Who owns DFSI
Which tracked institutional funds hold DFSI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DFSI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 DFSI is one-sided between 2026-Q1 and 2026-Q2: 63 added or opened and 19 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
DFSI’s largest tracked holder by dollar value, Focus Partners Wealth, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.2pp gap the other way — the median holder sizes DFSI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DFSI 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 229 tracked filers holding DFSI, 152 increased or opened the position and 76 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 DFSI 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
- BRIGHTON JONES LLC$4M
- Clarity Wealth Development LLC$3M
- BEACON HILL WEALTH MANAGEMENT LTD.$3M
- Mutual Advisors, LLC$2M
- Laird Norton Wetherby Trust Company, LLC$2M
Full exits 11
- Betterment LLC$5M
- FLOW TRADERS U.S. LLC$2M
- Broadhurst Jeffrey B$2M
- Parkside Financial Bank & Trust$2M
- Premier Financial Group$1M
- HighTower Advisors, LLC$1M
Largest adds
- Pathstone Holdings, LLC$11M
- Bank of New York Mellon Corp$8M
- Wealthspire Advisors, LLC$7M
- AWM CAPITAL, LLC$5M
- Focus Partners Wealth$4M
- MASECO LLP$4M
Largest trims
- JANE STREET GROUP, LLC$8M
- Greenspring Advisors, LLC$3M
- Addison Advisors LLC$1M
- Corus Family Wealth Advisors$439K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$373K
- MML INVESTORS SERVICES, LLC$348K
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 | 1,218,472 | $55M | 7.7% | 2026-Q2 |
| MASECO LLP added | 1,012,064 | $46M | 6.4% | 2026-Q2 |
| AWM CAPITAL, LLC added | 995,334 | $45M | 6.3% | 2026-Q2 |
| Pathstone Holdings, LLC added | 984,898 | $44M | 6.2% | 2026-Q2 |
| Quantum Financial Advisors, LLC trimmed | 831,098 | $37M | 5.2% | 2026-Q2 |
| Francis Financial, Inc. added | 767,312 | $35M | 4.8% | 2026-Q2 |
| Abacus Wealth Partners, LLC added | 605,285 | $27M | 3.8% | 2026-Q2 |
| Five Oceans Advisors added | 426,583 | $19M | 2.7% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 426,228 | $19M | 2.7% | 2026-Q2 |
| Citrine Capital LLC added | 393,481 | $18M | 2.5% | 2026-Q2 |
| Retirement Solution LLC trimmed | 349,466 | $16M | 2.2% | 2026-Q2 |
| Savant Capital, LLC added | 309,218 | $14M | 1.9% | 2026-Q2 |
| Apella Capital, LLC added | 303,754 | $14M | 1.9% | 2026-Q2 |
| Forum Financial Management, LP added | 269,201 | $12M | 1.7% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 248,537 | $11M | 1.6% | 2026-Q2 |
| Elser Financial Planning, Inc added | 239,760 | $11M | 1.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 228,448 | $10M | 1.4% | 2026-Q2 |
| Balanced Rock Investment Advisors LLC added | 220,624 | $10M | 1.4% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 218,754 | $10M | 1.4% | 2026-Q2 |
| HILL ISLAND FINANCIAL LLC added | 203,314 | $9M | 1.3% | 2026-Q2 |
| Allodium Investment Consultants, LLC added | 201,944 | $9M | 1.3% | 2026-Q2 |
| Planning Center, Inc. added | 185,179 | $8M | 1.2% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 184,872 | $8M | 1.2% | 2026-Q2 |
| New Capital Management LP trimmed | 179,986 | $8M | 1.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 156,527 | $7M | 1.0% | 2026-Q2 |
| Pure Financial Advisors, LLC trimmed | 155,082 | $7M | 1.0% | 2026-Q2 |
| Wealth Architects, LLC added | 153,263 | $7M | 1.0% | 2026-Q2 |
| RAM Investment Partners, LLC added | 141,673 | $6M | 0.9% | 2026-Q2 |
| QUARRY HILL ADVISORS, LLC added | 130,867 | $6M | 0.8% | 2026-Q2 |
| Greenspring Advisors, LLC trimmed | 122,708 | $6M | 0.8% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 122,582 | $6M | 0.8% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 120,549 | $5M | 0.8% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 117,845 | $5M | 0.7% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 111,569 | $5M | 0.7% | 2026-Q2 |
| Triune Financial Partners, LLC added | 111,174 | $5M | 0.7% | 2026-Q2 |
| TCI Wealth Advisors, Inc. added | 110,345 | $5M | 0.7% | 2026-Q2 |
| Laurel Wealth Planning LLC added | 107,963 | $5M | 0.7% | 2026-Q2 |
| BROWN ADVISORY INC added | 104,113 | $5M | 0.7% | 2026-Q2 |
| Donalies Financial Planning, LLC trimmed | 100,617 | $5M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 99,011 | $4M | 0.6% | 2026-Q2 |
| Angeles Investment Advisors, LLC trimmed | 97,979 | $4M | 0.6% | 2026-Q2 |
| BRIGHTON JONES LLC added | 97,777 | $4M | 0.6% | 2026-Q2 |
| Garde Capital, Inc. added | 94,113 | $4M | 0.6% | 2026-Q2 |
| Aspen Capital Management, LLC added | 92,563 | $4M | 0.6% | 2026-Q2 |
| Equita Financial Network, Inc. added | 88,291 | $4M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 86,254 | $4M | 0.5% | 2026-Q2 |
| RW Investment Management LLC added | 85,972 | $4M | 0.5% | 2026-Q2 |
| Cerity Partners LLC added | 84,219 | $4M | 0.5% | 2026-Q2 |
| Simplicity Wealth,LLC added | 82,737 | $4M | 0.5% | 2026-Q2 |
| Asset Dedication, LLC trimmed | 80,540 | $4M | 0.5% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 78,288 | $4M | 0.5% | 2026-Q2 |
| Momentous Wealth Management, Inc. added | 74,975 | $3M | 0.5% | 2026-Q2 |
| Clarity Wealth Development LLC new | 74,188 | $3M | 0.5% | 2026-Q2 |
| Cardinal Point Capital Management ULC added | 73,261 | $3M | 0.5% | 2026-Q2 |
| BEACON HILL WEALTH MANAGEMENT LTD. new | 67,915 | $3M | 0.4% | 2026-Q2 |
| Revolve Wealth Partners, LLC trimmed | 61,850 | $3M | 0.4% | 2026-Q2 |
| Rockbridge Investment Management, LCC trimmed | 60,831 | $3M | 0.4% | 2026-Q2 |
| Addison Advisors LLC trimmed | 59,271 | $3M | 0.4% | 2026-Q2 |
| Truepoint, Inc. trimmed | 56,106 | $3M | 0.4% | 2026-Q2 |
| Cambridge Financial Group, LLC added | 53,237 | $2M | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 51,216 | $2M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 50,588 | $2M | 0.3% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 50,110 | $2M | 0.3% | 2026-Q2 |
| Henrickson Nauta Wealth Advisors, Inc. added | 48,794 | $2M | 0.3% | 2026-Q2 |
| Modern Wealth Management, LLC added | 48,709 | $2M | 0.3% | 2026-Q2 |
| Foster Group, Inc. trimmed | 48,414 | $2M | 0.3% | 2026-Q2 |
| Creative Capital Management Investments LLC added | 48,039 | $2M | 0.3% | 2026-Q2 |
| Northland Capital Management LLC added | 48,027 | $2M | 0.3% | 2026-Q2 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 45,887 | $2M | 0.3% | 2026-Q2 |
| Mutual Advisors, LLC new | 43,124 | $2M | 0.3% | 2026-Q2 |
| Syverson Strege & Co trimmed | 43,119 | $2M | 0.3% | 2026-Q2 |
| Laird Norton Wetherby Trust Company, LLC new | 42,829 | $2M | 0.3% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 41,988 | $2M | 0.3% | 2026-Q2 |
| Trellis Wealth Advisors LLC added | 39,093 | $2M | 0.2% | 2026-Q2 |
| Vise Technologies, Inc. added | 37,957 | $2M | 0.2% | 2026-Q2 |
| MB Generational Wealth, LLC trimmed | 37,356 | $2M | 0.2% | 2026-Q2 |
| CAHILL FINANCIAL ADVISORS INC added | 37,289 | $2M | 0.2% | 2026-Q2 |
| Cordant, Inc. added | 37,032 | $2M | 0.2% | 2026-Q2 |
| Composition Wealth, LLC added | 35,133 | $2M | 0.2% | 2026-Q2 |
| Level Financial Advisors added | 35,064 | $2M | 0.2% | 2026-Q2 |
| Wheels Up Wealth, Inc. added | 34,897 | $2M | 0.2% | 2026-Q2 |
| Root Financial Partners, LLC added | 33,535 | $2M | 0.2% | 2026-Q2 |
| NWAM LLC added | 33,493 | $2M | 0.2% | 2026-Q2 |
| Longview Financial Advisors LLC trimmed | 32,181 | $1M | 0.2% | 2026-Q2 |
| XY Planning Network, Inc. added | 31,798 | $1M | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 28,279 | $1M | 0.2% | 2026-Q2 |
| BetterWealth, LLC added | 26,765 | $1M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 26,064 | $1M | 0.2% | 2026-Q2 |
| Wealth Management Strategies, Inc. trimmed | 24,957 | $1M | 0.2% | 2026-Q2 |
| GRAND WEALTH MANAGEMENT, LLC added | 23,118 | $1M | 0.1% | 2026-Q2 |
| CGN Advisors LLC trimmed | 23,017 | $1M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 22,879 | $1M | 0.1% | 2026-Q2 |
| Babb Wealth Advisors LLC trimmed | 22,710 | $1M | 0.1% | 2026-Q2 |
| Modera Wealth Management, LLC added | 21,076 | $951K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 20,823 | $939K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 20,644 | $931K | 0.1% | 2026-Q2 |
| Bridgewater Advisors Inc. added | 20,366 | $941K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 20,043 | $904K | 0.1% | 2026-Q2 |
| Flagstone Financial Management added | 19,656 | $886K | 0.1% | 2026-Q2 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV added | 17,926 | $808K | 0.1% | 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.