538 tracked 13F filers disclose a position in DFEM as of the latest SEC 13F filings, a combined $7.2B 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 | Forum Financial Management, LP | $640.8M | 15.8M | ▼−3.9% Reduced · −637K sh | Q2 2026 | |
| 2 | Focus Partners Wealth | $311.8M | 9.0M | ▲+7.8% Added · +653K sh | Q1 2026 | |
| 3 | Focus Advisor Solutions, LLC | $358.6M | 8.8M | ▲+15% Added · +1.1M sh | Q2 2026 | |
| 4 | Corient Private Wealth LLC | $243.1M | 7.0M | ▼−0.4% Reduced · −31K sh | Q1 2026 | |
| 5 | Sequoia Financial Advisors, LLC | $184.7M | 5.3M | ▲+7.6% Added · +378K sh | Q1 2026 | |
| 6 | Truepoint, Inc. | $201.7M | 5.0M | ▼−6.1% Reduced · −322K sh | Q2 2026 | |
| 7 | Savant Capital, LLC | $177.8M | 4.4M | ▲+3.5% Added · +149K sh | Q2 2026 | |
| 8 | HBK Sorce Advisory LLC | $131.2M | 3.4M | ▲+3.2% Added · +105K sh | Q2 2026 | |
| 9 | HighTower Advisors, LLC | $111.3M | 3.2M | ▼−14% Reduced · −540K sh | Q1 2026 | |
| 10 | Forvis Mazars Wealth Advisors, LLC | $130.5M | 3.2M | ▲+3.9% Added · +119K sh | Q2 2026 | |
| 11 | Curated Wealth Partners LLC | Withheld | 2.8M | ▲New +2.8M sh | Q2 2026 | |
| 12 | Parcion Private Wealth LLC | $105.8M | 2.6M | ▼−2.8% Reduced · −75K sh | Q2 2026 | |
| 13 | Asset Dedication, LLC | $100.1M | 2.5M | ▼−0.9% Reduced · −22K sh | Q2 2026 | |
| 14 | JMG Financial Group, Ltd. | $79.9M | 2.3M | ▲+8.6% Added · +183K sh | Q1 2026 | |
| 15 | MASECO LLP | $93.8M | 2.3M | ▲+2.7% Added · +61K sh | Q2 2026 | |
| 16 | Greenspring Advisors, LLC | $92.5M | 2.3M | ▼−1.7% Reduced · −39K sh | Q2 2026 | |
| 17 | Rockwood Wealth Management, LLC | $87.7M | 2.2M | ▼−4.3% Reduced · −97K sh | Q2 2026 | |
| 18 | LPL Financial LLC | $71.0M | 2.1M | ▲+2.8% Added · +57K sh | Q1 2026 | |
| 19 | RW Investment Management LLC | $79.4M | 2.0M | ▼−1.0% Reduced · −19K sh | Q2 2026 | |
| 20 | AWM CAPITAL, LLC | $77.5M | 1.9M | ▲+5.5% Added · +100K sh | Q2 2026 | |
| 21 | CWM, LLC | $63.1M | 1.8M | ▲+9.1% Added · +152K sh | Q1 2026 | |
| 22 | Beacon Pointe Advisors, LLC | $72.2M | 1.8M | ▲+1.8% Added · +32K sh | Q2 2026 | |
| 23 | BANK OF MONTREAL /CAN/ | $60.0M | 1.7M | ▲+4.1% Added · +69K sh | Q1 2026 | |
| 24 | Apella Capital, LLC | $65.3M | 1.7M | ▲+0.6% Added · +9K sh | Q2 2026 | |
| 25 | Sageworth Trust Co | $64.0M | 1.6M | ▼−4.5% Reduced · −74K 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 DFEM and 26 added to an existing one, while 30 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 | 289 funds | $64.9B |
| MICROSOFT CORPMSFT | 282 funds | $56.3B |
| NVIDIA CORPNVDA | 273 funds | $77.3B |
| AMAZON.COM INCAMZN | 273 funds | $40.5B |
| ALPHABET INC-CL AGOOGL | 262 funds | $34.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 262 funds | $9.0B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 260 funds | $11.7B |
| ALPHABET INC-CL CGOOG | 259 funds | $23.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 256 funds | $10.3B |
| VANGUARD S&P 500 ETFVOO | 252 funds | $13.3B |
| JPMORGAN CHASE & COJPM | 251 funds | $16.2B |
| DIMENSIONAL US CORE EQUITY 2DFAC | 251 funds | $13.4B |
Ranked by how many of DFEM'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 DFEM
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/DFEM/capital-change-brief"
Use Arkolith's capital_change_brief for DFEM. 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 DFEM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.