DALI Institutional Ownership & Shareholders
FIRST TRUST DORSEYWRIGHT DAL (DALI) is currently held by 16 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $91.98M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Strid Group, Llc is currently the largest disclosed institutional shareholder of DALI tracked by InsiderSet, reporting ownership valued at approximately $82.07M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $78.30M, representing an estimated loss of -4.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed DALI value among the investors covered in this analysis. Major shareholders include Strid Group, Llc, Prospera Financial Services Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST DORSEYWRIGHT DAL (DALI).
This page ranks the largest institutional DALI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
16
Total Reported Value
$91.98M
Largest Holder
Strid Group, Llc
Largest Position
$82.07M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
24
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Strid Group, Llc | 8.95% | 2,903,600 | $82,071,409 | $78,298,187 | -$3,773,222 | -4.60% | |
| Prospera Financial Services Inc | 0.04% | 125,560 | $3,390,952 | $3,385,838 | -$5,114 | -0.15% | |
| Lpl Financial Llc | 0.00% | 69,990 | $1,978,306 | $1,887,343 | -$90,963 | -4.60% | |
| Pathstone Holdings, Llc | 0.01% | 46,346 | $1,289,492 | $1,249,762 | -$39,730 | -3.08% | |
| Susquehanna International Group, Llp | 0.00% | 39,071 | $1,162,538 | $1,053,585 | -$108,953 | -9.37% | |
| Keel Point, Llc | 0.03% | 16,011 | $476,399 | $431,751 | -$44,648 | -9.37% | |
| Ewa, Llc | 0.06% | 10,529 | $313,285 | $283,924 | -$29,361 | -9.37% | |
| Raymond James Financial Inc | 0.00% | 8,423 | $250,622 | $227,134 | -$23,488 | -9.37% | |
| Stifel Financial Corp | 0.00% | 7,815 | $232,532 | $210,739 | -$21,793 | -9.37% | |
| Morgan Stanley | 0.00% | 3,548 | $105,593 | $95,675 | -$9,918 | -9.39% | |
| Cherry Tree Wealth Management, Llc | 0.01% | 2,636 | $74,508 | $71,082 | -$3,426 | -4.60% | |
| Holos Integrated Wealth Llc | 0.03% | 2,291 | $62,891 | $61,779 | -$1,112 | -1.77% | |
| Ubs Group Ag | 0.00% | 360 | $10,712 | $9,708 | -$1,004 | -9.38% | |
| Jones Financial Companies Lllp | 0.00% | 84 | $2,463 | $2,265 | -$198 | -8.03% | |
| Founders Financial Alliance, Llc | 0.00% | 51 | $1,505 | $1,375 | -$130 | -8.62% | |
| Wells Fargo & Company/Mn | 0.00% | 2 | $49 | $54 | +$5 | +10.06% |
Frequently asked questions about DALI
Who are the largest institutional holders of DALI?
The largest institutional holders of DALI reported in the latest SEC Form 13F filings include Strid Group, Llc, Prospera Financial Services Inc, Lpl Financial Llc, Pathstone Holdings, Llc, and Susquehanna International Group, Llp. InsiderSet ranks institutional holders by their latest reported DALI position.
What is DALI institutional ownership?
This page tracks DALI positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST DORSEYWRIGHT DAL (DALI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DALI?
InsiderSet currently tracks 16 institutional managers reporting DALI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DALI shareholders.
How much DALI stock do institutions own?
Institutional investment managers disclosed approximately $91.98M in DALI holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DALI institutional ownership last updated?
The latest DALI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DALI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DALI position after the reporting date.
Are institutions buying or selling DALI?
Institutional buying and selling can be analyzed by comparing DALI positions across consecutive 13F reporting periods. InsiderSet's DALI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DALI ownership changes.
How has DALI institutional ownership changed over time?
InsiderSet tracks DALI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.