Who owns DFSV (DFSV)
Which tracked institutional funds hold DFSV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DFSV 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 DFSV is one-sided between 2025-Q4 and 2026-Q1: 224 added or opened and 38 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
DFSV’s largest tracked holder by dollar value, Savant Capital, LLC, sizes it at 3.2% of its own reported 13F book, while the median holder sizes it at 1.0% of theirs — a 2.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DFSV 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 550 tracked filers holding DFSV, 349 increased or opened the position and 183 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 DFSV 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 26
- Elser Financial Planning, Inc$32M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$10M
- CSP Financial Group, LLC$9M
- Navigate Wealth Management, LLC$9M
- AA Financial Advisors, LLC$7M
- GOLDMAN SACHS GROUP INC$5M
Full exits 17
- Grunden Financial Advisory, Inc.$15M
- Timonier Family Office, LTD.$14M
- TWO SIGMA INVESTMENTS, LP$9M
- SEVEN MILE ADVISORY$6M
- McMill Wealth Management$4M
- Quent Long Short Global Small Cap Fund, LP$4M
Largest adds
- Savant Capital, LLC$133M
- Corient Private Wealth LLC$61M
- Cetera Investment Advisers$57M
- EXENCIAL WEALTH ADVISORS, LLC$30M
- Cerity Partners LLC$26M
- JMG Financial Group, Ltd.$25M
Largest trims
- NewEdge Advisors, LLC$18M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9M
- OSAIC HOLDINGS, INC.$4M
- IFG Advisory, LLC$3M
- Root Financial Partners, LLC$2M
- Pettinga Financial Advisors 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 |
|---|---|---|---|---|
| Savant Capital, LLC added | 18,877,994 | $661M | 13.4% | 2026-Q1 |
| Corient Private Wealth LLC added | 7,337,993 | $257M | 5.2% | 2026-Q1 |
| MATHER GROUP, LLC. trimmed | 6,567,811 | $230M | 4.7% | 2026-Q1 |
| JMG Financial Group, Ltd. added | 6,191,354 | $217M | 4.4% | 2026-Q1 |
| Focus Partners Wealth added | 4,501,394 | $158M | 3.2% | 2026-Q1 |
| Cerity Partners LLC added | 4,307,741 | $151M | 3.1% | 2026-Q1 |
| Cetera Investment Advisers added | 3,888,709 | $136M | 2.8% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 3,857,508 | $135M | 2.7% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC added | 2,797,372 | $98M | 2.0% | 2026-Q1 |
| Modera Wealth Management, LLC added | 2,763,501 | $97M | 2.0% | 2026-Q1 |
| Index Fund Advisors, Inc. added | 2,761,776 | $97M | 2.0% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 2,754,739 | $97M | 2.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,288,564 | $80M | 1.6% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC added | 2,229,989 | $78M | 1.6% | 2026-Q1 |
| Creative Planning added | 2,212,917 | $78M | 1.6% | 2026-Q1 |
| LPL Financial LLC added | 2,212,668 | $78M | 1.6% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 2,108,702 | $74M | 1.5% | 2026-Q1 |
| Arista Wealth Management, LLC added | 2,103,436 | $74M | 1.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,942,259 | $68M | 1.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,572,422 | $55M | 1.1% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 1,487,000 | $52M | 1.1% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 1,420,298 | $50M | 1.0% | 2026-Q1 |
| DiNuzzo Private Wealth, Inc. trimmed | 1,347,565 | $47M | 1.0% | 2026-Q1 |
| Truepoint, Inc. added | 1,341,481 | $47M | 1.0% | 2026-Q1 |
| Evanson Asset Management, LLC added | 1,114,611 | $39M | 0.8% | 2026-Q1 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC added | 997,993 | $35M | 0.7% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 990,589 | $35M | 0.7% | 2026-Q1 |
| Leading Edge Financial Planning LLC added | 969,277 | $34M | 0.7% | 2026-Q1 |
| Stordahl Capital Management, Inc. trimmed | 909,808 | $32M | 0.6% | 2026-Q1 |
| Elser Financial Planning, Inc added | 911,843 | $32M | 0.6% | 2026-Q1 |
| Seaside Wealth Management, Inc. added | 901,546 | $32M | 0.6% | 2026-Q1 |
| United Wealth Management, LLC added | 899,209 | $32M | 0.6% | 2026-Q1 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC trimmed | 853,321 | $31M | 0.6% | 2026-Q1 |
| Allworth Financial LP added | 870,735 | $31M | 0.6% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 866,631 | $30M | 0.6% | 2026-Q1 |
| Integrity Advisory Solutions, LLC added | 863,575 | $30M | 0.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 848,590 | $30M | 0.6% | 2026-Q1 |
| von Borstel & Associates, Inc. trimmed | 829,409 | $29M | 0.6% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 815,577 | $29M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 786,334 | $28M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 780,515 | $27M | 0.6% | 2026-Q1 |
| Hassell Wealth Management, LLC added | 762,655 | $27M | 0.5% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 732,440 | $26M | 0.5% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 705,604 | $25M | 0.5% | 2026-Q1 |
| Zhang Financial LLC added | 702,217 | $25M | 0.5% | 2026-Q1 |
| Diversified Portfolios, Inc. added | 695,442 | $24M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 689,521 | $24M | 0.5% | 2026-Q1 |
| Rather & Kittrell, Inc. added | 690,600 | $24M | 0.5% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 676,217 | $24M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 674,902 | $24M | 0.5% | 2026-Q1 |
| Retirement Solution LLC added | 657,521 | $23M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 650,168 | $23M | 0.5% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 625,569 | $22M | 0.4% | 2026-Q1 |
| CWM, LLC added | 620,862 | $22M | 0.4% | 2026-Q1 |
| Safeguard Investment Advisory Group, LLC trimmed | 611,262 | $21M | 0.4% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 572,540 | $21M | 0.4% | 2026-Q1 |
| Integris Wealth Management, LLC trimmed | 598,385 | $21M | 0.4% | 2026-Q1 |
| Wealth Dimensions Group, Ltd. added | 581,269 | $20M | 0.4% | 2026-Q1 |
| Krilogy Financial LLC trimmed | 557,276 | $20M | 0.4% | 2026-Q1 |
| Wealth Advisors Northwest LLC added | 550,318 | $19M | 0.4% | 2026-Q1 |
| Root Financial Partners, LLC trimmed | 521,248 | $18M | 0.4% | 2026-Q1 |
| Alpha Financial Advisors, LLC trimmed | 516,341 | $18M | 0.4% | 2026-Q1 |
| Equita Financial Network, Inc. trimmed | 502,726 | $18M | 0.4% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 487,996 | $17M | 0.3% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 486,035 | $17M | 0.3% | 2026-Q1 |
| Clarity Wealth Development LLC added | 480,383 | $17M | 0.3% | 2026-Q1 |
| Well Done, LLC added | 468,270 | $16M | 0.3% | 2026-Q1 |
| Foundation Wealth Management, LLC\PA added | 463,438 | $16M | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 457,040 | $16M | 0.3% | 2026-Q1 |
| Apella Capital, LLC added | 428,670 | $16M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 451,383 | $16M | 0.3% | 2026-Q1 |
| TOBIAS FINANCIAL ADVISORS, INC. added | 447,931 | $16M | 0.3% | 2026-Q1 |
| Betterment LLC added | 447,734 | $16M | 0.3% | 2026-Q1 |
| Trust Co of the South trimmed | 444,932 | $16M | 0.3% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 691,859 | $16M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 438,206 | $15M | 0.3% | 2026-Q1 |
| Vise Technologies, Inc. | 453,238 | $15M | 0.3% | 2026-Q1 |
| Physician Wealth Solutions Inc. trimmed | 419,371 | $15M | 0.3% | 2026-Q1 |
| Avantax Planning Partners, Inc. trimmed | 413,787 | $14M | 0.3% | 2026-Q1 |
| Oceanside Advisors LLC added | 412,992 | $14M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 421,021 | $14M | 0.3% | 2026-Q1 |
| SCRATCH CAPITAL LLC added | 403,955 | $14M | 0.3% | 2026-Q1 |
| Greenline Partners, LLC added | 388,364 | $14M | 0.3% | 2026-Q1 |
| CARDIFF PARK ADVISORS, LLC added | 387,114 | $14M | 0.3% | 2026-Q1 |
| Navigoe, LLC added | 365,165 | $13M | 0.3% | 2026-Q1 |
| RFG Advisory, LLC added | 364,867 | $13M | 0.3% | 2026-Q1 |
| Factor Wealth Management LTD added | 348,003 | $12M | 0.2% | 2026-Q1 |
| KEB ASSET MANAGEMENT, LLC added | 342,530 | $12M | 0.2% | 2026-Q1 |
| Financial Engines Advisors L.L.C. added | 342,025 | $12M | 0.2% | 2026-Q1 |
| McIlrath & Eck, LLC added | 339,357 | $12M | 0.2% | 2026-Q1 |
| Private Wealth Management Group, LLC trimmed | 337,899 | $12M | 0.2% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 337,032 | $12M | 0.2% | 2026-Q1 |
| Alaska Permanent Fund Corp | 7,620,911 | $202M | 4.1% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 1,888,085 | $56M | 1.1% | 2025-Q2 stale |
| Cable Hill Partners, LLC added | 1,283,027 | $34M | 0.7% | 2025-Q1 stale |
| Jentner Corp added | 831,144 | $24M | 0.5% | 2025-Q2 stale |
| Mach-1 Financial Group, LLC new | 715,559 | $23M | 0.5% | 2025-Q3 stale |
| Kovitz Investment Group Partners, LLC trimmed | 481,236 | $15M | 0.3% | 2025-Q3 stale |
| Grunden Financial Advisory, Inc. added | 464,053 | $15M | 0.3% | 2025-Q4 stale |
| Timonier Family Office, LTD. added | 431,045 | $14M | 0.3% | 2025-Q4 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.