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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
18 top institutions tracked
Last 13F trend: accumulating (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
295 filers reported a long position in DFNM 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 | $245M | 5.1M | +20.1% |
| Truepoint, Inc. | $155.2M | 3.2M | +3.7% |
| Focus Partners Advisor Solutions, LLC | $79.6M | 1.6M | +36.9% |
| Apella Capital, LLC | $76.8M | 1.6M | +20.5% |
| Foster Group, Inc. | $71.7M | 1.5M | +1.6% |
| Symmetry Partners, LLC | $62.1M | 1.3M | -2.4% |
| GeoWealth Management, LLC | $51M | 1.1M | +19.8% |
| Rather & Kittrell, Inc. | $45.4M | 939.1K | +5% |
| Sequoia Financial Advisors, LLC | $43.3M | 896.2K | +1.8% |
| Pathstone Holdings, LLC | $39.1M | 808.8K | +2.6% |
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