Who owns DFGP (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-Q1 13F filings. 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 2025-Q4 and 2026-Q1: 80 added or opened and 15 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 5.0% of its own reported 13F book, while the median holder sizes it at 1.1% of theirs — a 3.9pp 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 2025-Q4 and 2026-Q1, across 171 tracked filers holding DFGP, 139 increased or opened the position and 37 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 2025-Q4 and 2026-Q1 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 12
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$10M
- Fort Vancouver Investment Management, LLC$9M
- AA Financial Advisors, LLC$8M
- CSP Financial Group, LLC$8M
- ACTION POINT FINANCIAL PLANNING, LLC$6M
- VESTIA PERSONAL WEALTH ADVISORS$5M
Full exits 9
- JANE STREET GROUP, LLC$13M
- Archer Investment Management, LLC$10M
- Thrivent Financial for Lutherans$5M
- Wolfstich Capital, LLC$5M
- Kestra Investment Management, LLC$3M
- Austin Private Wealth, LLC$2M
Largest adds
- MASECO LLP$25M
- Forum Financial Management, LP$15M
- Allworth Financial LP$12M
- Beaird Harris Wealth Management, LLC$11M
- von Borstel & Associates, Inc.$7M
- STOLZ & ASSOCIATES, PS$6M
Largest trims
- NewEdge Advisors, LLC$3M
- Foundry Financial LLC$2M
- BANK OF AMERICA CORP /DE/$1M
- Merit Financial Group, LLC$631K
- MERCER GLOBAL ADVISORS INC /ADV$498K
- MASTER'S WEALTH MANAGEMENT INC.$474K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Forum Financial Management, LP added | 6,540,363 | $353M | 16.6% | 2026-Q1 |
| MASECO LLP added | 3,850,637 | $208M | 9.8% | 2026-Q1 |
| Symmetry Partners, LLC added | 2,541,953 | $137M | 6.4% | 2026-Q1 |
| von Borstel & Associates, Inc. added | 1,525,962 | $82M | 3.9% | 2026-Q1 |
| WPWealth LLP added | 1,187,931 | $64M | 3.0% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 1,184,456 | $64M | 3.0% | 2026-Q1 |
| Ruedi Wealth Management, Inc. added | 993,040 | $54M | 2.5% | 2026-Q1 |
| PENOBSCOT WEALTH MANAGEMENT added | 904,625 | $49M | 2.3% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 857,514 | $46M | 2.2% | 2026-Q1 |
| CURIO WEALTH, LLC added | 838,007 | $45M | 2.1% | 2026-Q1 |
| Integrity Advisory Solutions, LLC added | 780,569 | $42M | 2.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 685,143 | $37M | 1.7% | 2026-Q1 |
| Beaird Harris Wealth Management, LLC added | 632,699 | $34M | 1.6% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 615,537 | $33M | 1.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 614,755 | $33M | 1.6% | 2026-Q1 |
| TCI Wealth Advisors, Inc. added | 614,735 | $33M | 1.6% | 2026-Q1 |
| AE Wealth Management LLC added | 583,563 | $32M | 1.5% | 2026-Q1 |
| MilWealth Group LLC added | 512,349 | $28M | 1.3% | 2026-Q1 |
| Straight Path Wealth Management added | 488,899 | $26M | 1.2% | 2026-Q1 |
| DiNuzzo Private Wealth, Inc. added | 460,302 | $25M | 1.2% | 2026-Q1 |
| RFG Advisory, LLC added | 438,484 | $24M | 1.1% | 2026-Q1 |
| Allworth Financial LP added | 435,427 | $24M | 1.1% | 2026-Q1 |
| United Wealth Management, LLC added | 424,059 | $23M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 397,207 | $21M | 1.0% | 2026-Q1 |
| Midwest Heritage Bank, FSB added | 345,985 | $19M | 0.9% | 2026-Q1 |
| Wealth Advisors Northwest LLC added | 330,590 | $18M | 0.8% | 2026-Q1 |
| Quantum Financial Advisors, LLC added | 324,364 | $18M | 0.8% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 298,326 | $16M | 0.8% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 287,674 | $16M | 0.7% | 2026-Q1 |
| STOLZ & ASSOCIATES, PS added | 278,826 | $15M | 0.7% | 2026-Q1 |
| TruNorth Capital Management, LLC added | 276,590 | $15M | 0.7% | 2026-Q1 |
| Savant Capital, LLC added | 217,805 | $12M | 0.6% | 2026-Q1 |
| Gradient Capital Advisors, LLC added | 217,002 | $12M | 0.6% | 2026-Q1 |
| Wheels Up Wealth, Inc. added | 214,229 | $12M | 0.5% | 2026-Q1 |
| GeoWealth Management, LLC added | 206,813 | $11M | 0.5% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 199,549 | $11M | 0.5% | 2026-Q1 |
| Meredith Wealth Planning added | 197,859 | $11M | 0.5% | 2026-Q1 |
| Modera Wealth Management, LLC added | 188,173 | $10M | 0.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 184,792 | $10M | 0.5% | 2026-Q1 |
| Archford Capital Strategies, LLC added | 184,387 | $10M | 0.5% | 2026-Q1 |
| GRAND WEALTH MANAGEMENT, LLC added | 180,846 | $10M | 0.5% | 2026-Q1 |
| Fort Vancouver Investment Management, LLC new | 168,441 | $9M | 0.4% | 2026-Q1 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC added | 162,187 | $9M | 0.4% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 158,902 | $9M | 0.4% | 2026-Q1 |
| Signature Resources Capital Management, LLC added | 157,401 | $8M | 0.4% | 2026-Q1 |
| Betterment LLC added | 156,211 | $8M | 0.4% | 2026-Q1 |
| AA Financial Advisors, LLC new | 152,869 | $8M | 0.4% | 2026-Q1 |
| CSP Financial Group, LLC new | 151,014 | $8M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 143,197 | $8M | 0.4% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 131,264 | $7M | 0.3% | 2026-Q1 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC added | 126,786 | $7M | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 126,277 | $7M | 0.3% | 2026-Q1 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC added | 124,897 | $7M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 119,177 | $6M | 0.3% | 2026-Q1 |
| Applied Capital LLC added | 117,867 | $6M | 0.3% | 2026-Q1 |
| ACTION POINT FINANCIAL PLANNING, LLC new | 112,348 | $6M | 0.3% | 2026-Q1 |
| VESTIA PERSONAL WEALTH ADVISORS new | 113,433 | $5M | 0.3% | 2026-Q1 |
| One Degree Advisors Inc added | 98,113 | $5M | 0.2% | 2026-Q1 |
| Krilogy Financial LLC added | 95,943 | $5M | 0.2% | 2026-Q1 |
| HFM Investment Advisors, LLC added | 93,449 | $5M | 0.2% | 2026-Q1 |
| marrick wealth, LLC added | 88,810 | $5M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 88,208 | $5M | 0.2% | 2026-Q1 |
| City State Bank added | 87,845 | $5M | 0.2% | 2026-Q1 |
| International Private Wealth Advisors LLC added | 84,165 | $5M | 0.2% | 2026-Q1 |
| 55 North Private Wealth, LLC added | 81,211 | $4M | 0.2% | 2026-Q1 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC added | 76,519 | $4M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 71,209 | $4M | 0.2% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 67,387 | $4M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 67,758 | $4M | 0.2% | 2026-Q1 |
| Professional Financial Advisors, LLC new | 65,617 | $4M | 0.2% | 2026-Q1 |
| Disciplined Investors, L.L.C. added | 64,829 | $4M | 0.2% | 2026-Q1 |
| Acorn Wealth Advisors, LLC trimmed | 58,441 | $3M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 56,106 | $3M | 0.1% | 2026-Q1 |
| MASTER'S WEALTH MANAGEMENT INC. trimmed | 55,308 | $3M | 0.1% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 55,008 | $3M | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 52,313 | $3M | 0.1% | 2026-Q1 |
| PFG Advisors added | 52,168 | $3M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 51,954 | $3M | 0.1% | 2026-Q1 |
| Cerity Partners LLC new | 47,119 | $3M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 46,586 | $3M | 0.1% | 2026-Q1 |
| Foster Group, Inc. trimmed | 46,090 | $2M | 0.1% | 2026-Q1 |
| Abel Hall, LLC trimmed | 46,065 | $2M | 0.1% | 2026-Q1 |
| NWAM LLC added | 40,634 | $2M | 0.1% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. added | 39,573 | $2M | 0.1% | 2026-Q1 |
| Two West Capital Advisors LLC added | 39,326 | $2M | 0.1% | 2026-Q1 |
| XY Planning Network, Inc. added | 37,014 | $2M | 0.1% | 2026-Q1 |
| American Investment Services, Inc. added | 36,094 | $2M | 0.1% | 2026-Q1 |
| Foundry Financial LLC trimmed | 35,219 | $2M | 0.1% | 2026-Q1 |
| FIRETHORN WEALTH PARTNERS, LLC trimmed | 34,147 | $2M | 0.1% | 2026-Q1 |
| Jentner Corp added | 1,094,132 | $60M | 2.8% | 2025-Q2 stale |
| Mach-1 Financial Group, LLC new | 604,867 | $34M | 1.6% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 244,060 | $14M | 0.6% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 242,004 | $13M | 0.6% | 2025-Q4 stale |
| Aveo Capital Partners, LLC added | 239,217 | $13M | 0.6% | 2025-Q1 stale |
| Archer Investment Management, LLC trimmed | 176,015 | $10M | 0.4% | 2025-Q4 stale |
| Thrivent Financial for Lutherans added | 99,312 | $5M | 0.3% | 2025-Q4 stale |
| Kings Path Partners LLC added | 97,076 | $5M | 0.2% | 2025-Q2 stale |
| Wolfstich Capital, LLC new | 87,222 | $5M | 0.2% | 2025-Q4 stale |
| Kestra Investment Management, LLC added | 56,533 | $3M | 0.1% | 2025-Q4 stale |
| Austin Private Wealth, LLC added | 40,950 | $2M | 0.1% | 2025-Q4 stale |
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.