Among active 13F managers last quarter, 4 opened and 36 added, while 7 reduced; the largest holder to move was Maseco LLP (+3.5%).
118 tracked 13F filers disclose a position in DFSB as of the latest SEC 13F filings, a combined $520.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Abacus Wealth Partners, LLC | 2.9M | $150.2M | ▲+10% Added · +273K sh | Q2 2026 | |
| 2 | Maseco LLP | 1.9M | $100.1M | ▲+3.5% Added · +66K sh | Q2 2026 | |
| 3 | Mercer Global Advisors Inc | 842K | $43.6M | ▲+13% Added · +99K sh | Q1 2026 | |
| 4 | Quantum Financial Advisors, LLC | 541K | $28.2M | ▲+2.7% Added · +14K sh | Q2 2026 | |
| 5 | Sei Investments Co | 261K | $13.5M | ▲+6.3% Added · +15K sh | Q1 2026 | |
| 6 | Seeds Investor LLC | 258K | $13.5M | ▲+0.6% Added · +1K sh | Q2 2026 | |
| 7 | Composition Wealth, LLC | 241K | $12.6M | ▼−1.5% Reduced · −4K sh | Q2 2026 | |
| 8 | Parkshore Wealth Management, Inc. | 236K | $12.3M | ▲+8.9% Added · +19K sh | Q2 2026 | |
| 9 | Planning Center, Inc. | 193K | $10.1M | ▲+2.3% Added · +4K sh | Q2 2026 | |
| 10 | Momentous Wealth Management, Inc. | 189K | $9.9M | ▲+2.9% Added · +5K sh | Q2 2026 | |
| 11 | Apella Capital, LLC | 181K | $9.4M | ▲+14% Added · +22K sh | Q2 2026 | |
| 12 | Citrine Capital LLC | 164K | $8.6M | ▼−0.6% Reduced · −1K sh | Q2 2026 | |
| 13 | Shira Ridge Wealth Management | 127K | $6.6M | ▲New +127K sh | Q2 2026 | |
| 14 | Corient Private Wealth LP | 126K | $6.5M | ▲+4.3% Added · +5K sh | Q1 2026 | |
| 15 | Allodium Investment Consultants, LLC | 111K | $5.8M | ▲+5.6% Added · +6K sh | Q2 2026 | |
| 16 | Wealth Enhancement Advisory Services, LLC | 102K | $5.3M | ▲+7.4% Added · +7K sh | Q2 2026 | |
| 17 | Focus Advisor Solutions, LLC | 94K | $4.9M | ▲+16% Added · +13K sh | Q2 2026 | |
| 18 | Beacon Pointe Advisors, LLC | 93K | $4.8M | ▲+4.3% Added · +4K sh | Q2 2026 | |
| 19 | Citadel Advisors LLC | 90K | $4.7M | ▲New +90K sh | Q2 2026 | |
| 20 | OneDigital Investment Advisors LLC | 77K | $4.0M | ▲+0.9% Added · +717 sh | Q1 2026 | |
| 21 | RAM Investment Partners, LLC | 62K | $3.2M | ▼−1.0% Reduced · −630 sh | Q2 2026 | |
| 22 | Summit Wealth Group LLC / Co | 49K | $2.6M | ▼−0.9% Reduced · −459 sh | Q2 2026 | |
| 23 | LPL Financial LLC | 48K | $2.5M | ▲+16% Added · +7K sh | Q1 2026 | |
| 24 | Farther Finance Advisors, LLC | 47K | $2.4M | ▲+711% Added · +41K sh | Q1 2026 | |
| 25 | Beacon Hill Wealth Management LTD. | 44K | $2.3M | ▲New +44K 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 DFSB and 36 added to an existing one, while 7 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 57 funds | $6.9B |
| Microsoft CorpMSFT | 57 funds | $5.2B |
| Nvidia CorpNVDA | 54 funds | $7.7B |
| Amazon.com IncAMZN | 53 funds | $5.5B |
| Alphabet Inc-CL CGOOG | 53 funds | $3.2B |
| Vanguard S&P 500 ETFVOO | 53 funds | $1.5B |
| Alphabet Inc-CL AGOOGL | 52 funds | $3.0B |
| Ishares Core S&P 500 ETFIVV | 51 funds | $14.8B |
| JPMorgan Chase & CoJPM | 51 funds | $1.5B |
| SS SPDR S&P 500 ETF Trust-USSPY | 51 funds | $1.2B |
| Vanguard Total Stock MKT ETFVTI | 50 funds | $2.0B |
| Invesco QQQ Trust Series 1QQQ | 50 funds | $789.9M |
Ranked by how many of DFSB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DFSB.
No filings captured for this ticker in the live stream yet.
Connected entities for DFSB
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/DFSB/capital-change-brief"
Use Arkolith's capital_change_brief for DFSB. 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 DFSB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.