Who owns DFVX
Which tracked institutional funds hold DFVX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DFVX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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 DFVX is one-sided between 2026-Q1 and 2026-Q2: 11 added or opened and 3 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
DFVX’s largest tracked holder by dollar value, HBK Sorce Advisory LLC, sizes it at 7.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DFVX 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 49 tracked filers holding DFVX, 32 increased or opened the position and 13 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 DFVX 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 2
- GOLDMAN SACHS GROUP INC$2M
- BDFS Capital LLC$839K
Full exits 2
- M Holdings Securities, Inc.$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
Largest adds
- HBK Sorce Advisory LLC$28M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5M
- CURIO WEALTH, LLC$2M
- LPL Financial LLC$1M
- Chicago Partners Investment Group LLC$1M
- Elite Life Management LLC$756K
Largest trims
- Wealthquest Corp$11M
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 |
|---|---|---|---|---|
| HBK Sorce Advisory LLC added | 4,498,358 | $385M | 77.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 352,093 | $29M | 5.9% | 2026-Q2 |
| Wealthquest Corp trimmed | 242,157 | $20M | 4.0% | 2026-Q2 |
| CURIO WEALTH, LLC added | 127,323 | $10M | 2.1% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 104,531 | $9M | 1.7% | 2026-Q2 |
| Elite Life Management LLC added | 86,039 | $7M | 1.5% | 2026-Q2 |
| Medallion Wealth Advisors, LLC added | 47,862 | $4M | 0.8% | 2026-Q2 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC added | 44,209 | $4M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 28,394 | $2M | 0.5% | 2026-Q2 |
| LPL Financial LLC added | 20,110 | $2M | 0.3% | 2026-Q2 |
| First Financial Group Corp added | 18,470 | $2M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 16,773 | $1M | 0.3% | 2026-Q2 |
| WPWealth LLP | 16,590 | $1M | 0.3% | 2026-Q2 |
| Vantage Point Financial LLC added | 12,221 | $1M | 0.2% | 2026-Q2 |
| BDFS Capital LLC new | 10,199 | $839K | 0.2% | 2026-Q2 |
| Pinion Investment Advisors, LLC trimmed | 10,022 | $824K | 0.2% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 9,862 | $811K | 0.2% | 2026-Q2 |
| American Investment Services, Inc. trimmed | 8,180 | $673K | 0.1% | 2026-Q2 |
| EWA, LLC trimmed | 8,148 | $670K | 0.1% | 2026-Q2 |
| Northwest Bancshares, Inc. | 5,883 | $484K | 0.1% | 2026-Q2 |
| Haverford Trust Co new | 4,983 | $410K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 4,921 | $405K | 0.1% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. new | 4,739 | $390K | 0.1% | 2026-Q2 |
| Rockwood Wealth Management, LLC | 3,983 | $328K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 3,854 | $317K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC new | 3,348 | $275K | 0.1% | 2026-Q2 |
| Strategic Investment Solutions, Inc. /IL added | 2,967 | $244K | 0.0% | 2026-Q2 |
| Independent Wealth Advisors LLC new | 2,756 | $227K | 0.0% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC new | 2,531 | $208K | 0.0% | 2026-Q2 |
| HighPoint Advisor Group LLC new | 2,513 | $207K | 0.0% | 2026-Q2 |
| Evanson Financial, LLC new | 2,502 | $206K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 1,933 | $159K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,715 | $141K | 0.0% | 2026-Q2 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC added | 1,693 | $139K | 0.0% | 2026-Q2 |
| Signature Resources Capital Management, LLC | 1,500 | $123K | 0.0% | 2026-Q2 |
| RAFFA WEALTH MANAGEMENT, LLC added | 1,450 | $119K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 1,230 | $101K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC new | 1,000 | $82K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 896 | $74K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 655 | $54K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 378 | $31K | 0.0% | 2026-Q2 |
| Crews Bank & Trust | 325 | $27K | 0.0% | 2026-Q2 |
| UBS Group AG added | 317 | $26K | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 138 | $11K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 137 | $11K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 130 | $11K | 0.0% | 2026-Q2 |
| ELEVATE WEALTH ADVISORY, INC | 70 | $6K | 0.0% | 2026-Q2 |
| Colonial Trust Co / SC | 56 | $5K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 0 | $13 | 0.0% | 2026-Q2 |
| M Holdings Securities, Inc. | 67,918 | $5M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 48,092 | $4M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| PRIVATE TRUST CO NA | 4,739 | $352K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 3,780 | $281K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Betterment LLC new | 3,089 | $230K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 1,077 | $80K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 125 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| WELLS FARGO & COMPANY/MN | 1,503 | $112K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| OPTIMA CAPITAL LLC new | 1,345 | $100K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ROYAL BANK OF CANADA trimmed | 326 | $24K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| JONES FINANCIAL COMPANIES LLLP new | 0 | — | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Bill Few Associates, Inc. new | 3,459 | $252K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| SC&H Financial Advisors, Inc. added | 4,788 | $330K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.