Who owns DYFI (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-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
3 tracked funds added or opened DYFI while 3 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.8pp 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 2025-Q4 and 2026-Q1, across 18 tracked filers holding DYFI, 11 increased or opened the position and 8 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 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.
Full exits 2
- Cambridge Investment Research Advisors, Inc.$3M
- GTS SECURITIES LLC$845K
Largest adds
- Faithward Advisors, LLC$2M
- WealthTrak Capital Management LLC$293K
- Ashton Thomas Private Wealth, LLC$251K
Largest trims
- Compound Planning, Inc.$1M
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 | 870,735 | $20M | 32.2% | 2026-Q1 |
| Compound Planning, Inc. trimmed | 426,949 | $10M | 15.8% | 2026-Q1 |
| PALLADIEM, LLC trimmed | 255,110 | $6M | 9.5% | 2026-Q1 |
| Blueprint Investment Partners LLC added | 253,946 | $6M | 9.4% | 2026-Q1 |
| Blueprint Financial Advisors LLC added | 253,946 | $6M | 9.4% | 2026-Q1 |
| WealthTrak Capital Management LLC added | 123,373 | $3M | 4.6% | 2026-Q1 |
| International Private Wealth Advisors LLC added | 84,822 | $2M | 3.1% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 43,547 | $990K | 1.6% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 39,231 | $892K | 1.4% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 27,588 | $627K | 1.0% | 2026-Q1 |
| Encompass More Asset Management trimmed | 17,485 | $397K | 0.6% | 2026-Q1 |
| Atlas Wealth Partners, LLC added | 16,450 | $374K | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 12,903 | $293K | 0.5% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 10,761 | $245K | 0.4% | 2026-Q1 |
| Aptus Capital Advisors, LLC | 9,114 | $207K | 0.3% | 2026-Q1 |
| McIlrath & Eck, LLC | 4,100 | $93K | 0.2% | 2026-Q1 |
| CoreCap Advisors, LLC | 776 | $18K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 389 | $9K | 0.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 109,010 | $3M | 4.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 55,507 | $1M | 2.1% | 2025-Q1 stale |
| GTS SECURITIES LLC added | 36,635 | $845K | 1.4% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 23,641 | $551K | 0.9% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 12,473 | $288K | 0.5% | 2025-Q4 stale |
| COMERICA BANK | 3,604 | $83K | 0.1% | 2025-Q1 stale |
| Kestra Advisory Services, LLC new | 2,624 | $61K | 0.1% | 2025-Q4 stale |
| TUCKER ASSET MANAGEMENT LLC trimmed | 2,308 | $53K | 0.1% | 2025-Q4 stale |
| JPMORGAN CHASE & CO trimmed | 1,830 | $43K | 0.1% | 2025-Q3 stale |
| UBS Group AG added | 862 | $20K | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.