92 tracked 13F filers disclose a position in DFSB as of the latest SEC 13F filings, a combined $463.7M 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 | Abacus Wealth Partners, LLC | $150.2M | 2.9M | ▲+10% Added · +273K sh | Q2 2026 | |
| 2 | MASECO LLP | $100.1M | 1.9M | ▲+3.5% Added · +66K sh | Q2 2026 | |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $43.6M | 842K | ▲+13% Added · +99K sh | Q1 2026 | |
| 4 | Quantum Financial Advisors, LLC | $28.2M | 541K | ▲+2.7% Added · +14K sh | Q2 2026 | |
| 5 | SEI INVESTMENTS CO | $13.5M | 261K | ▲+6.3% Added · +15K sh | Q1 2026 | |
| 6 | Composition Wealth, LLC | $12.6M | 241K | ▼−1.5% Reduced · −4K sh | Q2 2026 | |
| 7 | Planning Center, Inc. | $10.1M | 193K | ▲+2.3% Added · +4K sh | Q2 2026 | |
| 8 | Apella Capital, LLC | $9.4M | 181K | ▲+14% Added · +22K sh | Q2 2026 | |
| 9 | Citrine Capital LLC | $8.6M | 164K | ▼−0.6% Reduced · −1K sh | Q2 2026 | |
| 10 | Shira Ridge Wealth Management | $6.6M | 127K | ▲New +127K sh | Q2 2026 | |
| 11 | Corient Private Wealth LLC | $6.5M | 126K | ▲+4.3% Added · +5K sh | Q1 2026 | |
| 12 | Allodium Investment Consultants, LLC | $5.8M | 111K | ▲+5.6% Added · +6K sh | Q2 2026 | |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.3M | 102K | ▲+7.4% Added · +7K sh | Q2 2026 | |
| 14 | Beacon Pointe Advisors, LLC | $4.6M | 89K | ▲+96% Added · +44K sh | Q1 2026 | |
| 15 | Focus Partners Advisor Solutions, LLC | $4.2M | 81K | ▲+95% Added · +40K sh | Q1 2026 | |
| 16 | OneDigital Investment Advisors LLC | $4.0M | 77K | ▲+0.9% Added · +717 sh | Q1 2026 | |
| 17 | RAM Investment Partners, LLC | $3.2M | 62K | ▼−1.0% Reduced · −630 sh | Q2 2026 | |
| 18 | SUMMIT WEALTH GROUP LLC / CO | $2.6M | 49K | ▼−0.9% Reduced · −459 sh | Q2 2026 | |
| 19 | LPL Financial LLC | $2.5M | 48K | ▲+16% Added · +7K sh | Q1 2026 | |
| 20 | Farther Finance Advisors, LLC | $2.4M | 47K | ▲+711% Added · +41K sh | Q1 2026 | |
| 21 | AA Financial Advisors, LLC | $2.2M | 42K | ▼−1.2% Reduced · −507 sh | Q2 2026 | |
| 22 | Creative Capital Management Investments LLC | $1.8M | 34K | ▲+29% Added · +8K sh | Q2 2026 | |
| 23 | Wheels Up Wealth, Inc. | $1.6M | 32K | ▲+14% Added · +4K sh | Q2 2026 | |
| 24 | Vermillion Wealth Management, Inc. | $1.6M | 30K | ▲+1.0% Added · +308 sh | Q2 2026 | |
| 25 | Tanager Wealth Management LLP | $1.4M | 27K | ▲+5.5% Added · +1K 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, 5 funds opened a new position in DFSB and 30 added to an existing one, while 5 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 | 44 funds | $4.7B |
| MICROSOFT CORPMSFT | 43 funds | $3.5B |
| VANGUARD S&P 500 ETFVOO | 41 funds | $1.3B |
| NVIDIA CORPNVDA | 40 funds | $5.2B |
| AMAZON.COM INCAMZN | 40 funds | $2.9B |
| ALPHABET INC-CL CGOOG | 40 funds | $2.2B |
| ALPHABET INC-CL AGOOGL | 39 funds | $1.8B |
| ISHARES CORE S&P 500 ETFIVV | 39 funds | $1.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 39 funds | $734.2M |
| JPMORGAN CHASE & COJPM | 39 funds | $714.1M |
| INVESCO QQQ TRUST SERIES 1QQQ | 39 funds | $689.2M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 39 funds | $674.0M |
Ranked by how many of DFSB'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 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.