Who owns Dream Finders Homes (DFH)
Which tracked institutional funds hold DFH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DFH company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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 DFH is one-sided between 2026-Q1 and 2026-Q2: 58 added or opened and 16 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
DFH’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes DFH more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DFH 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 190 tracked filers holding DFH, 117 increased or opened the position and 94 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 DFH 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 7
- Jupiter Topco LLC$33M
- Numerai GP LLC$2M
- Walleye Capital LLC$2M
- CastleKnight Management LP$2M
- VARCOV Co.$730K
- Engineers Gate Manager LP$667K
Full exits 10
- HRT FINANCIAL LP$3M
- JANUS HENDERSON GROUP PLC$3M
- Holocene Advisors, LP$2M
- XTX Topco Ltd$1M
- De Lisle Partners LLP$1M
- STATE OF WISCONSIN INVESTMENT BOARD$929K
Largest adds
- BlackRock, Inc.$18M
- Elgethun Capital Management$7M
- Point72 Asset Management, L.P.$7M
- DIMENSIONAL FUND ADVISORS LP$7M
- MORGAN STANLEY$6M
- STATE STREET CORP$6M
Largest trims
- COOKE & BIELER LP$6M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$6M
- MARSHALL WACE, LLP$3M
- Arcus Capital Partners, LLC$2M
- SEI INVESTMENTS CO$687K
- MILLENNIUM MANAGEMENT LLC$491K
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 4,811,957 | $83M | 15.8% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 3,072,095 | $53M | 10.1% | 2026-Q2 |
| Jupiter Topco LLC new | 1,922,596 | $33M | 6.3% | 2026-Q2 |
| COOKE & BIELER LP trimmed | 1,870,801 | $32M | 6.2% | 2026-Q2 |
| STATE STREET CORP added | 1,709,676 | $30M | 5.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,546,957 | $27M | 5.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 1,464,130 | $25M | 4.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,206,150 | $21M | 4.0% | 2026-Q2 |
| Elgethun Capital Management added | 819,406 | $14M | 2.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 729,022 | $13M | 2.4% | 2026-Q2 |
| MORGAN STANLEY added | 642,733 | $11M | 2.1% | 2026-Q2 |
| Invesco Ltd. added | 545,748 | $9M | 1.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 481,915 | $8M | 1.6% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 457,332 | $8M | 1.5% | 2026-Q2 |
| UBS Group AG added | 377,592 | $7M | 1.2% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 344,821 | $6M | 1.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. | 344,796 | $6M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 344,649 | $6M | 1.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 334,191 | $6M | 1.1% | 2026-Q2 |
| DENALI ADVISORS LLC trimmed | 321,182 | $6M | 1.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 317,819 | $5M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 307,261 | $5M | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 295,229 | $5M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 292,367 | $5M | 1.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 282,895 | $5M | 0.9% | 2026-Q2 |
| Arcus Capital Partners, LLC trimmed | 276,258 | $5M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 267,380 | $5M | 0.9% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 251,026 | $4M | 0.8% | 2026-Q2 |
| Jump Financial, LLC added | 202,363 | $3M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 197,830 | $3M | 0.7% | 2026-Q2 |
| Creative Planning added | 185,926 | $3M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 180,800 | $3M | 0.6% | 2026-Q2 |
| Bretton Capital Management, LLC | 170,500 | $3M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 164,146 | $3M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 153,068 | $3M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 147,493 | $3M | 0.5% | 2026-Q2 |
| Nuveen, LLC added | 140,506 | $2M | 0.5% | 2026-Q2 |
| Numerai GP LLC added | 137,648 | $2M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 133,998 | $2M | 0.4% | 2026-Q2 |
| Walleye Capital LLC added | 133,157 | $2M | 0.4% | 2026-Q2 |
| CastleKnight Management LP added | 126,700 | $2M | 0.4% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 117,493 | $2M | 0.4% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 100,504 | $2M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 95,201 | $2M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 94,437 | $2M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 92,767 | $2M | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 88,296 | $2M | 0.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 82,105 | $1M | 0.3% | 2026-Q2 |
| BARCLAYS PLC added | 81,704 | $1M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 78,244 | $1M | 0.3% | 2026-Q2 |
| SummitTX Capital, L.P. added | 74,861 | $1M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 73,521 | $1M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 69,674 | $1M | 0.2% | 2026-Q2 |
| JACKSON SQUARE CAPITAL, LLC | 69,500 | $1M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 69,168 | $1M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 68,336 | $1M | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 66,796 | $1M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 66,503 | $1M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 62,006 | $1M | 0.2% | 2026-Q2 |
| Quantbot Technologies LP added | 58,397 | $1M | 0.2% | 2026-Q2 |
| Swiss National Bank | 55,400 | $956K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 54,586 | $942K | 0.2% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC added | 54,488 | $940K | 0.2% | 2026-Q2 |
| Rafferty Asset Management, LLC added | 52,936 | $914K | 0.2% | 2026-Q2 |
| Daiwa Securities Group Inc. trimmed | 49,864 | $861K | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 47,340 | $817K | 0.2% | 2026-Q2 |
| ALLSTATE CORP added | 43,592 | $752K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 42,759 | $738K | 0.1% | 2026-Q2 |
| VARCOV Co. added | 42,323 | $730K | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP added | 38,659 | $667K | 0.1% | 2026-Q2 |
| M&T Bank Corp added | 38,283 | $661K | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC new | 37,389 | $645K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 34,958 | $603K | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 33,108 | $571K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 30,280 | $421K | 0.1% | 2026-Q2 |
| FMR LLC added | 30,259 | $522K | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC | 29,675 | $512K | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 26,620 | $459K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 25,684 | $443K | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 25,616 | $442K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 25,316 | $437K | 0.1% | 2026-Q2 |
| Aquatic Capital Management LLC added | 24,113 | $416K | 0.1% | 2026-Q2 |
| Quent Capital, LLC | 23,836 | $411K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 23,625 | $408K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 23,201 | $400K | 0.1% | 2026-Q2 |
| CAXTON ASSOCIATES LLP trimmed | 21,956 | $379K | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 20,201 | $349K | 0.1% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC new | 20,044 | $346K | 0.1% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP new | 17,376 | $302K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC | 17,182 | $297K | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund trimmed | 17,137 | $296K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 16,564 | $286K | 0.1% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC new | 15,906 | $275K | 0.1% | 2026-Q2 |
| Callan Family Office, LLC trimmed | 14,439 | $249K | 0.0% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP trimmed | 13,903 | $240K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 13,075 | $226K | 0.0% | 2026-Q2 |
| Cerity Partners LLC new | 12,803 | $221K | 0.0% | 2026-Q2 |
| Atria Investments, Inc trimmed | 12,800 | $221K | 0.0% | 2026-Q2 |
| IEQ CAPITAL, LLC new | 12,690 | $219K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ added | 12,439 | $215K | 0.0% | 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.