165 tracked 13F filers disclose a position in DFGP as of the latest SEC 13F filings, a combined $2.1B 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 | $370.7M | 6.8M | ▲+4.1% Added · +267K sh | Q2 2026 | |
| 2 | MASECO LLP | $223.7M | 4.1M | ▲+6.7% Added · +257K sh | Q2 2026 | |
| 3 | Symmetry Partners, LLC | $136.1M | 2.5M | ▼−1.6% Reduced · −42K sh | Q2 2026 | |
| 4 | Beacon Pointe Advisors, LLC | $63.7M | 1.2M | ▼−1.2% Reduced · −14K sh | Q2 2026 | |
| 5 | WPWealth LLP | $58.6M | 1.1M | ▼−9.4% Reduced · −111K sh | Q2 2026 | |
| 6 | Ruedi Wealth Management, Inc. | $57.4M | 1.1M | ▲+6.1% Added · +60K sh | Q2 2026 | |
| 7 | CURIO WEALTH, LLC | $50.7M | 931K | ▲+11% Added · +93K sh | Q2 2026 | |
| 8 | Integrity Advisory Solutions, LLC | $49.9M | 917K | ▲+17% Added · +136K sh | Q2 2026 | |
| 9 | Vestmark Advisory Solutions, Inc. | $46.7M | 858K | —Held | Q2 2026 | |
| 10 | PENOBSCOT WEALTH MANAGEMENT | $45.8M | 842K | ▼−6.9% Reduced · −63K sh | Q2 2026 | |
| 11 | Beaird Harris Wealth Management, LLC | $40.5M | 743K | ▲+17% Added · +111K sh | Q2 2026 | |
| 12 | TCI Wealth Advisors, Inc. | $37.3M | 685K | ▲+12% Added · +71K sh | Q2 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $37.0M | 685K | ▲+5.6% Added · +36K sh | Q1 2026 | |
| 14 | INTEGRITY ALLIANCE, LLC. | $35.4M | 649K | ▲+5.5% Added · +34K sh | Q2 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $33.2M | 615K | ▼−3.0% Reduced · −19K sh | Q1 2026 | |
| 16 | AE Wealth Management LLC | $31.5M | 584K | ▲+3.3% Added · +19K sh | Q1 2026 | |
| 17 | MilWealth Group LLC | $30.3M | 557K | ▲+8.6% Added · +44K sh | Q2 2026 | |
| 18 | Integrated Wealth Concepts LLC | $30.2M | 554K | ▲+93% Added · +267K sh | Q2 2026 | |
| 19 | Wealth Advisors Northwest LLC | $29.3M | 538K | ▲+63% Added · +208K sh | Q2 2026 | |
| 20 | Straight Path Wealth Management | $28.2M | 517K | ▲+5.8% Added · +29K sh | Q2 2026 | |
| 21 | DiNuzzo Private Wealth, Inc. | $27.4M | 503K | ▲+9.2% Added · +42K sh | Q2 2026 | |
| 22 | RFG Advisory, LLC | $25.1M | 462K | ▲+5.3% Added · +23K sh | Q2 2026 | |
| 23 | United Wealth Management, LLC | $24.4M | 449K | ▲+5.8% Added · +24K sh | Q2 2026 | |
| 24 | Allworth Financial LP | $23.5M | 435K | ▲+107% Added · +225K sh | Q1 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $21.4M | 397K | ▲+6.2% Added · +23K sh | Q1 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, 3 funds opened a new position in DFGP and 42 added to an existing one, while 4 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 | 79 funds | $49.6B |
| MICROSOFT CORPMSFT | 78 funds | $38.5B |
| AMAZON.COM INCAMZN | 77 funds | $27.2B |
| NVIDIA CORPNVDA | 74 funds | $58.4B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 74 funds | $4.3B |
| DIMENSIONAL US CORE EQUITY 2DFAC | 73 funds | $6.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 72 funds | $6.0B |
| ALPHABET INC-CL AGOOGL | 71 funds | $27.4B |
| ALPHABET INC-CL CGOOG | 70 funds | $12.5B |
| VANGUARD S&P 500 ETFVOO | 70 funds | $6.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 69 funds | $2.2B |
| BROADCOM INCAVGO | 68 funds | $19.7B |
Ranked by how many of DFGP'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 DFGP
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/DFGP/capital-change-brief"
Use Arkolith's capital_change_brief for DFGP. 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 DFGP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.