Who owns DFIS
Which tracked institutional funds hold DFIS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DFIS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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 DFIS is one-sided between 2026-Q1 and 2026-Q2: 114 added or opened and 36 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
DFIS’s largest tracked holder by dollar value, JONES FINANCIAL COMPANIES LLLP, sizes it at 0.9% of its own reported 13F book, while the median holder sizes it at 0.9% of theirs — a 0.1pp gap the other way — the median holder sizes DFIS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DFIS 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 344 tracked filers holding DFIS, 223 increased or opened the position and 115 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 DFIS 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 18
- Evanson Financial, LLC$50M
- Bluespring Wealth Management, LLC$24M
- GOLDMAN SACHS GROUP INC$23M
- Timonier Family Office, LTD.$12M
- TCV Trust & Wealth Management, Inc.$9M
- ELEMENT POINTE ADVISORS, LLC$9M
Full exits 20
- NATIXIS ADVISORS, LLC$383M
- PARK AVENUE SECURITIES LLC$59M
- Evanson Asset Management, LLC$47M
- CWM, LLC$38M
- Janney Montgomery Scott LLC$22M
- Efficient Advisors, LLC$15M
Largest adds
- JONES FINANCIAL COMPANIES LLLP$235M
- UBS Group AG$98M
- ASSETMARK, INC$78M
- Vise Technologies, Inc.$25M
- Cerity Partners LLC$21M
- Root Financial Partners, LLC$20M
Largest trims
- Corient Private Wealth LP$79M
- JANE STREET GROUP, LLC$34M
- Savant Capital, LLC$9M
- LPL Financial LLC$5M
- Private Advisor Group, LLC$3M
- Addison Advisors LLC$3M
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 |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP added | 61,365,155 | $2.2B | 46.1% | 2026-Q2 |
| Matson Money. Inc. | 11,919,623 | $418M | 8.9% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 3,308,950 | $116M | 2.5% | 2026-Q2 |
| FIRST CITIZENS BANK & TRUST CO added | 3,214,071 | $113M | 2.4% | 2026-Q2 |
| UBS Group AG added | 2,800,232 | $98M | 2.1% | 2026-Q2 |
| Creative Planning trimmed | 2,410,679 | $84M | 1.8% | 2026-Q2 |
| ASSETMARK, INC added | 2,224,202 | $78M | 1.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,975,099 | $69M | 1.5% | 2026-Q2 |
| Modern Wealth Management, LLC added | 1,741,088 | $61M | 1.3% | 2026-Q2 |
| Root Financial Partners, LLC added | 1,635,368 | $57M | 1.2% | 2026-Q2 |
| Vise Technologies, Inc. added | 1,582,555 | $55M | 1.2% | 2026-Q2 |
| TCI Wealth Advisors, Inc. added | 1,562,031 | $55M | 1.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 1,498,139 | $52M | 1.1% | 2026-Q2 |
| Evanson Financial, LLC new | 1,430,072 | $50M | 1.1% | 2026-Q2 |
| Composition Wealth, LLC added | 1,423,549 | $50M | 1.1% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 1,363,387 | $48M | 1.0% | 2026-Q2 |
| Cerity Partners LLC added | 1,268,108 | $44M | 1.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,213,154 | $42M | 0.9% | 2026-Q2 |
| Wescott Financial Advisory Group, LLC added | 1,198,371 | $42M | 0.9% | 2026-Q2 |
| Discipline Wealth Solutions, LLC added | 1,014,876 | $36M | 0.8% | 2026-Q2 |
| Savant Capital, LLC trimmed | 980,075 | $34M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 918,993 | $32M | 0.7% | 2026-Q2 |
| Focus Partners Wealth added | 873,168 | $31M | 0.7% | 2026-Q2 |
| Index Fund Advisors, Inc. added | 708,936 | $25M | 0.5% | 2026-Q2 |
| SATOVSKY ASSET MANAGEMENT LLC added | 687,488 | $24M | 0.5% | 2026-Q2 |
| Bluespring Wealth Management, LLC new | 681,890 | $24M | 0.5% | 2026-Q2 |
| TOBIAS FINANCIAL ADVISORS, INC. added | 659,583 | $23M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 650,636 | $23M | 0.5% | 2026-Q2 |
| Shore Point Advisors, LLC added | 621,981 | $22M | 0.5% | 2026-Q2 |
| ECLECTIC ASSOCIATES INC /ADV added | 603,074 | $21M | 0.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 601,708 | $21M | 0.5% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co added | 591,702 | $21M | 0.4% | 2026-Q2 |
| Wealth Management Nebraska added | 579,166 | $20M | 0.4% | 2026-Q2 |
| Sherrill & Hutchins Financial Advisory, Inc added | 550,660 | $19M | 0.4% | 2026-Q2 |
| Factor Wealth Management LTD added | 515,377 | $18M | 0.4% | 2026-Q2 |
| Tanager Wealth Management LLP added | 502,319 | $18M | 0.4% | 2026-Q2 |
| Ballentine Capital Advisors, Inc trimmed | 483,144 | $17M | 0.4% | 2026-Q2 |
| AIRE ADVISORS, LLC added | 461,663 | $16M | 0.3% | 2026-Q2 |
| Advisory Alpha, LLC added | 455,568 | $16M | 0.3% | 2026-Q2 |
| Brand Asset Management Group, Inc. added | 453,219 | $16M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 435,382 | $15M | 0.3% | 2026-Q2 |
| Planning Center, Inc. added | 413,172 | $14M | 0.3% | 2026-Q2 |
| Abacus Planning Group, Inc. added | 389,220 | $14M | 0.3% | 2026-Q2 |
| Three Arch Wealth Management LLC added | 383,932 | $13M | 0.3% | 2026-Q2 |
| SVB WEALTH LLC added | 383,364 | $13M | 0.3% | 2026-Q2 |
| Guardian Wealth Management, LLC added | 356,997 | $13M | 0.3% | 2026-Q2 |
| Tillman Hartley LLC added | 350,563 | $12M | 0.3% | 2026-Q2 |
| Ritter Daniher Financial Advisory LLC / DE added | 338,811 | $12M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 333,265 | $12M | 0.2% | 2026-Q2 |
| Timonier Family Office, LTD. added | 331,165 | $12M | 0.2% | 2026-Q2 |
| Berman McAleer LLC added | 330,048 | $12M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 328,781 | $12M | 0.2% | 2026-Q2 |
| Larson Financial Group LLC trimmed | 323,415 | $11M | 0.2% | 2026-Q2 |
| Quent Capital, LLC added | 318,328 | $11M | 0.2% | 2026-Q2 |
| GEN Financial Management, INC. trimmed | 311,963 | $11M | 0.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 309,902 | $11M | 0.2% | 2026-Q2 |
| Allodium Investment Consultants, LLC added | 308,750 | $11M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 308,255 | $11M | 0.2% | 2026-Q2 |
| Forvis Mazars Wealth Advisors, LLC added | 305,727 | $11M | 0.2% | 2026-Q2 |
| KELLY FINANCIAL GROUP LLC added | 301,633 | $11M | 0.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 300,540 | $11M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 296,400 | $10M | 0.2% | 2026-Q2 |
| Level Financial Advisors added | 286,576 | $10M | 0.2% | 2026-Q2 |
| Robinswood Financial LLC added | 283,738 | $10M | 0.2% | 2026-Q2 |
| Allworth Financial LP trimmed | 275,073 | $10M | 0.2% | 2026-Q2 |
| Disciplined Investments, LLC added | 274,142 | $10M | 0.2% | 2026-Q2 |
| Rothschild Wealth LLC trimmed | 262,784 | $9M | 0.2% | 2026-Q2 |
| TCV Trust & Wealth Management, Inc. new | 261,318 | $9M | 0.2% | 2026-Q2 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC trimmed | 257,792 | $9M | 0.2% | 2026-Q2 |
| AMI INVESTMENT MANAGEMENT INC added | 253,197 | $9M | 0.2% | 2026-Q2 |
| COLLECTIVE FAMILY OFFICE LLC added | 248,919 | $9M | 0.2% | 2026-Q2 |
| ELEMENT POINTE ADVISORS, LLC new | 246,108 | $9M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 243,338 | $9M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 241,249 | $8M | 0.2% | 2026-Q2 |
| First Pacific Financial added | 233,965 | $8M | 0.2% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 210,505 | $7M | 0.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 192,518 | $7M | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 188,014 | $7M | 0.1% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC added | 178,444 | $6M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 173,050 | $6M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 170,265 | $5M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 164,688 | $6M | 0.1% | 2026-Q2 |
| Tilson Financial Group, Inc. added | 163,392 | $6M | 0.1% | 2026-Q2 |
| Integrity Wealth Solutions LLC added | 152,202 | $5M | 0.1% | 2026-Q2 |
| MORRIS FINANCIAL CONCEPTS, INC. trimmed | 149,367 | $5M | 0.1% | 2026-Q2 |
| Apella Capital, LLC added | 148,026 | $5M | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 144,823 | $5M | 0.1% | 2026-Q2 |
| Trinity Financial Advisors LLC added | 143,084 | $5M | 0.1% | 2026-Q2 |
| Broadway Wealth Solutions, Inc. added | 141,525 | $5M | 0.1% | 2026-Q2 |
| ACORN CREEK CAPITAL LLC trimmed | 141,400 | $5M | 0.1% | 2026-Q2 |
| PINNEY & SCOFIELD, INC. added | 136,162 | $5M | 0.1% | 2026-Q2 |
| CROBAN trimmed | 134,319 | $5M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 132,545 | $5M | 0.1% | 2026-Q2 |
| Syverson Strege & Co trimmed | 131,864 | $5M | 0.1% | 2026-Q2 |
| Parkwoods Wealth Partners, LLC added | 130,671 | $5M | 0.1% | 2026-Q2 |
| Viaable, LLC new | 127,912 | $5M | 0.1% | 2026-Q2 |
| SACHEM HILL LLC added | 123,106 | $4M | 0.1% | 2026-Q2 |
| Addison Advisors LLC trimmed | 117,508 | $4M | 0.1% | 2026-Q2 |
| Williams Financial, LLC added | 116,135 | $4M | 0.1% | 2026-Q2 |
| Spire Wealth Management added | 115,366 | $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.