Among active 13F managers last quarter, 9 opened and 19 added, while 16 reduced; the largest holder to move was Kayne Anderson Rudnick Investment Management LLC (−28%). Over the last 180 days, 1 insider sold and 2 insiders bought, a net -$7.5M in open-market trades.
The legs disagree, or only one of them leans.
186 tracked 13F filers disclose a position in DFH as of the latest SEC 13F filings, a combined $463.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.8M | $83.1M | ▲+3.0% Added · +139K sh | Q2 2026 | |
| 2 | Kayne Anderson Rudnick Investment Management LLC | 3.1M | $53.0M | ▼−28% Reduced · −1.2M sh | Q2 2026 | |
| 3 | Cooke & Bieler LP | 2.8M | $38.7M | ▲+12% Added · +292K sh | Q1 2026 | |
| 4 | Janus Henderson Group Ltd. | 1.9M | $26.1M | ▲+5.2% Added · +93K sh | Q1 2026 | |
| 5 | State Street Corp | 1.7M | $29.5M | ▲+1.2% Added · +20K sh | Q2 2026 | |
| 6 | Vanguard Portfolio Management LLC | 1.5M | $25.3M | ▼−0.3% Reduced · −4K sh | Q2 2026 | |
| 7 | Dimensional Fund Advisors LP | 1.4M | $20.2M | ▲+19% Added · +235K sh | Q1 2026 | |
| 8 | Vanguard Capital Management LLC | 1.2M | $20.8M | ▼−3.0% Reduced · −37K sh | Q2 2026 | |
| 9 | Elgethun Capital Management | 819K | $14.1M | ▲+62% Added · +314K sh | Q2 2026 | |
| 10 | Geode Capital Management, LLC | 729K | $12.6M | ▲+1.4% Added · +10K sh | Q2 2026 | |
| 11 | Marshall Wace, LLP | 500K | $7.0M | ▲+163% Added · +310K sh | Q1 2026 | |
| 12 | Point72 Asset Management, L.P. | 457K | $7.9M | ▲+656% Added · +397K sh | Q2 2026 | |
| 13 | Charles Schwab Investment Management Inc | 415K | $5.8M | ▲+66% Added · +165K sh | Q1 2026 | |
| 14 | Morgan Stanley | 347K | $4.8M | ▲+34% Added · +88K sh | Q1 2026 | |
| 15 | Elevation Point Wealth Partners, LLC | 345K | $6.0M | ▲~0% Added · +25 sh | Q2 2026 | |
| 16 | Vestmark Advisory Solutions, Inc. | 345K | $6.0M | —Held | Q2 2026 | |
| 17 | Ameriprise Financial Inc | 341K | $4.7M | ▲+133% Added · +195K sh | Q1 2026 | |
| 18 | Wells Fargo & Company | 330K | $4.6M | ▼−12% Reduced · −46K sh | Q1 2026 | |
| 19 | Denali Advisors LLC | 321K | $5.5M | ▼−5.0% Reduced · −17K sh | Q2 2026 | |
| 20 | Goldman Sachs Group Inc | 312K | $4.3M | ▼−32% Reduced · −149K sh | Q1 2026 | |
| 21 | Arcus Capital Partners, LLC | 276K | $4.8M | ▼−42% Reduced · −199K sh | Q2 2026 | |
| 22 | Northern Trust Corp | 275K | $3.8M | ▲+2.6% Added · +7K sh | Q1 2026 | |
| 23 | UBS Group AG | 219K | $3.0M | ▲+16% Added · +31K sh | Q1 2026 | |
| 24 | Vanguard Fiduciary Trust Co | 181K | $3.1M | ▼−9.6% Reduced · −19K sh | Q2 2026 | |
| 25 | Bretton Capital Management, LLC | 171K | $2.9M | —Held | 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 9 funds opened a new position in DFH and 19 added to an existing one, while 16 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 |
|---|---|---|
| Alphabet Inc-CL AGOOGL | 90 funds | $78.9B |
| Micron Technology IncMU | 90 funds | $19.1B |
| Nvidia CorpNVDA | 89 funds | $226.8B |
| Microsoft CorpMSFT | 89 funds | $152.1B |
| Amazon.com IncAMZN | 89 funds | $110.7B |
| Meta Platforms Inc-Class AMETA | 89 funds | $64.9B |
| JPMorgan Chase & CoJPM | 89 funds | $32.8B |
| Mastercard Inc - AMA | 89 funds | $31.0B |
| Apple IncAAPL | 88 funds | $166.7B |
| Advanced Micro DevicesAMD | 88 funds | $19.2B |
| Bank Of America CorpBAC | 88 funds | $16.3B |
| Eli Lilly & CoLLY | 87 funds | $46.1B |
Ranked by how many of DFH's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DFH.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 3, 2026 | Sturm Len | Director | Buy (P) | 2K | $20K |
| Aug 26, 2026 | Sturm Len | Director | Buy (P) | 1K | $15K |
| Aug 24, 2026 | Sturm Len | Director | Buy (P) | 250 | $4K |
| Aug 21, 2026 | Sturm Len | Director | Buy (P) | 250 | $4K |
| Aug 13, 2026 | Beckwitt Richard | Director | Buy (P) | 12K | $178K |
| Aug 12, 2026 | Beckwitt Richard | Director | Buy (P) | 8K | $111K |
| Aug 11, 2026 | Beckwitt Richard | Director | Buy (P) | 70K | $977K |
| Jun 24, 2026 | Lovett William Radford II | 10% Owner | Sell (S) 2 lots, same day | 57K | $943K |
| Jun 22, 2026 | Lovett William Radford II | 10% Owner | Sell (S) | 22K | $329K |
| Jun 18, 2026 | Lovett William Radford II | 10% Owner | Sell (S) | 85K | $1.3M |
| Jun 17, 2026 | Lovett William Radford II | 10% Owner | Sell (S) | 46K | $693K |
| Jun 16, 2026 | Lovett William Radford II | 10% Owner | Sell (S) | 50K | $753K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 48 | 30 | – |
Insiders Form 4 open-market | 2 | 1 | -$7.5M |
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.
Connected entities for DFH
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/DFH/capital-change-brief"
Use Arkolith's capital_change_brief for DFH. 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 DFH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.