Who owns DFCF
Which tracked institutional funds hold DFCF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DFCF company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
203 tracked funds added or opened DFCF while 72 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DFCF’s largest tracked holder by dollar value, Truepoint, Inc., sizes it at 11.9% of its own reported 13F book, while the median holder sizes it at 3.9% of theirs — a 8.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DFCF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 491 tracked filers holding DFCF, 358 increased or opened the position and 136 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DFCF between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 17
- Meeder Advisory Services, Inc.$36M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$30M
- Diversify Advisory Services, LLC$23M
- IMA Advisory Services, Inc.$15M
- Wolfstich Capital, LLC$14M
- BEACON HILL WEALTH MANAGEMENT LTD.$10M
Full exits 28
- DiNuzzo Private Wealth, Inc.$106M
- HighTower Advisors, LLC$74M
- Betterment LLC$53M
- Annandale Capital, LLC$37M
- Opus Capital Group, LLC$32M
- BCR Wealth Strategies, LLC$32M
Largest adds
- FACTORY MUTUAL INSURANCE CO$234M
- PRUDENTIAL FINANCIAL INC$86M
- Vise Technologies, Inc.$51M
- CITADEL ADVISORS LLC$35M
- Root Financial Partners, LLC$25M
- Arax Advisory Partners$18M
Largest trims
- True Link Financial Advisors, LLC$176M
- Allworth Financial LP$29M
- 49 WEALTH MANAGEMENT, LLC$15M
- RHL GROUP, LLC$10M
- Torren Management, LLC$7M
- Savant Capital, LLC$6M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Truepoint, Inc. added | 13,477,146 | $569M | 8.8% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 12,875,670 | $543M | 8.4% | 2026-Q2 |
| FACTORY MUTUAL INSURANCE CO added | 10,093,835 | $426M | 6.6% | 2026-Q2 |
| Petersen Hastings Wealth Advisors Inc. added | 4,918,874 | $208M | 3.2% | 2026-Q2 |
| Apella Capital, LLC added | 4,667,514 | $196M | 3.0% | 2026-Q2 |
| Elser Financial Planning, Inc added | 4,417,313 | $186M | 2.9% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 3,897,346 | $165M | 2.5% | 2026-Q2 |
| Great Waters Wealth Management added | 3,833,555 | $162M | 2.5% | 2026-Q2 |
| Root Financial Partners, LLC added | 3,833,356 | $162M | 2.5% | 2026-Q2 |
| Vise Technologies, Inc. added | 3,679,427 | $155M | 2.4% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 3,476,475 | $147M | 2.3% | 2026-Q2 |
| Acropolis Investment Management, LLC trimmed | 3,471,236 | $147M | 2.3% | 2026-Q2 |
| F/m Investments LLC added | 3,413,260 | $144M | 2.2% | 2026-Q2 |
| Savant Capital, LLC trimmed | 3,399,250 | $143M | 2.2% | 2026-Q2 |
| Beaird Harris Wealth Management, LLC added | 3,296,316 | $139M | 2.1% | 2026-Q2 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC added | 2,598,931 | $110M | 1.7% | 2026-Q2 |
| Allworth Financial LP trimmed | 2,575,681 | $109M | 1.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 2,127,154 | $90M | 1.4% | 2026-Q2 |
| Stratos Investment Management, LLC added | 2,069,549 | $87M | 1.3% | 2026-Q2 |
| WPWealth LLP added | 2,059,749 | $87M | 1.3% | 2026-Q2 |
| Core Wealth Management, Inc. added | 1,884,045 | $80M | 1.2% | 2026-Q2 |
| Rather & Kittrell, Inc. added | 1,719,977 | $73M | 1.1% | 2026-Q2 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC added | 1,592,020 | $67M | 1.0% | 2026-Q2 |
| Creative Capital Management Investments LLC added | 1,495,183 | $63M | 1.0% | 2026-Q2 |
| Graves Light Lenhart Wealth, Inc. added | 1,382,349 | $58M | 0.9% | 2026-Q2 |
| GeoWealth Management, LLC added | 1,380,920 | $58M | 0.9% | 2026-Q2 |
| Pathstone Holdings, LLC added | 1,379,508 | $58M | 0.9% | 2026-Q2 |
| LPL Financial LLC added | 1,275,520 | $54M | 0.8% | 2026-Q2 |
| RW Investment Management LLC added | 1,256,426 | $53M | 0.8% | 2026-Q2 |
| Strathmore Capital Advisors, Inc. added | 1,254,034 | $52M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,163,243 | $49M | 0.8% | 2026-Q2 |
| HEFFERNAN ADVISORY, INC trimmed | 1,148,842 | $48M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,145,551 | $48M | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,109,928 | $47M | 0.7% | 2026-Q2 |
| Pure Financial Advisors, LLC added | 1,088,752 | $46M | 0.7% | 2026-Q2 |
| HBK Sorce Advisory LLC trimmed | 979,852 | $41M | 0.6% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 964,946 | $41M | 0.6% | 2026-Q2 |
| Ullmann Wealth Partners Group, LLC added | 950,483 | $40M | 0.6% | 2026-Q2 |
| Parkshore Wealth Management, Inc. added | 898,068 | $38M | 0.6% | 2026-Q2 |
| GREAT OAK CAPITAL PARTNERS, LLC added | 893,243 | $37M | 0.6% | 2026-Q2 |
| Bluespring Wealth Management, LLC added | 873,444 | $37M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 866,442 | $37M | 0.6% | 2026-Q2 |
| Tencap Wealth Coaching, LLC added | 850,105 | $36M | 0.6% | 2026-Q2 |
| Meeder Advisory Services, Inc. new | 842,494 | $36M | 0.5% | 2026-Q2 |
| Aspen Capital Management, LLC added | 824,636 | $35M | 0.5% | 2026-Q2 |
| HFM Investment Advisors, LLC added | 806,725 | $34M | 0.5% | 2026-Q2 |
| Hiley Hunt Wealth Management added | 757,059 | $32M | 0.5% | 2026-Q2 |
| Tillman Hartley LLC added | 742,314 | $31M | 0.5% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 735,680 | $31M | 0.5% | 2026-Q2 |
| TruNorth Capital Management, LLC added | 733,429 | $31M | 0.5% | 2026-Q2 |
| DAVENPORT & Co LLC added | 728,519 | $31M | 0.5% | 2026-Q2 |
| Leading Edge Financial Planning LLC added | 723,730 | $31M | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 715,438 | $30M | 0.5% | 2026-Q2 |
| DecisionPoint Financial, LLC added | 701,524 | $30M | 0.5% | 2026-Q2 |
| LIBERTY WEALTH MANAGEMENT LLC | 681,228 | $29M | 0.4% | 2026-Q2 |
| REGIMEN WEALTH, LLC added | 669,870 | $28M | 0.4% | 2026-Q2 |
| Pioneer Wealth Management Group added | 663,083 | $28M | 0.4% | 2026-Q2 |
| Krilogy Financial LLC added | 646,124 | $27M | 0.4% | 2026-Q2 |
| Tassel Capital Management, Inc. trimmed | 626,620 | $26M | 0.4% | 2026-Q2 |
| Alpha Financial Advisors, LLC added | 624,792 | $26M | 0.4% | 2026-Q2 |
| Sterling Wealth Management, Inc. added | 623,012 | $26M | 0.4% | 2026-Q2 |
| ASSETMARK, INC added | 597,541 | $25M | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 591,902 | $25M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 588,020 | $25M | 0.4% | 2026-Q2 |
| Arax Advisory Partners added | 581,581 | $25M | 0.4% | 2026-Q2 |
| Note Advisors, LLC added | 579,174 | $24M | 0.4% | 2026-Q2 |
| Financial Plan, Inc. added | 576,998 | $24M | 0.4% | 2026-Q2 |
| Verisail Partners, LLC added | 547,489 | $23M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 547,090 | $23M | 0.4% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 547,013 | $23M | 0.4% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 547,013 | $23M | 0.4% | 2026-Q2 |
| CFS Investment Advisory Services, LLC added | 544,478 | $23M | 0.4% | 2026-Q2 |
| Physician Wealth Solutions Inc. added | 542,729 | $23M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 541,118 | $23M | 0.4% | 2026-Q2 |
| AE Wealth Management LLC added | 538,163 | $23M | 0.4% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 537,855 | $23M | 0.4% | 2026-Q2 |
| BCO Wealth Management LLC added | 530,572 | $22M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 516,715 | $22M | 0.3% | 2026-Q2 |
| Aurelius Family Office LLC added | 506,366 | $21M | 0.3% | 2026-Q2 |
| Babb Wealth Advisors LLC added | 502,526 | $21M | 0.3% | 2026-Q2 |
| MOLLER WEALTH PARTNERS added | 497,866 | $21M | 0.3% | 2026-Q2 |
| Momentous Wealth Management, Inc. added | 488,859 | $21M | 0.3% | 2026-Q2 |
| Vermillion Wealth Management, Inc. trimmed | 482,080 | $20M | 0.3% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 471,187 | $20M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 455,846 | $19M | 0.3% | 2026-Q2 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC added | 447,697 | $19M | 0.3% | 2026-Q2 |
| Revolve Wealth Partners, LLC added | 442,818 | $19M | 0.3% | 2026-Q2 |
| Integrity Investment Advisors, LLC added | 440,497 | $19M | 0.3% | 2026-Q2 |
| Guardian Wealth Management, LLC added | 433,642 | $18M | 0.3% | 2026-Q2 |
| Blume Capital Management, Inc. trimmed | 427,481 | $18M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 423,743 | $18M | 0.3% | 2026-Q2 |
| DRAVO BAY LLC added | 416,839 | $18M | 0.3% | 2026-Q2 |
| RCS Financial Planning, LLC added | 413,979 | $17M | 0.3% | 2026-Q2 |
| RIVERCHASE WEALTH MANAGEMENT, LLC added | 408,292 | $17M | 0.3% | 2026-Q2 |
| Vermillion & White Wealth Management Group, LLC added | 407,548 | $17M | 0.3% | 2026-Q2 |
| City State Bank added | 392,935 | $17M | 0.3% | 2026-Q2 |
| Beacon Harbor Wealth Advisors, Inc. added | 390,392 | $16M | 0.2% | 2026-Q2 |
| Wheels Up Wealth, Inc. added | 388,885 | $16M | 0.3% | 2026-Q2 |
| Modera Wealth Management, LLC added | 386,395 | $16M | 0.3% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 380,842 | $16M | 0.2% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.