264 tracked 13F filers disclose a position in DFNM as of the latest SEC 13F filings, a combined $1.8B 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 | Focus Partners Wealth | $202.4M | 4.2M | ▲+15% Added · +559K sh | Q1 2026 | |
| 2 | Truepoint, Inc. | $155.2M | 3.2M | ▲+3.7% Added · +116K sh | Q2 2026 | |
| 3 | Focus Partners Advisor Solutions, LLC | $79.6M | 1.6M | ▲+37% Added · +443K sh | Q2 2026 | |
| 4 | Apella Capital, LLC | $76.8M | 1.6M | ▲+21% Added · +271K sh | Q2 2026 | |
| 5 | Foster Group, Inc. | $71.7M | 1.5M | ▲+1.6% Added · +23K sh | Q2 2026 | |
| 6 | Symmetry Partners, LLC | $62.1M | 1.3M | ▼−2.4% Reduced · −32K sh | Q2 2026 | |
| 7 | GeoWealth Management, LLC | $51.0M | 1.1M | ▲+20% Added · +174K sh | Q2 2026 | |
| 8 | Rather & Kittrell, Inc. | $45.4M | 939K | ▲+5.0% Added · +45K sh | Q2 2026 | |
| 9 | Sequoia Financial Advisors, LLC | $42.2M | 880K | ▲+3.5% Added · +30K sh | Q1 2026 | |
| 10 | Beaird Harris Wealth Management, LLC | $38.5M | 796K | ▲+0.1% Added · +681 sh | Q2 2026 | |
| 11 | Pathstone Holdings, LLC | $37.8M | 788K | ▼−2.1% Reduced · −17K sh | Q1 2026 | |
| 12 | MBL Wealth, LLC | $37.5M | 777K | ▲+5.0% Added · +37K sh | Q2 2026 | |
| 13 | AWM CAPITAL, LLC | $35.0M | 725K | ▲+0.9% Added · +7K sh | Q2 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $31.3M | 653K | ▲+6.7% Added · +41K sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | $28.3M | 589K | ▼−15% Reduced · −107K sh | Q1 2026 | |
| 16 | RAM Investment Partners, LLC | $28.2M | 584K | ▲+13% Added · +67K sh | Q2 2026 | |
| 17 | Graves Light Lenhart Wealth, Inc. | $26.9M | 557K | ▲+15% Added · +74K sh | Q2 2026 | |
| 18 | Waterford Advisors, LLC | $28.8M | 545K | ▲+1.7% Added · +9K sh | Q2 2026 | |
| 19 | LPL Financial LLC | $24.9M | 519K | ▲+8.3% Added · +40K sh | Q1 2026 | |
| 20 | ASPIRIANT, LLC | $20.9M | 433K | ▲+0.9% Added · +4K sh | Q2 2026 | |
| 21 | HFM Investment Advisors, LLC | $20.7M | 429K | ▲+20% Added · +71K sh | Q2 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $20.1M | 419K | ▲+16% Added · +58K sh | Q1 2026 | |
| 23 | Integrated Wealth Concepts LLC | $18.9M | 392K | ▲+91% Added · +187K sh | Q2 2026 | |
| 24 | Savant Capital, LLC | $18.2M | 376K | ▲+21% Added · +65K sh | Q2 2026 | |
| 25 | Austin Wealth Management, LLC | $17.5M | 365K | ▲+11% Added · +38K 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 DFNM and 32 added to an existing one, while 14 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 | 133 funds | $13.1B |
| MICROSOFT CORPMSFT | 129 funds | $8.2B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 125 funds | $5.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 121 funds | $3.3B |
| NVIDIA CORPNVDA | 120 funds | $15.4B |
| AMAZON.COM INCAMZN | 119 funds | $7.4B |
| ALPHABET INC-CL CGOOG | 119 funds | $5.4B |
| ALPHABET INC-CL AGOOGL | 119 funds | $5.3B |
| VANGUARD S&P 500 ETFVOO | 116 funds | $4.3B |
| JPMORGAN CHASE & COJPM | 114 funds | $2.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 113 funds | $2.8B |
| DIMENSIONAL US CORE EQUITY 2DFAC | 112 funds | $6.8B |
Ranked by how many of DFNM'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 DFNM
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/DFNM/capital-change-brief"
Use Arkolith's capital_change_brief for DFNM. 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 DFNM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.