DTM institutional holders

Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.

661 institutional managers reported holding DTM for the quarter ended Mar 31, 2026. Together they hold about 83% of shares outstanding; the top 10 hold 43%. 98 opened new positions; 69 closed out. Complete ranked register from SEC 13F filings.

Largest holders

managershares% outvalue (Mar 31, 2026 close)changeheld since
Vanguard Group11.25M10.96%$1.52Badded +1.3%2021 Q3
BlackRock10.92M10.63%$1.47Badded +0.7%2021 Q2
State Street3.25M3.16%$437.4Madded +1.6%2021 Q3
Deutsche Bank AG\3.06M2.98%$411.8Mtrimmed -1.1%2021 Q3
Tortoise Capital Advisors, L.l.c.3.01M2.93%$405.2Madded +0.9%2021 Q3
Neuberger Berman Group LLC2.94M2.86%$395.8Madded +5.6%2021 Q3
Blackstone2.68M2.61%$361.1Madded +20.2%2021 Q3
59 North Capital Management, LP (focused)2.62M2.55%$353.2Mtrimmed -14%2025 Q2
Geode Capital2.31M2.25%$311.4Mtrimmed -4%2021 Q2
Dimensional Fund Advisors2.28M2.22%$306.8Mtrimmed -13.3%2021 Q3
Goldman Sachs2.17M2.11%$291.9Mtrimmed -15.9%2021 Q3
T. Rowe Price Investment Management, INC.2.03M1.97%$272.9Madded +482.8%2023 Q3
Citadel Advisors1.34M1.31%$180.6Mtrimmed -2.3%2021 Q3
Capital Research Global Investors1.14M1.11%$153.2Mtrimmed -9%2021 Q3
Westwood Holdings Group INC1.08M1.05%$144.9Mtrimmed -4.6%2022 Q4
Mirae Asset Global Etfs Holdings LTD.1.06M1.03%$142.6Madded +3.4%2022 Q4
Morgan Stanley1.01M0.99%$136.7Mtrimmed -2.5%2021 Q2
Invesco992.0k0.97%$133.6Mtrimmed -5.1%2021 Q3
Reaves W H & CO INC932.5k0.91%$125.6Madded +22.3%2021 Q3
Northern Trust908.2k0.88%$122.4Madded +3.1%2021 Q2
BNY Mellon892.4k0.87%$120.2Munchanged2021 Q3
TrinityBridge LTD881.0k0.86%$118.7Munchanged2025 Q4
UBS853.9k0.83%$115.0Madded +12.5%2021 Q3
Merewether Investment Management, LP835.0k0.81%$112.5Mtrimmed -19.9%2025 Q1
Charles Schwab Investment Management806.9k0.79%$108.7Madded +4.4%2021 Q3
Franklin Resources768.2k0.75%$103.5Munchanged2021 Q3
Cushing Asset Management, LP dba NXG Investment Management727.1k0.71%$98.0Mtrimmed -3%2021 Q3
Two Sigma676.6k0.66%$91.2Madded +1.4%2024 Q1
Kayne Anderson Capital Advisors LP (focused)650.0k0.63%$87.6Mtrimmed -24.7%2021 Q3
Eagle Global Advisors LLC625.1k0.61%$84.2Madded +26.4%2023 Q3
Bahl & Gaynor INC593.5k0.58%$80.0Madded +5.5%2024 Q4
Bank OF America CORP /DE/572.6k0.56%$77.2Mtrimmed -13.6%2021 Q3
MFS Investment Management543.1k0.53%$73.2Mopened2026 Q1
Mitsubishi UFJ Asset Management CO., LTD.523.5k0.51%$70.5Mtrimmed -19.5%2021 Q3
Russell Investments Group, LTD.514.7k0.50%$69.3Mtrimmed -2.6%2021 Q3
Principal Financial Group INC506.3k0.49%$68.2Mtrimmed -2.7%2021 Q3
Brookfield CORP /ON/505.3k0.49%$68.1Mtrimmed -1%2021 Q3
Energy Income Partners, LLC429.9k0.42%$57.9Madded +1%2021 Q3
Duff & Phelps Investment Management CO420.2k0.41%$56.6Madded +13.9%2021 Q4
Eventide Asset Management, LLC402.0k0.39%$54.2Madded +1.8%2024 Q4
Nuveen391.6k0.38%$52.8Madded +88.8%2021 Q3
Chickasaw Capital Management LLC391.3k0.38%$52.7Madded +39.8%2023 Q1
AllianceBernstein375.5k0.37%$50.6Madded +177.9%2021 Q3
Cibc Bancorp USA INC.362.9k0.35%$48.9Mtrimmed -5.4%2022 Q1
Recurrent Investment Advisors LLC355.2k0.35%$47.9Munchanged2024 Q2
First Trust Advisors LP351.0k0.34%$47.3Madded +5.7%2021 Q4
Gotham Asset Management341.7k0.33%$46.0Madded +19.8%2021 Q3
Deroy & Devereaux Private Investment Counsel INC323.9k0.32%$43.6Mtrimmed -1.8%2021 Q3
Focus Partners Wealth288.2k0.28%$38.8Madded +10.1%2024 Q3
Envestnet Asset Management INC287.7k0.28%$38.8Mtrimmed -9.6%2021 Q3

Largest 50 of 661 shown; the full ranked, searchable register is at boothcheck.com/holders/DTM. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.

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