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No 8-K filings in the last 30 days.
54 top institutions tracked
Last 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
715 filers reported a long position in DFAX for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Focus Partners Wealth | $382.9M | 10.4M | -0.1% |
| ALERUS FINANCIAL NA | $308.3M | 8.4M | -0.6% |
| LPL Financial LLC | $303.1M | 8.2M | -4.2% |
| Geometric Wealth Advisors | $286.6M | 7.8M | +4.4% |
| ENVESTNET ASSET MANAGEMENT INC | $246.6M | 6.7M | +1.4% |
| Allworth Financial LP | $242.9M | 6.6M | -9.2% |
| MONOGRAPH WEALTH ADVISORS, LLC | $239.1M | 6.5M | +5.3% |
| GLENMEDE TRUST CO NA | $192.4M | 5.2M | +0.3% |
| Great Waters Wealth Management | $186.2M | 5.1M | +3.4% |
| FACTORY MUTUAL INSURANCE CO | $177.1M | 4.8M | Unchanged |
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