DFUS Institutional Ownership
Who owns DFUS and what the big funds did with it last quarter, from every SEC 13F filing. 872 funds reported holding DFUS at Jun 30, 2026.
- ▲365 buying vs 267 selling
- ●Shares held by funds +0.5%
- ▲Funds holding +15
- ▲Superinvestors: 2 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 | 872 | 857 | +1.8% |
| In funds' top 10 | 138 | 137 | +0.7% |
| 13F shares | 211M | 209M | +0.5% |
| Held by funds | – | – | – |
| New positions | 56 | 48 | +16.7% |
| Increased | 309 | 335 | −7.8% |
| Reduced | 236 | 218 | +8.3% |
| Sold out | 31 | 35 | −11.4% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in DFUS
All superinvestors →
Who owns DFUS
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds94.4%
- Banks and brokers5.3%
- Pensions, insurers and other0.3%
The top 10 holders own 41.8% of all DFUS shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
533 funds changed their position- Focus Partners WealthTrimmed−993K sh
- Leading Edge Financial Planning LLCAdded+738K sh
- RIA Advisory Group LLCAdded+670K sh
- Raymond James Financial IncAdded+560K sh
- Vermillion Wealth Management, Inc.Trimmed−528K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Prudential Financial Inc | – | 39.8M | $3.3B | −4.3M |
| 2 | Focus Partners Wealth | – | 9.4M | $774M | +103K |
| 3 | Maseco LLP | – | 7.4M | $604M | −115K |
| 4 | Root Financial Partners, LLC | – | 5.2M | $426M | −927K |
| 5 | Index Fund Advisors, Inc. | – | 5M | $409M | +38K |
| 6 | Vise Technologies, Inc. | – | 4.8M | $397M | +97K |
| 7 | Plancorp, LLC | – | 4.4M | $363M | −31K |
| 8 | Sax Wealth Advisors, LLC | – | 4.3M | $301M | +384K |
| 9 | Mercer Global Advisors Inc /adv | – | 3.9M | $322M | +535K |
| 10 | TCI Wealth Advisors, Inc. | – | 3.8M | $314M | +508K |
- Penney Financial, LLC+893K sh+$73.2M
- Arax Advisory Partners+649K sh+$53.1M
- Mercer Global Advisors Inc /adv+535K sh+$43.8M
- TCI Wealth Advisors, Inc.+508K sh+$41.6M
- Private Advisor Group, LLC+471K sh+$38.6M
- Cambridge Investment Research Advisors, Inc.+366K sh+$30M
- Sax Wealth Advisors, LLC+384K sh+$27.2M
- Savant Capital, LLC+325K sh+$26.7M
- Prudential Financial Inc−4.3M sh−$354M
- Root Financial Partners, LLC−927K sh−$76M
- Mariner, LLC−376K sh−$30.8M
- Corient Private Wealth LP−353K sh−$28.9M
- Penserra Capital Management LLC−358K sh−$25.4M
- LPL Financial LLC−255K sh−$20.9M
- Farther Finance Advisors, LLC−174K sh−$14.3M
- Wealthcare Advisory Partners LLC−160K sh−$13.1M
DFUS institutional ownership FAQ
Who owns the most DFUS stock?
In Q2 2026 13F filings the largest holder of DFUS was Prudential Financial Inc, followed by Focus Partners Wealth and Maseco LLP. Index fund managers are usually the biggest holders of large companies.
What percentage of DFUS is owned by institutions?
872 funds reported holding 211M DFUS shares at Jun 30, 2026.
Are hedge funds buying DFUS?
In Q2 2026, 365 funds bought DFUS (56 of them new positions) and 267 sold (31 sold out completely). Among well known investors, 2 added and 0 cut. Our fund sentiment for DFUS is bullish.
What is DFUS's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this DFUS 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.