Who owns DFGP
Which tracked institutional funds hold DFGP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DFGP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
The tracked-fund tape on DFGP is one-sided between 2026-Q1 and 2026-Q2: 81 added or opened and 17 trimmed or exited — on balance accumulating.
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
DFGP’s largest tracked holder by dollar value, Forum Financial Management, LP, sizes it at 4.8% of its own reported 13F book, while the median holder sizes it at 0.6% of theirs — a 4.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DFGP 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 176 tracked filers holding DFGP, 138 increased or opened the position and 46 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 DFGP 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 10
- JONES FINANCIAL COMPANIES LLLP$26M
- OLD MISSION CAPITAL LLC$11M
- Visionary Wealth Advisors$7M
- Mission Hills Financial Advisory, LLC$6M
- JANE STREET GROUP, LLC$4M
- Glassy Mountain Advisors, Inc.$3M
Full exits 7
- von Borstel & Associates, Inc.$82M
- DiNuzzo Private Wealth, Inc.$25M
- PARK AVENUE SECURITIES LLC$9M
- Betterment LLC$8M
- One Degree Advisors Inc$5M
- Cambridge Investment Research Advisors, Inc.$3M
Largest adds
- Forum Financial Management, LP$18M
- MASECO LLP$16M
- Integrated Wealth Concepts LLC$15M
- Wealth Advisors Northwest LLC$11M
- Allworth Financial LP$9M
- Integrity Advisory Solutions, LLC$8M
Largest trims
- Pandowealth. LLC$8M
- WPWealth LLP$6M
- PENOBSCOT WEALTH MANAGEMENT$3M
- CreativeOne Wealth, LLC$1M
- Merit Financial Group, LLC$1M
- Symmetry Partners, LLC$1M
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 |
|---|---|---|---|---|
| Forum Financial Management, LP added | 6,807,681 | $371M | 17.6% | 2026-Q2 |
| MASECO LLP added | 4,107,724 | $224M | 10.6% | 2026-Q2 |
| Symmetry Partners, LLC trimmed | 2,499,991 | $136M | 6.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 1,170,296 | $64M | 3.0% | 2026-Q2 |
| WPWealth LLP trimmed | 1,076,585 | $59M | 2.8% | 2026-Q2 |
| Ruedi Wealth Management, Inc. added | 1,053,280 | $57M | 2.7% | 2026-Q2 |
| CURIO WEALTH, LLC added | 930,622 | $51M | 2.4% | 2026-Q2 |
| Integrity Advisory Solutions, LLC added | 916,984 | $50M | 2.4% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. | 857,514 | $47M | 2.2% | 2026-Q2 |
| PENOBSCOT WEALTH MANAGEMENT trimmed | 841,792 | $46M | 2.2% | 2026-Q2 |
| Beaird Harris Wealth Management, LLC added | 743,391 | $40M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 712,638 | $39M | 1.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 708,687 | $39M | 1.8% | 2026-Q2 |
| TCI Wealth Advisors, Inc. added | 685,446 | $37M | 1.8% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 649,402 | $35M | 1.7% | 2026-Q2 |
| AE Wealth Management LLC added | 610,795 | $33M | 1.6% | 2026-Q2 |
| Allworth Financial LP added | 597,304 | $33M | 1.5% | 2026-Q2 |
| MilWealth Group LLC added | 556,533 | $30M | 1.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 554,217 | $30M | 1.4% | 2026-Q2 |
| Wealth Advisors Northwest LLC added | 538,423 | $29M | 1.4% | 2026-Q2 |
| Straight Path Wealth Management added | 517,408 | $28M | 1.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 482,694 | $26M | 1.3% | 2026-Q2 |
| RFG Advisory, LLC added | 461,737 | $25M | 1.2% | 2026-Q2 |
| United Wealth Management, LLC added | 448,547 | $24M | 1.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 436,461 | $24M | 1.1% | 2026-Q2 |
| Quantum Financial Advisors, LLC added | 392,244 | $21M | 1.0% | 2026-Q2 |
| STOLZ & ASSOCIATES, PS added | 380,781 | $21M | 1.0% | 2026-Q2 |
| Midwest Heritage Bank, FSB added | 360,392 | $20M | 0.9% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 322,380 | $18M | 0.8% | 2026-Q2 |
| VESTIA PERSONAL WEALTH ADVISORS added | 319,534 | $9M | 0.4% | 2026-Q2 |
| Outbound Financial Inc added | 307,636 | $17M | 0.8% | 2026-Q2 |
| TruNorth Capital Management, LLC added | 298,155 | $16M | 0.8% | 2026-Q2 |
| Savant Capital, LLC added | 285,337 | $16M | 0.7% | 2026-Q2 |
| Gradient Capital Advisors, LLC added | 234,833 | $13M | 0.6% | 2026-Q2 |
| Wheels Up Wealth, Inc. added | 228,468 | $12M | 0.6% | 2026-Q2 |
| Meredith Wealth Planning added | 228,393 | $12M | 0.6% | 2026-Q2 |
| GeoWealth Management, LLC added | 213,656 | $12M | 0.6% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 197,120 | $11M | 0.5% | 2026-Q2 |
| GRAND WEALTH MANAGEMENT, LLC added | 196,912 | $11M | 0.5% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 192,871 | $11M | 0.5% | 2026-Q2 |
| Archford Capital Strategies, LLC added | 191,581 | $10M | 0.5% | 2026-Q2 |
| Modera Wealth Management, LLC trimmed | 186,495 | $10M | 0.5% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 184,792 | $10M | 0.5% | 2026-Q2 |
| Fort Vancouver Investment Management, LLC added | 183,660 | $10M | 0.5% | 2026-Q2 |
| Signature Resources Capital Management, LLC added | 174,708 | $10M | 0.5% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS added | 173,102 | $9M | 0.4% | 2026-Q2 |
| Apella Capital, LLC added | 167,820 | $9M | 0.4% | 2026-Q2 |
| CSP Financial Group, LLC added | 166,233 | $9M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 163,638 | $9M | 0.4% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 157,662 | $9M | 0.4% | 2026-Q2 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC trimmed | 156,964 | $9M | 0.4% | 2026-Q2 |
| Kings Path Partners LLC added | 152,709 | $8M | 0.4% | 2026-Q2 |
| AA Financial Advisors, LLC trimmed | 150,128 | $8M | 0.4% | 2026-Q2 |
| LPL Financial LLC added | 146,512 | $8M | 0.4% | 2026-Q2 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC added | 139,541 | $8M | 0.4% | 2026-Q2 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC added | 138,782 | $8M | 0.4% | 2026-Q2 |
| Visionary Wealth Advisors new | 131,199 | $7M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 123,220 | $7M | 0.3% | 2026-Q2 |
| Applied Capital LLC added | 120,737 | $7M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 118,141 | $6M | 0.3% | 2026-Q2 |
| Mission Hills Financial Advisory, LLC new | 106,371 | $6M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 106,007 | $6M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 102,852 | $6M | 0.3% | 2026-Q2 |
| Krilogy Financial LLC added | 100,017 | $5M | 0.3% | 2026-Q2 |
| City State Bank added | 97,780 | $5M | 0.3% | 2026-Q2 |
| HFM Investment Advisors, LLC added | 94,751 | $5M | 0.2% | 2026-Q2 |
| marrick wealth, LLC added | 90,617 | $5M | 0.2% | 2026-Q2 |
| 55 North Private Wealth, LLC added | 90,588 | $5M | 0.2% | 2026-Q2 |
| International Private Wealth Advisors LLC added | 85,888 | $5M | 0.2% | 2026-Q2 |
| Disciplined Investors, L.L.C. added | 84,137 | $5M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 82,717 | $5M | 0.2% | 2026-Q2 |
| Vise Technologies, Inc. added | 80,221 | $4M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 77,958 | $4M | 0.2% | 2026-Q2 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC added | 76,752 | $4M | 0.2% | 2026-Q2 |
| Root Financial Partners, LLC added | 75,160 | $4M | 0.2% | 2026-Q2 |
| Professional Financial Advisors, LLC added | 75,128 | $4M | 0.2% | 2026-Q2 |
| Acorn Wealth Advisors, LLC added | 74,907 | $4M | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 70,898 | $4M | 0.2% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC added | 70,505 | $4M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 65,738 | $4M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 61,709 | $3M | 0.2% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 58,585 | $3M | 0.2% | 2026-Q2 |
| Glassy Mountain Advisors, Inc. new | 56,777 | $3M | 0.1% | 2026-Q2 |
| PFG Advisors added | 56,189 | $3M | 0.1% | 2026-Q2 |
| Abel Hall, LLC added | 51,673 | $3M | 0.1% | 2026-Q2 |
| NWAM LLC added | 50,162 | $3M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 48,363 | $3M | 0.1% | 2026-Q2 |
| Foster Group, Inc. added | 46,605 | $3M | 0.1% | 2026-Q2 |
| Two West Capital Advisors LLC added | 42,916 | $2M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 41,620 | $2M | 0.1% | 2026-Q2 |
| MASTER'S WEALTH MANAGEMENT INC. trimmed | 40,334 | $2M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 40,112 | $2M | 0.1% | 2026-Q2 |
| Foundry Financial LLC added | 37,566 | $2M | 0.1% | 2026-Q2 |
| XY Planning Network, Inc. added | 37,557 | $2M | 0.1% | 2026-Q2 |
| American Investment Services, Inc. added | 37,315 | $2M | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 36,839 | $2M | 0.1% | 2026-Q2 |
| FIRETHORN WEALTH PARTNERS, LLC added | 34,710 | $2M | 0.1% | 2026-Q2 |
| Parkwoods Wealth Partners, LLC added | 33,909 | $2M | 0.1% | 2026-Q2 |
| Vantage Point Financial LLC added | 33,834 | $2M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 32,636 | $2M | 0.1% | 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.