| 4 | BlackRock, Inc. | 4.8M | $67.1M | +10.8% | 2.918% | 0.00% |
| 5 | BAMCO INC /NY/ | 4.5M | $62.8M | +0.1% | 2.730% | 0.09% |
| 6 | GOLDMAN SACHS GROUP INC | 3.4M | $47.2M | -10.2% | 2.054% | 0.00% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.8M | $39.5M | +3.5% | 1.716% | 0.00% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 2.6M | $36.5M | +1.6% | 1.586% | 0.00% |
| 9 | Jupiter Topco LLC | 2.5M | $35.2M | — | 1.531% | 0.01% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 2.3M | $32.6M | -0.9% | 1.420% | 0.01% |
| 11 | Simcoe Capital Management, LLC | 2.3M | $31.5M | +7.3% | 1.369% | 5.73% |
| 12 | One Fin Capital Management LP | 1.8M | $24.4M | +250.0% | 1.061% | 7.88% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 1.7M | $23.3M | +5.8% | 1.014% | 0.00% |
| 14 | STATE STREET CORP | 1.5M | $20.4M | +6.5% | 0.889% | 0.00% |
| 15 | MILLENNIUM MANAGEMENT LLC | 1.3M | $17.6M | -13.9% | 0.765% | 0.01% |
| 16 | Quantinno Capital Management LP | 1.1M | $15.9M | +51.9% | 0.690% | 0.02% |
| 17 | JANE STREET GROUP, LLC | 1.0M | $14.4M | +446.2% | 0.628% | 0.00% |
| 18 | Emeth Value Capital, LLC | 1.0M | $14.3M | -74.3% | 0.623% | 49.64% |
| 19 | TUDOR INVESTMENT CORP ET AL | 1.0M | $14.1M | +7.6% | 0.613% | 0.02% |
| 20 | PRIVATE MANAGEMENT GROUP INC | 1.0M | $14.1M | -0.7% | 0.613% | 0.37% |
| 21 | Conversant Capital LLC | 1.0M | $13.9M | 0.0% | 0.606% | 1.64% |
| 22 | Elgethun Capital Management | 944K | $13.2M | +0.2% | 0.572% | 1.83% |
| 23 | Caption Management, LLC | 806K | $11.2M | — | 0.489% | 0.05% |
| 24 | TWO SIGMA INVESTMENTS, LP | 730K | $10.2M | +16.5% | 0.442% | 0.01% |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 634K | $8.8M | +85.3% | 0.384% | 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 DRVN — a direct measure of their conviction.
| 41.49% |
| +1.60 pp |
| $1.15B |
| +11% |
| Q4 2024 | 175 | +3.6% | 39.89% | +1.39 pp | $1.04B | +17% |
| Q3 2024 | 169 | — | 38.50% | — | $890M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
35 institutions opened new positions in DRVN during Q2 2026, while 34 fully exited. 115 added to existing positions and 38 trimmed.
DRVN institutional ownership fell by 1.48 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 60.3% of all reported 13F value in DRVN, and the top 25 account for 83.7%.
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.