586 tracked 13F filers disclose a position in DFIC as of the latest SEC 13F filings, a combined $11.1B 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 | MERCER GLOBAL ADVISORS INC /ADV | $1.4B | 38.5M | ▲+4.0% Added · +1.5M sh | Q1 2026 | |
| 2 | Forum Financial Management, LP | $613.6M | 16.5M | ▲+1.5% Added · +245K sh | Q2 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $193.1M | 5.4M | ▲+17% Added · +805K sh | Q1 2026 | |
| 4 | JMG Financial Group, Ltd. | $170.1M | 4.8M | ▲+8.0% Added · +354K sh | Q1 2026 | |
| 5 | Apella Capital, LLC | $179.3M | 4.8M | ▲+4.8% Added · +220K sh | Q2 2026 | |
| 6 | Greenspring Advisors, LLC | $167.5M | 4.5M | ▲+0.6% Added · +28K sh | Q2 2026 | |
| 7 | HighTower Advisors, LLC | $153.4M | 4.3M | ▼−16% Reduced · −809K sh | Q1 2026 | |
| 8 | RW Investment Management LLC | $157.1M | 4.2M | ▼−0.4% Reduced · −17K sh | Q2 2026 | |
| 9 | Summit Financial Strategies, Inc. | $147.8M | 4.0M | ▲+2.0% Added · +80K sh | Q2 2026 | |
| 10 | AWM CAPITAL, LLC | $135.6M | 3.6M | ▲+3.5% Added · +125K sh | Q2 2026 | |
| 11 | Cannon Financial Strategists, Inc. | $134.3M | 3.6M | ▲+4.3% Added · +148K sh | Q2 2026 | |
| 12 | LPL Financial LLC | $124.7M | 3.5M | ▲+2.1% Added · +73K sh | Q1 2026 | |
| 13 | Plancorp, LLC | $130.7M | 3.5M | ▲+13% Added · +405K sh | Q1 2026 | |
| 14 | MASECO LLP | $126.2M | 3.4M | ▲+7.0% Added · +223K sh | Q2 2026 | |
| 15 | Focus Partners Wealth | $113.4M | 3.2M | ▲+0.1% Added · +2K sh | Q1 2026 | |
| 16 | Sageworth Trust Co | $118.6M | 3.2M | ▼−1.3% Reduced · −44K sh | Q2 2026 | |
| 17 | ASSETMARK, INC | $116.7M | 3.1M | ▲728× Added · +3.1M sh | Q2 2026 | |
| 18 | Symmetry Partners, LLC | $111.2M | 3.0M | ▲+5.5% Added · +154K sh | Q2 2026 | |
| 19 | JANE STREET GROUP, LLC | $96.9M | 2.7M | ▲New +2.7M sh | Q1 2026 | |
| 20 | Annex Advisory Services, LLC | $99.2M | 2.7M | ▲+8.2% Added · +201K sh | Q2 2026 | |
| 21 | Pathstone Holdings, LLC | $92.5M | 2.6M | ▼−3.5% Reduced · −96K sh | Q1 2026 | |
| 22 | Beacon Pointe Advisors, LLC | $96.2M | 2.6M | ▼−0.6% Reduced · −15K sh | Q2 2026 | |
| 23 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $91.8M | 2.5M | ▼−5.6% Reduced · −146K sh | Q2 2026 | |
| 24 | Asset Dedication, LLC | $91.7M | 2.5M | ▲+2.2% Added · +53K sh | Q2 2026 | |
| 25 | Aspen Capital Management, LLC | $88.7M | 2.4M | ▲+4.6% Added · +105K 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 DFIC and 43 added to an existing one, while 14 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 | 321 funds | $67.4B |
| MICROSOFT CORPMSFT | 314 funds | $59.0B |
| AMAZON.COM INCAMZN | 305 funds | $42.8B |
| NVIDIA CORPNVDA | 303 funds | $81.0B |
| ALPHABET INC-CL AGOOGL | 295 funds | $35.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 292 funds | $9.7B |
| ALPHABET INC-CL CGOOG | 291 funds | $25.4B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 288 funds | $11.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 282 funds | $10.7B |
| ISHARES CORE S&P 500 ETFIVV | 277 funds | $18.2B |
| DIMENSIONAL US CORE EQUITY 2DFAC | 277 funds | $13.5B |
| JPMORGAN CHASE & COJPM | 276 funds | $16.5B |
Ranked by how many of DFIC'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 DFIC
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/DFIC/capital-change-brief"
Use Arkolith's capital_change_brief for DFIC. 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 DFIC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.