Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in DRCT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | DOLIVER ADVISORS, LP | 103K | $83K | — | 17.838% | 0.02% |
| 2 | GEODE CAPITAL MANAGEMENT, LLC | 45K | $36K | -11.5% | 7.831% | 0.00% |
| 3 | UBS Group AG | 23K | $18K | -92.5% | 3.964% | 0.00% |
| 4 | Tower Research Capital LLC (TRC) | 7K | $6K | — | 1.196% | 0.00% |
| 5 | HHM Wealth Advisors, LLC | 2K | $2K | — | 0.348% | 0.00% |
| 6 | BlackRock, Inc. | 134 | $109 | -98.3% | 0.023% | 0.00% |
| 7 | MORGAN STANLEY | 107 | $87 | -99.5% | 0.019% | 0.00% |
| 8 | Steward Partners Investment Advisory, LLC | 30 | $24 | -98.2% | 0.005% | 0.00% |
| 9 | Caitong International Asset Management Co., Ltd | 1 | $1 | — | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in DRCT — a direct measure of their conviction.
Filings activity in DRCT during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 9 | 40% | 8.35% | +5.55 pp | $0M | +198% |
| Q4 2025 | 15 | +50% | 2.80% | 3.29 pp | $0M | 54% |
| Q3 2025 | 10 | 33% | 6.09% | 8.14 pp | $0M | 57% |
| Q2 2025 | 15 | 6.3% | 14.23% | +4.39 pp | $0M | +45% |
| Q1 2025 | 16 | +14% | 9.84% | 15.66 pp | $0M | 61% |
| Q4 2024 | 14 | +7.7% | 25.50% | 7.37 pp | $0M | 22% |
| Q3 2024 | 13 | 19% | 32.87% | 38.65 pp | $1M | 54% |
| Q2 2024 | 16 | — | 71.52% | — | $1M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying DRCT stock.
Based on Q1 2026 13F filings, institutional ownership of Direct Digital Holdings, Inc. stands at 8.3%, held across 9 reporting institutions.
DOLIVER ADVISORS, LP is the largest reported institutional holder of DRCT, with approximately 102,569 shares worth $0.00B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of DRCT.
Our composite Smart Money Score for DRCT is 37 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
4 institutions opened new positions in DRCT during Q1 2026, while 10 fully exited. 1 added to existing positions and 4 trimmed.
DRCT institutional ownership rose by 5.55 percentage points quarter-over-quarter, with a net change of -6 holders.
The top 10 institutions account for 100.0% of all reported 13F value in DRCT, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.