278 tracked 13F filers disclose a position in DFAR as of the latest SEC 13F filings, a combined $1.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | $89.1M | 3.6M | ▼−6.0% Reduced · −228K sh | Q1 2026 | |
| 2 | HighTower Advisors, LLC | $63.7M | 2.7M | ▲+4.6% Added · +119K sh | Q1 2026 | |
| 3 | Root Financial Partners, LLC | $60.8M | 2.3M | ▲+9.8% Added · +209K sh | Q2 2026 | |
| 4 | PRUDENTIAL FINANCIAL INC | $52.0M | 2.2M | ▼−10% Reduced · −254K sh | Q1 2026 | |
| 5 | Elwood & Goetz Wealth Advisory Group, LLC | $47.0M | 1.8M | ▼−29% Reduced · −734K sh | Q2 2026 | |
| 6 | Vise Technologies, Inc. | $38.9M | 1.7M | —Held | Q1 2026 | |
| 7 | RAM Investment Partners, LLC | $38.1M | 1.5M | ▲+2.0% Added · +29K sh | Q2 2026 | |
| 8 | Moisand Fitzgerald Tamayo, LLC | $38.1M | 1.5M | ▲+0.8% Added · +11K sh | Q2 2026 | |
| 9 | TWO SIGMA INVESTMENTS, LP | $31.4M | 1.3M | ▲+91% Added · +633K sh | Q1 2026 | |
| 10 | Savant Capital, LLC | $31.5M | 1.2M | ▲+68% Added · +481K sh | Q2 2026 | |
| 11 | GREAT OAK CAPITAL PARTNERS, LLC | $28.7M | 1.1M | ▲+2.4% Added · +26K sh | Q2 2026 | |
| 12 | Rather & Kittrell, Inc. | $26.4M | 1.0M | ▲+0.4% Added · +4K sh | Q2 2026 | |
| 13 | Beacon Pointe Advisors, LLC | $24.5M | 937K | ▲+0.9% Added · +8K sh | Q2 2026 | |
| 14 | Burton Enright Welch | $19.6M | 750K | ▲+7.5% Added · +52K sh | Q2 2026 | |
| 15 | Wealth Dimensions Group, Ltd. | $18.8M | 718K | ▲+2.0% Added · +14K sh | Q2 2026 | |
| 16 | Sequoia Financial Advisors, LLC | $16.7M | 707K | ▲+2.8% Added · +19K sh | Q1 2026 | |
| 17 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $17.2M | 657K | ▼−5.5% Reduced · −38K sh | Q2 2026 | |
| 18 | United Wealth Management, LLC | $15.7M | 600K | ▲+1.0% Added · +6K sh | Q2 2026 | |
| 19 | North Berkeley Wealth Management, LLC | $15.5M | 593K | ▲+41% Added · +172K sh | Q2 2026 | |
| 20 | Fidato Wealth LLC | $14.2M | 544K | ▲+2.1% Added · +11K sh | Q2 2026 | |
| 21 | LRI Investments, LLC | $13.6M | 519K | ▲+12% Added · +57K sh | Q2 2026 | |
| 22 | EXENCIAL WEALTH ADVISORS, LLC | $12.2M | 515K | ▲+5.1% Added · +25K sh | Q1 2026 | |
| 23 | Pathstone Holdings, LLC | $12.1M | 510K | ▼−16% Reduced · −95K sh | Q1 2026 | |
| 24 | Core Wealth Management, Inc. | $13.2M | 505K | ▲+4.0% Added · +19K sh | Q2 2026 | |
| 25 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | $13.1M | 502K | ▲+10% Added · +46K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in DFAR and 35 added to an existing one, while 9 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 138 funds | $15.6B |
| MICROSOFT CORPMSFT | 137 funds | $10.2B |
| AMAZON.COM INCAMZN | 133 funds | $8.2B |
| ALPHABET INC-CL AGOOGL | 132 funds | $8.0B |
| NVIDIA CORPNVDA | 128 funds | $16.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 123 funds | $4.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 123 funds | $3.3B |
| JPMORGAN CHASE & COJPM | 122 funds | $4.2B |
| ALPHABET INC-CL CGOOG | 121 funds | $6.0B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 119 funds | $5.3B |
| VANGUARD S&P 500 ETFVOO | 118 funds | $7.9B |
| JOHNSON & JOHNSONJNJ | 115 funds | $2.0B |
Ranked by how many of DFAR's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for DFAR
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/DFAR/capital-change-brief"
Use Arkolith's capital_change_brief for DFAR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DFAR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.