414 tracked 13F filers disclose a position in DFSD as of the latest SEC 13F filings, a combined $5.6B 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 Advisor Solutions, LLC | $302.7M | 6.3M | ▲+24% Added · +1.2M sh | Q2 2026 | |
| 2 | Focus Partners Wealth | $293.1M | 6.1M | ▲+12% Added · +676K sh | Q1 2026 | |
| 3 | Apella Capital, LLC | $258.5M | 5.4M | ▲+3.3% Added · +175K sh | Q2 2026 | |
| 4 | OneDigital Investment Advisors LLC | $177.1M | 3.7M | ▲+4.0% Added · +142K sh | Q1 2026 | |
| 5 | Savant Capital, LLC | $174.5M | 3.7M | ▼−6.4% Reduced · −249K sh | Q2 2026 | |
| 6 | Root Financial Partners, LLC | $173.7M | 3.6M | ▲+22% Added · +646K sh | Q2 2026 | |
| 7 | Beaird Harris Wealth Management, LLC | $152.8M | 3.2M | ▲+2.9% Added · +90K sh | Q2 2026 | |
| 8 | Planning Center, Inc. | $138.7M | 2.9M | ▲+3.4% Added · +96K sh | Q2 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $115.8M | 2.4M | ▲+6.8% Added · +155K sh | Q1 2026 | |
| 10 | Vise Technologies, Inc. | $109.1M | 2.3M | —Held | Q1 2026 | |
| 11 | DiNuzzo Private Wealth, Inc. | $99.3M | 2.1M | ▲+1.9% Added · +39K sh | Q2 2026 | |
| 12 | HighTower Advisors, LLC | $94.3M | 2.0M | ▲+4.3% Added · +81K sh | Q1 2026 | |
| 13 | Great Waters Wealth Management | $93.1M | 1.9M | ▲+9.3% Added · +165K sh | Q2 2026 | |
| 14 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $83.9M | 1.8M | ▲+2.5% Added · +43K sh | Q2 2026 | |
| 15 | Rachor Investment Advisory Services, LLC | $72.5M | 1.5M | ▲+4.6% Added · +67K sh | Q2 2026 | |
| 16 | Rather & Kittrell, Inc. | $68.3M | 1.4M | ▲+7.3% Added · +98K sh | Q2 2026 | |
| 17 | Diversified Portfolios, Inc. | $63.7M | 1.3M | ▼−0.1% Reduced · −1K sh | Q2 2026 | |
| 18 | McIlrath & Eck, LLC | $62.1M | 1.3M | ▲+15% Added · +166K sh | Q1 2026 | |
| 19 | ASSETMARK, INC | $61.3M | 1.3M | ▲+7.8% Added · +93K sh | Q2 2026 | |
| 20 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $60.7M | 1.3M | ▲+2.1% Added · +26K sh | Q2 2026 | |
| 21 | WPWealth LLP | $56.8M | 1.2M | ▼−1.7% Reduced · −21K sh | Q2 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $56.6M | 1.2M | ▲+7.8% Added · +86K sh | Q1 2026 | |
| 23 | Ruedi Wealth Management, Inc. | $54.7M | 1.1M | ▲+4.3% Added · +48K sh | Q2 2026 | |
| 24 | 55 North Private Wealth, LLC | $51.3M | 1.1M | ▲+22% Added · +194K sh | Q2 2026 | |
| 25 | Beacon Pointe Advisors, LLC | $49.9M | 1.0M | ▲+14% Added · +128K 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, 1 fund opened a new position in DFSD and 43 added to an existing one, while 4 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 | 217 funds | $41.9B |
| MICROSOFT CORPMSFT | 212 funds | $33.5B |
| AMAZON.COM INCAMZN | 205 funds | $23.3B |
| NVIDIA CORPNVDA | 204 funds | $51.6B |
| ALPHABET INC-CL AGOOGL | 195 funds | $19.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 190 funds | $5.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 188 funds | $7.7B |
| JPMORGAN CHASE & COJPM | 187 funds | $9.1B |
| ALPHABET INC-CL CGOOG | 186 funds | $14.0B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 186 funds | $5.6B |
| DIMENSIONAL US CORE EQUITY 2DFAC | 184 funds | $10.6B |
| VANGUARD S&P 500 ETFVOO | 181 funds | $6.4B |
Ranked by how many of DFSD'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 DFSD
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/DFSD/capital-change-brief"
Use Arkolith's capital_change_brief for DFSD. 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 DFSD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.