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No 8-K filings in the last 30 days.
Institutional coverage is still building for this ticker.
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
8 filers reported a long position in DFVE for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | $24M | 667.7K | +18.5% |
| GOLDMAN SACHS GROUP INC | $953.6K | 26.6K | Unchanged |
| Mutual Advisors, LLC | $416.7K | 11.6K | +31% |
| Farther Finance Advisors, LLC | $53.8K | 1.5K | Unchanged |
| UBS Group AG | $23.9K | 666 | New |
| JONES FINANCIAL COMPANIES LLLP | $3.1K | 86 | New |
| VANGUARD ADVISERS INC | $108 | 3 | Unchanged |
| Integrated Wealth Concepts LLC | $4 | 0 | -100% |
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