Who owns DFSU (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-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
42 tracked funds added or opened DFSU while 42 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 53.1% of its own reported 13F book, while the median holder sizes it at 0.6% of theirs — a 52.6pp 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 2025-Q4 and 2026-Q1, across 256 tracked filers holding DFSU, 159 increased or opened the position and 78 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 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 12
- EP Wealth Advisors, LLC$29M
- Elser Financial Planning, Inc$9M
- RW Investment Management LLC$2M
- 3 FACTOR INDEXING, LLC$1M
- GTS SECURITIES LLC$1M
- Eaton-Cambridge Inc.$995K
Full exits 6
- LongView Asset Management LLC$31M
- Heritage Financial Services, LLC$16M
- BRIGHTON JONES LLC$9M
- ProCore Advisors, LLC$2M
- SB Capital Management Inc$877K
- Clarius Group, LLC$509K
Largest adds
- Savant Capital, LLC$16M
- Pathstone Holdings, LLC$6M
- Apella Capital, LLC$5M
- BROWN ADVISORY INC$3M
- MERCER GLOBAL ADVISORS INC /ADV$3M
- AWM CAPITAL, LLC$3M
Largest trims
- Retirement Solution LLC$11M
- Quantum Financial Advisors, LLC$6M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4M
- NewEdge Advisors, LLC$2M
- Northland Capital Management LLC$2M
- Simplicity Wealth,LLC$2M
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 |
|---|---|---|---|---|
| Retirement Solution LLC added | 5,466,368 | $225M | 15.8% | 2026-Q1 |
| AWM CAPITAL, LLC added | 3,280,951 | $135M | 9.5% | 2026-Q1 |
| Quantum Financial Advisors, LLC added | 2,401,564 | $99M | 6.9% | 2026-Q1 |
| MASECO LLP added | 2,024,355 | $83M | 5.8% | 2026-Q1 |
| Focus Partners Wealth added | 1,932,561 | $82M | 5.7% | 2026-Q1 |
| Citrine Capital LLC added | 1,379,142 | $57M | 4.0% | 2026-Q1 |
| Abacus Wealth Partners, LLC added | 1,281,712 | $53M | 3.7% | 2026-Q1 |
| Pathstone Holdings, LLC added | 1,232,278 | $51M | 3.6% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 704,102 | $29M | 2.0% | 2026-Q1 |
| Five Oceans Advisors added | 467,329 | $19M | 1.3% | 2026-Q1 |
| Savant Capital, LLC added | 457,115 | $19M | 1.3% | 2026-Q1 |
| Forum Financial Management, LP added | 449,583 | $18M | 1.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 429,942 | $18M | 1.2% | 2026-Q1 |
| Apella Capital, LLC added | 395,443 | $18M | 1.2% | 2026-Q1 |
| Pure Financial Advisors, LLC added | 409,228 | $17M | 1.2% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 404,666 | $17M | 1.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 383,194 | $16M | 1.1% | 2026-Q1 |
| Gibson Capital, LLC | 375,765 | $15M | 1.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 337,037 | $14M | 1.0% | 2026-Q1 |
| Simplicity Wealth,LLC trimmed | 297,206 | $12M | 0.9% | 2026-Q1 |
| Triune Financial Partners, LLC added | 281,713 | $12M | 0.8% | 2026-Q1 |
| TCI Wealth Advisors, Inc. added | 270,992 | $11M | 0.8% | 2026-Q1 |
| Wealth Architects, LLC trimmed | 267,085 | $11M | 0.8% | 2026-Q1 |
| QUARRY HILL ADVISORS, LLC added | 243,936 | $11M | 0.8% | 2026-Q1 |
| Betterment LLC added | 261,727 | $11M | 0.8% | 2026-Q1 |
| New Capital Management LP trimmed | 247,490 | $10M | 0.7% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 228,918 | $9M | 0.7% | 2026-Q1 |
| Elser Financial Planning, Inc added | 226,039 | $9M | 0.7% | 2026-Q1 |
| SJS Investment Consulting Inc. trimmed | 210,344 | $9M | 0.6% | 2026-Q1 |
| NWAM LLC added | 209,350 | $9M | 0.6% | 2026-Q1 |
| Momentous Wealth Management, Inc. added | 194,063 | $8M | 0.6% | 2026-Q1 |
| Planning Center, Inc. added | 184,743 | $8M | 0.5% | 2026-Q1 |
| Cardinal Point Capital Management ULC trimmed | 182,814 | $8M | 0.5% | 2026-Q1 |
| Corient Private Wealth LLC added | 213,774 | $7M | 0.5% | 2026-Q1 |
| Broadhurst Jeffrey B added | 168,250 | $7M | 0.5% | 2026-Q1 |
| LPL Financial LLC added | 167,718 | $7M | 0.5% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 151,398 | $6M | 0.4% | 2026-Q1 |
| Allodium Investment Consultants, LLC added | 145,937 | $6M | 0.4% | 2026-Q1 |
| ELEVATION WEALTH PARTNERS, LLC added | 144,120 | $6M | 0.4% | 2026-Q1 |
| Donalies Financial Planning, LLC trimmed | 135,124 | $6M | 0.4% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 132,540 | $5M | 0.4% | 2026-Q1 |
| RAM Investment Partners, LLC added | 128,615 | $5M | 0.4% | 2026-Q1 |
| Rockbridge Investment Management, LCC added | 128,008 | $5M | 0.4% | 2026-Q1 |
| Wealth Management Strategies, Inc. added | 124,143 | $5M | 0.4% | 2026-Q1 |
| BROWN ADVISORY INC added | 122,131 | $5M | 0.4% | 2026-Q1 |
| Equita Financial Network, Inc. added | 119,102 | $5M | 0.3% | 2026-Q1 |
| Foster Group, Inc. added | 117,845 | $5M | 0.3% | 2026-Q1 |
| Aspen Capital Management, LLC trimmed | 114,276 | $5M | 0.3% | 2026-Q1 |
| Root Financial Partners, LLC added | 114,109 | $5M | 0.3% | 2026-Q1 |
| MB Generational Wealth, LLC added | 104,960 | $4M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 98,810 | $4M | 0.3% | 2026-Q1 |
| Northland Capital Management LLC trimmed | 98,160 | $4M | 0.3% | 2026-Q1 |
| Addison Advisors LLC added | 97,618 | $4M | 0.3% | 2026-Q1 |
| Truepoint, Inc. added | 92,377 | $4M | 0.3% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 83,251 | $4M | 0.3% | 2026-Q1 |
| Syverson Strege & Co trimmed | 87,842 | $4M | 0.3% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 86,786 | $4M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 85,436 | $4M | 0.2% | 2026-Q1 |
| Wheels Up Wealth, Inc. trimmed | 83,718 | $3M | 0.2% | 2026-Q1 |
| Longview Financial Advisors LLC added | 71,298 | $3M | 0.2% | 2026-Q1 |
| Burton Enright Welch added | 70,277 | $3M | 0.2% | 2026-Q1 |
| Level Financial Advisors trimmed | 68,101 | $3M | 0.2% | 2026-Q1 |
| Premier Financial Group added | 67,122 | $3M | 0.2% | 2026-Q1 |
| Asset Dedication, LLC trimmed | 64,988 | $3M | 0.2% | 2026-Q1 |
| Babb Wealth Advisors LLC added | 63,664 | $3M | 0.2% | 2026-Q1 |
| Foundation Wealth Management, LLC\PA added | 60,550 | $2M | 0.2% | 2026-Q1 |
| Vise Technologies, Inc. | 56,589 | $2M | 0.2% | 2026-Q1 |
| Sensenig Capital Advisors, Inc trimmed | 59,795 | $2M | 0.2% | 2026-Q1 |
| COMPASS CAPITAL CORP /MA/ /ADV added | 50,107 | $2M | 0.2% | 2026-Q1 |
| DiNuzzo Private Wealth, Inc. added | 55,352 | $2M | 0.2% | 2026-Q1 |
| BetterWealth, LLC trimmed | 55,184 | $2M | 0.2% | 2026-Q1 |
| Flagstone Financial Management added | 53,949 | $2M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 53,634 | $2M | 0.2% | 2026-Q1 |
| United Wealth Management, LLC added | 51,732 | $2M | 0.1% | 2026-Q1 |
| RW Investment Management LLC added | 50,391 | $2M | 0.1% | 2026-Q1 |
| Petersen Hastings Wealth Advisors Inc. trimmed | 49,401 | $2M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 49,289 | $2M | 0.1% | 2026-Q1 |
| VISTA CAPITAL PARTNERS, INC. added | 49,004 | $2M | 0.1% | 2026-Q1 |
| Joel Adams & Associates, Inc. added | 47,597 | $2M | 0.1% | 2026-Q1 |
| XY Planning Network, Inc. added | 47,203 | $2M | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 46,643 | $2M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 45,976 | $2M | 0.1% | 2026-Q1 |
| Financial Connections Group, Inc. added | 46,359 | $2M | 0.1% | 2026-Q1 |
| Strategic Investment Solutions, Inc. /IL trimmed | 46,234 | $2M | 0.1% | 2026-Q1 |
| Creative Capital Management Investments LLC added | 42,571 | $2M | 0.1% | 2026-Q1 |
| North Ridge Wealth Advisors, Inc. added | 42,290 | $2M | 0.1% | 2026-Q1 |
| Sellwood Investment Partners LLC added | 40,838 | $2M | 0.1% | 2026-Q1 |
| Wealth Advisors Northwest LLC added | 40,579 | $2M | 0.1% | 2026-Q1 |
| Morling Financial Advisors, LLC trimmed | 39,429 | $2M | 0.1% | 2026-Q1 |
| LongView Asset Management LLC trimmed | 708,054 | $31M | 2.2% | 2025-Q4 stale |
| Adero Partners, LLC trimmed | 563,186 | $20M | 1.4% | 2025-Q1 stale |
| Heritage Financial Services, LLC added | 364,066 | $16M | 1.1% | 2025-Q4 stale |
| Willow Creek Wealth Management Inc. added | 326,933 | $14M | 1.0% | 2025-Q3 stale |
| BRIGHTON JONES LLC added | 200,901 | $9M | 0.6% | 2025-Q4 stale |
| Waypoint Wealth Partners Inc. added | 191,470 | $8M | 0.5% | 2025-Q2 stale |
| Blue Oak Capital, LLC trimmed | 149,230 | $6M | 0.4% | 2025-Q2 stale |
| Martin Worley Group trimmed | 74,747 | $3M | 0.2% | 2025-Q2 stale |
| My Personal CFO, LLC new | 59,358 | $3M | 0.2% | 2025-Q3 stale |
| ProCore Advisors, LLC new | 54,657 | $2M | 0.2% | 2025-Q4 stale |
| Jentner Corp added | 52,231 | $2M | 0.1% | 2025-Q2 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.