18 tracked 13F filers disclose a position in DFII as of the latest SEC 13F filings, a combined $5.5M 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 | Insight Advisors, LLC/ PA | $2.1M | 190K | ▲+4.8% Added · +9K sh | Q2 2026 | |
| 2 | JANE STREET GROUP, LLC | $920K | 69K | ▲New +69K sh | Q1 2026 | |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $624K | 56K | ▼−14% Reduced · −9K sh | Q2 2026 | |
| 4 | OLD MISSION CAPITAL LLC | $442K | 33K | ▼−11% Reduced · −4K sh | Q1 2026 | |
| 5 | WINNOW WEALTH LLC | $284K | 26K | ▲Added Added · +26K sh | Q2 2026 | |
| 6 | Kestra Advisory Services, LLC | $222K | 20K | ▲+9.4% Added · +2K sh | Q2 2026 | |
| 7 | SteelPeak Wealth, LLC | $181K | 16K | ▲+32% Added · +4K sh | Q2 2026 | |
| 8 | Capital CS Group, LLC | $180K | 16K | ▲+1.4% Added · +218 sh | Q2 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $159K | 12K | ▲New +12K sh | Q1 2026 | |
| 10 | Western Wealth Management, LLC | $120K | 11K | ▼−2.7% Reduced · −295 sh | Q2 2026 | |
| 11 | Cresset Asset Management, LLC | $114K | 10K | ▼−4.5% Reduced · −488 sh | Q2 2026 | |
| 12 | HARBOUR INVESTMENTS, INC. | $35K | 3K | ▲+420% Added · +2K sh | Q1 2026 | |
| 13 | Archer Investment Corp | $24K | 2K | ▲+0.5% Added · +11 sh | Q2 2026 | |
| 14 | Capital Investment Advisory Services, LLC | $14K | 1K | ▲+7.2% Added · +87 sh | Q2 2026 | |
| 15 | Integrated Wealth Concepts LLC | $10K | 902 | ▲New +902 sh | Q2 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $7K | 501 | —Held | Q1 2026 | |
| 17 | Triumph Capital Management | $3K | 300 | —Held | Q2 2026 | |
| 18 | CREATIVE FINANCIAL DESIGNS INC /ADV | $3K | 250 | ▲New +250 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 DFII and 5 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 9 funds | $546.3M |
| NVIDIA CORPNVDA | 9 funds | $515.8M |
| INVESCO QQQ TRUST SERIES 1QQQ | 9 funds | $459.0M |
| VANGUARD S&P 500 ETFVOO | 9 funds | $427.0M |
| STATE STREET SP PTF EM ETFSPEM | 9 funds | $36.5M |
| STE STR SPDR PT DW EU ETFSPDW | 9 funds | $32.4M |
| FIRST TRST NASD CL EDG SGIIFGRID | 9 funds | $28.2M |
| LOCKHEED MARTIN CORPLMT | 9 funds | $16.3M |
| APPLE INCAAPL | 8 funds | $382.8M |
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $198.9M |
| MICROSOFT CORPMSFT | 8 funds | $159.0M |
| VANGUARD FTSE DEVELOPED ETFVEA | 8 funds | $127.0M |
Ranked by how many of DFII'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 DFII
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/DFII/capital-change-brief"
Use Arkolith's capital_change_brief for DFII. 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 DFII. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.