654 tracked 13F filers disclose a position in DFAX as of the latest SEC 13F filings, a combined $9.0B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | $353.4M | 10.4M | ▼−2.5% Reduced · −273K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $291.8M | 8.6M | ▲+6.5% Added · +524K sh | Q1 2026 | |
| 3 | ALERUS FINANCIAL NA | $308.3M | 8.4M | ▼−0.6% Reduced · −48K sh | Q2 2026 | |
| 4 | Geometric Wealth Advisors | $286.6M | 7.8M | ▲+4.4% Added · +325K sh | Q2 2026 | |
| 5 | Allworth Financial LP | $246.6M | 7.3M | ▲+9.8% Added · +648K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $224.4M | 6.6M | ▲+0.7% Added · +45K sh | Q1 2026 | |
| 7 | MONOGRAPH WEALTH ADVISORS, LLC | $239.1M | 6.5M | ▲+5.3% Added · +324K sh | Q2 2026 | |
| 8 | GLENMEDE TRUST CO NA | $192.4M | 5.2M | ▲+0.3% Added · +14K sh | Q2 2026 | |
| 9 | Great Waters Wealth Management | $186.2M | 5.1M | ▲+3.4% Added · +167K sh | Q2 2026 | |
| 10 | FACTORY MUTUAL INSURANCE CO | $177.1M | 4.8M | —Held | Q2 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $146.9M | 4.3M | ▲+5.9% Added · +243K sh | Q1 2026 | |
| 12 | Plancorp, LLC | $141.6M | 3.9M | ▼−1.3% Reduced · −54K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $128.0M | 3.8M | ▲+1.6% Added · +61K sh | Q1 2026 | |
| 14 | JFS WEALTH ADVISORS, LLC | $127.0M | 3.7M | ▼−1.4% Reduced · −53K sh | Q1 2026 | |
| 15 | Triune Financial Partners, LLC | $136.0M | 3.7M | ▲+1.7% Added · +63K sh | Q2 2026 | |
| 16 | FIFTH THIRD BANCORP | $119.3M | 3.5M | ▲390× Added · +3.5M sh | Q1 2026 | |
| 17 | Focus Partners Advisor Solutions, LLC | $128.5M | 3.5M | ▼−6.4% Reduced · −239K sh | Q2 2026 | |
| 18 | ASSETMARK, INC | $103.7M | 2.8M | ▼−2.1% Reduced · −61K sh | Q2 2026 | |
| 19 | D.A. DAVIDSON & CO. | $102.8M | 2.8M | ▲+0.3% Added · +7K sh | Q2 2026 | |
| 20 | Pathstone Holdings, LLC | $86.3M | 2.5M | ▼−4.2% Reduced · −112K sh | Q1 2026 | |
| 21 | UBS Group AG | $85.6M | 2.5M | ▲+15% Added · +333K sh | Q1 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $84.8M | 2.5M | ▲+7.1% Added · +166K sh | Q1 2026 | |
| 23 | Morton Capital Management LLC/CA | $90.8M | 2.5M | ▲+3.1% Added · +74K sh | Q2 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $83.3M | 2.5M | ▲+26% Added · +498K sh | Q1 2026 | |
| 25 | Creative Capital Management Investments LLC | $89.7M | 2.4M | ▲+13% Added · +284K 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 DFAX and 21 added to an existing one, while 22 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 | 340 funds | $70.0B |
| MICROSOFT CORPMSFT | 334 funds | $60.6B |
| NVIDIA CORPNVDA | 325 funds | $82.9B |
| AMAZON.COM INCAMZN | 325 funds | $43.5B |
| ALPHABET INC-CL AGOOGL | 321 funds | $35.8B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 321 funds | $15.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 313 funds | $10.7B |
| ALPHABET INC-CL CGOOG | 306 funds | $26.1B |
| JPMORGAN CHASE & COJPM | 305 funds | $17.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 304 funds | $12.4B |
| ISHARES CORE S&P 500 ETFIVV | 302 funds | $22.2B |
| VANGUARD S&P 500 ETFVOO | 298 funds | $17.0B |
Ranked by how many of DFAX's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for DFAX
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/DFAX/capital-change-brief"
Use Arkolith's capital_change_brief for DFAX. 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 DFAX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.