Who owns DFSB (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-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 DFSB is one-sided between 2025-Q4 and 2026-Q1: 26 added or opened and 6 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 12.4% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 12.3pp 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 2025-Q4 and 2026-Q1, across 118 tracked filers holding DFSB, 76 increased or opened the position and 17 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 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 3
- AA Financial Advisors, LLC$2M
- RW Investment Management LLC$1M
- Virtu Financial LLC$710K
Full exits 2
- ProCore Advisors, LLC$9M
- Archer Investment Management, LLC$4M
Largest adds
- Abacus Wealth Partners, LLC$9M
- MASECO LLP$7M
- MERCER GLOBAL ADVISORS INC /ADV$5M
- Beacon Pointe Advisors, LLC$2M
- Farther Finance Advisors, LLC$2M
- Focus Partners Advisor Solutions, LLC$2M
Largest trims
- Composition Wealth, LLC$4M
- JANE STREET GROUP, LLC$3M
- NewEdge Advisors, LLC$463K
- Skyline Advisors, Inc.$309K
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 |
|---|---|---|---|---|
| Abacus Wealth Partners, LLC added | 2,610,181 | $135M | 24.6% | 2026-Q1 |
| MASECO LLP added | 1,856,701 | $96M | 17.5% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 841,677 | $44M | 7.9% | 2026-Q1 |
| Quantum Financial Advisors, LLC added | 526,362 | $27M | 5.0% | 2026-Q1 |
| SEI INVESTMENTS CO added | 261,136 | $14M | 2.5% | 2026-Q1 |
| SEEDS INVESTOR LLC added | 256,943 | $13M | 2.4% | 2026-Q1 |
| Simplicity Wealth,LLC trimmed | 251,974 | $13M | 2.4% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 245,066 | $13M | 2.3% | 2026-Q1 |
| Parkshore Wealth Management, Inc. added | 216,430 | $11M | 2.0% | 2026-Q1 |
| Planning Center, Inc. added | 188,959 | $10M | 1.8% | 2026-Q1 |
| Momentous Wealth Management, Inc. added | 184,145 | $10M | 1.7% | 2026-Q1 |
| Citrine Capital LLC added | 165,210 | $9M | 1.6% | 2026-Q1 |
| Apella Capital, LLC added | 159,046 | $8M | 1.5% | 2026-Q1 |
| Corient Private Wealth LLC added | 125,547 | $6M | 1.2% | 2026-Q1 |
| Allodium Investment Consultants, LLC added | 104,718 | $5M | 1.0% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 94,666 | $5M | 0.9% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 88,898 | $5M | 0.8% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 81,092 | $4M | 0.8% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 77,360 | $4M | 0.7% | 2026-Q1 |
| RAM Investment Partners, LLC added | 62,797 | $3M | 0.6% | 2026-Q1 |
| Betterment LLC added | 58,369 | $3M | 0.5% | 2026-Q1 |
| SUMMIT WEALTH GROUP LLC / CO added | 49,498 | $3M | 0.5% | 2026-Q1 |
| LPL Financial LLC added | 48,492 | $3M | 0.5% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 46,704 | $2M | 0.4% | 2026-Q1 |
| Broadhurst Jeffrey B added | 44,869 | $2M | 0.4% | 2026-Q1 |
| AA Financial Advisors, LLC new | 42,789 | $2M | 0.4% | 2026-Q1 |
| Vermillion Wealth Management, Inc. | 29,560 | $2M | 0.3% | 2026-Q1 |
| Wheels Up Wealth, Inc. added | 27,707 | $1M | 0.3% | 2026-Q1 |
| Samalin Investment Counsel, LLC trimmed | 27,094 | $1M | 0.3% | 2026-Q1 |
| Creative Capital Management Investments LLC added | 26,629 | $1M | 0.3% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 26,211 | $1M | 0.2% | 2026-Q1 |
| Tanager Wealth Management LLP added | 25,926 | $1M | 0.2% | 2026-Q1 |
| Babb Wealth Advisors LLC added | 25,315 | $1M | 0.2% | 2026-Q1 |
| RW Investment Management LLC added | 22,208 | $1M | 0.2% | 2026-Q1 |
| CURIO WEALTH, LLC added | 20,814 | $1M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 20,356 | $1M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 19,885 | $1M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 19,401 | $1M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 18,844 | $975K | 0.2% | 2026-Q1 |
| Root Financial Partners, LLC added | 18,087 | $936K | 0.2% | 2026-Q1 |
| Strathmore Capital Advisors, Inc. | 17,468 | $911K | 0.2% | 2026-Q1 |
| Wealth Advisors Northwest LLC added | 17,538 | $907K | 0.2% | 2026-Q1 |
| von Borstel & Associates, Inc. added | 17,201 | $890K | 0.2% | 2026-Q1 |
| Flagstone Financial Management trimmed | 17,130 | $886K | 0.2% | 2026-Q1 |
| Skyline Advisors, Inc. trimmed | 16,851 | $872K | 0.2% | 2026-Q1 |
| Mason & Associates Inc added | 15,890 | $818K | 0.1% | 2026-Q1 |
| BetterWealth, LLC added | 15,656 | $810K | 0.1% | 2026-Q1 |
| Rehmann Capital Advisory Group | 14,426 | $746K | 0.1% | 2026-Q1 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV added | 14,290 | $739K | 0.1% | 2026-Q1 |
| McCartney Wealth Management LLC | 13,959 | $722K | 0.1% | 2026-Q1 |
| Virtu Financial LLC trimmed | 13,717 | $710K | 0.1% | 2026-Q1 |
| Krilogy Financial LLC added | 13,634 | $709K | 0.1% | 2026-Q1 |
| Modera Wealth Management, LLC added | 13,216 | $684K | 0.1% | 2026-Q1 |
| Aerodigm Wealth, LLC | 13,214 | $684K | 0.1% | 2026-Q1 |
| Petersen Hastings Wealth Advisors Inc. trimmed | 13,016 | $673K | 0.1% | 2026-Q1 |
| Vise Technologies, Inc. | 12,529 | $649K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 12,087 | $625K | 0.1% | 2026-Q1 |
| Concord Wealth Partners trimmed | 11,952 | $618K | 0.1% | 2026-Q1 |
| Geometric Wealth Advisors trimmed | 11,862 | $614K | 0.1% | 2026-Q1 |
| WPWealth LLP added | 11,458 | $593K | 0.1% | 2026-Q1 |
| Vestment Financial LLC trimmed | 11,192 | $585K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 11,025 | $570K | 0.1% | 2026-Q1 |
| CAHILL FINANCIAL ADVISORS INC | 10,829 | $560K | 0.1% | 2026-Q1 |
| DiNuzzo Private Wealth, Inc. added | 10,628 | $550K | 0.1% | 2026-Q1 |
| Level Financial Advisors added | 10,059 | $520K | 0.1% | 2026-Q1 |
| Clarity Asset Management, Inc. new | 9,620 | $498K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 9,400 | $486K | 0.1% | 2026-Q1 |
| M. Kulyk & Associates, LLC added | 9,281 | $480K | 0.1% | 2026-Q1 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 9,111 | $471K | 0.1% | 2026-Q1 |
| Rossby Financial, LCC added | 8,660 | $448K | 0.1% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP added | 8,316 | $430K | 0.1% | 2026-Q1 |
| Aspen Capital Management, LLC | 7,939 | $411K | 0.1% | 2026-Q1 |
| Shore Point Advisors, LLC added | 7,868 | $407K | 0.1% | 2026-Q1 |
| Ballast Rock Private Wealth LLC | 7,794 | $403K | 0.1% | 2026-Q1 |
| Fortis Capital Management LLC new | 7,586 | $393K | 0.1% | 2026-Q1 |
| COMPASS CAPITAL CORP /MA/ /ADV added | 7,456 | $388K | 0.1% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 7,366 | $382K | 0.1% | 2026-Q1 |
| XY Planning Network, Inc. | 7,053 | $365K | 0.1% | 2026-Q1 |
| Stewardship Advisors, LLC added | 7,055 | $365K | 0.1% | 2026-Q1 |
| GRAND WEALTH MANAGEMENT, LLC added | 6,984 | $361K | 0.1% | 2026-Q1 |
| Summit Wealth Group, LLC | 6,928 | $358K | 0.1% | 2026-Q1 |
| Financial Plan, Inc. added | 6,902 | $357K | 0.1% | 2026-Q1 |
| Wealthcare Advisory Partners LLC | 6,765 | $350K | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 5,990 | $310K | 0.1% | 2026-Q1 |
| Legacy Financial Advisors, Inc. added | 5,715 | $296K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 5,702 | $295K | 0.1% | 2026-Q1 |
| ACTION POINT FINANCIAL PLANNING, LLC new | 5,600 | $290K | 0.1% | 2026-Q1 |
| Greenspring Advisors, LLC added | 5,157 | $267K | 0.0% | 2026-Q1 |
| Blue Oak Capital, LLC added | 334,101 | $18M | 3.2% | 2025-Q2 stale |
| Passive Capital Management, LLC. new | 376,440 | $13M | 2.3% | 2025-Q1 stale |
| RAYMOND JAMES FINANCIAL INC new | 175,533 | $9M | 1.6% | 2025-Q1 stale |
| ProCore Advisors, LLC new | 169,411 | $9M | 1.6% | 2025-Q4 stale |
| Archer Investment Management, LLC trimmed | 71,624 | $4M | 0.7% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC added | 41,277 | $2M | 0.4% | 2025-Q3 stale |
| Concord Asset Management, LLC/VA new | 12,616 | $661K | 0.1% | 2025-Q2 stale |
| Altiora Financial Group, LLC | 10,000 | $524K | 0.1% | 2025-Q2 stale |
| Avise Financial Cooperative, Inc. new | 7,458 | $386K | 0.1% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC added | 6,977 | $366K | 0.1% | 2025-Q2 stale |
| Savant Capital, LLC added | 5,178 | $267K | 0.0% | 2025-Q1 stale |
| Pathstone Holdings, LLC | 5,039 | $261K | 0.0% | 2025-Q1 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.