DFNS

T3 Defense Inc Cross-source read$9.59 2.54%
IndustrialsCUSIP 67054R203· EOD Sep 11, 2026

Among active 13F managers last quarter, 6 opened and none reduced or exited; the largest holder to move was Squarepoint Ops LLC (new position). No open-market insider trades in the last 180 days.

Tracked 13F holders
30
13 in Q2 2026 filings
13F value (tracked)
$1.2M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
6 adding · 0 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$9.59 2.54%5Y -88.1%
$0.06$25.28$50.49$75.70$100.9120212022202320242025202623224238557332
Hover for who · click for detailEnd-of-day closing prices52w $0.04 – $84.98

Who owns DFNS?

30 tracked 13F filers · ranked by shares held

30 tracked 13F filers disclose a position in DFNS as of the latest SEC 13F filings, a combined $1.2M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Vanguard Capital Management LLC2.4M
$405K
+266%
Added · +1.7M sh
Q2 2026
2BlackRock, Inc.480K
$82K
−10.0%
Reduced · −53K sh
Q2 2026
3UBS Group AG479K
$344K
+217%
Added · +328K sh
Q1 2026
4Vanguard Personalized Indexing Management, LLC338K
$58K
20×
Added · +321K sh
Q2 2026
5Geode Capital Management, LLC288K
$49K
+14%
Added · +34K sh
Q2 2026
6Vanguard Fiduciary Trust Co282K
$48K
+317%
Added · +214K sh
Q2 2026
7State Street Corp93K
$16K
+116%
Added · +50K sh
Q2 2026
8Northern Trust Corp48K
$34K
Held
Q1 2026
9Clearview Wealth Management LLC41K
$7K
Held
Q2 2026
10Jane Street Group, LLC31K
$22K
New
+31K sh
Q1 2026
11LPL Financial LLC31K
$22K
+4.0%
Added · +1K sh
Q1 2026
12Heirloom Wealth Management31K
$5K
New
+31K sh
Q2 2026
13ACT Advisors, LLC.23K
$4K
New
+23K sh
Q2 2026
14HighTower Advisors, LLC21K
$15K
−3.1%
Reduced · −695 sh
Q1 2026
15Squarepoint Ops LLC19K
$14K
New
+19K sh
Q1 2026
16Coyle Financial Counsel LLC16K
$3K
New
+16K sh
Q2 2026
17Revolve Wealth Partners, LLC15K
$2K
New
+15K sh
Q2 2026
18GM Advisory Group, LLC14K
$10K
Held
Q1 2026
19TRB Wealth Management, LLC13K
$2K
New
+13K sh
Q2 2026
20Tower Research Capital LLC (TRC)11K
$8K
New
+11K sh
Q1 2026
21Insigneo Advisory Services, LLC10K
$2K
Held
Q2 2026
22HB Wealth Management, LLC10K
$2K
New
+10K sh
Q2 2026
23Physician Wealth Advisors, Inc.7K
$1K
Added
Added · +7K sh
Q2 2026
24Vanguard Global Advisers, LLC7K
$1K
Held
Q2 2026
25Osaic Holdings, Inc.3K
$2K
Held
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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is DFNS being bought or sold by institutions?

Last quarter, 6 funds opened a new position in DFNS, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
6
funds took a first position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own DFNS also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT9 funds$1.4B
Apple IncAAPL9 funds$1.2B
Nvidia CorpNVDA9 funds$1.2B
Amazon.com IncAMZN9 funds$1.0B
Alphabet Inc-CL AGOOGL9 funds$903.4M
Tesla IncTSLA9 funds$733.0M
Broadcom IncAVGO9 funds$530.7M
Alphabet Inc-CL CGOOG9 funds$494.0M
Walmart IncWMT9 funds$486.2M
Micron Technology IncMU9 funds$461.4M
Berkshire Hathaway Inc-CL BBRK/B9 funds$389.4M
Meta Platforms Inc-Class AMETA9 funds$380.5M

Ranked by how many of DFNS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DFNS.

Insider activity (Form 4)

Full insider page →
Net · 180d
$0
0 open-market transactions
DateInsiderRoleActionSharesValue
Dec 30, 2025Kotaieva AnastasiiaInsiderSell (S)75K$302K
Dec 29, 2025Kotaieva AnastasiiaInsiderSell (S)75K$307K
Dec 26, 2025Kotaieva AnastasiiaInsiderSell (S)56K$237K
Dec 24, 2025Kotaieva AnastasiiaInsiderSell (S)56K$250K
Dec 23, 2025Kotaieva AnastasiiaInsiderSell (S)70K$320K
Dec 22, 2025Kotaieva AnastasiiaInsiderSell (S)30K$132K
Dec 19, 2025Kotaieva AnastasiiaInsiderSell (S)70K$317K
Dec 18, 2025Kotaieva AnastasiiaInsiderSell (S)39K$183K
Oct 9, 2025Kotaieva AnastasiiaDirector, 10% OwnerBuy (P)
2 lots, same day
1.3M
Oct 8, 2025Kotaieva AnastasiiaDirector, 10% OwnerBuy (P)118K
Nov 8, 2024Kotaieva AnastasiiaChief Executive Officer, DirectorBuy (P)320K$771K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
83
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
DFNS is in Industrials, which smart money is rotating INTO
+$842.8M

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

13 tracked filers in Q2 2026 filingsstill filing
01325Q4 2024Q2 2025Q4 2025Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $150K · 1 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
DFNSthis pageStock30 funds$1.3M
DFNSW*W EXP 12/22/2025 funds$71K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

1 most recent

Keep exploring

Connected entities for DFNS

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Ask your agent what changed in DFNS

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DFNS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DFNS.
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 DFNS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.