Among active 13F managers last quarter, 1 opened and 19 added, while 18 reduced; the largest holder to move was Forum Financial Management, LP (+0.3%). No recent Form 4 insider filings for DFAT.
No leg leans either way.
779 tracked 13F filers disclose a position in DFAT as of the latest SEC 13F filings, a combined $11.0B 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 13.5M | $844.4M | ▼−1.4% Reduced · −186K sh | Q1 2026 | |
| 2 | Focus Partners Wealth | 13.1M | $821.9M | ▼−1.1% Reduced · −140K sh | Q1 2026 | |
| 3 | Forum Financial Management, LP | 10.4M | $725.8M | ▲+0.3% Added · +34K sh | Q2 2026 | |
| 4 | Index Fund Advisors, Inc. | 6.3M | $442.4M | ▼−0.9% Reduced · −55K sh | Q2 2026 | |
| 5 | Pure Financial Advisors, LLC | 5.7M | $399.3M | ▲+3.5% Added · +195K sh | Q2 2026 | |
| 6 | Focus Advisor Solutions, LLC | 5.6M | $393.7M | ▼−1.5% Reduced · −84K sh | Q2 2026 | |
| 7 | Savant Capital, LLC | 5.4M | $375.0M | ▲+12% Added · +567K sh | Q2 2026 | |
| 8 | EP Wealth Advisors, LLC | 4.8M | $332.2M | ▲+10% Added · +451K sh | Q2 2026 | |
| 9 | Jackson Thornton Wealth Management, LLC | 2.8M | $196.7M | ▼−0.9% Reduced · −26K sh | Q2 2026 | |
| 10 | Corient Private Wealth LP | 2.6M | $164.7M | ▼−2.9% Reduced · −79K sh | Q1 2026 | |
| 11 | Asset Dedication, LLC | 2.5M | $178.2M | ▲+0.3% Added · +9K sh | Q2 2026 | |
| 12 | Apella Capital, LLC | 2.1M | $144.1M | ▼−2.6% Reduced · −55K sh | Q2 2026 | |
| 13 | Raymond James Financial Inc | 2.0M | $127.9M | ▲+15% Added · +270K sh | Q1 2026 | |
| 14 | HighTower Advisors, LLC | 1.8M | $112.4M | ▼−2.6% Reduced · −48K sh | Q1 2026 | |
| 15 | Trust Co of the South | 1.8M | $122.6M | ▼−2.0% Reduced · −36K sh | Q2 2026 | |
| 16 | Mercer Global Advisors Inc | 1.6M | $97.0M | ▲+9.0% Added · +129K sh | Q1 2026 | |
| 17 | Bank Of America Corp | 1.5M | $95.6M | ▲+17% Added · +226K sh | Q1 2026 | |
| 18 | Earned Wealth Advisors, LLC | 1.5M | $105.3M | ▲+0.7% Added · +10K sh | Q2 2026 | |
| 19 | Smartleaf Asset Management LLC | 1.5M | $104.2M | —Held | Q2 2026 | |
| 20 | Truepoint, Inc. | 1.5M | $102.3M | ▼−1.1% Reduced · −17K sh | Q2 2026 | |
| 21 | Great Oak Capital Partners, LLC | 1.4M | $100.2M | ▲+0.4% Added · +6K sh | Q2 2026 | |
| 22 | Plancorp, LLC | 1.4M | $90.1M | ▼−3.1% Reduced · −45K sh | Q1 2026 | |
| 23 | Sequoia Financial Advisors, LLC | 1.4M | $97.3M | ▲+1.3% Added · +18K sh | Q2 2026 | |
| 24 | LPL Financial LLC | 1.2M | $75.6M | ▼−4.0% Reduced · −51K sh | Q1 2026 | |
| 25 | Wealth Enhancement Advisory Services, LLC | 1.2M | $79.6M | ▲+9.2% Added · +99K 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, 1 fund opened a new position in DFAT and 19 added to an existing one, while 18 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 425 funds | $90.4B |
| Microsoft CorpMSFT | 414 funds | $73.7B |
| Amazon.com IncAMZN | 406 funds | $54.0B |
| SS SPDR S&P 500 ETF Trust-USSPY | 406 funds | $14.0B |
| Nvidia CorpNVDA | 403 funds | $101.9B |
| Alphabet Inc-CL AGOOGL | 398 funds | $50.8B |
| Berkshire Hathaway Inc-CL BBRK/B | 385 funds | $13.8B |
| Alphabet Inc-CL CGOOG | 383 funds | $29.1B |
| JPMorgan Chase & CoJPM | 383 funds | $24.2B |
| Vanguard Total Stock MKT ETFVTI | 382 funds | $14.7B |
| Vanguard S&P 500 ETFVOO | 375 funds | $20.1B |
| Ishares Core S&P 500 ETFIVV | 369 funds | $41.5B |
Ranked by how many of DFAT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DFAT.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 60 | 38 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
No filings captured for this ticker in the live stream yet.
Connected entities for DFAT
This stock 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/DFAT/capital-change-brief"
Use Arkolith's capital_change_brief for DFAT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DFAT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.