154 tracked 13F filers disclose a position in DFIP as of the latest SEC 13F filings, a combined $775.8M 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 | Matson Money. Inc. | $162.1M | 3.9M | ▲+4.0% Added · +150K sh | Q1 2026 | |
| 2 | Beacon Pointe Advisors, LLC | $48.8M | 1.2M | ▲+4.2% Added · +47K sh | Q2 2026 | |
| 3 | Planning Center, Inc. | $44.8M | 1.1M | ▲+2.5% Added · +27K sh | Q2 2026 | |
| 4 | Hill Investment Group Partners, LLC | $31.7M | 770K | ▼−2.7% Reduced · −22K sh | Q2 2026 | |
| 5 | PINNEY & SCOFIELD, INC. | $25.4M | 616K | ▲+9.0% Added · +51K sh | Q2 2026 | |
| 6 | Rather & Kittrell, Inc. | $24.2M | 587K | ▲+10.0% Added · +53K sh | Q2 2026 | |
| 7 | Leading Edge Financial Planning LLC | $24.0M | 581K | ▲+13% Added · +66K sh | Q2 2026 | |
| 8 | Fortitude Family Office, LLC | $22.4M | 544K | ▲+7.9% Added · +40K sh | Q2 2026 | |
| 9 | Geometric Wealth Advisors | $21.9M | 531K | ▲+3.8% Added · +19K sh | Q2 2026 | |
| 10 | Stratos Investment Management, LLC | $20.2M | 490K | ▲+5.2% Added · +24K sh | Q2 2026 | |
| 11 | Physician Wealth Solutions Inc. | $19.1M | 463K | ▲+8.1% Added · +35K sh | Q2 2026 | |
| 12 | Level Financial Advisors | $15.0M | 363K | ▲+5.8% Added · +20K sh | Q2 2026 | |
| 13 | SCRATCH CAPITAL LLC | $14.4M | 350K | ▲+0.3% Added · +1K sh | Q2 2026 | |
| 14 | Core Wealth Management, Inc. | $13.0M | 315K | ▲+24% Added · +62K sh | Q2 2026 | |
| 15 | Yardley Wealth Management LLC | $13.0M | 315K | ▲+9.3% Added · +27K sh | Q2 2026 | |
| 16 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $12.8M | 310K | ▲+1.6% Added · +5K sh | Q2 2026 | |
| 17 | KFG WEALTH MANAGEMENT, LLC | $10.9M | 265K | ▲+3.9% Added · +10K sh | Q2 2026 | |
| 18 | Savant Capital, LLC | $10.9M | 264K | ▲+9.9% Added · +24K sh | Q2 2026 | |
| 19 | New Dimensions Wealth Management, LLC | $10.6M | 257K | ▲+9.1% Added · +21K sh | Q2 2026 | |
| 20 | Five Oceans Advisors | $10.5M | 254K | —Held | Q2 2026 | |
| 21 | MONOGRAPH WEALTH ADVISORS, LLC | $9.8M | 237K | ▲+1.6% Added · +4K sh | Q2 2026 | |
| 22 | Apella Capital, LLC | $9.6M | 233K | ▲+2.5% Added · +6K sh | Q2 2026 | |
| 23 | Financial Plan, Inc. | $9.5M | 231K | ▲+20% Added · +38K sh | Q2 2026 | |
| 24 | Heirloom Wealth Management | $7.8M | 189K | ▼−1.8% Reduced · −3K sh | Q2 2026 | |
| 25 | Austin Wealth Management, LLC | $7.5M | 181K | ▲+1.0% Added · +2K 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, 0 funds opened a new position in DFIP and 35 added to an existing one, while 12 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 | 82 funds | $44.3B |
| NVIDIA CORPNVDA | 80 funds | $55.0B |
| MICROSOFT CORPMSFT | 80 funds | $40.9B |
| AMAZON.COM INCAMZN | 79 funds | $29.7B |
| ALPHABET INC-CL AGOOGL | 78 funds | $25.3B |
| BROADCOM INCAVGO | 74 funds | $22.5B |
| ALPHABET INC-CL CGOOG | 74 funds | $15.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 74 funds | $5.7B |
| VANGUARD S&P 500 ETFVOO | 74 funds | $2.6B |
| DIMENSIONAL US CORE EQUITY 2DFAC | 73 funds | $6.7B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 73 funds | $2.8B |
| TESLA INCTSLA | 72 funds | $10.9B |
Ranked by how many of DFIP'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 DFIP
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/DFIP/capital-change-brief"
Use Arkolith's capital_change_brief for DFIP. 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 DFIP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.