68 tracked 13F filers disclose a position in DFP as of the latest SEC 13F filings, a combined $77.2M 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $24.9M | 1.2M | ▲+1.9% Added · +23K sh | Q1 2026 | |
| 2 | GUGGENHEIM CAPITAL LLC | $4.9M | 243K | ▼−19% Reduced · −58K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $4.8M | 237K | ▼−15% Reduced · −42K sh | Q1 2026 | |
| 4 | Hennion & Walsh Asset Management, Inc. | $4.5M | 219K | ▲+25% Added · +43K sh | Q2 2026 | |
| 5 | LPL Financial LLC | $3.8M | 189K | ▼−3.7% Reduced · −7K sh | Q1 2026 | |
| 6 | Focus Partners Wealth | $2.9M | 143K | ▼−3.8% Reduced · −6K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $2.4M | 119K | ▼−8.2% Reduced · −11K sh | Q1 2026 | |
| 8 | Fiera Capital Corp | $2.1M | 100K | ▲+3.3% Added · +3K sh | Q2 2026 | |
| 9 | Smith Asset Management Co., LLC | $1.9M | 94K | ▼−1.4% Reduced · −1K sh | Q2 2026 | |
| 10 | Whipplewood Advisors, LLC | $1.9M | 93K | ▼−1.6% Reduced · −1K sh | Q2 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $1.8M | 89K | ▲+1.9% Added · +2K sh | Q1 2026 | |
| 12 | 1607 Capital Partners, LLC | $1.3M | 62K | ▼−42% Reduced · −45K sh | Q2 2026 | |
| 13 | Revisor Wealth Management LLC | $1.1M | 53K | ▼−14% Reduced · −8K sh | Q2 2026 | |
| 14 | 1776 Wealth LLC | $1.1M | 52K | ▲+0.1% Added · +59 sh | Q2 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 51K | ▲+5.1% Added · +2K sh | Q1 2026 | |
| 16 | Closed-End Fund Advisors, Inc. | $1.0M | 51K | ▲+15% Added · +7K sh | Q2 2026 | |
| 17 | PRINCIPAL SECURITIES, INC. | $992K | 48K | ▲+16% Added · +7K sh | Q2 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $954K | 48K | ▼−1.6% Reduced · −780 sh | Q1 2026 | |
| 19 | SEAMOUNT FINANCIAL GROUP INC | $907K | 44K | ▼−2.4% Reduced · −1K sh | Q2 2026 | |
| 20 | &PARTNERS | $899K | 43K | ▲+8.7% Added · +3K sh | Q2 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $855K | 43K | ▲+4.8% Added · +2K sh | Q1 2026 | |
| 22 | Private Advisor Group, LLC | $811K | 39K | ▼−1.8% Reduced · −705 sh | Q2 2026 | |
| 23 | AlphaCore Capital LLC | $754K | 36K | ▲+0.9% Added · +336 sh | Q2 2026 | |
| 24 | NewEdge Advisors, LLC | $648K | 31K | ▼−6.5% Reduced · −2K sh | Q2 2026 | |
| 25 | ROYAL BANK OF CANADA | $627K | 31K | ▼−18% Reduced · −7K 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, 1 fund opened a new position in DFP and 14 added to an existing one, while 8 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 | 28 funds | $2.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 28 funds | $1.2B |
| APPLE INCAAPL | 27 funds | $3.0B |
| ALPHABET INC-CL AGOOGL | 27 funds | $2.7B |
| AMAZON.COM INCAMZN | 27 funds | $2.0B |
| CISCO SYSTEMS INCCSCO | 27 funds | $367.1M |
| AMGEN INCAMGN | 27 funds | $195.8M |
| INVESCO QQQ TRUST SERIES 1QQQ | 26 funds | $1.8B |
| BROADCOM INCAVGO | 26 funds | $987.3M |
| JOHNSON & JOHNSONJNJ | 26 funds | $913.3M |
| JPMORGAN CHASE & COJPM | 26 funds | $656.8M |
| WALMART INCWMT | 26 funds | $648.6M |
Ranked by how many of DFP's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for DFP
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/DFP/capital-change-brief"
Use Arkolith's capital_change_brief for DFP. 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 DFP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.