Skip to main content
Institutional Ownership · SEC Form 13F

Who owns DFMC


Which tracked institutional funds hold DFMC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DFMC company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-27). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

33
Institutional holders
4M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on DFMC is one-sided between 2026-Q1 and 2026-Q2: 11 added or opened and 1 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

DFMC’s largest tracked holder by dollar value, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in DFMC 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 28 tracked filers holding DFMC, 25 increased or opened the position and 3 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 DFMC 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 5

  • BANK OF MONTREAL /CAN/$12M
  • Vermillion Wealth Management, Inc.$3M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
  • SHEETS SMITH WEALTH MANAGEMENT$896K
  • JANE STREET GROUP, LLC$509K

Full exits 1

  • McIlrath & Eck, LLC$8M

Largest adds

  • Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$17M
  • DIMENSIONAL FUND ADVISORS LP$2M
  • Ledyard National Bank$594K
  • Cypress Point Wealth Management, LLC$548K
  • CITADEL ADVISORS LLC$383K
  • GOLDMAN SACHS GROUP INC$356K

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).

FundSharesReported value% of valueQuarter
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added1,238,052$76M58.2%2026-Q2
Ledyard National Bank added2,221,386$24M18.4%2026-Q2
BANK OF MONTREAL /CAN/ new191,279$12M9.0%2026-Q2
Vermillion Wealth Management, Inc. trimmed245,436$2M1.9%2026-Q2
DIMENSIONAL FUND ADVISORS LP25,000$2M1.2%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP new20,954$1M1.0%2026-Q2
CITADEL ADVISORS LLC added19,914$1M0.9%2026-Q2
GOLDMAN SACHS GROUP INC trimmed19,212$1M0.9%2026-Q2
SHEETS SMITH WEALTH MANAGEMENT new14,669$896K0.7%2026-Q2
Cypress Point Wealth Management, LLC added13,803$843K0.6%2026-Q2
JANE STREET GROUP, LLC new8,331$509K0.4%2026-Q2
Quantinno Capital Management LP new5,867$358K0.3%2026-Q2
Corus Family Wealth Advisors new4,418$270K0.2%2026-Q2
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co new5,077$258K0.2%2026-Q2
Allodium Investment Consultants, LLC new3,675$224K0.2%2026-Q2
Accurate Wealth Management, LLC new3,693$222K0.2%2026-Q2
Strategic Investment Solutions, Inc. /IL new2,579$157K0.1%2026-Q2
Rachor Investment Advisory Services, LLC added2,098$128K0.1%2026-Q2
Integrated Wealth Concepts LLC new1,103$67K0.1%2026-Q2
Burk Holdings LLC new800$49K0.0%2026-Q2
Farther Finance Advisors, LLC new643$39K0.0%2026-Q2
Timmons Wealth Management, LLC new110$7K0.0%2026-Q2
EverSource Wealth Advisors, LLC new60$4K0.0%2026-Q2
LAM GROUP, INC. added50$3K0.0%2026-Q2
NBT BANK, N.A. new250$2K0.0%2026-Q2
LRI Investments, LLC new28$2K0.0%2026-Q2
Allworth Financial LP new4$2450.0%2026-Q2
Asset Dedication, LLC new1$530.0%2026-Q2
McIlrath & Eck, LLC new505,230$7M5.1%2026-Q1 stale (1 quarter behind)
Cambridge Investment Research Advisors, Inc. new5,588$284K0.2%2026-Q1 stale (1 quarter behind)
Coston, McIsaac & Partners added5,212$118K0.1%2026-Q1 stale (1 quarter behind)
Motiv8 Investments LLC new523$10K0.0%2025-Q4 stale (2 quarters behind)

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.

HoldersTotal shares

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.

Learn how to read institutional ownership