Saba Capital Management, L.P. $31,853,562 5,179,441 23.46% Shares
Bulldog Investors, LLP $18,852,671 3,065,475 13.88% Shares
Pathstone Holdings, LLC $18,521,172 3,011,573 13.64% Shares
RIVERNORTH CAPITAL MANAGEMENT, LLC $11,811,608 1,920,587 8.70% Shares
GUGGENHEIM CAPITAL LLC $6,701,181 1,089,623 4.93% Shares
Karpus Management, Inc. $5,759,918 936,572 4.24% Shares
Almitas Capital LLC $4,661,694 757,999 3.43% Shares
LPL Financial LLC $3,348,452 544,464 2.47% Shares
ROBINSON CAPITAL MANAGEMENT, LLC $2,877,909 467,193 2.12% Shares
WELLS FARGO & COMPANY/MN $2,754,906 447,952 2.03% Shares
VAN ECK ASSOCIATES CORP $2,605,460 423,652 1.92% Shares
Advisors Asset Management, Inc. $2,040,487 330,711 1.50% Shares
MORGAN STANLEY $1,648,619 268,067 1.21% Shares
Fiera Capital Corp $1,588,982 258,371 1.17% Shares
Capital Investment Advisors, LLC $1,539,609 250,343 1.13% Shares
Thomas J. Herzfeld Advisors, Inc. $1,204,797 195,902 0.89% Shares
CAPSTONE INVESTMENT ADVISORS, LLC $1,153,463 187,555 0.85% Shares
ENVESTNET ASSET MANAGEMENT INC $1,108,523 180,248 0.82% Shares
1607 Capital Partners, LLC $980,316 159,401 0.72% Shares
Bank of New York Mellon Corp $897,279 145,899 0.66% Shares
Nuveen, LLC $837,009 136,099 0.62% Shares
Summit Trail Advisors, LLC $688,937 112,022 0.51% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $661,642 107,584 0.49% Shares
Closed-End Fund Advisors, Inc. $617,085 100,339 0.45% Shares
Invesco Ltd. $603,733 98,168 0.44% Shares
PFS Partners, LLC $572,952 93,163 0.42% Shares
Ackerman Capital Advisors, LLC $563,328 91,598 0.41% Shares
UBS Group AG $541,821 88,101 0.40% Shares
Bridgewater Advisors Inc. $538,066 92,770 0.40% Shares
Palogic Value Management, L.P. $443,537 72,032 0.33% Shares
Opal Wealth Advisors, LLC $436,866 71,035 0.32% Shares
RAYMOND JAMES FINANCIAL INC $388,557 63,180 0.29% Shares
STIFEL FINANCIAL CORP $382,960 62,270 0.28% Shares
Noble Wealth Management PBC $378,939 72,733 0.28% Shares
OSAIC HOLDINGS, INC. $369,629 60,102 0.27% Shares
Savvy Advisors, Inc. $363,291 59,072 0.27% Shares
&PARTNERS $284,910 46,327 0.21% Shares
EVOLVE PRIVATE WEALTH, LLC $268,694 43,690 0.20% Shares
Geneos Wealth Management Inc. $263,589 42,860 0.19% Shares
CITADEL ADVISORS LLC $238,559 38,790 0.18% Shares
Fortitude Advisory Group L.L.C. $238,386 38,762 0.18% Shares
MELFA WEALTH MANAGEMENT, INC. $232,028 37,728 0.17% Shares
Catalina Capital Group, LLC $219,365 36,500 0.16% Shares
Integrated Wealth Concepts LLC $208,067 33,832 0.15% Shares
Arete Wealth Advisors, LLC $205,457 33,407 0.15% Shares
Aviance Capital Partners, LLC $190,544 30,983 0.14% Shares
Camelot Portfolios, LLC $186,729 30,362 0.14% Shares
Ranch Capital Advisors Inc. $180,166 29,295 0.13% Shares
Petersen Hastings Wealth Advisors Inc. $177,920 28,930 0.13% Shares
INTEGRATED CAPITAL MANAGEMENT, INC. $170,948 27,796 0.13% Shares
ROTHSCHILD INVESTMENT LLC $153,750 25,000 0.11% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $132,508 21,546 0.10% Shares
AMERIPRISE FINANCIAL INC $131,825 21,435 0.10% Shares
Advisor OS, LLC $122,963 19,994 0.09% Shares
Cetera Investment Advisers $115,721 18,816 0.09% Shares
Novak & Powell Financial Services, Inc. $113,786 18,502 0.08% Shares
Capital Market Strategies LLC $110,320 19,700 0.08% Shares
HighTower Advisors, LLC $107,576 17,492 0.08% Shares
LexAurum Advisors, LLC $105,989 17,234 0.08% Shares
CJM Wealth Advisers, Ltd. $97,460 15,847 0.07% Shares
Realta Investment Advisors $93,769 15,247 0.07% Shares
MML INVESTORS SERVICES, LLC $93,271 15,166 0.07% Shares
READYSTATE ASSET MANAGEMENT LP $88,000 14,309 0.06% Shares
BOKF, NA $78,911 12,831 0.06% Shares
BANK OF MONTREAL /CAN/ $78,474 12,760 0.06% Shares
MidWestOne Financial Group, Inc. $75,360 12,214 0.06% Shares
Everstar Asset Management, LLC $74,415 12,100 0.05% Shares
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC $74,150 12,057 0.05% Shares
Mariner, LLC $71,805 11,676 0.05% Shares
Shulman DeMeo Asset Management LLC $63,450 10,317 0.05% Shares
Clear Street Group Inc. $61,506 10,001 0.05% Shares
SMITH, MOORE & CO. $61,500 10,000 0.05% Shares
Cerity Partners LLC $61,500 10,000 0.05% Shares
Global Retirement Partners, LLC $43,050 7,000 0.03% Shares
HOLLENCREST CAPITAL MANAGEMENT $42,866 6,970 0.03% Shares
Smallwood Wealth Investment Management, LLC $39,729 6,460 0.03% Shares
TORONTO DOMINION BANK $30,369 4,938 0.02% Shares
EASTERN BANK $21,162 3,441 0.02% Shares
HARBOUR INVESTMENTS, INC. $16,605 2,700 0.01% Shares
CoreCap Advisors, LLC $16,605 2,700 0.01% Shares
SIT INVESTMENT ASSOCIATES INC $13,788 2,241,927 0.01% Shares
Quent Capital, LLC $12,300 2,000 0.01% Shares
Prestige Wealth Management Group LLC $8,900 1,447 0.01% Shares
Darwin Wealth Management, LLC $6,150 1,000 0.00% Shares
Guerra Advisors Inc $3,528 596 0.00% Shares
LORD, ABBETT & CO. LLC $1,383 224,958 0.00% Shares
PARK AVENUE SECURITIES LLC $978 159,077 0.00% Shares
COHEN & STEERS, INC. $308 50,000 0.00% Shares
Janney Montgomery Scott LLC $77 12,574 0.00% Shares
CITIGROUP INC $6 1 0.00% Shares