6 tracked 13F filers disclose a position in DFLVX as of the latest SEC 13F filings, a combined $6.5M 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 | KELLEHER FINANCIAL ADVISORS | $5.3M | 81K | ▲+90% Added · +39K sh | Q2 2026 | |
| 2 | Williams Jones Wealth Management, LLC. | $678K | 10K | —Held | Q2 2026 | |
| 3 | McIlrath & Eck, LLC | $298K | 5K | ▲New +5K sh | Q1 2026 | |
| 4 | Westside Investment Management, Inc. | $148K | 2K | —Held | Q2 2026 | |
| 5 | Oakworth Capital, Inc. | $55K | 949 | ▲+0.4% Added · +4 sh | Q1 2026 | |
| 6 | NBT BANK, N.A. | $41K | 631 | ▲New +631 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 DFLVX and 2 added to an existing one, while 0 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 |
|---|---|---|
| ISHARES RUSSELL 1000 VALUE EIWD | 3 funds | $184.9M |
| VANGUARD TOTAL BOND MARKETBND | 3 funds | $165.0M |
| ISHARES RUSSELL 1000 GROWTHIWF | 3 funds | $154.9M |
| VANGUARD FTSE DEVELOPED ETFVEA | 3 funds | $150.2M |
| ISHARES RUSSELL MID-CAP ETFIWR | 3 funds | $118.3M |
| APPLE INCAAPL | 3 funds | $80.9M |
| MICROSOFT CORPMSFT | 3 funds | $74.6M |
| VANGUARD GROWTH ETFVUG | 3 funds | $74.0M |
| ALPHABET INC-CL CGOOG | 3 funds | $67.0M |
| SPDR GOLD SHARESGLD | 3 funds | $66.2M |
| JPMORGAN CHASE & COJPM | 3 funds | $63.4M |
| ISHARES CORE S&P SMALL-CAP EIJR | 3 funds | $61.2M |
Ranked by how many of DFLVX'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.
| Class | 13F holders | Value held |
|---|---|---|
| DFSVXOPEN END TAXABLE NO LOAD FUND | 6 funds | $43.3M |
| DFLVXthis pageOPEN END TAXABLE NO LOAD FUND | 6 funds | $6.5M |
| DFCEXMutual Funds | 6 funds | $4.1M |
| 233203371OPEN END TAXABLE NO LOAD FUND | 5 funds | $30.7M |
| DFSTXMutual Fund | 5 funds | $2.2M |
| 233203413OPEN END TAXABLE NO LOAD FUND | 3 funds | $1.8M |
| 233203397OPEN END TAXABLE NO LOAD FUND | 3 funds | $1.6M |
| DFALXLARGE CAP INTL | 3 funds | $876K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for DFLVX
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/DFLVX/capital-change-brief"
Use Arkolith's capital_change_brief for DFLVX. 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 DFLVX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.