58 tracked 13F filers disclose a position in DFNL as of the latest SEC 13F filings, a combined $165.9M 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 | MORGAN STANLEY | $38.2M | 852K | ▼−15% Reduced · −146K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $18.6M | 416K | ▲+4.7% Added · +19K sh | Q1 2026 | |
| 3 | Beacon Harbor Wealth Advisors, Inc. | $15.0M | 293K | ▲New +293K sh | Q2 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $9.4M | 210K | ▲+5.2% Added · +10K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $6.4M | 142K | ▲New +142K sh | Q1 2026 | |
| 6 | TRUIST FINANCIAL CORP | $6.2M | 139K | ▲New +139K sh | Q1 2026 | |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.9M | 131K | ▲+44% Added · +40K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $5.7M | 127K | ▲+145% Added · +75K sh | Q1 2026 | |
| 9 | HighTower Advisors, LLC | $5.7M | 127K | ▼−1.5% Reduced · −2K sh | Q1 2026 | |
| 10 | JANE STREET GROUP, LLC | $5.2M | 115K | ▲New +115K sh | Q1 2026 | |
| 11 | UBS Group AG | $4.4M | 98K | ▲+7.7% Added · +7K sh | Q1 2026 | |
| 12 | Sanctuary Advisors, LLC | $4.3M | 88K | ▼−1.7% Reduced · −1K sh | Q2 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $3.7M | 83K | ▼−3.0% Reduced · −3K sh | Q1 2026 | |
| 14 | Next Level Private LLC | $4.0M | 81K | ▼−0.9% Reduced · −752 sh | Q2 2026 | |
| 15 | D.A. DAVIDSON & CO. | $3.7M | 76K | ▼−3.0% Reduced · −2K sh | Q2 2026 | |
| 16 | CITADEL ADVISORS LLC | $3.2M | 71K | ▲+320% Added · +54K sh | Q1 2026 | |
| 17 | ARKANSAS FINANCIAL GROUP, INC. | $3.4M | 70K | ▲+14% Added · +8K sh | Q2 2026 | |
| 18 | Inspire Advisors, LLC | $2.8M | 62K | ▲New +62K sh | Q1 2026 | |
| 19 | Kestra Advisory Services, LLC | $2.3M | 47K | ▲+3.2% Added · +1K sh | Q2 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $1.3M | 29K | ▲+3.3% Added · +916 sh | Q1 2026 | |
| 21 | Envestnet Portfolio Solutions, Inc. | $1.4M | 28K | ▲+53% Added · +10K sh | Q2 2026 | |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 24K | ▲+147% Added · +14K sh | Q1 2026 | |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 23K | ▲+76% Added · +10K sh | Q1 2026 | |
| 24 | SUMMIT WEALTH GROUP LLC / CO | $1.1M | 23K | ▼−0.9% Reduced · −200 sh | Q2 2026 | |
| 25 | SITTNER & NELSON, LLC | $1.1M | 22K | ▲+9.9% 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, 4 funds opened a new position in DFNL and 5 added to an existing one, while 4 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 |
|---|---|---|
| NVIDIA CORPNVDA | 20 funds | $38.9B |
| APPLE INCAAPL | 20 funds | $29.5B |
| MICROSOFT CORPMSFT | 20 funds | $25.3B |
| AMAZON.COM INCAMZN | 20 funds | $17.6B |
| ALPHABET INC-CL AGOOGL | 20 funds | $14.2B |
| BROADCOM INCAVGO | 20 funds | $13.5B |
| JPMORGAN CHASE & COJPM | 20 funds | $6.5B |
| INTL BUSINESS MACHINES CORPIBM | 20 funds | $2.0B |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $8.5B |
| ELI LILLY & COLLY | 19 funds | $6.9B |
| JOHNSON & JOHNSONJNJ | 19 funds | $5.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 19 funds | $5.2B |
Ranked by how many of DFNL's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| DUSAmc | 79 funds | $688.6M |
| DFNLthis pageUIT EXCHANGE TRADED | 58 funds | $165.9M |
| DWLDSELECT WRLD WI | 55 funds | $274.3M |
| DINTSELCT INTL ETF | 41 funds | $101.8M |
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 DFNL
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/DFNL/capital-change-brief"
Use Arkolith's capital_change_brief for DFNL. 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 DFNL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.