Who owns DFIP (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-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
33 tracked funds added or opened DFIP while 16 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 5.0% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 4.5pp 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 2025-Q4 and 2026-Q1, across 162 tracked filers holding DFIP, 94 increased or opened the position and 63 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 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 2
- Merit Financial Group, LLC$2M
- Creative Planning$2M
Full exits 8
- CITADEL ADVISORS LLC$4M
- Yeomans Consulting Group, Inc.$2M
- SageView Advisory Group, LLC$2M
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$1M
- AXXCESS WEALTH MANAGEMENT, LLC$1M
- Pioneer Wealth Management Group$1M
Largest adds
- Matson Money. Inc.$7M
- Fortitude Family Office, LLC$3M
- Foundry Financial LLC$2M
- Financial Plan, Inc.$2M
- PINNEY & SCOFIELD, INC.$2M
- Planning Center, Inc.$2M
Largest trims
- Heirloom Wealth Management$38M
- Austin Wealth Management, LLC$4M
- Henrickson Nauta Wealth Advisors, Inc.$3M
- Larson Financial Group LLC$1M
- CPA Asset Management Group, LLC$724K
- Plan Group Financial, LLC$660K
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 |
|---|---|---|---|---|
| Matson Money. Inc. added | 3,885,941 | $162M | 19.5% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 1,134,670 | $47M | 5.7% | 2026-Q1 |
| Planning Center, Inc. added | 1,058,790 | $44M | 5.3% | 2026-Q1 |
| Hill Investment Group Partners, LLC trimmed | 791,225 | $33M | 4.0% | 2026-Q1 |
| PINNEY & SCOFIELD, INC. added | 564,887 | $24M | 2.8% | 2026-Q1 |
| Rather & Kittrell, Inc. added | 533,670 | $22M | 2.7% | 2026-Q1 |
| Leading Edge Financial Planning LLC added | 515,024 | $21M | 2.6% | 2026-Q1 |
| Geometric Wealth Advisors trimmed | 511,563 | $21M | 2.6% | 2026-Q1 |
| Fortitude Family Office, LLC added | 504,266 | $21M | 2.5% | 2026-Q1 |
| Stratos Investment Management, LLC added | 466,060 | $19M | 2.3% | 2026-Q1 |
| Physician Wealth Solutions Inc. added | 427,914 | $18M | 2.1% | 2026-Q1 |
| SCRATCH CAPITAL LLC added | 349,021 | $15M | 1.7% | 2026-Q1 |
| Level Financial Advisors added | 342,611 | $14M | 1.7% | 2026-Q1 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC added | 305,143 | $13M | 1.5% | 2026-Q1 |
| Yardley Wealth Management LLC added | 288,125 | $12M | 1.4% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC added | 255,045 | $11M | 1.3% | 2026-Q1 |
| Five Oceans Advisors trimmed | 254,425 | $11M | 1.3% | 2026-Q1 |
| Core Wealth Management, Inc. added | 253,735 | $11M | 1.3% | 2026-Q1 |
| Savant Capital, LLC trimmed | 240,173 | $10M | 1.2% | 2026-Q1 |
| New Dimensions Wealth Management, LLC added | 235,276 | $10M | 1.2% | 2026-Q1 |
| MONOGRAPH WEALTH ADVISORS, LLC added | 233,375 | $10M | 1.2% | 2026-Q1 |
| Apella Capital, LLC added | 227,411 | $10M | 1.2% | 2026-Q1 |
| Financial Plan, Inc. added | 193,415 | $8M | 1.0% | 2026-Q1 |
| Heirloom Wealth Management trimmed | 192,214 | $8M | 1.0% | 2026-Q1 |
| Austin Wealth Management, LLC trimmed | 179,713 | $8M | 0.9% | 2026-Q1 |
| Sterling Financial Planning, Inc. added | 170,748 | $7M | 0.9% | 2026-Q1 |
| Forum Financial Management, LP trimmed | 163,359 | $7M | 0.8% | 2026-Q1 |
| Vestment Financial LLC added | 158,546 | $7M | 0.8% | 2026-Q1 |
| CPA Asset Management Group, LLC trimmed | 147,462 | $6M | 0.7% | 2026-Q1 |
| Krilogy Financial LLC added | 144,234 | $6M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 136,938 | $6M | 0.7% | 2026-Q1 |
| Foundry Financial LLC added | 119,478 | $5M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 117,827 | $5M | 0.6% | 2026-Q1 |
| BCU Wealth Advisors, LLC added | 116,000 | $5M | 0.6% | 2026-Q1 |
| Henrickson Nauta Wealth Advisors, Inc. trimmed | 110,231 | $5M | 0.6% | 2026-Q1 |
| Ares Financial Consulting, LLC added | 104,508 | $4M | 0.5% | 2026-Q1 |
| McCartney Wealth Management LLC added | 100,011 | $4M | 0.5% | 2026-Q1 |
| Porter White Investment Advisors, Inc. added | 94,247 | $4M | 0.5% | 2026-Q1 |
| Grove Street Fiduciary, LLC trimmed | 93,188 | $4M | 0.5% | 2026-Q1 |
| Larson Financial Group LLC trimmed | 86,230 | $4M | 0.4% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 85,525 | $4M | 0.4% | 2026-Q1 |
| AWM CAPITAL, LLC trimmed | 83,841 | $3M | 0.4% | 2026-Q1 |
| ENTREWEALTH, LLC added | 81,267 | $3M | 0.4% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 78,733 | $3M | 0.4% | 2026-Q1 |
| Altiora Financial Group, LLC | 78,596 | $3M | 0.4% | 2026-Q1 |
| ASSETMARK, INC trimmed | 70,663 | $3M | 0.4% | 2026-Q1 |
| Broadhurst Jeffrey B added | 65,967 | $3M | 0.3% | 2026-Q1 |
| Balanced Rock Investment Advisors LLC added | 61,553 | $3M | 0.3% | 2026-Q1 |
| City State Bank added | 60,567 | $3M | 0.3% | 2026-Q1 |
| CFS Investment Advisory Services, LLC added | 56,576 | $2M | 0.3% | 2026-Q1 |
| Amicus Financial Advisors, LLC added | 55,838 | $2M | 0.3% | 2026-Q1 |
| MB Generational Wealth, LLC added | 55,075 | $2M | 0.3% | 2026-Q1 |
| Onyx Financial Advisors, LLC added | 54,057 | $2M | 0.3% | 2026-Q1 |
| NWAM LLC added | 52,471 | $2M | 0.3% | 2026-Q1 |
| Merit Financial Group, LLC new | 48,690 | $2M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 47,986 | $2M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 47,739 | $2M | 0.2% | 2026-Q1 |
| TCP Asset Management, LLC added | 46,799 | $2M | 0.2% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC added | 45,726 | $2M | 0.2% | 2026-Q1 |
| Shearwater Capital LLC added | 42,539 | $2M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 40,160 | $2M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 38,474 | $2M | 0.2% | 2026-Q1 |
| Creative Planning new | 36,985 | $2M | 0.2% | 2026-Q1 |
| Centennial Bank/AR/ added | 33,380 | $1M | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 33,286 | $1M | 0.2% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 33,165 | $1M | 0.2% | 2026-Q1 |
| VESTIA PERSONAL WEALTH ADVISORS trimmed | 31,840 | $1M | 0.2% | 2026-Q1 |
| FMB WEALTH MANAGEMENT | 31,589 | $1M | 0.2% | 2026-Q1 |
| XY Planning Network, Inc. added | 30,219 | $1M | 0.2% | 2026-Q1 |
| Samalin Investment Counsel, LLC trimmed | 29,612 | $1M | 0.1% | 2026-Q1 |
| Focus Partners Wealth trimmed | 28,083 | $1M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 27,452 | $1M | 0.1% | 2026-Q1 |
| Tortoise Investment Management, LLC | 26,942 | $1M | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 26,705 | $1M | 0.1% | 2026-Q1 |
| Klingman & Associates, LLC trimmed | 26,685 | $1M | 0.1% | 2026-Q1 |
| Allworth Financial LP trimmed | 26,065 | $1M | 0.1% | 2026-Q1 |
| Plan Group Financial, LLC trimmed | 24,471 | $1M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 24,319 | $1M | 0.1% | 2026-Q1 |
| CWM, LLC added | 23,904 | $997K | 0.1% | 2026-Q1 |
| Foster Group, Inc. | 18,094 | $755K | 0.1% | 2026-Q1 |
| Coston, McIsaac & Partners trimmed | 16,567 | $691K | 0.1% | 2026-Q1 |
| NORTHWEST WEALTH MANAGEMENT, LLC trimmed | 16,505 | $689K | 0.1% | 2026-Q1 |
| Greenspring Advisors, LLC added | 16,452 | $686K | 0.1% | 2026-Q1 |
| Hemington Wealth Management added | 912,827 | $39M | 4.6% | 2025-Q3 stale |
| Insight Wealth Strategies, LLC new | 449,081 | $19M | 2.3% | 2025-Q3 stale |
| Sensible Financial Planning & Management, LLC. added | 194,181 | $8M | 1.0% | 2025-Q3 stale |
| David Wealth Management LLC added | 152,228 | $6M | 0.8% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 94,857 | $4M | 0.5% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 66,440 | $3M | 0.3% | 2025-Q1 stale |
| Yeomans Consulting Group, Inc. new | 59,722 | $2M | 0.3% | 2025-Q4 stale |
| Binnacle Investments Inc added | 58,444 | $2M | 0.3% | 2025-Q3 stale |
| SageView Advisory Group, LLC added | 38,758 | $2M | 0.2% | 2025-Q4 stale |
| Willow Creek Wealth Management Inc. added | 35,724 | $2M | 0.2% | 2025-Q3 stale |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new | 33,840 | $1M | 0.2% | 2025-Q4 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 33,194 | $1M | 0.2% | 2025-Q4 stale |
| PBMares Wealth Management LLC trimmed | 30,090 | $1M | 0.2% | 2025-Q3 stale |
| Pioneer Wealth Management Group new | 25,279 | $1M | 0.1% | 2025-Q4 stale |
| Total Wealth Planning, LLC added | 22,389 | $946K | 0.1% | 2025-Q3 stale |
| Dynamic Advisor Solutions LLC added | 21,489 | $907K | 0.1% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 21,256 | $883K | 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.