Who owns DFIP
Which tracked institutional funds hold DFIP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DFIP 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 DFIP is one-sided between 2026-Q1 and 2026-Q2: 45 added or opened and 12 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
DFIP’s largest tracked holder by dollar value, Matson Money. Inc., sizes it at 4.7% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 4.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DFIP 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 160 tracked filers holding DFIP, 100 increased or opened the position and 55 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 DFIP 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 4
- Wealthspire Advisors, LLC$4M
- BRIGHTON JONES LLC$3M
- CITADEL ADVISORS LLC$2M
- Tower Research Capital LLC (TRC)$884K
Full exits 6
- PARK AVENUE SECURITIES LLC$3M
- Broadhurst Jeffrey B$3M
- EXENCIAL WEALTH ADVISORS, LLC$2M
- Cambridge Investment Research Advisors, Inc.$1M
- CWM, LLC$997K
- Coston, McIsaac & Partners$691K
Largest adds
- Matson Money. Inc.$8M
- Leading Edge Financial Planning LLC$2M
- Core Wealth Management, Inc.$2M
- Rather & Kittrell, Inc.$2M
- PINNEY & SCOFIELD, INC.$2M
- Financial Plan, Inc.$1M
Largest trims
- CPA Asset Management Group, LLC$5M
- Krilogy Financial LLC$5M
- Larson Financial Group LLC$2M
- ROYAL BANK OF CANADA$1M
- Hill Investment Group Partners, LLC$1M
- Forum Financial Management, LP$771K
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 |
|---|---|---|---|---|
| Matson Money. Inc. added | 4,102,699 | $170M | 21.9% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 1,182,158 | $49M | 6.3% | 2026-Q2 |
| Planning Center, Inc. added | 1,085,533 | $45M | 5.8% | 2026-Q2 |
| Hill Investment Group Partners, LLC trimmed | 769,537 | $32M | 4.1% | 2026-Q2 |
| PINNEY & SCOFIELD, INC. added | 615,557 | $25M | 3.3% | 2026-Q2 |
| Rather & Kittrell, Inc. added | 586,834 | $24M | 3.1% | 2026-Q2 |
| Leading Edge Financial Planning LLC added | 580,584 | $24M | 3.1% | 2026-Q2 |
| Fortitude Family Office, LLC added | 543,933 | $22M | 2.9% | 2026-Q2 |
| Geometric Wealth Advisors added | 531,015 | $22M | 2.8% | 2026-Q2 |
| Stratos Investment Management, LLC added | 490,315 | $20M | 2.6% | 2026-Q2 |
| Physician Wealth Solutions Inc. added | 462,726 | $19M | 2.5% | 2026-Q2 |
| Level Financial Advisors added | 362,625 | $15M | 1.9% | 2026-Q2 |
| SCRATCH CAPITAL LLC added | 350,137 | $14M | 1.9% | 2026-Q2 |
| Core Wealth Management, Inc. added | 315,342 | $13M | 1.7% | 2026-Q2 |
| Yardley Wealth Management LLC added | 315,060 | $13M | 1.7% | 2026-Q2 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC added | 310,187 | $13M | 1.7% | 2026-Q2 |
| KFG WEALTH MANAGEMENT, LLC added | 264,903 | $11M | 1.4% | 2026-Q2 |
| Savant Capital, LLC added | 263,878 | $11M | 1.4% | 2026-Q2 |
| New Dimensions Wealth Management, LLC added | 256,742 | $11M | 1.4% | 2026-Q2 |
| Five Oceans Advisors | 254,425 | $10M | 1.4% | 2026-Q2 |
| MONOGRAPH WEALTH ADVISORS, LLC added | 237,163 | $10M | 1.3% | 2026-Q2 |
| Apella Capital, LLC added | 233,025 | $10M | 1.2% | 2026-Q2 |
| Financial Plan, Inc. added | 231,318 | $10M | 1.2% | 2026-Q2 |
| Heirloom Wealth Management trimmed | 188,774 | $8M | 1.0% | 2026-Q2 |
| Austin Wealth Management, LLC added | 181,479 | $7M | 1.0% | 2026-Q2 |
| Sterling Financial Planning, Inc. added | 179,710 | $7M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 162,472 | $7M | 0.9% | 2026-Q2 |
| Vestment Financial LLC added | 159,371 | $7M | 0.8% | 2026-Q2 |
| Forum Financial Management, LP trimmed | 146,508 | $6M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 146,317 | $6M | 0.8% | 2026-Q2 |
| Foundry Financial LLC added | 138,594 | $6M | 0.7% | 2026-Q2 |
| BCU Wealth Advisors, LLC added | 127,636 | $5M | 0.7% | 2026-Q2 |
| Henrickson Nauta Wealth Advisors, Inc. added | 125,241 | $5M | 0.7% | 2026-Q2 |
| Ares Financial Consulting, LLC added | 108,404 | $4M | 0.6% | 2026-Q2 |
| McCartney Wealth Management LLC added | 106,130 | $4M | 0.6% | 2026-Q2 |
| Wealthspire Advisors, LLC new | 100,344 | $4M | 0.5% | 2026-Q2 |
| Porter White Investment Advisors, Inc. added | 97,595 | $4M | 0.5% | 2026-Q2 |
| AWM CAPITAL, LLC added | 97,231 | $4M | 0.5% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 96,227 | $4M | 0.5% | 2026-Q2 |
| Grove Street Fiduciary, LLC trimmed | 92,861 | $4M | 0.5% | 2026-Q2 |
| ENTREWEALTH, LLC added | 92,575 | $4M | 0.5% | 2026-Q2 |
| Altiora Financial Group, LLC added | 78,994 | $3M | 0.4% | 2026-Q2 |
| City State Bank added | 77,711 | $3M | 0.4% | 2026-Q2 |
| Amicus Financial Advisors, LLC added | 77,154 | $3M | 0.4% | 2026-Q2 |
| ASSETMARK, INC added | 76,723 | $3M | 0.4% | 2026-Q2 |
| BRIGHTON JONES LLC new | 74,292 | $3M | 0.4% | 2026-Q2 |
| Balanced Rock Investment Advisors LLC added | 69,050 | $3M | 0.4% | 2026-Q2 |
| MB Generational Wealth, LLC added | 65,950 | $3M | 0.4% | 2026-Q2 |
| Merit Financial Group, LLC added | 63,389 | $3M | 0.3% | 2026-Q2 |
| CFS Investment Advisory Services, LLC added | 57,729 | $2M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 56,616 | $2M | 0.3% | 2026-Q2 |
| NWAM LLC added | 56,035 | $2M | 0.3% | 2026-Q2 |
| TCP Asset Management, LLC added | 55,207 | $2M | 0.3% | 2026-Q2 |
| Onyx Financial Advisors, LLC added | 54,231 | $2M | 0.3% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 52,375 | $2M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 52,083 | $2M | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 47,530 | $2M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 43,151 | $2M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 42,361 | $2M | 0.2% | 2026-Q2 |
| XY Planning Network, Inc. added | 40,592 | $2M | 0.2% | 2026-Q2 |
| Saxony Capital Management, LLC added | 40,339 | $2M | 0.2% | 2026-Q2 |
| VESTIA PERSONAL WEALTH ADVISORS added | 39,739 | $2M | 0.2% | 2026-Q2 |
| Shearwater Capital LLC trimmed | 39,646 | $2M | 0.2% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 36,068 | $1M | 0.2% | 2026-Q2 |
| FMB WEALTH MANAGEMENT added | 35,756 | $1M | 0.2% | 2026-Q2 |
| Larson Financial Group LLC trimmed | 35,672 | $1M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 34,682 | $1M | 0.2% | 2026-Q2 |
| Centennial Bank/AR/ added | 33,892 | $1M | 0.2% | 2026-Q2 |
| SageView Advisory Group, LLC trimmed | 33,648 | $1M | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 31,167 | $1M | 0.2% | 2026-Q2 |
| Samalin Investment Counsel, LLC added | 30,470 | $1M | 0.2% | 2026-Q2 |
| Krilogy Financial LLC trimmed | 29,022 | $1M | 0.2% | 2026-Q2 |
| Tortoise Investment Management, LLC added | 28,642 | $1M | 0.2% | 2026-Q2 |
| Modera Wealth Management, LLC added | 27,733 | $1M | 0.1% | 2026-Q2 |
| Klingman & Associates, LLC | 26,685 | $1M | 0.1% | 2026-Q2 |
| Allworth Financial LP trimmed | 25,730 | $1M | 0.1% | 2026-Q2 |
| CPA Asset Management Group, LLC trimmed | 24,935 | $1M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 24,667 | $1M | 0.1% | 2026-Q2 |
| Kane Co Wealth Management, Inc. added | 22,366 | $923K | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) new | 21,421 | $884K | 0.1% | 2026-Q2 |
| Plan Group Financial, LLC trimmed | 20,528 | $847K | 0.1% | 2026-Q2 |
| SeedSafe Financial LLC trimmed | 19,613 | $809K | 0.1% | 2026-Q2 |
| Essential Planning, LLC. added | 19,164 | $791K | 0.1% | 2026-Q2 |
| Meritas Wealth Management, LLC added | 18,520 | $764K | 0.1% | 2026-Q2 |
| Foster Group, Inc. | 18,094 | $746K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 16,908 | $698K | 0.1% | 2026-Q2 |
| Aspire Private Capital, LLC added | 16,749 | $691K | 0.1% | 2026-Q2 |
| Visionary Horizons, LLC added | 16,294 | $672K | 0.1% | 2026-Q2 |
| NORTHWEST WEALTH MANAGEMENT, LLC trimmed | 16,264 | $671K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 15,554 | $642K | 0.1% | 2026-Q2 |
| Greenspring Advisors, LLC trimmed | 15,232 | $628K | 0.1% | 2026-Q2 |
| CURIO WEALTH, LLC trimmed | 14,406 | $594K | 0.1% | 2026-Q2 |
| FIRETHORN WEALTH PARTNERS, LLC trimmed | 13,665 | $564K | 0.1% | 2026-Q2 |
| Donalies Financial Planning, LLC added | 13,189 | $544K | 0.1% | 2026-Q2 |
| Lynx Investment Advisory added | 13,045 | $538K | 0.1% | 2026-Q2 |
| Factor Wealth Management LTD added | 13,040 | $538K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 13,020 | $537K | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. | 12,117 | $500K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 10,933 | $451K | 0.1% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 10,896 | $450K | 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.