Who owns DFIS (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-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
The tracked-fund tape on DFIS is one-sided between 2025-Q4 and 2026-Q1: 91 added or opened and 27 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 1.0% 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 2025-Q4 and 2026-Q1, across 337 tracked filers holding DFIS, 201 increased or opened the position and 108 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 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 9
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
- Apella Capital, LLC$5M
- Fortis Advisors, LLC$2M
- WEST PACES ADVISORS INC.$1M
- CITADEL ADVISORS LLC$1M
- Sherrill & Hutchins Financial Advisory, Inc$901K
Full exits 10
- Timonier Family Office, LTD.$11M
- Quent Long Short Global Small Cap Fund, LP$9M
- SB Capital Management Inc$7M
- McMill Wealth Management$5M
- FIRST CITIZENS INVESTOR SERVICES, INC.$3M
- Total Wealth Planning, LLC$2M
Largest adds
- JONES FINANCIAL COMPANIES LLLP$415M
- NATIXIS ADVISORS, LLC$65M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$28M
- SATOVSKY ASSET MANAGEMENT LLC$21M
- JANE STREET GROUP, LLC$16M
- Discipline Wealth Solutions, LLC$13M
Largest trims
- Forum Financial Management, LP$37M
- Efficient Advisors, LLC$13M
- Envestnet Portfolio Solutions, Inc.$7M
- FIRST CITIZENS BANK & TRUST CO$7M
- Wescott Financial Advisory Group, LLC$3M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
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 |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP added | 58,747,186 | $1.9B | 41.6% | 2026-Q1 |
| Matson Money. Inc. trimmed | 11,919,623 | $401M | 8.7% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 11,385,428 | $383M | 8.3% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 3,300,184 | $111M | 2.4% | 2026-Q1 |
| FIRST CITIZENS BANK & TRUST CO trimmed | 3,207,835 | $108M | 2.3% | 2026-Q1 |
| Corient Private Wealth LLC added | 2,791,449 | $94M | 2.0% | 2026-Q1 |
| Creative Planning added | 2,426,864 | $82M | 1.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,841,482 | $62M | 1.3% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 1,739,833 | $59M | 1.3% | 2026-Q1 |
| MATHER GROUP, LLC. trimmed | 1,485,130 | $50M | 1.1% | 2026-Q1 |
| TCI Wealth Advisors, Inc. trimmed | 1,426,400 | $48M | 1.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 1,417,706 | $48M | 1.0% | 2026-Q1 |
| Evanson Asset Management, LLC added | 1,401,653 | $47M | 1.0% | 2026-Q1 |
| Savant Capital, LLC added | 1,301,248 | $44M | 0.9% | 2026-Q1 |
| Composition Wealth, LLC added | 1,296,966 | $44M | 0.9% | 2026-Q1 |
| Modern Wealth Management, LLC added | 1,262,736 | $43M | 0.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 1,266,624 | $43M | 0.9% | 2026-Q1 |
| Wescott Financial Advisory Group, LLC trimmed | 1,186,543 | $40M | 0.9% | 2026-Q1 |
| CWM, LLC added | 1,133,632 | $38M | 0.8% | 2026-Q1 |
| Root Financial Partners, LLC added | 1,118,643 | $38M | 0.8% | 2026-Q1 |
| Discipline Wealth Solutions, LLC added | 961,790 | $32M | 0.7% | 2026-Q1 |
| Vise Technologies, Inc. | 916,244 | $30M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 893,112 | $30M | 0.7% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 845,290 | $28M | 0.6% | 2026-Q1 |
| Focus Partners Wealth added | 830,318 | $28M | 0.6% | 2026-Q1 |
| Cerity Partners LLC added | 688,365 | $23M | 0.5% | 2026-Q1 |
| Index Fund Advisors, Inc. added | 676,877 | $23M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 666,177 | $22M | 0.5% | 2026-Q1 |
| SATOVSKY ASSET MANAGEMENT LLC added | 641,157 | $22M | 0.5% | 2026-Q1 |
| TOBIAS FINANCIAL ADVISORS, INC. added | 615,738 | $21M | 0.4% | 2026-Q1 |
| Shore Point Advisors, LLC added | 577,972 | $19M | 0.4% | 2026-Q1 |
| ECLECTIC ASSOCIATES INC /ADV added | 570,906 | $19M | 0.4% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co added | 545,256 | $18M | 0.4% | 2026-Q1 |
| Wealth Management Nebraska added | 530,360 | $18M | 0.4% | 2026-Q1 |
| Tanager Wealth Management LLP added | 499,562 | $17M | 0.4% | 2026-Q1 |
| Ballentine Capital Advisors, Inc trimmed | 493,037 | $17M | 0.4% | 2026-Q1 |
| AIRE ADVISORS, LLC added | 457,264 | $15M | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 450,876 | $15M | 0.3% | 2026-Q1 |
| Efficient Advisors, LLC trimmed | 447,277 | $15M | 0.3% | 2026-Q1 |
| Brand Asset Management Group, Inc. added | 444,178 | $15M | 0.3% | 2026-Q1 |
| Advisory Alpha, LLC added | 422,760 | $14M | 0.3% | 2026-Q1 |
| Planning Center, Inc. trimmed | 411,631 | $14M | 0.3% | 2026-Q1 |
| Factor Wealth Management LTD added | 410,737 | $14M | 0.3% | 2026-Q1 |
| Abacus Planning Group, Inc. added | 374,134 | $13M | 0.3% | 2026-Q1 |
| SVB WEALTH LLC added | 361,836 | $12M | 0.3% | 2026-Q1 |
| Guardian Wealth Management, LLC trimmed | 356,695 | $12M | 0.3% | 2026-Q1 |
| Three Arch Wealth Management LLC added | 357,412 | $12M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 356,156 | $12M | 0.3% | 2026-Q1 |
| Larson Financial Group LLC trimmed | 346,215 | $12M | 0.3% | 2026-Q1 |
| Tillman Hartley LLC added | 341,301 | $11M | 0.2% | 2026-Q1 |
| Ritter Daniher Financial Advisory LLC / DE added | 316,752 | $11M | 0.2% | 2026-Q1 |
| GEN Financial Management, INC. added | 315,001 | $11M | 0.2% | 2026-Q1 |
| Quent Capital, LLC added | 308,787 | $10M | 0.2% | 2026-Q1 |
| Allodium Investment Consultants, LLC trimmed | 299,323 | $10M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 291,808 | $10M | 0.2% | 2026-Q1 |
| Forvis Mazars Wealth Advisors, LLC added | 289,438 | $10M | 0.2% | 2026-Q1 |
| Rothschild Wealth LLC added | 287,946 | $10M | 0.2% | 2026-Q1 |
| KELLY FINANCIAL GROUP LLC trimmed | 286,288 | $10M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 294,678 | $10M | 0.2% | 2026-Q1 |
| Allworth Financial LP added | 278,608 | $9M | 0.2% | 2026-Q1 |
| Level Financial Advisors added | 270,057 | $9M | 0.2% | 2026-Q1 |
| Disciplined Investments, LLC added | 262,018 | $9M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 261,496 | $9M | 0.2% | 2026-Q1 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC added | 257,948 | $9M | 0.2% | 2026-Q1 |
| Capital Analysts, LLC added | 241,872 | $8M | 0.2% | 2026-Q1 |
| AMI INVESTMENT MANAGEMENT INC trimmed | 241,373 | $8M | 0.2% | 2026-Q1 |
| COLLECTIVE FAMILY OFFICE LLC added | 240,669 | $8M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 221,417 | $7M | 0.2% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 213,112 | $7M | 0.2% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 204,640 | $7M | 0.1% | 2026-Q1 |
| First Pacific Financial added | 203,134 | $7M | 0.1% | 2026-Q1 |
| Addison Advisors LLC trimmed | 199,094 | $7M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 202,108 | $7M | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC added | 191,008 | $6M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 178,455 | $6M | 0.1% | 2026-Q1 |
| Syverson Strege & Co trimmed | 176,946 | $6M | 0.1% | 2026-Q1 |
| HARBOR INVESTMENT ADVISORY, LLC added | 171,652 | $6M | 0.1% | 2026-Q1 |
| Apella Capital, LLC new | 144,506 | $5M | 0.1% | 2026-Q1 |
| Tilson Financial Group, Inc. added | 155,292 | $5M | 0.1% | 2026-Q1 |
| MORRIS FINANCIAL CONCEPTS, INC. added | 151,009 | $5M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 149,331 | $5M | 0.1% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 147,869 | $5M | 0.1% | 2026-Q1 |
| ACORN CREEK CAPITAL LLC trimmed | 147,664 | $5M | 0.1% | 2026-Q1 |
| Integrity Wealth Solutions LLC trimmed | 144,003 | $5M | 0.1% | 2026-Q1 |
| Trinity Financial Advisors LLC added | 139,832 | $5M | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 136,163 | $5M | 0.1% | 2026-Q1 |
| Broadway Wealth Solutions, Inc. trimmed | 135,630 | $5M | 0.1% | 2026-Q1 |
| CROBAN added | 134,743 | $5M | 0.1% | 2026-Q1 |
| Willow Financial LLC added | 134,670 | $5M | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 132,971 | $4M | 0.1% | 2026-Q1 |
| PINNEY & SCOFIELD, INC. added | 132,850 | $4M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 129,015 | $4M | 0.1% | 2026-Q1 |
| Corrigan Financial, Inc. added | 590,889 | $15M | 0.3% | 2025-Q1 stale |
| Timonier Family Office, LTD. added | 330,672 | $11M | 0.2% | 2025-Q4 stale |
| Quent Long Short Global Small Cap Fund, LP new | 286,081 | $9M | 0.2% | 2025-Q4 stale |
| Perritt Capital Management Inc trimmed | 282,482 | $9M | 0.2% | 2025-Q3 stale |
| SB Capital Management Inc new | 217,142 | $7M | 0.2% | 2025-Q4 stale |
| McMill Wealth Management added | 150,782 | $5M | 0.1% | 2025-Q4 stale |
| PFG Private Wealth Management, LLC new | 140,565 | $4M | 0.1% | 2025-Q3 stale |
| PBMares Wealth Management LLC added | 127,761 | $4M | 0.1% | 2025-Q3 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.