Who owns DFVX (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-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 DFVX is one-sided between 2025-Q4 and 2026-Q1: 8 added or opened and 2 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 7.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.3pp 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 2025-Q4 and 2026-Q1, across 42 tracked filers holding DFVX, 22 increased or opened the position and 15 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 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.
Largest adds
- HBK Sorce Advisory LLC$21M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$8M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- CURIO WEALTH, LLC$681K
- Chicago Partners Investment Group LLC$530K
- Elite Life Management LLC$431K
Largest trims
- CITADEL ADVISORS LLC$2M
- EWA, LLC$298K
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 | 4,425,007 | $357M | 77.0% | 2026-Q1 |
| Wealthquest Corp | 415,700 | $31M | 6.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 322,120 | $24M | 5.2% | 2026-Q1 |
| CURIO WEALTH, LLC added | 115,765 | $9M | 1.9% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 95,059 | $8M | 1.6% | 2026-Q1 |
| Elite Life Management LLC added | 81,806 | $7M | 1.4% | 2026-Q1 |
| M Holdings Securities, Inc. | 67,918 | $5M | 1.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 48,092 | $4M | 0.8% | 2026-Q1 |
| Medallion Wealth Advisors, LLC added | 46,756 | $3M | 0.7% | 2026-Q1 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC added | 43,013 | $3M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 17,680 | $1M | 0.3% | 2026-Q1 |
| First Financial Group Corp added | 17,670 | $1M | 0.3% | 2026-Q1 |
| WPWealth LLP | 16,590 | $1M | 0.3% | 2026-Q1 |
| Vantage Point Financial LLC trimmed | 12,212 | $907K | 0.2% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 11,290 | $839K | 0.2% | 2026-Q1 |
| EWA, LLC trimmed | 10,823 | $804K | 0.2% | 2026-Q1 |
| Pinion Investment Advisors, LLC trimmed | 10,485 | $779K | 0.2% | 2026-Q1 |
| American Investment Services, Inc. trimmed | 9,210 | $684K | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 8,642 | $642K | 0.1% | 2026-Q1 |
| Northwest Bancshares, Inc. | 5,883 | $437K | 0.1% | 2026-Q1 |
| PRIVATE TRUST CO NA | 4,739 | $352K | 0.1% | 2026-Q1 |
| Rockwood Wealth Management, LLC | 3,983 | $296K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 3,780 | $281K | 0.1% | 2026-Q1 |
| Betterment LLC new | 3,089 | $230K | 0.0% | 2026-Q1 |
| Strategic Investment Solutions, Inc. /IL added | 2,959 | $220K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,957 | $145K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 1,715 | $127K | 0.0% | 2026-Q1 |
| Signature Resources Capital Management, LLC | 1,500 | $111K | 0.0% | 2026-Q1 |
| CWM, LLC | 1,077 | $80K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 895 | $67K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 616 | $46K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 555 | $41K | 0.0% | 2026-Q1 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC added | 525 | $39K | 0.0% | 2026-Q1 |
| ASSETMARK, INC added | 378 | $28K | 0.0% | 2026-Q1 |
| Crews Bank & Trust new | 325 | $24K | 0.0% | 2026-Q1 |
| Allworth Financial LP added | 137 | $10K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 125 | $9K | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 114 | $8K | 0.0% | 2026-Q1 |
| ELEVATE WEALTH ADVISORY, INC trimmed | 70 | $5K | 0.0% | 2026-Q1 |
| Colonial Trust Co / SC | 56 | $4K | 0.0% | 2026-Q1 |
| CITIGROUP INC trimmed | 32 | $2K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO | 0 | $12 | 0.0% | 2026-Q1 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC new | 13,648 | $875K | 0.2% | 2025-Q1 stale |
| SC&H Financial Advisors, Inc. added | 4,788 | $330K | 0.1% | 2025-Q2 stale |
| Orion Capital Management LLC new | 4,226 | $271K | 0.1% | 2025-Q1 stale |
| Bill Few Associates, Inc. new | 3,459 | $252K | 0.1% | 2025-Q3 stale |
| Cambridge Investment Research Advisors, Inc. new | 3,264 | $209K | 0.0% | 2025-Q1 stale |
| WELLS FARGO & COMPANY/MN | 1,503 | $112K | 0.0% | 2025-Q4 stale |
| OPTIMA CAPITAL LLC new | 1,345 | $100K | 0.0% | 2025-Q4 stale |
| ROYAL BANK OF CANADA trimmed | 326 | $24K | 0.0% | 2025-Q4 stale |
| Tortoise Investment Management, LLC new | 310 | $20K | 0.0% | 2025-Q1 stale |
| UBS Group AG trimmed | 99 | $7K | 0.0% | 2025-Q4 stale |
| AdvisorNet Financial, Inc | 8 | $513 | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
| JONES FINANCIAL COMPANIES LLLP new | 0 | — | 0.0% | 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.