Who owns DYFI
Which tracked institutional funds hold DYFI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DYFI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-27). 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 DYFI is one-sided between 2026-Q1 and 2026-Q2: 5 added or opened and 0 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
DYFI’s largest tracked holder by dollar value, Faithward Advisors, LLC, sizes it at 2.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DYFI 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 19 tracked filers holding DYFI, 10 increased or opened the position and 10 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 DYFI 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 1
- GTS SECURITIES LLC$662K
Largest adds
- Compound Planning, Inc.$2M
- Faithward Advisors, LLC$731K
- Blueprint Investment Partners LLC$440K
- Blueprint Financial Advisors LLC$440K
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 |
|---|---|---|---|---|
| Faithward Advisors, LLC added | 901,650 | $21M | 32.6% | 2026-Q2 |
| Compound Planning, Inc. added | 496,108 | $11M | 18.0% | 2026-Q2 |
| Blueprint Investment Partners LLC added | 272,904 | $6M | 9.9% | 2026-Q2 |
| Blueprint Financial Advisors LLC added | 272,904 | $6M | 9.9% | 2026-Q2 |
| PALLADIEM, LLC added | 255,139 | $6M | 9.2% | 2026-Q2 |
| WealthTrak Capital Management LLC added | 127,044 | $3M | 4.6% | 2026-Q2 |
| International Private Wealth Advisors LLC trimmed | 82,668 | $2M | 3.0% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 42,470 | $967K | 1.5% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 41,716 | $950K | 1.5% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 29,076 | $662K | 1.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 19,592 | $446K | 0.7% | 2026-Q2 |
| Encompass More Asset Management trimmed | 16,388 | $373K | 0.6% | 2026-Q2 |
| Atlas Wealth Partners, LLC trimmed | 16,050 | $365K | 0.6% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 9,114 | $207K | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 8,186 | $186K | 0.3% | 2026-Q2 |
| TUCKER ASSET MANAGEMENT LLC trimmed | 1,324 | $30K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC added | 780 | $18K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 424 | $10K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 93 | $2K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 12,903 | $293K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| McIlrath & Eck, LLC | 4,100 | $93K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 109,010 | $3M | 4.0% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC added | 12,473 | $288K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 2,624 | $61K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC added | 23,641 | $551K | 0.9% | 2025-Q3 stale (3 quarters behind) |
| JPMORGAN CHASE & CO trimmed | 1,830 | $43K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG added | 862 | $20K | 0.0% | 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.