Among active 13F managers last quarter, 6 opened and 3 added, while 6 reduced; the largest holder to move was HBK Sorce Advisory LLC (+1.6%).
42 tracked 13F filers disclose a position in DFVX as of the latest SEC 13F filings, a combined $476.6M 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 | HBK Sorce Advisory LLC | 4.5M | $384.9M | ▲+1.6% Added · +73K sh | Q2 2026 | |
| 2 | Wealth Enhancement Advisory Services, LLC | 352K | $29.3M | ▲+9.3% Added · +30K sh | Q2 2026 | |
| 3 | Wealthquest Corp | 242K | $19.9M | ▼−9.9% Reduced · −27K sh | Q2 2026 | |
| 4 | Curio Wealth, LLC | 127K | $10.5M | ▲+10.0% Added · +12K sh | Q2 2026 | |
| 5 | Chicago Partners Investment Group LLC | 105K | $8.5M | ▲+10.0% Added · +9K sh | Q2 2026 | |
| 6 | Susquehanna International Group, LLP | 48K | $3.6M | ▲+83% Added · +22K sh | Q1 2026 | |
| 7 | Medallion Wealth Advisors, LLC | 48K | $3.9M | ▲+2.4% Added · +1K sh | Q2 2026 | |
| 8 | Up Strategic Wealth Investment Advisors LLC | 44K | $3.8M | ▲+2.8% Added · +1K sh | Q2 2026 | |
| 9 | First Financial Group Corp | 18K | $1.5M | ▲+4.5% Added · +800 sh | Q2 2026 | |
| 10 | Citadel Advisors LLC | 17K | $1.4M | ▼−5.1% Reduced · −907 sh | Q2 2026 | |
| 11 | WPWealth LLP | 17K | $1.4M | —Held | Q2 2026 | |
| 12 | Cary Street Partners Financial LLC | 11K | $839K | ▼−19% Reduced · −3K sh | Q1 2026 | |
| 13 | BDFS Capital LLC | 10K | $839K | ▲New +10K sh | Q2 2026 | |
| 14 | Pinion Investment Advisors, LLC | 10K | $824K | ▼−4.4% Reduced · −463 sh | Q2 2026 | |
| 15 | LPL Financial LLC | 9K | $642K | ▲+7.2% Added · +584 sh | Q1 2026 | |
| 16 | American Investment Services, Inc. | 8K | $673K | ▼−11% Reduced · −1K sh | Q2 2026 | |
| 17 | Ewa, LLC | 8K | $670K | ▼−25% Reduced · −3K sh | Q2 2026 | |
| 18 | Haverford Trust Co | 5K | $410K | ▲New +5K sh | Q2 2026 | |
| 19 | Wealth Enhancement Trust Services, Inc. | 5K | $390K | ▲New +5K sh | Q2 2026 | |
| 20 | Rockwood Wealth Management, LLC | 4K | $328K | —Held | Q2 2026 | |
| 21 | HighTower Advisors, LLC | 4K | $281K | ▲+0.3% Added · +13 sh | Q1 2026 | |
| 22 | IEQ Capital, LLC | 3K | $275K | ▲New +3K sh | Q2 2026 | |
| 23 | Independent Wealth Advisors LLC | 3K | $227K | ▲New +3K sh | Q2 2026 | |
| 24 | Legacy Capital Wealth Partners, LLC | 3K | $208K | ▲New +3K sh | Q2 2026 | |
| 25 | HighPoint Advisor Group LLC | 3K | $207K | ▲New +3K 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, 6 funds opened a new position in DFVX and 3 added to an existing one, while 6 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 | 17 funds | $3.3B |
| Amazon.com IncAMZN | 17 funds | $3.1B |
| Microsoft CorpMSFT | 17 funds | $2.0B |
| Ishares Core S&P 500 ETFIVV | 16 funds | $14.2B |
| Nvidia CorpNVDA | 16 funds | $3.3B |
| Alphabet Inc-CL AGOOGL | 16 funds | $1.4B |
| Eli Lilly & CoLLY | 16 funds | $1.4B |
| Vanguard S&P 500 ETFVOO | 16 funds | $1.1B |
| Advanced Micro DevicesAMD | 16 funds | $1.1B |
| JPMorgan Chase & CoJPM | 16 funds | $1.0B |
| SS SPDR S&P 500 ETF Trust-USSPY | 16 funds | $893.3M |
| Berkshire Hathaway Inc-CL BBRK/B | 16 funds | $851.0M |
Ranked by how many of DFVX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DFVX.
No filings captured for this ticker in the live stream yet.
Connected entities for DFVX
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/DFVX/capital-change-brief"
Use Arkolith's capital_change_brief for DFVX. 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 DFVX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.