Who owns DFSD
Which tracked institutional funds hold DFSD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DFSD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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 DFSD is one-sided between 2026-Q1 and 2026-Q2: 179 added or opened and 44 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
DFSD’s largest tracked holder by dollar value, Focus Partners Wealth, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 4.4% of theirs — a 4.1pp gap the other way — the median holder sizes DFSD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DFSD 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 437 tracked filers holding DFSD, 307 increased or opened the position and 128 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 DFSD 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
- Woodward Financial Advisors, Inc.$41M
- IMA Advisory Services, Inc.$19M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$16M
- BEACON HILL WEALTH MANAGEMENT LTD.$14M
- Diversify Advisory Services, LLC$6M
- Private Advisory Group LLC$5M
Full exits 20
- DiNuzzo Private Wealth, Inc.$98M
- HighTower Advisors, LLC$94M
- McIlrath & Eck, LLC$62M
- PARK AVENUE SECURITIES LLC$37M
- Cambridge Investment Research Advisors, Inc.$17M
- One Degree Advisors Inc$16M
Largest adds
- Vise Technologies, Inc.$58M
- Focus Partners Advisor Solutions, LLC$57M
- Focus Partners Wealth$53M
- Root Financial Partners, LLC$30M
- Parkwoods Wealth Partners, LLC$25M
- CPA Asset Management Group, LLC$25M
Largest trims
- Allworth Financial LP$21M
- SJS Investment Consulting Inc.$18M
- Savant Capital, LLC$12M
- Torren Management, LLC$8M
- Altiora Financial Group, LLC$2M
- Private Advisor Group, LLC$2M
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 |
|---|---|---|---|---|
| Focus Partners Wealth added | 7,253,853 | $346M | 7.5% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 6,339,321 | $303M | 6.5% | 2026-Q2 |
| Apella Capital, LLC added | 5,420,887 | $259M | 5.6% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 3,880,784 | $185M | 4.0% | 2026-Q2 |
| Savant Capital, LLC trimmed | 3,654,844 | $175M | 3.8% | 2026-Q2 |
| Root Financial Partners, LLC added | 3,637,085 | $174M | 3.7% | 2026-Q2 |
| Vise Technologies, Inc. added | 3,490,783 | $167M | 3.6% | 2026-Q2 |
| Beaird Harris Wealth Management, LLC added | 3,199,436 | $153M | 3.3% | 2026-Q2 |
| Planning Center, Inc. added | 2,904,314 | $139M | 3.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,683,166 | $128M | 2.8% | 2026-Q2 |
| Great Waters Wealth Management added | 1,949,171 | $93M | 2.0% | 2026-Q2 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC added | 1,756,850 | $84M | 1.8% | 2026-Q2 |
| Rachor Investment Advisory Services, LLC added | 1,519,287 | $73M | 1.6% | 2026-Q2 |
| Rather & Kittrell, Inc. added | 1,429,896 | $68M | 1.5% | 2026-Q2 |
| Diversified Portfolios, Inc. trimmed | 1,335,001 | $64M | 1.4% | 2026-Q2 |
| ASSETMARK, INC added | 1,284,088 | $61M | 1.3% | 2026-Q2 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC added | 1,271,511 | $61M | 1.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,229,386 | $59M | 1.3% | 2026-Q2 |
| WPWealth LLP trimmed | 1,188,766 | $57M | 1.2% | 2026-Q2 |
| Ruedi Wealth Management, Inc. added | 1,144,966 | $55M | 1.2% | 2026-Q2 |
| 55 North Private Wealth, LLC added | 1,073,749 | $51M | 1.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 1,045,893 | $50M | 1.1% | 2026-Q2 |
| Financial Plan, Inc. added | 1,038,034 | $50M | 1.1% | 2026-Q2 |
| CURIO WEALTH, LLC added | 1,033,379 | $49M | 1.1% | 2026-Q2 |
| RAM Investment Partners, LLC added | 1,008,448 | $48M | 1.0% | 2026-Q2 |
| CPA Asset Management Group, LLC added | 980,940 | $47M | 1.0% | 2026-Q2 |
| Parkwoods Wealth Partners, LLC added | 972,134 | $46M | 1.0% | 2026-Q2 |
| Altiora Financial Group, LLC trimmed | 876,910 | $42M | 0.9% | 2026-Q2 |
| Woodward Financial Advisors, Inc. new | 857,876 | $41M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 847,823 | $40M | 0.9% | 2026-Q2 |
| Signature Resources Capital Management, LLC added | 812,642 | $39M | 0.8% | 2026-Q2 |
| Wealthquest Corp added | 804,122 | $38M | 0.8% | 2026-Q2 |
| Elser Financial Planning, Inc added | 798,092 | $38M | 0.8% | 2026-Q2 |
| ECLECTIC ASSOCIATES INC /ADV added | 795,671 | $38M | 0.8% | 2026-Q2 |
| MASECO LLP added | 772,357 | $37M | 0.8% | 2026-Q2 |
| Wheelhouse Advisory Group LLC added | 771,244 | $37M | 0.8% | 2026-Q2 |
| GREAT OAK CAPITAL PARTNERS, LLC added | 663,877 | $32M | 0.7% | 2026-Q2 |
| NORTHWEST WEALTH MANAGEMENT, LLC added | 640,173 | $31M | 0.7% | 2026-Q2 |
| Mattern Wealth Management LLC added | 604,523 | $29M | 0.6% | 2026-Q2 |
| Valued Wealth Advisors LLC added | 601,233 | $29M | 0.6% | 2026-Q2 |
| Allegiance Financial Group Advisory Services LLC added | 581,099 | $28M | 0.6% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 579,720 | $28M | 0.6% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 562,109 | $27M | 0.6% | 2026-Q2 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC added | 549,062 | $26M | 0.6% | 2026-Q2 |
| Keyes, Stange & Wooten Wealth Management, LLC added | 541,966 | $26M | 0.6% | 2026-Q2 |
| LEGACY FINANCIAL GROUP, INC. added | 538,926 | $26M | 0.6% | 2026-Q2 |
| Cornerstone Wealth Partners, LLC added | 529,635 | $25M | 0.5% | 2026-Q2 |
| SC&H Financial Advisors, Inc. added | 528,603 | $25M | 0.5% | 2026-Q2 |
| Factor Wealth Management LTD added | 521,101 | $25M | 0.5% | 2026-Q2 |
| Wolfstich Capital, LLC added | 511,749 | $24M | 0.5% | 2026-Q2 |
| Sterling Wealth Advisors Inc added | 506,127 | $24M | 0.5% | 2026-Q2 |
| Allworth Financial LP trimmed | 498,269 | $24M | 0.5% | 2026-Q2 |
| Vestment Financial LLC added | 492,736 | $23M | 0.5% | 2026-Q2 |
| Guardian Wealth Management, LLC added | 489,267 | $23M | 0.5% | 2026-Q2 |
| AWM CAPITAL, LLC added | 464,611 | $22M | 0.5% | 2026-Q2 |
| Three Arch Wealth Management LLC added | 458,148 | $22M | 0.5% | 2026-Q2 |
| LPL Financial LLC added | 454,790 | $22M | 0.5% | 2026-Q2 |
| Pacific Asset Management, LLC added | 448,747 | $21M | 0.5% | 2026-Q2 |
| Verisail Partners, LLC added | 423,424 | $20M | 0.4% | 2026-Q2 |
| SageOak Financial, LLC added | 418,286 | $20M | 0.4% | 2026-Q2 |
| AlphaStar Capital Management, LLC added | 411,277 | $20M | 0.4% | 2026-Q2 |
| Onyx Financial Advisors, LLC added | 408,896 | $20M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 408,555 | $20M | 0.4% | 2026-Q2 |
| Nova R Wealth, Inc. added | 406,451 | $19M | 0.4% | 2026-Q2 |
| IMA Advisory Services, Inc. new | 406,393 | $19M | 0.4% | 2026-Q2 |
| Tillman Hartley LLC added | 405,530 | $19M | 0.4% | 2026-Q2 |
| BCU Wealth Advisors, LLC added | 404,463 | $19M | 0.4% | 2026-Q2 |
| Sterling Wealth Management, Inc. added | 391,353 | $19M | 0.4% | 2026-Q2 |
| Pine Harbor Wealth Management, LLC added | 389,887 | $19M | 0.4% | 2026-Q2 |
| Cornerstone Management, Inc. added | 389,336 | $19M | 0.4% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. trimmed | 386,994 | $18M | 0.4% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. | 386,011 | $18M | 0.4% | 2026-Q2 |
| Foundry Financial LLC added | 365,502 | $17M | 0.4% | 2026-Q2 |
| BCO Wealth Management LLC trimmed | 357,978 | $17M | 0.4% | 2026-Q2 |
| DRAVO BAY LLC added | 352,796 | $17M | 0.4% | 2026-Q2 |
| Integrity Advisory Solutions, LLC added | 352,635 | $17M | 0.4% | 2026-Q2 |
| Brady Martz Wealth Solutions, LLC added | 347,791 | $17M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 345,242 | $16M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 343,272 | $16M | 0.4% | 2026-Q2 |
| Essential Planning, LLC. added | 338,620 | $16M | 0.3% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 338,127 | $16M | 0.3% | 2026-Q2 |
| STUDIO INVESTMENT MANAGEMENT LLC added | 328,907 | $16M | 0.3% | 2026-Q2 |
| Kondo Wealth Advisors, Inc. added | 327,035 | $16M | 0.3% | 2026-Q2 |
| Parkshore Wealth Management, Inc. added | 321,133 | $15M | 0.3% | 2026-Q2 |
| Oceanside Advisors LLC added | 313,001 | $15M | 0.3% | 2026-Q2 |
| LIBERTY WEALTH MANAGEMENT LLC | 309,664 | $15M | 0.3% | 2026-Q2 |
| STEVENS CAPITAL PARTNERS added | 305,400 | $15M | 0.3% | 2026-Q2 |
| CLIENT 1ST ADVISORY GROUP, LLC added | 301,973 | $14M | 0.3% | 2026-Q2 |
| Johnson Wealth Management, LLC added | 298,214 | $14M | 0.3% | 2026-Q2 |
| Shira Ridge Wealth Management added | 296,404 | $14M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 291,673 | $14M | 0.3% | 2026-Q2 |
| Disciplined Investments, LLC added | 291,464 | $14M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 287,212 | $14M | 0.3% | 2026-Q2 |
| BEACON HILL WEALTH MANAGEMENT LTD. new | 284,950 | $14M | 0.3% | 2026-Q2 |
| City State Bank added | 284,141 | $14M | 0.3% | 2026-Q2 |
| Stratos Investment Management, LLC added | 282,386 | $13M | 0.3% | 2026-Q2 |
| Discipline Wealth Solutions, LLC added | 280,039 | $13M | 0.3% | 2026-Q2 |
| Kestra Investment Management, LLC added | 278,096 | $13M | 0.3% | 2026-Q2 |
| Mills Wealth Advisors LLC added | 277,521 | $13M | 0.3% | 2026-Q2 |
| Waverly Advisors, LLC added | 276,647 | $13M | 0.3% | 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.