Who owns DLFE
Which tracked institutional funds hold DLFE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DLFE company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
DLFE’s largest tracked holder by dollar value, Kestra Advisory Services, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DLFE 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
Only one quarter (2026-Q1) of 13F history is available — a quarter-over-quarter accumulation delta needs two.
We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Kestra Advisory Services, LLC new | 654,346 | $19M | 41.1% | 2026-Q1 |
| First International Bank of Israel Ltd. new | 651,000 | $19M | 40.8% | 2026-Q1 |
| NEW WAVE WEALTH ADVISORS LLC new | 117,812 | $3M | 7.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC new | 66,593 | $2M | 4.2% | 2026-Q1 |
| RFG Advisory, LLC new | 23,370 | $688K | 1.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 22,220 | $654K | 1.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 20,128 | $592K | 1.3% | 2026-Q1 |
| Maia Wealth LLC new | 14,769 | $435K | 0.9% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 12,573 | $370K | 0.8% | 2026-Q1 |
| UPTICK PARTNERS, LLC new | 8,993 | $265K | 0.6% | 2026-Q1 |
| Benson Wealth Management INC new | 1,497 | $44K | 0.1% | 2026-Q1 |
| UBS Group AG new | 330 | $10K | 0.0% | 2026-Q1 |
| Hughes Financial Services, LLC new | 270 | $8K | 0.0% | 2026-Q1 |
| Anfield Capital Management, LLC new | 33 | $971 | 0.0% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. new | 20 | $589 | 0.0% | 2026-Q1 |
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.