undamentalytics Newsletter

Dominari Holdings Inc.: which funds bought and sold

Institutions that bought and sold Dominari shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 18 institutions that filed 13F reports for both quarters added to or opened positions in Dominari, and 12 cut or closed them. Together they added a net 480K shares, +29.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 132K shares (−87.3%); index fund managers were net buyers of 210K shares (+31.5%). 7 opened a new position and 8 sold out entirely.

Bought, Q2 2026 18 institutions, 7 of them new holders Sold, Q2 2026 12 institutions, 8 of them sold out
Net change, all compared +480K shares (+29.9%)
Net change, active managers −132K shares (−87.3%), 0 bought, 2 sold

Buyers versus sellers

institutions compared, 37
Active managers and hedge funds 0 bought · 2 sold · −132K
Index fund managers 5 bought · 0 sold · +210K
Other institutions 13 bought · 10 sold · +403K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Philadelphia Financial Management Of San Francisco, LLC +358K New position 358K $1.1M
Connective Capital Management, LLC +129K +112.9% 243K $763,720
Vanguard Capital Management LLC Index funds +114K +35.0% 439K $1.4M
Vanguard Fiduciary Trust Co Index funds +41K +95.2% 83K $261,688
Susquehanna Advisors Group, Inc. +32K New position 32K $99,629
Geode Capital Management, LLC Index funds +30K +29.0% 133K $416,106
Cambridge Investment Research Advisors, Inc. +20K +100.0% 40K $126,000
HRT Financial LP +16K New position 16K $51,000
Northern Trust Corp Index funds +16K +88.0% 34K $106,280
Kkm Financial LLC +14K New position 14K $43,816
Blackrock, Inc. Index funds +9,613 +7.5% 137K $431,483
UBS Group AG +2,668 New position 2,668 $8,378
Barclays PLC +915 New position 915 $2,873
TD Waterhouse Canada Inc. +830 New position 830 $2,527
Pfg Investments, LLC +620 +4.3% 15K $47,400
Caitong International Asset Management Co., Ltd +60 +6000.0% 61 $192
Spire Wealth Management +60 +9.5% 694 $2,178
Osaic Holdings, Inc. +15 +2.0% 747 $2,347

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Renaissance Technologies LLC Hedge fund −132K Sold out 0 —
Creek Drive Management Group LLC −117K −21.8% 419K $1.3M
Xtx Topco Ltd −24K Sold out 0 —
Peak6 LLC −15K Sold out 0 —
Morgan Stanley −12K −45.6% 15K $45,633
Tower Research Capital LLC (TRC) −1,659 −91.9% 146 $458
Sbi Securities Co., Ltd. −1,089 −98.8% 13 $41
Royal Bank Of Canada −451 Sold out 0 —
Advisory Services Network, LLC −100 Sold out 0 —
FMR LLC Active manager −58 Sold out 0 —
Jones Financial Companies LLLP −58 Sold out 0 —
Jpmorgan Chase & Co −6 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Philadelphia Financial Management Of San Francisco, LLC 358K $1.1M
Susquehanna Advisors Group, Inc. 32K $99,629
HRT Financial LP 16K $51,000
Kkm Financial LLC 14K $43,816
UBS Group AG 2,668 $8,378
Barclays PLC 915 $2,873
TD Waterhouse Canada Inc. 830 $2,527

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Renaissance Technologies LLCHedge fund 132K $430,177
Xtx Topco Ltd 24K $77,366
Peak6 LLC 15K $48,750
Royal Bank Of Canada 451 $1,000
Advisory Services Network, LLC 100 $325
FMR LLCActive manager 58 $189
Jones Financial Companies LLLP 58 $167
Jpmorgan Chase & Co 6 $17

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
29
Ten largest holders
92.8%
of 13F-reported shares
Index fund managers
42.0%
of 13F-reported shares
Active managers and hedge funds
0.9%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 0 2 0 2 −132K −87.3%
Index fund managers 5 0 0 0 +210K +31.5%
Other institutions 13 10 7 6 +403K +51.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

← Back to Dominari Holdings Inc. · Insiders · Politicians