Who owns DFGR
Which tracked institutional funds hold DFGR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DFGR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 DFGR is one-sided between 2026-Q1 and 2026-Q2: 127 added or opened and 21 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
DFGR’s largest tracked holder by dollar value, Forum Financial Management, LP, sizes it at 6.7% of its own reported 13F book, while the median holder sizes it at 1.4% of theirs — a 5.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DFGR 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 328 tracked filers holding DFGR, 231 increased or opened the position and 96 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 DFGR 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
- Evanson Financial, LLC$17M
- Platform Wealth Management, LLC$6M
- OLD MISSION CAPITAL LLC$4M
- Veratis Advisors, Inc.$3M
- HB Wealth Management, LLC$2M
- BEACON HILL WEALTH MANAGEMENT LTD.$2M
Full exits 14
- DiNuzzo Private Wealth, Inc.$49M
- CWM, LLC$19M
- Evanson Asset Management, LLC$15M
- North Ridge Wealth Advisors, Inc.$8M
- von Borstel & Associates, Inc.$5M
- Colorado Capital Management, Inc.$4M
Largest adds
- Savant Capital, LLC$106M
- Forum Financial Management, LP$56M
- JMG Financial Group, Ltd.$26M
- Focus Partners Advisor Solutions, LLC$16M
- BRIGHTON JONES LLC$13M
- ENVESTNET ASSET MANAGEMENT INC$9M
Largest trims
- JANE STREET GROUP, LLC$14M
- Corient Private Wealth LP$10M
- Beacon Pointe Advisors, LLC$2M
- Financial Engines Advisors L.L.C.$2M
- Tactive Advisors, LLC$1M
- Vestmark Advisory Solutions, Inc.$312K
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 | 17,999,719 | $521M | 18.8% | 2026-Q2 |
| Savant Capital, LLC added | 15,348,111 | $445M | 16.0% | 2026-Q2 |
| JMG Financial Group, Ltd. added | 6,710,457 | $194M | 7.0% | 2026-Q2 |
| Focus Partners Wealth trimmed | 3,958,658 | $115M | 4.1% | 2026-Q2 |
| BRIGHTON JONES LLC added | 3,030,424 | $88M | 3.2% | 2026-Q2 |
| TCI Wealth Advisors, Inc. added | 2,805,784 | $81M | 2.9% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 2,777,041 | $80M | 2.9% | 2026-Q2 |
| LifeGuide Financial Advisors, LLC added | 2,593,868 | $75M | 2.7% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 2,168,246 | $63M | 2.3% | 2026-Q2 |
| MASECO LLP added | 1,609,286 | $47M | 1.7% | 2026-Q2 |
| LPL Financial LLC added | 1,299,964 | $38M | 1.4% | 2026-Q2 |
| Rather & Kittrell, Inc. added | 1,193,486 | $35M | 1.2% | 2026-Q2 |
| Rockwood Wealth Management, LLC added | 1,152,153 | $33M | 1.2% | 2026-Q2 |
| Summit Financial Strategies, Inc. added | 1,116,692 | $32M | 1.2% | 2026-Q2 |
| Creative Capital Management Investments LLC added | 1,047,552 | $30M | 1.1% | 2026-Q2 |
| Financial Plan, Inc. added | 1,006,202 | $29M | 1.1% | 2026-Q2 |
| Great Waters Wealth Management added | 951,736 | $28M | 1.0% | 2026-Q2 |
| WPWealth LLP trimmed | 927,899 | $27M | 1.0% | 2026-Q2 |
| Guardian Wealth Management, LLC added | 912,517 | $26M | 1.0% | 2026-Q2 |
| Wescott Financial Advisory Group, LLC trimmed | 898,892 | $26M | 0.9% | 2026-Q2 |
| Verisail Partners, LLC added | 870,403 | $25M | 0.9% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 827,005 | $24M | 0.9% | 2026-Q2 |
| Index Fund Advisors, Inc. trimmed | 819,333 | $24M | 0.9% | 2026-Q2 |
| RS CRUM INC. added | 674,314 | $20M | 0.7% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 665,263 | $19M | 0.7% | 2026-Q2 |
| Wealth Management Nebraska added | 659,883 | $19M | 0.7% | 2026-Q2 |
| Quantum Financial Advisors, LLC added | 653,829 | $19M | 0.7% | 2026-Q2 |
| Integris Wealth Management, LLC added | 646,737 | $19M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 631,263 | $18M | 0.7% | 2026-Q2 |
| Private Wealth Management Group, LLC added | 618,649 | $18M | 0.6% | 2026-Q2 |
| Level Financial Advisors added | 618,117 | $18M | 0.6% | 2026-Q2 |
| Evanson Financial, LLC new | 574,362 | $17M | 0.6% | 2026-Q2 |
| Aspen Capital Management, LLC added | 553,939 | $16M | 0.6% | 2026-Q2 |
| Planning Center, Inc. added | 551,990 | $16M | 0.6% | 2026-Q2 |
| AWM CAPITAL, LLC added | 519,832 | $15M | 0.5% | 2026-Q2 |
| Syverson Strege & Co added | 478,322 | $14M | 0.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 470,460 | $14M | 0.5% | 2026-Q2 |
| Geometric Wealth Advisors added | 465,667 | $13M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 457,141 | $13M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 455,872 | $13M | 0.5% | 2026-Q2 |
| McLean Asset Management Corp added | 430,559 | $13M | 0.5% | 2026-Q2 |
| Allworth Financial LP added | 428,449 | $12M | 0.4% | 2026-Q2 |
| American Investment Services, Inc. added | 386,559 | $11M | 0.4% | 2026-Q2 |
| SJS Investment Consulting Inc. added | 378,778 | $11M | 0.4% | 2026-Q2 |
| Sprinkle Financial Consultants LLC added | 378,545 | $11M | 0.4% | 2026-Q2 |
| XY Planning Network, Inc. added | 374,316 | $11M | 0.4% | 2026-Q2 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC added | 370,107 | $11M | 0.4% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 366,862 | $11M | 0.4% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC added | 355,274 | $10M | 0.4% | 2026-Q2 |
| Elser Financial Planning, Inc trimmed | 353,220 | $10M | 0.4% | 2026-Q2 |
| REAP Financial Group, LLC added | 353,217 | $10M | 0.4% | 2026-Q2 |
| Apella Capital, LLC added | 342,804 | $10M | 0.4% | 2026-Q2 |
| First Command Advisory Services, Inc. added | 320,787 | $9M | 0.3% | 2026-Q2 |
| Burk Holdings LLC added | 287,421 | $8M | 0.3% | 2026-Q2 |
| Wealth Architects, LLC added | 284,328 | $8M | 0.3% | 2026-Q2 |
| RFG Advisory, LLC added | 279,726 | $8M | 0.3% | 2026-Q2 |
| CogentBlue Wealth Advisors, LLC added | 258,053 | $7M | 0.3% | 2026-Q2 |
| GeoWealth Management, LLC trimmed | 256,697 | $7M | 0.3% | 2026-Q2 |
| Tilson Financial Group, Inc. added | 256,643 | $7M | 0.3% | 2026-Q2 |
| Sterling Financial Planning, Inc. added | 247,263 | $7M | 0.3% | 2026-Q2 |
| Peirce Capital Management, LLC trimmed | 244,292 | $7M | 0.3% | 2026-Q2 |
| Arax Advisory Partners trimmed | 242,418 | $7M | 0.3% | 2026-Q2 |
| Parkwoods Wealth Partners, LLC added | 237,237 | $7M | 0.2% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 224,553 | $7M | 0.2% | 2026-Q2 |
| Forum Private Client Group LLC added | 221,089 | $6M | 0.2% | 2026-Q2 |
| Henrickson Nauta Wealth Advisors, Inc. trimmed | 208,828 | $6M | 0.2% | 2026-Q2 |
| Greenspring Advisors, LLC added | 208,803 | $6M | 0.2% | 2026-Q2 |
| New Dimensions Wealth Management, LLC added | 203,933 | $6M | 0.2% | 2026-Q2 |
| Platform Wealth Management, LLC added | 201,799 | $6M | 0.2% | 2026-Q2 |
| Vawter Financial, Ltd. added | 200,438 | $6M | 0.2% | 2026-Q2 |
| Ruedi Wealth Management, Inc. added | 199,828 | $6M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 199,437 | $6M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 199,311 | $6M | 0.2% | 2026-Q2 |
| HFM Investment Advisors, LLC trimmed | 199,061 | $6M | 0.2% | 2026-Q2 |
| Integrity Advisory Solutions, LLC added | 196,241 | $6M | 0.2% | 2026-Q2 |
| Parkshore Wealth Management, Inc. trimmed | 195,023 | $6M | 0.2% | 2026-Q2 |
| Shotwell Rutter Baer Inc trimmed | 194,264 | $6M | 0.2% | 2026-Q2 |
| New Capital Management LP added | 192,558 | $6M | 0.2% | 2026-Q2 |
| JDH Wealth Management, LLC added | 190,149 | $6M | 0.2% | 2026-Q2 |
| Clarity Wealth Development LLC added | 189,408 | $5M | 0.2% | 2026-Q2 |
| VESTIA PERSONAL WEALTH ADVISORS added | 182,356 | $5M | 0.2% | 2026-Q2 |
| AlTi Global, Inc. | 179,651 | $5M | 0.2% | 2026-Q2 |
| Balanced Rock Investment Advisors LLC trimmed | 175,340 | $5M | 0.2% | 2026-Q2 |
| Spire Wealth Management added | 174,100 | $5M | 0.2% | 2026-Q2 |
| LAM GROUP, INC. trimmed | 171,240 | $5M | 0.2% | 2026-Q2 |
| Physician Wealth Solutions Inc. added | 166,172 | $5M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 161,473 | $5M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 159,112 | $5M | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 158,716 | $5M | 0.2% | 2026-Q2 |
| SAGE RHINO CAPITAL LLC added | 158,646 | $5M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 157,375 | $5M | 0.2% | 2026-Q2 |
| COOPER/HAIMS ADVISORS, LLC added | 154,325 | $4M | 0.2% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 147,170 | $4M | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 138,375 | $4M | 0.1% | 2026-Q2 |
| NORTHWEST WEALTH MANAGEMENT, LLC added | 126,490 | $4M | 0.1% | 2026-Q2 |
| CLARIS ADVISORS, LLC / MO / added | 125,318 | $4M | 0.1% | 2026-Q2 |
| LRI Investments, LLC trimmed | 124,656 | $4M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 123,992 | $4M | 0.1% | 2026-Q2 |
| KEB ASSET MANAGEMENT, LLC added | 123,494 | $4M | 0.1% | 2026-Q2 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC added | 121,763 | $4M | 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.