Who owns 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-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 DFUS is one-sided between 2026-Q1 and 2026-Q2: 383 added or opened and 56 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
DFUS’s largest tracked holder by dollar value, PRUDENTIAL FINANCIAL INC, sizes it at 3.5% of its own reported 13F book, while the median holder sizes it at 5.2% of theirs — a 1.7pp 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 2026-Q1 and 2026-Q2, across 847 tracked filers holding DFUS, 391 increased or opened the position and 315 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 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 28
- Evanson Financial, LLC$76M
- Penney Financial, LLC$73M
- Timonier Family Office, LTD.$31M
- AXXCESS WEALTH MANAGEMENT, LLC$18M
- Wealth Advisory Team LLC$13M
- CGN Advisors LLC$12M
Full exits 38
- DiNuzzo Private Wealth, Inc.$83M
- Evanson Asset Management, LLC$67M
- HighTower Advisors, LLC$39M
- Premier Financial Group$27M
- Penserra Capital Management LLC$25M
- Cambridge Investment Research Advisors, Inc.$21M
Largest adds
- PRUDENTIAL FINANCIAL INC$132M
- Focus Partners Wealth$110M
- MERCER GLOBAL ADVISORS INC /ADV$81M
- TCI Wealth Advisors, Inc.$78M
- MASECO LLP$73M
- Index Fund Advisors, Inc.$58M
Largest trims
- Corient Private Wealth LP$11M
- Wealthcare Advisory Partners LLC$11M
- Root Financial Partners, LLC$8M
- FCG Investment Co$7M
- Farther Finance Advisors, LLC$6M
- Allworth Financial LP$5M
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 |
|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC trimmed | 39,752,037 | $3.3B | 22.7% | 2026-Q2 |
| Focus Partners Wealth added | 9,443,034 | $774M | 5.4% | 2026-Q2 |
| MASECO LLP trimmed | 7,371,581 | $604M | 4.2% | 2026-Q2 |
| Root Financial Partners, LLC trimmed | 5,198,745 | $426M | 3.0% | 2026-Q2 |
| Index Fund Advisors, Inc. added | 4,989,844 | $409M | 2.9% | 2026-Q2 |
| Vise Technologies, Inc. added | 4,839,412 | $397M | 2.8% | 2026-Q2 |
| Plancorp, LLC trimmed | 4,426,858 | $363M | 2.5% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC added | 4,250,622 | $301M | 2.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 3,929,304 | $322M | 2.2% | 2026-Q2 |
| TCI Wealth Advisors, Inc. added | 3,829,125 | $314M | 2.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 3,407,781 | $279M | 1.9% | 2026-Q2 |
| Creative Planning trimmed | 3,321,135 | $272M | 1.9% | 2026-Q2 |
| Great Waters Wealth Management added | 2,934,668 | $240M | 1.7% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 2,699,030 | $221M | 1.5% | 2026-Q2 |
| Zhang Financial LLC added | 2,660,097 | $218M | 1.5% | 2026-Q2 |
| Mariner, LLC trimmed | 2,618,024 | $214M | 1.5% | 2026-Q2 |
| G2 CAPITAL MANAGEMENT, LLC / OH added | 2,353,192 | $193M | 1.3% | 2026-Q2 |
| Apella Capital, LLC added | 2,199,716 | $180M | 1.3% | 2026-Q2 |
| Smartleaf Asset Management LLC | 1,865,705 | $152M | 1.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,771,769 | $145M | 1.0% | 2026-Q2 |
| EARNED WEALTH ADVISORS, LLC added | 1,726,300 | $141M | 1.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,706,447 | $140M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,591,766 | $130M | 0.9% | 2026-Q2 |
| Flagstone Financial Management added | 1,555,365 | $127M | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,429,525 | $117M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,397,315 | $114M | 0.8% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC trimmed | 1,333,612 | $109M | 0.8% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 1,298,158 | $106M | 0.7% | 2026-Q2 |
| Intelligence Driven Advisers, LLC trimmed | 1,279,127 | $105M | 0.7% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 1,269,391 | $104M | 0.7% | 2026-Q2 |
| Savant Capital, LLC added | 1,252,540 | $103M | 0.7% | 2026-Q2 |
| Colony Family Offices, LLC added | 1,204,562 | $99M | 0.7% | 2026-Q2 |
| Modera Wealth Management, LLC added | 1,177,121 | $96M | 0.7% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 1,149,698 | $93M | 0.6% | 2026-Q2 |
| Forum Financial Management, LP trimmed | 1,145,416 | $94M | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,041,811 | $85M | 0.6% | 2026-Q2 |
| Foster Group, Inc. trimmed | 941,437 | $77M | 0.5% | 2026-Q2 |
| Austin Asset Management Co Inc added | 941,091 | $77M | 0.5% | 2026-Q2 |
| CHOREO, LLC added | 935,798 | $77M | 0.5% | 2026-Q2 |
| Evanson Financial, LLC new | 930,248 | $76M | 0.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 922,805 | $76M | 0.5% | 2026-Q2 |
| Elser Financial Planning, Inc trimmed | 920,864 | $75M | 0.5% | 2026-Q2 |
| OLIO Financial Planning added | 896,829 | $73M | 0.5% | 2026-Q2 |
| Penney Financial, LLC new | 893,449 | $73M | 0.5% | 2026-Q2 |
| Heritage Wealth Management, Inc./Texas trimmed | 889,725 | $73M | 0.5% | 2026-Q2 |
| Wealth Management Nebraska added | 882,866 | $72M | 0.5% | 2026-Q2 |
| Quadcap Wealth Management, LLC added | 863,161 | $71M | 0.5% | 2026-Q2 |
| Tencap Wealth Coaching, LLC added | 843,306 | $69M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 834,751 | $68M | 0.5% | 2026-Q2 |
| Aspen Wealth Management LLC added | 827,733 | $68M | 0.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 781,601 | $64M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 779,203 | $64M | 0.4% | 2026-Q2 |
| 1900 WEALTH MANAGEMENT LLC trimmed | 776,310 | $64M | 0.4% | 2026-Q2 |
| Foundry Financial LLC added | 763,870 | $63M | 0.4% | 2026-Q2 |
| RS CRUM INC. added | 753,902 | $62M | 0.4% | 2026-Q2 |
| Cerity Partners LLC added | 718,664 | $59M | 0.4% | 2026-Q2 |
| Arax Advisory Partners added | 703,277 | $58M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 703,089 | $58M | 0.4% | 2026-Q2 |
| Hurlow Wealth Management Group, Inc. added | 697,119 | $57M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 691,296 | $57M | 0.4% | 2026-Q2 |
| Everest Private Wealth added | 686,579 | $56M | 0.4% | 2026-Q2 |
| ASSETMARK, INC added | 686,225 | $56M | 0.4% | 2026-Q2 |
| Vermillion Wealth Management, Inc. added | 681,053 | $56M | 0.4% | 2026-Q2 |
| Crusonia Wealth Advisors LLC added | 660,410 | $54M | 0.4% | 2026-Q2 |
| Crown Wealth Group, LLC added | 657,362 | $54M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. added | 632,306 | $52M | 0.4% | 2026-Q2 |
| McLean Asset Management Corp trimmed | 621,126 | $51M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 612,696 | $50M | 0.4% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 591,783 | $48M | 0.3% | 2026-Q2 |
| CWS Financial Advisors, LLC added | 586,781 | $48M | 0.3% | 2026-Q2 |
| Pine Harbor Wealth Management, LLC added | 579,315 | $47M | 0.3% | 2026-Q2 |
| Three Arch Wealth Management LLC trimmed | 573,323 | $47M | 0.3% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 566,467 | $46M | 0.3% | 2026-Q2 |
| Disciplined Equity Management, Inc. added | 556,457 | $46M | 0.3% | 2026-Q2 |
| Parkwoods Wealth Partners, LLC added | 539,447 | $44M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 536,208 | $44M | 0.3% | 2026-Q2 |
| Graver Capital Management, LLC trimmed | 517,252 | $42M | 0.3% | 2026-Q2 |
| Greenspring Advisors, LLC trimmed | 508,931 | $42M | 0.3% | 2026-Q2 |
| Heritage Investment Group, Inc. trimmed | 502,967 | $41M | 0.3% | 2026-Q2 |
| Guardian Wealth Management, LLC trimmed | 494,759 | $41M | 0.3% | 2026-Q2 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC added | 492,705 | $40M | 0.3% | 2026-Q2 |
| Freedom Investment Management, Inc. trimmed | 486,503 | $40M | 0.3% | 2026-Q2 |
| Mason & Associates Inc trimmed | 481,535 | $39M | 0.3% | 2026-Q2 |
| Owl Creek Wealth Partners LLC added | 480,458 | $39M | 0.3% | 2026-Q2 |
| TCP Asset Management, LLC added | 474,753 | $39M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 466,528 | $38M | 0.3% | 2026-Q2 |
| SC&H Financial Advisors, Inc. added | 459,468 | $38M | 0.3% | 2026-Q2 |
| ARK & TLK INVESTMENTS, LLC trimmed | 453,692 | $37M | 0.3% | 2026-Q2 |
| Retirement Solution LLC added | 448,251 | $37M | 0.3% | 2026-Q2 |
| KM Capital Management Ltd. added | 443,216 | $36M | 0.3% | 2026-Q2 |
| DIXON FNANCIAL SERVICES, INC. trimmed | 429,043 | $35M | 0.2% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP trimmed | 422,966 | $35M | 0.2% | 2026-Q2 |
| AG Asset Advisory, LLC trimmed | 403,309 | $33M | 0.2% | 2026-Q2 |
| Timonier Family Office, LTD. trimmed | 381,895 | $31M | 0.2% | 2026-Q2 |
| Investmark Advisory Group LLC added | 365,001 | $30M | 0.2% | 2026-Q2 |
| Asset Dedication, LLC added | 359,582 | $29M | 0.2% | 2026-Q2 |
| Royal Harbor Partners, LLC added | 359,212 | $29M | 0.2% | 2026-Q2 |
| SouthState Bank Corp trimmed | 343,173 | $28M | 0.2% | 2026-Q2 |
| Allodium Investment Consultants, LLC trimmed | 341,010 | $28M | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 340,267 | $28M | 0.2% | 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.