$DY is held by 12 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.36%, with an average of 0.08% of portfolio. Largest holder: Hel Ved Capital Management Ltd at 0.36%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
Dycom Industries Inc
13F holders
509
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 509 · Source: 13F-HR01
Gries Financial LLC
—
—
02
Bahl & Gaynor Inc.
—
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03
Evergreen Capital Management LLC
—
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04
Axa S.a.
—
—
05
State Street
—
—
06
Amiral Gestion
—
—
07
Independent Investors Inc.
—
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08
Softbank Group Corp.
—
—
09
Hall Capital Management Co. Inc.
—
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10
Strs Ohio
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
12 holders · Q1 202601
Hel Ved Capital Management Ltd
0.36% NEW
α +36.9pts
02
Sandler Capital Management
0.35% ↓ 0.6pp
α +12.8pts
03
New Age Alpha Advisors, LLC
0.12% held
α +10.8pts
04
Rokos Capital Management LLP
0.12% NEW
α +12.2pts
05
Fulton Bank, N.a.
0.03% held
α +23.8pts
06
Connor, Clark & Lunn Investment Management Ltd.
0.01% held
α +12.3pts
07
WINTON GROUP Ltd
0.01% held
α +27.0pts
08
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
09
Level Financial Advisors
0.00% held
α +30.9pts
10
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
11
Quarry LP
0.00% held
α +10.6pts
12
Citigroup Inc.
0.00% held
α +26.3pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
2 transactions · 2 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
1 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $DY lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $DY — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 11:04 UTC.