8 tracked 13F filers disclose a position in DFVE as of the latest SEC 13F filings, a combined $21.8M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $18.3M | 564K | ▲+26% Added · +117K sh | Q1 2026 | |
| 2 | JPMORGAN CHASE & CO | $1.8M | 55K | —Held | Q1 2026 | |
| 3 | GOLDMAN SACHS GROUP INC | $863K | 27K | ▲New +27K sh | Q1 2026 | |
| 4 | Mutual Advisors, LLC | $288K | 9K | ▲+7.9% Added · +650 sh | Q1 2026 | |
| 5 | Aptus Capital Advisors, LLC | $258K | 8K | ▲New +8K sh | Q1 2026 | |
| 6 | Integrated Wealth Concepts LLC | $258K | 8K | ▲New +8K sh | Q1 2026 | |
| 7 | Farther Finance Advisors, LLC | $49K | 2K | ▲New +2K sh | Q1 2026 | |
| 8 | VANGUARD ADVISERS INC | $97 | 3 | →First observed position No prior filed position | 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, 2 funds opened a new position in DFVE and 2 added to an existing one, while 0 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 | 5 funds | $850.0M |
| NVIDIA CORPNVDA | 5 funds | $755.8M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 5 funds | $557.7M |
| ISHARES CORE S&P 500 ETFIVV | 5 funds | $551.1M |
| MICROSOFT CORPMSFT | 5 funds | $523.4M |
| STE STR SPDR PT S&P 500 ETFSPYM | 5 funds | $497.1M |
| VANGUARD TOTAL INTL STOCKVXUS | 5 funds | $462.9M |
| DIMENSIONAL US EQ MKT ETFDFUS | 5 funds | $456.0M |
| AMAZON.COM INCAMZN | 5 funds | $373.9M |
| VANGUARD S&P 500 ETFVOO | 5 funds | $327.9M |
| ISHARES S&P 500 GROWTH ETFIVW | 5 funds | $307.0M |
| ISHARES MSCI USA QUALITY FACQUAL | 5 funds | $302.1M |
Ranked by how many of DFVE's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| DMBSUIE | 88 funds | $649.9M |
| DBNDOPPORTUNISTIC CO | 82 funds | $559.9M |
| DCREcommon | 67 funds | $333.4M |
| DSCOcommon | 36 funds | $153.9M |
| CAPESHILLER CAPE US EQTY | 36 funds | $112.9M |
| DABSFUND | 29 funds | $121.0M |
| DMXMULTI SECTOR INC | 14 funds | $62.5M |
| DFVEthis pageMF Closed and MF Open | 8 funds | $21.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for DFVE
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/DFVE/capital-change-brief"
Use Arkolith's capital_change_brief for DFVE. 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 DFVE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.