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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
19 top institutions tracked
Last 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
241 filers reported a long position in DFSI 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 | $55M | 1.2M | +4.6% |
| MASECO LLP | $45.7M | 1M | +2.5% |
| AWM CAPITAL, LLC | $44.9M | 995.3K | +6.9% |
| Pathstone Holdings, LLC | $44.4M | 984.9K | +23.9% |
| Quantum Financial Advisors, LLC | $37.5M | 831.1K | -1.1% |
| Francis Financial, Inc. | $34.6M | 767.3K | +1.1% |
| Abacus Wealth Partners, LLC | $27.3M | 605.3K | +3.3% |
| Five Oceans Advisors | $19.2M | 426.6K | +5.6% |
| EP Wealth Advisors, LLC | $19.2M | 426.2K | +2.4% |
| Citrine Capital LLC | $17.7M | 393.5K | +0.9% |
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