Among active 13F managers last quarter, 1 opened and 5 added, while 2 reduced; the largest holder to move was Faithward Advisors, LLC (+3.5%).
18 tracked 13F filers disclose a position in DYFI as of the latest SEC 13F filings, a combined $58.5M 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 | Faithward Advisors, LLC | 902K | $20.5M | ▲+3.5% Added · +31K sh | Q2 2026 | |
| 2 | Compound Planning, Inc. | 496K | $11.3M | ▲+16% Added · +69K sh | Q2 2026 | |
| 3 | Blueprint Investment Partners LLC | 273K | $6.2M | ▲+7.5% Added · +19K sh | Q2 2026 | |
| 4 | Blueprint Financial Advisors LLC | 273K | $6.2M | ▲+7.5% Added · +19K sh | Q2 2026 | |
| 5 | Palladiem, LLC | 255K | $5.8M | ▲~0% Added · +29 sh | Q2 2026 | |
| 6 | WealthTrak Capital Management LLC | 127K | $2.9M | ▲+3.0% Added · +4K sh | Q2 2026 | |
| 7 | International Private Wealth Advisors LLC | 83K | $1.9M | ▼−2.5% Reduced · −2K sh | Q2 2026 | |
| 8 | Axxcess Wealth Management, LLC | 42K | $967K | ▼−2.5% Reduced · −1K sh | Q2 2026 | |
| 9 | Kingsview Wealth Management, LLC | 42K | $950K | ▲+6.3% Added · +2K sh | Q2 2026 | |
| 10 | Ashton Thomas Private Wealth, LLC | 20K | $446K | ▼−29% Reduced · −8K sh | Q2 2026 | |
| 11 | Encompass More Asset Management | 16K | $373K | ▼−6.3% Reduced · −1K sh | Q2 2026 | |
| 12 | Susquehanna International Group, LLP | 13K | $293K | ▲New +13K sh | Q1 2026 | |
| 13 | Farther Finance Advisors, LLC | 11K | $245K | ▲New +11K sh | Q1 2026 | |
| 14 | Aptus Capital Advisors, LLC | 9K | $207K | —Held | Q2 2026 | |
| 15 | McIlrath & Eck, LLC | 4K | $93K | —Held | Q1 2026 | |
| 16 | Tucker Asset Management LLC | 1K | $30K | ▼−7.6% Reduced · −109 sh | Q2 2026 | |
| 17 | CoreCap Advisors, LLC | 776 | $18K | —Held | Q1 2026 | |
| 18 | AE Wealth Management LLC | 389 | $9K | —Held | 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, 1 fund opened a new position in DYFI and 5 added to an existing one, while 2 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 | 11 funds | $850.6M |
| Nvidia CorpNVDA | 11 funds | $762.6M |
| Microsoft CorpMSFT | 11 funds | $444.3M |
| Amazon.com IncAMZN | 11 funds | $370.0M |
| Broadcom IncAVGO | 11 funds | $274.3M |
| Alphabet Inc-CL AGOOGL | 11 funds | $241.4M |
| JPMorgan Chase & CoJPM | 11 funds | $187.5M |
| SS SPDR BB 1-3M T-Bill ETFBIL | 11 funds | $121.9M |
| Alphabet Inc-CL CGOOG | 10 funds | $357.2M |
| SS SPDR S&P 500 ETF Trust-USSPY | 10 funds | $328.7M |
| Vanguard Total Stock MKT ETFVTI | 10 funds | $290.5M |
| Vanguard Growth ETFVUG | 10 funds | $193.4M |
Ranked by how many of DYFI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DYFI.
| Class | 13F holders | Value held |
|---|---|---|
| ACVFmc | 56 funds | $39.7M |
| VSLUMF Closed and MF Open | 50 funds | $449.4M |
| FEPImc | 47 funds | $30.8M |
| MSTUT-REX 2X LONG MS | 38 funds | $14.2M |
| TSPYTAPPALPHA SPY GR | 29 funds | $40.5M |
| AIPIREX AI EQUITY PR | 23 funds | $6.3M |
| XRPRREX OSPREY XRP | 21 funds | $4.7M |
| DYFIthis pageIDX DYNAMIC FIXE | 18 funds | $58.5M |
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 DYFI
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/DYFI/capital-change-brief"
Use Arkolith's capital_change_brief for DYFI. 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 DYFI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.