DFAU Institutional Ownership
Who owns DFAU and what the big funds did with it last quarter, from every SEC 13F filing. 603 funds reported holding DFAU at Jun 30, 2026.
- ▲275 buying vs 228 selling
- ▲Shares held by funds +6.2%
- ▲Funds holding +26
- ▲Superinvestors: 1 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 603 | 577 | +4.5% |
| In funds' top 10 | 119 | 115 | +3.5% |
| 13F shares | 177M | 167M | +6.2% |
| Held by funds | – | – | – |
| New positions | 41 | 46 | −10.9% |
| Increased | 234 | 248 | −5.6% |
| Reduced | 209 | 170 | +22.9% |
| Sold out | 19 | 31 | −38.7% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in DFAU
All superinvestors →
Who owns DFAU
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds96.6%
- Banks and brokers3.3%
- Pensions, insurers and other0.2%
The top 10 holders own 24.5% of all DFAU shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
417 funds changed their position- Pandowealth. LLCSold out−1.5M sh
- Savant Capital, LLCTrimmed−888K sh
- SYM FINANCIAL CorpAdded+675K sh
- Bcm Advisors, LLCTrimmed−504K sh
- Commonwealth Equity Services, LLCTrimmed−489K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Sequoia Financial Advisors, LLC | – | 7.6M | $393M | +228K |
| 2 | RVW Wealth, LLC | – | 4.8M | $249M | +194K |
| 3 | OneDigital Investment Advisors LLC | – | 4.6M | $236M | +139K |
| 4 | Sageworth Trust Co | – | 4.4M | $230M | −36K |
| 5 | Annex Advisory Services, LLC | – | 4.4M | $225M | +652K |
| 6 | Allworth Financial LP | – | 3.9M | $204M | −30K |
| 7 | Aquire Wealth Advisors, LLC | – | 3.6M | $187M | +195K |
| 8 | Focus Partners Wealth | – | 3.5M | $183M | +26K |
| 9 | MAI Capital Management | – | 3.3M | $169M | +2.6M |
| 10 | Mars Jewett Financial Group, Inc. | – | 3.3M | $168M | +142K |
- SYM FINANCIAL Corp+2.9M sh+$151M
- MAI Capital Management+2.6M sh+$133M
- Diversify Advisory Services, LLC+1.1M sh+$56.3M
- Annex Advisory Services, LLC+652K sh+$33.7M
- Cambridge Investment Research Advisors, Inc.+426K sh+$22M
- Live Oak Private Wealth LLC+401K sh+$20.7M
- Spinnaker Investment Group, LLC+346K sh+$17.9M
- Sequoia Financial Advisors, LLC+228K sh+$11.8M
- Evoke Wealth, LLC−2.5M sh−$114M
- M Holdings Securities, Inc.−188K sh−$9.7M
- Lido Advisors, LLC−184K sh−$9.5M
- AdvisorNet Financial, Inc−126K sh−$6.5M
- Krilogy Financial LLC−125K sh−$6.5M
- CreativeOne Wealth, LLC−104K sh−$5.3M
- Private Advisor Group, LLC−97K sh−$5M
- Amicus Financial Advisors, LLC−95K sh−$4.9M
DFAU institutional ownership FAQ
Who owns the most DFAU stock?
In Q2 2026 13F filings the largest holder of DFAU was Sequoia Financial Advisors, LLC, followed by RVW Wealth, LLC and OneDigital Investment Advisors LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of DFAU is owned by institutions?
603 funds reported holding 177M DFAU shares at Jun 30, 2026.
Are hedge funds buying DFAU?
In Q2 2026, 275 funds bought DFAU (41 of them new positions) and 228 sold (19 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for DFAU is strongly bullish.
What is DFAU's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this DFAU ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.