Who owns DFUS (DFUS)
Which tracked institutional funds hold DFUS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DFUS 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
122 tracked funds added or opened DFUS while 176 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
DFUS’s largest tracked holder by dollar value, PRUDENTIAL FINANCIAL INC, sizes it at 3.8% of its own reported 13F book, while the median holder sizes it at 5.7% of theirs — a 1.9pp gap the other way — the median holder sizes DFUS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DFUS 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 839 tracked filers holding DFUS, 412 increased or opened the position and 279 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 DFUS 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 23
- Owl Creek Wealth Partners LLC$33M
- Penserra Capital Management LLC$25M
- FCG Investment Co$11M
- DIVERSIFY WEALTH MANAGEMENT, LLC$6M
- GK Wealth Management LLC$5M
- Everest Financial Group LLC$3M
Full exits 25
- Timonier Family Office, LTD.$28M
- Edge Financial Advisors LLC$28M
- AXXCESS WEALTH MANAGEMENT, LLC$25M
- McMill Wealth Management$20M
- Wealth Advisory Team LLC$11M
- SB Capital Management Inc$8M
Largest adds
- Apella Capital, LLC$78M
- Elser Financial Planning, Inc$63M
- Root Financial Partners, LLC$40M
- MERCER GLOBAL ADVISORS INC /ADV$31M
- BANK OF AMERICA CORP /DE/$29M
- CWS Financial Advisors, LLC$29M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$777M
- PRUDENTIAL FINANCIAL INC$173M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$46M
- Asset Dedication, LLC$28M
- Focus Partners Wealth$23M
- Arax Advisory Partners$23M
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 |
|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC trimmed | 44,074,306 | $3.1B | 24.4% | 2026-Q1 |
| Focus Partners Wealth added | 9,340,123 | $664M | 5.2% | 2026-Q1 |
| MASECO LLP added | 7,486,563 | $531M | 4.1% | 2026-Q1 |
| Root Financial Partners, LLC added | 6,125,950 | $434M | 3.4% | 2026-Q1 |
| Vise Technologies, Inc. | 4,742,037 | $352M | 2.7% | 2026-Q1 |
| Index Fund Advisors, Inc. trimmed | 4,952,143 | $351M | 2.7% | 2026-Q1 |
| Plancorp, LLC trimmed | 4,457,788 | $330M | 2.6% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC trimmed | 3,866,695 | $287M | 2.2% | 2026-Q1 |
| LPL Financial LLC added | 3,662,750 | $260M | 2.0% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 3,394,161 | $241M | 1.9% | 2026-Q1 |
| Creative Planning trimmed | 3,357,019 | $238M | 1.9% | 2026-Q1 |
| TCI Wealth Advisors, Inc. added | 3,321,432 | $236M | 1.8% | 2026-Q1 |
| Mariner, LLC added | 2,994,330 | $212M | 1.7% | 2026-Q1 |
| Great Waters Wealth Management added | 2,817,903 | $200M | 1.6% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 2,536,124 | $180M | 1.4% | 2026-Q1 |
| Zhang Financial LLC added | 2,533,557 | $180M | 1.4% | 2026-Q1 |
| Apella Capital, LLC added | 2,180,551 | $169M | 1.3% | 2026-Q1 |
| G2 CAPITAL MANAGEMENT, LLC / OH added | 2,325,624 | $165M | 1.3% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 1,865,705 | $129M | 1.0% | 2026-Q1 |
| EARNED WEALTH ADVISORS, LLC added | 1,691,253 | $120M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,690,838 | $120M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,652,947 | $117M | 0.9% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 1,651,247 | $117M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,570,121 | $111M | 0.9% | 2026-Q1 |
| Flagstone Financial Management added | 1,531,004 | $109M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,395,299 | $99M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,381,600 | $98M | 0.8% | 2026-Q1 |
| JFS WEALTH ADVISORS, LLC trimmed | 1,357,480 | $96M | 0.8% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 1,297,323 | $92M | 0.7% | 2026-Q1 |
| Intelligence Driven Advisers, LLC trimmed | 1,280,186 | $91M | 0.7% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 1,105,861 | $86M | 0.7% | 2026-Q1 |
| DiNuzzo Private Wealth, Inc. trimmed | 1,176,569 | $83M | 0.7% | 2026-Q1 |
| Forum Financial Management, LP trimmed | 1,171,335 | $83M | 0.6% | 2026-Q1 |
| Colony Family Offices, LLC added | 1,157,780 | $82M | 0.6% | 2026-Q1 |
| Modera Wealth Management, LLC trimmed | 1,089,484 | $77M | 0.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,028,531 | $72M | 0.6% | 2026-Q1 |
| Foster Group, Inc. trimmed | 947,149 | $67M | 0.5% | 2026-Q1 |
| Evanson Asset Management, LLC trimmed | 939,846 | $67M | 0.5% | 2026-Q1 |
| Austin Asset Management Co Inc trimmed | 937,196 | $66M | 0.5% | 2026-Q1 |
| CHOREO, LLC added | 933,545 | $66M | 0.5% | 2026-Q1 |
| Elser Financial Planning, Inc added | 931,031 | $66M | 0.5% | 2026-Q1 |
| Savant Capital, LLC trimmed | 927,780 | $66M | 0.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 921,951 | $65M | 0.5% | 2026-Q1 |
| Heritage Wealth Management, Inc./Texas added | 894,614 | $63M | 0.5% | 2026-Q1 |
| OLIO Financial Planning added | 882,588 | $63M | 0.5% | 2026-Q1 |
| Tencap Wealth Coaching, LLC added | 842,182 | $60M | 0.5% | 2026-Q1 |
| Wealth Management Nebraska added | 835,254 | $59M | 0.5% | 2026-Q1 |
| Quadcap Wealth Management, LLC added | 827,028 | $59M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 813,517 | $56M | 0.4% | 2026-Q1 |
| 1900 WEALTH MANAGEMENT LLC added | 788,008 | $56M | 0.4% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 765,857 | $55M | 0.4% | 2026-Q1 |
| Aspen Wealth Management LLC trimmed | 751,465 | $53M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 748,532 | $53M | 0.4% | 2026-Q1 |
| RS CRUM INC. added | 746,551 | $53M | 0.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 723,325 | $51M | 0.4% | 2026-Q1 |
| Cerity Partners LLC added | 690,457 | $49M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 688,729 | $49M | 0.4% | 2026-Q1 |
| Foundry Financial LLC added | 673,205 | $48M | 0.4% | 2026-Q1 |
| ASSETMARK, INC added | 672,942 | $48M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 661,366 | $47M | 0.4% | 2026-Q1 |
| Hurlow Wealth Management Group, Inc. added | 658,393 | $47M | 0.4% | 2026-Q1 |
| Everest Management Corp. trimmed | 645,075 | $46M | 0.4% | 2026-Q1 |
| Crown Wealth Group, LLC added | 644,636 | $46M | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. added | 614,973 | $46M | 0.4% | 2026-Q1 |
| Vermillion Wealth Management, Inc. added | 643,129 | $46M | 0.4% | 2026-Q1 |
| McLean Asset Management Corp trimmed | 642,571 | $46M | 0.4% | 2026-Q1 |
| Crusonia Wealth Advisors LLC added | 634,502 | $45M | 0.4% | 2026-Q1 |
| Three Arch Wealth Management LLC trimmed | 575,743 | $41M | 0.3% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 575,203 | $41M | 0.3% | 2026-Q1 |
| Pine Harbor Wealth Management, LLC added | 561,269 | $40M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 552,893 | $39M | 0.3% | 2026-Q1 |
| Graver Capital Management, LLC added | 537,935 | $38M | 0.3% | 2026-Q1 |
| Parkwoods Wealth Partners, LLC added | 524,268 | $37M | 0.3% | 2026-Q1 |
| Disciplined Equity Management, Inc. trimmed | 523,787 | $37M | 0.3% | 2026-Q1 |
| Greenspring Advisors, LLC trimmed | 515,346 | $37M | 0.3% | 2026-Q1 |
| Freedom Investment Management, Inc. trimmed | 512,578 | $36M | 0.3% | 2026-Q1 |
| KM Capital Management Ltd. trimmed | 443,078 | $36M | 0.3% | 2026-Q1 |
| Heritage Investment Group, Inc. trimmed | 503,575 | $36M | 0.3% | 2026-Q1 |
| Guardian Wealth Management, LLC added | 497,280 | $35M | 0.3% | 2026-Q1 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC added | 466,915 | $35M | 0.3% | 2026-Q1 |
| Mason & Associates Inc trimmed | 493,520 | $34M | 0.3% | 2026-Q1 |
| TCP Asset Management, LLC added | 471,392 | $33M | 0.3% | 2026-Q1 |
| Owl Creek Wealth Partners LLC new | 467,866 | $33M | 0.3% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP added | 464,245 | $33M | 0.3% | 2026-Q1 |
| AG Asset Advisory, LLC added | 458,308 | $32M | 0.3% | 2026-Q1 |
| ARK & TLK INVESTMENTS, LLC trimmed | 455,424 | $32M | 0.3% | 2026-Q1 |
| SC&H Financial Advisors, Inc. added | 454,165 | $32M | 0.3% | 2026-Q1 |
| CWS Financial Advisors, LLC added | 443,136 | $31M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 435,937 | $31M | 0.2% | 2026-Q1 |
| Retirement Solution LLC trimmed | 431,483 | $31M | 0.2% | 2026-Q1 |
| DIXON FNANCIAL SERVICES, INC. trimmed | 431,171 | $31M | 0.2% | 2026-Q1 |
| Premier Financial Group added | 378,298 | $27M | 0.2% | 2026-Q1 |
| Investmark Advisory Group LLC added | 361,057 | $26M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 359,042 | $25M | 0.2% | 2026-Q1 |
| Royal Harbor Partners, LLC added | 358,725 | $25M | 0.2% | 2026-Q1 |
| PBMares Wealth Management LLC added | 924,690 | $67M | 0.5% | 2025-Q3 stale |
| Willow Creek Wealth Management Inc. added | 819,697 | $59M | 0.5% | 2025-Q3 stale |
| Wealthstream Advisors, Inc. trimmed | 485,558 | $35M | 0.3% | 2025-Q3 stale |
| Timonier Family Office, LTD. trimmed | 383,354 | $28M | 0.2% | 2025-Q4 stale |
| Edge Financial Advisors LLC added | 380,180 | $28M | 0.2% | 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.