15 tracked 13F filers disclose a position in DLFE as of the latest SEC 13F filings, a combined $57.4M 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 | Kestra Advisory Services, LLC | $22.1M | 697K | ▲+6.5% Added · +42K sh | Q2 2026 | |
| 2 | First International Bank of Israel Ltd. | $20.7M | 651K | —Held | Q2 2026 | |
| 3 | NOVEM GROUP | $5.7M | 180K | ▲New +180K sh | Q2 2026 | |
| 4 | CreativeOne Wealth, LLC | $3.5M | 110K | ▲New +110K sh | Q2 2026 | |
| 5 | NEW WAVE WEALTH ADVISORS LLC | $1.5M | 47K | ▼−60% Reduced · −71K sh | Q2 2026 | |
| 6 | RFG Advisory, LLC | $742K | 23K | —Held | Q2 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $654K | 22K | ▲New +22K sh | Q1 2026 | |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $592K | 20K | ▲New +20K sh | Q1 2026 | |
| 9 | Maia Wealth LLC | $528K | 17K | ▲+13% Added · +2K sh | Q2 2026 | |
| 10 | UPTICK PARTNERS, LLC | $460K | 15K | ▲+61% Added · +6K sh | Q2 2026 | |
| 11 | HARBOUR INVESTMENTS, INC. | $370K | 13K | ▲New +13K sh | Q1 2026 | |
| 12 | CENTAURUS FINANCIAL, INC. | $354K | 11K | ▲New +11K sh | Q2 2026 | |
| 13 | Quad-Cities Investment Group, LLC | $270K | 8K | ▲+37% Added · +2K sh | Q2 2026 | |
| 14 | UBS Group AG | $10K | 330 | ▲New +330 sh | Q1 2026 | |
| 15 | DHJJ Financial Advisors, Ltd. | $635 | 20 | —Held | 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, 3 funds opened a new position in DLFE 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 | 6 funds | $288.3M |
| INVESCO QQQ TRUST SERIES 1QQQ | 6 funds | $256.9M |
| NVIDIA CORPNVDA | 6 funds | $192.7M |
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $135.2M |
| AMAZON.COM INCAMZN | 6 funds | $129.9M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 6 funds | $127.0M |
| FT VEST LAD BUFFERVETF-USD IBUFR | 6 funds | $123.9M |
| ISHARES CORE S&P MIDCAP ETFIJH | 6 funds | $121.9M |
| FIDELITY TOTAL BOND ETFFBND | 6 funds | $119.3M |
| VANGUARD GROWTH ETFVUG | 6 funds | $118.2M |
| MICROSOFT CORPMSFT | 6 funds | $114.0M |
| FIRST TRUST RISING DIVIDENDRDVY | 6 funds | $84.5M |
Ranked by how many of DLFE's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BUFDmc | 198 funds | $1.4B |
| BUFQmc | 172 funds | $1.0B |
| FJULmc | 140 funds | $249.2M |
| FDECmc | 138 funds | $300.6M |
| FSEPmc | 138 funds | $282.6M |
| FAPRmc | 134 funds | $212.8M |
| BUFZmc | 131 funds | $762.8M |
| DDECmc | 116 funds | $180.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for DLFE
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/DLFE/capital-change-brief"
Use Arkolith's capital_change_brief for DLFE. 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 DLFE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.