Who owns DFSU
Which tracked institutional funds hold DFSU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DFSU 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 DFSU is one-sided between 2026-Q1 and 2026-Q2: 104 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
DFSU’s largest tracked holder by dollar value, Retirement Solution LLC, sizes it at 49.9% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 49.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DFSU 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 267 tracked filers holding DFSU, 154 increased or opened the position and 98 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 DFSU 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 10
- BRIGHTON JONES LLC$11M
- Clarity Wealth Development LLC$7M
- BEACON HILL WEALTH MANAGEMENT LTD.$4M
- Cerity Partners LLC$2M
- Private Wealth Management Group, LLC$2M
- MARS JEWETT FINANCIAL GROUP, INC.$1M
Full exits 14
- Betterment LLC$11M
- Premier Financial Group$3M
- DiNuzzo Private Wealth, Inc.$2M
- JANE STREET GROUP, LLC$2M
- Financial Connections Group, Inc.$2M
- North Ridge Wealth Advisors, Inc.$2M
Largest adds
- Retirement Solution LLC$31M
- AWM CAPITAL, LLC$29M
- Pathstone Holdings, LLC$20M
- Focus Partners Wealth$19M
- Citrine Capital LLC$16M
- MASECO LLP$13M
Largest trims
- Broadhurst Jeffrey B$5M
- Addison Advisors LLC$1M
- MML INVESTORS SERVICES, LLC$513K
- Clearstead Advisors, LLC$305K
- Truepoint, Inc.$291K
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 |
|---|---|---|---|---|
| Retirement Solution LLC added | 5,478,280 | $255M | 16.1% | 2026-Q2 |
| AWM CAPITAL, LLC added | 3,511,890 | $164M | 10.3% | 2026-Q2 |
| Quantum Financial Advisors, LLC trimmed | 2,379,557 | $111M | 7.0% | 2026-Q2 |
| Focus Partners Wealth added | 2,160,532 | $101M | 6.4% | 2026-Q2 |
| MASECO LLP added | 2,068,712 | $96M | 6.1% | 2026-Q2 |
| Citrine Capital LLC added | 1,569,106 | $73M | 4.6% | 2026-Q2 |
| Pathstone Holdings, LLC added | 1,508,057 | $70M | 4.4% | 2026-Q2 |
| Abacus Wealth Partners, LLC added | 1,300,763 | $61M | 3.8% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 734,838 | $34M | 2.2% | 2026-Q2 |
| Savant Capital, LLC added | 549,074 | $26M | 1.6% | 2026-Q2 |
| Five Oceans Advisors added | 489,837 | $23M | 1.4% | 2026-Q2 |
| Forum Financial Management, LP added | 471,383 | $22M | 1.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 460,197 | $21M | 1.4% | 2026-Q2 |
| Pure Financial Advisors, LLC added | 419,670 | $20M | 1.2% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 416,292 | $19M | 1.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 415,678 | $20M | 1.2% | 2026-Q2 |
| Apella Capital, LLC added | 409,314 | $19M | 1.2% | 2026-Q2 |
| Gibson Capital, LLC | 375,765 | $18M | 1.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 341,750 | $16M | 1.0% | 2026-Q2 |
| Simplicity Wealth,LLC added | 319,712 | $15M | 0.9% | 2026-Q2 |
| Triune Financial Partners, LLC added | 281,794 | $13M | 0.8% | 2026-Q2 |
| TCI Wealth Advisors, Inc. added | 275,091 | $13M | 0.8% | 2026-Q2 |
| Wealth Architects, LLC added | 267,678 | $12M | 0.8% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 267,228 | $12M | 0.8% | 2026-Q2 |
| QUARRY HILL ADVISORS, LLC added | 257,533 | $12M | 0.8% | 2026-Q2 |
| New Capital Management LP added | 247,912 | $12M | 0.7% | 2026-Q2 |
| Elser Financial Planning, Inc added | 242,897 | $11M | 0.7% | 2026-Q2 |
| BRIGHTON JONES LLC added | 233,340 | $11M | 0.7% | 2026-Q2 |
| NWAM LLC added | 210,940 | $10M | 0.6% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 206,975 | $10M | 0.6% | 2026-Q2 |
| SJS Investment Consulting Inc. trimmed | 194,776 | $9M | 0.6% | 2026-Q2 |
| Momentous Wealth Management, Inc. added | 194,319 | $9M | 0.6% | 2026-Q2 |
| Planning Center, Inc. added | 186,762 | $9M | 0.6% | 2026-Q2 |
| LPL Financial LLC added | 185,046 | $9M | 0.5% | 2026-Q2 |
| Cardinal Point Capital Management ULC trimmed | 182,564 | $9M | 0.5% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 173,982 | $8M | 0.5% | 2026-Q2 |
| Equita Financial Network, Inc. added | 159,672 | $7M | 0.5% | 2026-Q2 |
| Composition Wealth, LLC added | 158,946 | $7M | 0.5% | 2026-Q2 |
| Clarity Wealth Development LLC new | 156,216 | $7M | 0.5% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 150,199 | $7M | 0.4% | 2026-Q2 |
| ELEVATION WEALTH PARTNERS, LLC trimmed | 143,443 | $7M | 0.4% | 2026-Q2 |
| Allodium Investment Consultants, LLC trimmed | 142,553 | $7M | 0.4% | 2026-Q2 |
| RAM Investment Partners, LLC added | 136,596 | $6M | 0.4% | 2026-Q2 |
| Donalies Financial Planning, LLC trimmed | 132,972 | $6M | 0.4% | 2026-Q2 |
| Vise Technologies, Inc. added | 131,054 | $6M | 0.4% | 2026-Q2 |
| Root Financial Partners, LLC added | 129,700 | $6M | 0.4% | 2026-Q2 |
| BROWN ADVISORY INC added | 129,060 | $6M | 0.4% | 2026-Q2 |
| Wealth Management Strategies, Inc. trimmed | 124,022 | $6M | 0.4% | 2026-Q2 |
| Foster Group, Inc. trimmed | 115,631 | $5M | 0.3% | 2026-Q2 |
| Rockbridge Investment Management, LCC trimmed | 114,373 | $5M | 0.3% | 2026-Q2 |
| Aspen Capital Management, LLC trimmed | 111,535 | $5M | 0.3% | 2026-Q2 |
| MB Generational Wealth, LLC added | 108,607 | $5M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 101,251 | $5M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 96,525 | $5M | 0.3% | 2026-Q2 |
| Northland Capital Management LLC trimmed | 93,107 | $4M | 0.3% | 2026-Q2 |
| Wheels Up Wealth, Inc. added | 88,743 | $4M | 0.3% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 88,644 | $4M | 0.3% | 2026-Q2 |
| Syverson Strege & Co trimmed | 87,793 | $4M | 0.3% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 84,635 | $4M | 0.2% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 79,869 | $4M | 0.2% | 2026-Q2 |
| BEACON HILL WEALTH MANAGEMENT LTD. new | 78,481 | $4M | 0.2% | 2026-Q2 |
| Asset Dedication, LLC added | 75,372 | $4M | 0.2% | 2026-Q2 |
| Truepoint, Inc. trimmed | 75,152 | $4M | 0.2% | 2026-Q2 |
| Longview Financial Advisors LLC trimmed | 71,062 | $3M | 0.2% | 2026-Q2 |
| Burton Enright Welch trimmed | 67,495 | $3M | 0.2% | 2026-Q2 |
| Level Financial Advisors trimmed | 67,307 | $3M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 66,613 | $3M | 0.2% | 2026-Q2 |
| Babb Wealth Advisors LLC trimmed | 63,176 | $3M | 0.2% | 2026-Q2 |
| Foundation Wealth Management, LLC\PA added | 60,566 | $3M | 0.2% | 2026-Q2 |
| Addison Advisors LLC trimmed | 59,027 | $3M | 0.2% | 2026-Q2 |
| Sensenig Capital Advisors, Inc trimmed | 58,854 | $3M | 0.2% | 2026-Q2 |
| BetterWealth, LLC added | 57,685 | $3M | 0.2% | 2026-Q2 |
| SeedSafe Financial LLC added | 57,183 | $3M | 0.2% | 2026-Q2 |
| Flagstone Financial Management added | 55,686 | $3M | 0.2% | 2026-Q2 |
| United Wealth Management, LLC added | 53,273 | $2M | 0.2% | 2026-Q2 |
| Modera Wealth Management, LLC added | 51,542 | $2M | 0.2% | 2026-Q2 |
| RW Investment Management LLC added | 51,315 | $2M | 0.2% | 2026-Q2 |
| COMPASS CAPITAL CORP /MA/ /ADV added | 50,697 | $2M | 0.2% | 2026-Q2 |
| Petersen Hastings Wealth Advisors Inc. trimmed | 49,386 | $2M | 0.1% | 2026-Q2 |
| Joel Adams & Associates, Inc. added | 48,915 | $2M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 48,082 | $2M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 47,690 | $2M | 0.1% | 2026-Q2 |
| Broadhurst Jeffrey B trimmed | 47,237 | $2M | 0.1% | 2026-Q2 |
| VISTA CAPITAL PARTNERS, INC. trimmed | 46,616 | $2M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 46,143 | $2M | 0.1% | 2026-Q2 |
| Strategic Investment Solutions, Inc. /IL trimmed | 45,900 | $2M | 0.1% | 2026-Q2 |
| XY Planning Network, Inc. trimmed | 45,088 | $2M | 0.1% | 2026-Q2 |
| Cerity Partners LLC new | 45,034 | $2M | 0.1% | 2026-Q2 |
| CAHILL FINANCIAL ADVISORS INC added | 44,907 | $2M | 0.1% | 2026-Q2 |
| Wealth Advisors Northwest LLC added | 44,189 | $2M | 0.1% | 2026-Q2 |
| Creative Capital Management Investments LLC added | 42,787 | $2M | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 42,438 | $2M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 41,771 | $2M | 0.1% | 2026-Q2 |
| Cordant, Inc. added | 41,544 | $2M | 0.1% | 2026-Q2 |
| HILL ISLAND FINANCIAL LLC added | 41,414 | $2M | 0.1% | 2026-Q2 |
| Morling Financial Advisors, LLC added | 40,489 | $2M | 0.1% | 2026-Q2 |
| Private Wealth Management Group, LLC new | 40,482 | $2M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 40,048 | $2M | 0.1% | 2026-Q2 |
| Trellis Wealth Advisors LLC trimmed | 38,980 | $2M | 0.1% | 2026-Q2 |
| Wolfstich Capital, LLC trimmed | 38,058 | $2M | 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.