57 tracked 13F filers disclose a position in DFE as of the latest SEC 13F filings, a combined $45.2M 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 | MORGAN STANLEY | $8.1M | 113K | ▼−1.4% Reduced · −2K sh | Q1 2026 | |
| 2 | COURIER CAPITAL LLC | $5.5M | 76K | ▲+2.0% Added · +1K sh | Q2 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $5.1M | 71K | ▲+30% Added · +16K sh | Q1 2026 | |
| 4 | UBS Group AG | $3.7M | 52K | ▼−3.8% Reduced · −2K sh | Q1 2026 | |
| 5 | 3EDGE Asset Management, LP | $2.9M | 40K | ▲+425% Added · +32K sh | Q2 2026 | |
| 6 | Vontobel Holding Ltd. | $2.5M | 35K | —Held | Q2 2026 | |
| 7 | Virtus Family Office LLC | $2.1M | 29K | ▲+4.9% Added · +1K sh | Q2 2026 | |
| 8 | Bank of New York Mellon Corp | $1.9M | 26K | ▲+229% Added · +18K sh | Q1 2026 | |
| 9 | JANE STREET GROUP, LLC | $1.7M | 24K | ▲+37% Added · +7K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $1.4M | 20K | ▼−0.3% Reduced · −65 sh | Q1 2026 | |
| 11 | Gotham Asset Management, LLC | $1.1M | 15K | —Held | Q1 2026 | |
| 12 | LPL Financial LLC | $989K | 14K | ▲+1.4% Added · +192 sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $748K | 10K | ▲+6.2% Added · +609 sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $733K | 10K | ▲+50% Added · +3K sh | Q1 2026 | |
| 15 | Baird Financial Group, Inc. | $575K | 8K | ▼−0.4% Reduced · −29 sh | Q1 2026 | |
| 16 | Kestra Advisory Services, LLC | $551K | 8K | ▲+2.0% Added · +153 sh | Q2 2026 | |
| 17 | HighTower Advisors, LLC | $473K | 7K | ▼−1.0% Reduced · −64 sh | Q1 2026 | |
| 18 | Financial Perspectives, Inc | $441K | 6K | ▲+1.6% Added · +99 sh | Q2 2026 | |
| 19 | RWA WEALTH PARTNERS, LLC | $419K | 6K | —Held | Q1 2026 | |
| 20 | Lynx Investment Advisory | $411K | 6K | ▼−36% Reduced · −3K sh | Q2 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $374K | 5K | ▼−58% Reduced · −7K sh | Q1 2026 | |
| 22 | Hedges Asset Management LLC | $360K | 5K | —Held | Q2 2026 | |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $346K | 5K | ▲Added Added · +5K sh | Q1 2026 | |
| 24 | STIFEL FINANCIAL CORP | $331K | 5K | ▲+2.5% Added · +111 sh | Q1 2026 | |
| 25 | Sovereign Financial Group, Inc. | $298K | 4K | ▼−12% Reduced · −547 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 DFE and 4 added to an existing one, while 2 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 |
|---|---|---|
| MERCK & CO. INC.MRK | 17 funds | $174.5M |
| PFIZER INCPFE | 17 funds | $95.7M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 16 funds | $6.4B |
| NVIDIA CORPNVDA | 16 funds | $3.1B |
| ISHARES CORE S&P 500 ETFIVV | 16 funds | $1.3B |
| ALPHABET INC-CL AGOOGL | 16 funds | $1.3B |
| VANGUARD S&P 500 ETFVOO | 16 funds | $779.8M |
| INVESCO QQQ TRUST SERIES 1QQQ | 16 funds | $623.7M |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 16 funds | $495.5M |
| GENERAL ELECTRICGE | 16 funds | $216.2M |
| VERIZON COMMUNICATIONS INCVZ | 16 funds | $170.5M |
| QUALCOMM INCQCOM | 16 funds | $164.9M |
Ranked by how many of DFE's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for DFE
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/DFE/capital-change-brief"
Use Arkolith's capital_change_brief for DFE. 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 DFE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.