72 tracked 13F filers disclose a position in DFJ as of the latest SEC 13F filings, a combined $169.6M 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 | FMR LLC | $39.5M | 387K | ▲~0% Added · +152 sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $24.7M | 242K | ▲+0.2% Added · +501 sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $21.7M | 212K | ▲+1.1% Added · +2K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $13.1M | 128K | ▲+1.7% Added · +2K sh | Q1 2026 | |
| 5 | Vontobel Holding Ltd. | $8.7M | 82K | ▲+1.0% Added · +788 sh | Q2 2026 | |
| 6 | Barry Investment Advisors, LLC | $8.6M | 82K | ▼−3.4% Reduced · −3K sh | Q2 2026 | |
| 7 | SACHEM HILL LLC | $5.8M | 55K | ▼−3.5% Reduced · −2K sh | Q2 2026 | |
| 8 | SCHWERIN BOYLE CAPITAL MANAGEMENT INC | $5.5M | 52K | —Held | Q2 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $5.2M | 51K | ▼−3.0% Reduced · −2K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $5.1M | 50K | ▼−1.1% Reduced · −539 sh | Q1 2026 | |
| 11 | EXCHANGE TRADED CONCEPTS, LLC | $5.0M | 47K | ▲+4.0% Added · +2K sh | Q2 2026 | |
| 12 | HighTower Advisors, LLC | $4.5M | 44K | ▼−51% Reduced · −47K sh | Q1 2026 | |
| 13 | UBS Group AG | $3.7M | 37K | ▲+8.4% Added · +3K sh | Q1 2026 | |
| 14 | Bank of New York Mellon Corp | $1.5M | 15K | ▲+213% Added · +10K sh | Q1 2026 | |
| 15 | Sankala Group LLC | $1.6M | 14K | ▼−58% Reduced · −20K sh | Q2 2026 | |
| 16 | Avestar Capital, LLC | $1.5M | 14K | ▼−9.8% Reduced · −2K sh | Q2 2026 | |
| 17 | CSS LLC/IL | $1.4M | 14K | ▼−14% Reduced · −2K sh | Q1 2026 | |
| 18 | Gotham Asset Management, LLC | $1.3M | 13K | —Held | Q1 2026 | |
| 19 | Maridea Wealth Management LLC | $1.1M | 11K | ▼−4.6% Reduced · −518 sh | Q2 2026 | |
| 20 | Arkadios Wealth Advisors | $947K | 9K | ▲~0% Added · +3 sh | Q2 2026 | |
| 21 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $782K | 7K | ▼−1.8% Reduced · −135 sh | Q2 2026 | |
| 22 | ROYAL BANK OF CANADA | $736K | 7K | ▲+83% Added · +3K sh | Q1 2026 | |
| 23 | Cetera Investment Advisers | $736K | 7K | ▲+35% Added · +2K sh | Q1 2026 | |
| 24 | Beacon Pointe Advisors, LLC | $757K | 7K | ▼−6.5% Reduced · −500 sh | Q2 2026 | |
| 25 | JONES FINANCIAL COMPANIES LLLP | $692K | 7K | ▲+43% Added · +2K 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, 4 funds opened a new position in DFJ and 3 added to an existing one, while 13 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 31 funds | $11.9B |
| APPLE INCAAPL | 30 funds | $11.6B |
| NVIDIA CORPNVDA | 29 funds | $15.9B |
| ALPHABET INC-CL CGOOG | 29 funds | $6.7B |
| META PLATFORMS INC-CLASS AMETA | 29 funds | $4.3B |
| VANGUARD S&P 500 ETFVOO | 29 funds | $3.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 29 funds | $2.7B |
| AMAZON.COM INCAMZN | 28 funds | $8.4B |
| BROADCOM INCAVGO | 28 funds | $6.4B |
| JPMORGAN CHASE & COJPM | 28 funds | $3.1B |
| TESLA INCTSLA | 28 funds | $2.6B |
| WALMART INCWMT | 28 funds | $2.0B |
Ranked by how many of DFJ's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for DFJ
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/DFJ/capital-change-brief"
Use Arkolith's capital_change_brief for DFJ. 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 DFJ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.