Who owns DFSB
Which tracked institutional funds hold DFSB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DFSB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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 DFSB is one-sided between 2026-Q1 and 2026-Q2: 29 added or opened and 8 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
DFSB’s largest tracked holder by dollar value, Abacus Wealth Partners, LLC, sizes it at 15.8% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 15.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DFSB 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 115 tracked filers holding DFSB, 87 increased or opened the position and 30 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 DFSB 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
- Shira Ridge Wealth Management$7M
- CITADEL ADVISORS LLC$5M
- Clarity Wealth Development LLC$4M
- BEACON HILL WEALTH MANAGEMENT LTD.$2M
- Freedom Day Solutions, LLC$615K
Full exits 7
- Betterment LLC$3M
- HighTower Advisors, LLC$1M
- Cambridge Investment Research Advisors, Inc.$975K
- von Borstel & Associates, Inc.$890K
- Virtu Financial LLC$710K
- Aerodigm Wealth, LLC$684K
Largest adds
- Abacus Wealth Partners, LLC$15M
- MERCER GLOBAL ADVISORS INC /ADV$9M
- MASECO LLP$4M
- Simplicity Wealth,LLC$2M
- SEI INVESTMENTS CO$1M
- Parkshore Wealth Management, Inc.$1M
Largest trims
- Broadhurst Jeffrey B$1M
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 |
|---|---|---|---|---|
| Abacus Wealth Partners, LLC added | 2,882,992 | $150M | 27.3% | 2026-Q2 |
| MASECO LLP added | 1,922,639 | $100M | 18.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 1,006,647 | $52M | 9.5% | 2026-Q2 |
| Quantum Financial Advisors, LLC added | 540,560 | $28M | 5.1% | 2026-Q2 |
| Simplicity Wealth,LLC added | 290,108 | $15M | 2.7% | 2026-Q2 |
| SEI INVESTMENTS CO added | 285,526 | $15M | 2.7% | 2026-Q2 |
| SEEDS INVESTOR LLC added | 258,358 | $13M | 2.4% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 241,479 | $13M | 2.3% | 2026-Q2 |
| Parkshore Wealth Management, Inc. added | 235,814 | $12M | 2.2% | 2026-Q2 |
| Planning Center, Inc. added | 193,316 | $10M | 1.8% | 2026-Q2 |
| Momentous Wealth Management, Inc. added | 189,457 | $10M | 1.8% | 2026-Q2 |
| Apella Capital, LLC added | 181,331 | $9M | 1.7% | 2026-Q2 |
| Citrine Capital LLC trimmed | 164,174 | $9M | 1.6% | 2026-Q2 |
| Corient Private Wealth LP added | 135,845 | $7M | 1.3% | 2026-Q2 |
| Shira Ridge Wealth Management new | 126,923 | $7M | 1.2% | 2026-Q2 |
| Allodium Investment Consultants, LLC added | 110,544 | $6M | 1.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 101,695 | $5M | 1.0% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 94,318 | $5M | 0.9% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 92,956 | $5M | 0.9% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 92,724 | $5M | 0.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 90,070 | $5M | 0.9% | 2026-Q2 |
| Clarity Wealth Development LLC new | 72,072 | $4M | 0.7% | 2026-Q2 |
| RAM Investment Partners, LLC trimmed | 62,167 | $3M | 0.6% | 2026-Q2 |
| LPL Financial LLC added | 49,833 | $3M | 0.5% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO trimmed | 49,039 | $3M | 0.5% | 2026-Q2 |
| BEACON HILL WEALTH MANAGEMENT LTD. new | 44,461 | $2M | 0.4% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 44,191 | $2M | 0.4% | 2026-Q2 |
| AA Financial Advisors, LLC trimmed | 42,282 | $2M | 0.4% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 36,340 | $2M | 0.3% | 2026-Q2 |
| Creative Capital Management Investments LLC added | 34,240 | $2M | 0.3% | 2026-Q2 |
| Wheels Up Wealth, Inc. added | 31,600 | $2M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 31,001 | $2M | 0.3% | 2026-Q2 |
| Vermillion Wealth Management, Inc. added | 29,868 | $2M | 0.3% | 2026-Q2 |
| Babb Wealth Advisors LLC added | 28,869 | $2M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 27,687 | $1M | 0.3% | 2026-Q2 |
| Tanager Wealth Management LLP added | 27,362 | $1M | 0.3% | 2026-Q2 |
| Samalin Investment Counsel, LLC added | 27,209 | $1M | 0.3% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS added | 25,742 | $1M | 0.2% | 2026-Q2 |
| Vise Technologies, Inc. added | 25,149 | $1M | 0.2% | 2026-Q2 |
| RW Investment Management LLC added | 22,272 | $1M | 0.2% | 2026-Q2 |
| Root Financial Partners, LLC added | 21,465 | $1M | 0.2% | 2026-Q2 |
| Wealth Advisors Northwest LLC added | 21,157 | $1M | 0.2% | 2026-Q2 |
| CURIO WEALTH, LLC added | 21,108 | $1M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 20,479 | $1M | 0.2% | 2026-Q2 |
| Broadhurst Jeffrey B trimmed | 17,750 | $925K | 0.2% | 2026-Q2 |
| Strathmore Capital Advisors, Inc. added | 17,625 | $898K | 0.2% | 2026-Q2 |
| Flagstone Financial Management added | 17,292 | $901K | 0.2% | 2026-Q2 |
| Rehmann Capital Advisory Group added | 17,133 | $893K | 0.2% | 2026-Q2 |
| Modera Wealth Management, LLC added | 17,068 | $889K | 0.2% | 2026-Q2 |
| BetterWealth, LLC added | 17,042 | $888K | 0.2% | 2026-Q2 |
| Skyline Advisors, Inc. trimmed | 16,437 | $857K | 0.2% | 2026-Q2 |
| McCartney Wealth Management LLC added | 15,943 | $831K | 0.2% | 2026-Q2 |
| Level Financial Advisors added | 15,384 | $802K | 0.1% | 2026-Q2 |
| Clarity Asset Management, Inc. added | 14,935 | $778K | 0.1% | 2026-Q2 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV added | 14,486 | $755K | 0.1% | 2026-Q2 |
| Krilogy Financial LLC trimmed | 13,439 | $700K | 0.1% | 2026-Q2 |
| Verisail Partners, LLC added | 13,427 | $700K | 0.1% | 2026-Q2 |
| Petersen Hastings Wealth Advisors Inc. added | 13,398 | $698K | 0.1% | 2026-Q2 |
| Mason & Associates Inc trimmed | 13,119 | $684K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 12,285 | $640K | 0.1% | 2026-Q2 |
| Concord Wealth Partners added | 11,999 | $625K | 0.1% | 2026-Q2 |
| Vestment Financial LLC added | 11,989 | $620K | 0.1% | 2026-Q2 |
| Geometric Wealth Advisors added | 11,985 | $625K | 0.1% | 2026-Q2 |
| Freedom Day Solutions, LLC new | 11,799 | $615K | 0.1% | 2026-Q2 |
| WPWealth LLP added | 11,529 | $601K | 0.1% | 2026-Q2 |
| Summit Wealth Group, LLC added | 11,288 | $588K | 0.1% | 2026-Q2 |
| CAHILL FINANCIAL ADVISORS INC trimmed | 10,544 | $549K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 9,607 | $501K | 0.1% | 2026-Q2 |
| GRAND WEALTH MANAGEMENT, LLC added | 9,214 | $480K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 9,201 | $479K | 0.1% | 2026-Q2 |
| Tillman Hartley LLC new | 9,112 | $475K | 0.1% | 2026-Q2 |
| Rossby Financial, LCC added | 8,962 | $467K | 0.1% | 2026-Q2 |
| Equita Financial Network, Inc. new | 8,858 | $462K | 0.1% | 2026-Q2 |
| Aspen Capital Management, LLC added | 8,455 | $441K | 0.1% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 8,399 | $438K | 0.1% | 2026-Q2 |
| Creative Planning added | 8,119 | $423K | 0.1% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC added | 7,831 | $405K | 0.1% | 2026-Q2 |
| Ballast Rock Private Wealth LLC | 7,794 | $406K | 0.1% | 2026-Q2 |
| Shore Point Advisors, LLC trimmed | 7,748 | $404K | 0.1% | 2026-Q2 |
| Stewardship Advisors, LLC added | 7,714 | $402K | 0.1% | 2026-Q2 |
| COMPASS CAPITAL CORP /MA/ /ADV added | 7,460 | $380K | 0.1% | 2026-Q2 |
| M. Kulyk & Associates, LLC trimmed | 7,153 | $373K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 7,131 | $372K | 0.1% | 2026-Q2 |
| XY Planning Network, Inc. | 7,053 | $368K | 0.1% | 2026-Q2 |
| Financial Plan, Inc. | 6,902 | $360K | 0.1% | 2026-Q2 |
| Fortis Capital Management LLC trimmed | 6,487 | $338K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA | 5,702 | $297K | 0.1% | 2026-Q2 |
| E-Wealth Partners, LLC new | 5,494 | $286K | 0.1% | 2026-Q2 |
| Legacy Financial Advisors, Inc. trimmed | 5,270 | $275K | 0.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,183 | $270K | 0.0% | 2026-Q2 |
| Greenspring Advisors, LLC added | 5,181 | $270K | 0.0% | 2026-Q2 |
| Ariadne Wealth Management, LP added | 4,666 | $243K | 0.0% | 2026-Q2 |
| Washington Trust Advisors, Inc. added | 4,514 | $235K | 0.0% | 2026-Q2 |
| Long Island Wealth Management, Inc. | 4,374 | $228K | 0.0% | 2026-Q2 |
| Signature Resources Capital Management, LLC added | 4,297 | $224K | 0.0% | 2026-Q2 |
| EnRich Financial Partners LLC added | 4,293 | $224K | 0.0% | 2026-Q2 |
| Brookstone Capital Management trimmed | 4,195 | $219K | 0.0% | 2026-Q2 |
| Sprinkle Financial Consultants LLC added | 4,133 | $215K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 3,884 | $202K | 0.0% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC | 3,112 | $162K | 0.0% | 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.