DSI · Insider trading · 13F holders · Congress trades
Ishares Tr (DSI)
Who is buying and selling DSI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 103
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DSI at a glance
- No open-market insider purchases or sales of DSI were filed in the last 90 days.
- 103 13F filers hold DSI among their 50 largest positions, worth $484.7M combined. The biggest bets by portfolio weight are Northstar Asset Management Inc (11.7%), Gilbert Capital Group, Inc. (4.3%) and Avise Financial Cooperative, Inc. (4.1%). In their latest 13Fs, 2 managers opened a new position and 14 added to one.
- No member of Congress has disclosed a trade in DSI.
DSI insider trading
No open-market insider purchases or sales of DSI were filed in the last 90 days.
Who owns DSI? Hedge funds and superinvestors
103 13F filers hold DSI among their 50 largest positions, worth $484.7M combined. The biggest bets by portfolio weight are Northstar Asset Management Inc (11.7%), Gilbert Capital Group, Inc. (4.3%) and Avise Financial Cooperative, Inc. (4.1%). In their latest 13Fs, 2 managers opened a new position and 14 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| IMA Advisory Services, Inc.Institutional asset manager | 3.9% | $63.0M | 444,726 | +7.8% shares | Q2 2026 |
| Northstar Asset Management IncWealth manager | 11.7% | $39.9M | 279,901 | +31.9% shares | Q2 2026 |
| Global Retirement Partners, LLCInstitutional asset manager | 0.5% | $31.5M | 221,547 | -0.2% shares | Q2 2026 |
| National Philanthropic TrustInvestment manager | 0.3% | $21.1M | 148,426 | -9.5% shares | Q2 2026 |
| Gemmer Asset Management LLCWealth manager | 1.3% | $20.1M | 137,567 | -1.4% shares | Q3 2026 |
| Manchester Capital Management LLCWealth manager | 2.6% | $18.8M | 128,700 | +0.0% shares | Q3 2026 |
| Johnson Financial Group, Inc.Wealth manager | 0.5% | $15.9M | 111,675 | -1.8% shares | Q2 2026 |
| PFG Investments, LLCWealth manager | 0.5% | $13.9M | 97,760 | +1.8% shares | Q2 2026 |
| Francis Financial, Inc.Wealth manager | 2.1% | $12.9M | 90,492 | -1.2% shares | Q2 2026 |
| Natural Investments, LLCWealth manager | 2.8% | $12.6M | 88,429 | -9.6% shares | Q2 2026 |
| Mascoma Wealth Management LLCWealth manager | 2.2% | $12.0M | 82,200 | +7.6% shares | Q3 2026 |
| Brio Consultants, LLCWealth manager | 1.0% | $8.9M | 62,504 | -0.6% shares | Q2 2026 |
| Sofi Wealth, LLCWealth manager | 0.3% | $8.7M | 59,542 | +14.5% shares | Q3 2026 |
| Strategic Point Investment Advisors, LLCWealth manager | 1.1% | $8.3M | 56,749 | -0.8% shares | Q3 2026 |
| Headinvest, LLCWealth manager | 1.5% | $7.8M | 54,789 | -0.3% shares | Q2 2026 |
| Dunhill Financial, LLCWealth manager | 1.3% | $6.4M | 44,668 | -15.0% shares | Q2 2026 |
| Gilbert Capital Group, Inc.Wealth manager | 4.3% | $6.1M | 41,619 | +0.2% shares | Q3 2026 |
| First Affirmative Financial NetworkWealth manager | 1.3% | $6.0M | 41,169 | +21.2% shares | Q3 2026 |
| Avise Financial Cooperative, Inc.Wealth manager | 4.1% | $5.8M | 40,390 | -10.0% shares | Q2 2026 |
| True Blue Financial, LLCWealth manager | 2.0% | $5.4M | 36,916 | +19.4% shares | Q3 2026 |
| Columbia BankBank & trust | 1.1% | $5.3M | 36,383 | -8.7% shares | Q3 2026 |
| Diversified Enterprises, LLCWealth manager | 0.2% | $5.2M | 35,877 | +2.1% shares | Q3 2026 |
| One Wealth Advisors, LLCWealth manager | 0.6% | $5.2M | 36,755 | -0.2% shares | Q2 2026 |
| Moment Partners, LLCWealth manager | 0.9% | $5.2M | 36,426 | -1.3% shares | Q2 2026 |
| Neumann Capital Management, LLCWealth manager | 1.3% | $5.1M | 34,966 | -0.7% shares | Q3 2026 |
| McClarren Financial Advisors, Inc.Wealth manager | 2.5% | $5.0M | 34,354 | -0.4% shares | Q3 2026 |
| Cranbrook Wealth Management, LLCWealth manager | 0.9% | $4.9M | 33,340 | -3.9% shares | Q3 2026 |
| Laurel Wealth Planning LLCWealth manager | 2.1% | $4.8M | 33,390 | -2.1% shares | Q2 2026 |
| Childress Capital Advisors, LLCWealth manager | 0.7% | $4.5M | 31,101 | -3.1% shares | Q3 2026 |
| Pennsylvania Capital Management Inc /advHedge fund | 1.1% | $4.4M | 31,148 | +18.9% shares | Q2 2026 |
The 30 largest of 103 positions, by value. Each manager counts with its latest 13F (Q3 2026: 54, Q2 2026: 47, Q1 2026: 2). Screen DSI in the grand portfolio →
DSI stock trades by members of Congress
No member of Congress has disclosed a trade in DSI.
DSI questions and answers
Are insiders buying DSI stock?
No open-market insider purchases or sales of DSI were filed in the last 90 days.
Which hedge funds own DSI?
103 13F filers hold DSI among their 50 largest positions, worth $484.7M combined. The biggest bets by portfolio weight are Northstar Asset Management Inc (11.7%), Gilbert Capital Group, Inc. (4.3%) and Avise Financial Cooperative, Inc. (4.1%). In their latest 13Fs, 2 managers opened a new position and 14 added to one.
Has Congress traded DSI?
No member of Congress has disclosed a trade in DSI.
Who is the largest holder of DSI?
Among 13F filers, IMA Advisory Services, Inc. reports the largest DSI position, $63.0M (444,726 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Northstar Asset Management Inc's: 11.7% of its portfolio.
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