DFGX

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$52.45

+0.10 (+0.19%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding DFGX · 2026-Q1 methodology → sources →

161 holders

% of shares outstanding held

—

Shares held (13F)

20,678,504

Reporting holders

161

Top holders

largest 100 of 161 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Apella Capital, LLC	2,130,9392.1M	$113M	—	ADD 10%
2	Planning Center, Inc.	1,552,5691.6M	$81M	—	ADD 5%
3	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	717,238717,238	$38M	—	ADD 10%
4	Elser Financial Planning, Inc	707,855707,855	$37M	—	ADD 11%
5	Alpha Financial Advisors, LLC	699,862699,862	$37M	—	ADD 6%
6	Hill Investment Group Partners, LLC	678,537678,537	$36M	—	TRIM -30%
7	United Wealth Management, LLC	660,407660,407	$35M	—	ADD 5%
8	Private Wealth Management Group, LLC	619,301619,301	$32M	—	ADD 6%
9	Savant Capital, LLC	553,967553,967	$29M	—	TRIM -20%
10	HighTower Advisors, LLC	466,474466,474	$24M	—	ADD 3%
11	ENVESTNET ASSET MANAGEMENT INC	465,356465,356	$24M	—	ADD 41%
12	Guardian Wealth Management, LLC	448,370448,370	$24M	—	ADD 15%
13	Verisail Partners, LLC	434,952434,952	$23M	—	ADD 4%
14	LIBERTY WEALTH MANAGEMENT LLC	387,348387,348	$20M	—	ADD 6%
15	Mattern Wealth Management LLC	368,296368,296	$19M	—	ADD 5%
16	Equita Financial Network, Inc.	351,973351,973	$18M	—	ADD 6%
17	Eaton-Cambridge Inc.	325,258325,258	$17M	—	NEW
18	Private Advisor Group, LLC	322,271322,271	$17M	—	ADD 7%
19	Vermillion Wealth Management, Inc.	311,681311,681	$16M	—	ADD 26%
20	BANK OF AMERICA CORP /DE/	310,440310,440	$16M	—	ADD 44%
21	GeoWealth Management, LLC	306,291306,291	$16M	—	ADD 10%
22	Oakwell Private Wealth Management, LLC	305,039305,039	$16M	—	ADD 4%
23	Vestmark Advisory Solutions, Inc.	271,081271,081	$14M	—	ADD 8%
24	ASSETMARK, INC	263,939263,939	$14M	—	TRIM -4%
25	Shotwell Rutter Baer Inc	262,958262,958	$14M	—	ADD 4%
26	Kestra Investment Management, LLC	258,466258,466	$14M	—	ADD 59%
27	INTEGRITY ALLIANCE, LLC.	253,119253,119	$13M	—	—
28	SageOak Financial, LLC	237,067237,067	$12M	—	—
29	Babb Wealth Advisors LLC	236,805236,805	$12M	—	ADD 9%
30	Yardley Wealth Management LLC	232,862232,862	$12M	—	ADD 11%
31	Strathmore Capital Advisors, Inc.	215,695215,695	$11M	—	—
32	Johnson Wealth Management, LLC	207,628207,628	$11M	—	ADD 6%
33	HFM Investment Advisors, LLC	189,982189,982	$10M	—	ADD 12%
34	Integrity Advisory Solutions, LLC	188,367188,367	$10M	—	ADD 20%
35	OneDigital Investment Advisors LLC	185,578185,578	$10M	—	ADD 10%
36	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	172,178172,178	$9M	—	ADD 9%
37	Stratos Investment Management, LLC	162,267162,267	$9M	—	—
38	E6 Portfolios, LLC	155,462155,462	$8M	—	ADD 17%
39	AA Financial Advisors, LLC	147,515147,515	$8M	—	NEW
40	Farther Finance Advisors, LLC	119,608119,608	$6M	—	ADD 142%
41	Torren Management, LLC	117,165117,165	$6M	—	ADD 6%
42	Sterling Wealth Management, Inc.	111,027111,027	$6M	—	ADD 9%
43	BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	108,165108,165	$6M	—	ADD 79%
44	Betterment LLC	105,759105,759	$6M	—	ADD 14%
45	DiNuzzo Private Wealth, Inc.	105,331105,331	$6M	—	—
46	Vantage Point Financial LLC	101,238101,238	$5M	—	ADD 6%
47	PARK AVENUE SECURITIES LLC	98,93498,934	$5M	—	NEW
48	AlphaStar Capital Management, LLC	96,79596,795	$5M	—	ADD 6%
49	Mariner, LLC	95,97995,979	$5M	—	TRIM -20%
50	HEFFERNAN ADVISORY, INC	91,68091,680	$5M	—	ADD 10%
51	SILVER OAK WEALTH ADVISORS SERVICES, LLC	91,65491,654	$5M	—	ADD 8%
52	TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	90,59090,590	$5M	—	ADD 13%
53	Cornerstone Wealth Partners, LLC	88,73788,737	$5M	—	ADD 26%
54	RAYMOND JAMES FINANCIAL INC	85,19585,195	$4M	—	ADD 12%
55	Orion Porfolio Solutions, LLC	79,14379,143	$4M	—	ADD 2%
56	Porter White Investment Advisors, Inc.	76,90776,907	$4M	—	ADD 4%
57	JMG Financial Group, Ltd.	76,36976,369	$4M	—	NEW
58	Schwallier Wealth Management LLC	72,02672,026	$4M	—	NEW
59	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	70,14170,141	$4M	—	NEW
60	Elequin Capital, LP	73,08773,087	$4M	—	NEW
61	Cogent Private Wealth, Inc.	67,18967,189	$4M	—	ADD 52%
62	COMMONWEALTH EQUITY SERVICES, LLC	67,04967,049	$4M	—	TRIM -3%
63	Cambridge Investment Research Advisors, Inc.	63,46163,461	$3M	—	ADD 76%
64	Note Advisors, LLC	61,43061,430	$3M	—	ADD 5%
65	TABLEAUX LLC	61,02261,022	$3M	—	ADD 59%
66	Index Fund Advisors, Inc.	60,69260,692	$3M	—	ADD 136%
67	McCartney Wealth Management LLC	57,40557,405	$3M	—	TRIM -3%
68	PW ADVISORS, LLC \ FL	57,01957,019	$3M	—	ADD 21%
69	TRUIST FINANCIAL CORP	53,16153,161	$3M	—	ADD 11%
70	Cerity Partners LLC	51,60051,600	$3M	—	NEW
71	Sowell Financial Services LLC	50,18850,188	$3M	—	ADD 7%
72	3 FACTOR INDEXING, LLC	49,18849,188	$3M	—	NEW
73	OSAIC HOLDINGS, INC.	48,09648,096	$3M	—	ADD 16%
74	GOLDMAN SACHS GROUP INC	47,85047,850	$3M	—	NEW
75	Foundations Investment Advisors, LLC	47,51247,512	$2M	—	ADD 31%
76	W.H. Cornerstone Investments Inc.	47,12047,120	$2M	—	TRIM -49%
77	Simplicity Wealth,LLC	46,83646,836	$2M	—	ADD 5%
78	LPL Financial LLC	44,78944,789	$2M	—	ADD 9%
79	EverSource Wealth Advisors, LLC	44,46144,461	$2M	—	TRIM -25%
80	AssuredPartners Investment Advisors, LLC	43,20243,202	$2M	—	ADD 32%
81	Vested Financial Planning, LLC	42,00442,004	$2M	—	ADD 4%
82	Donalies Financial Planning, LLC	41,79441,794	$2M	—	ADD 4%
83	Beacon Pointe Advisors, LLC	40,44840,448	$2M	—	TRIM -5%
84	JANE STREET GROUP, LLC	40,41240,412	$2M	—	TRIM -77%
85	Higgins & Schmidt Wealth Strategies LLC	39,02239,022	$2M	—	NEW
86	Broadhurst Jeffrey B	38,82538,825	$2M	—	ADD 7%
87	Wealth Advisors Northwest LLC	37,60737,607	$2M	—	ADD 25%
88	Kestra Advisory Services, LLC	37,20037,200	$2M	—	—
89	Smartleaf Asset Management LLC	32,13732,137	$2M	—	ADD 25%
90	GREENWOOD CAPITAL ASSOCIATES LLC	25,89925,899	$1M	—	—
91	Selective Wealth Management, Inc.	19,98119,981	$1M	—	NEW
92	Linscomb Wealth, Inc.	19,33819,338	$1M	—	NEW
93	BWM Planning, LLC	17,62817,628	$924,597	—	—
94	CreativeOne Wealth, LLC	16,95016,950	$889,036	—	ADD 5%
95	Triad Wealth Partners, LLC	16,77416,774	$879,793	—	ADD 84%
96	Hassell Wealth Management, LLC	16,53116,531	$867,056	—	NEW
97	Kane Co Wealth Management, Inc.	15,42015,420	$808,787	—	ADD 303%
98	CITADEL ADVISORS LLC	15,25615,256	$800,185	—	TRIM -44%
99	Signal Advisors Wealth, LLC	14,65214,652	$768,492	—	TRIM -23%
100	REAP Financial Group, LLC	13,78013,780	$722,768	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Apella Capital, LLC

327K

937K

1.3M

1.7M

1.9M

2.1M

$113M

Planning Center, Inc.

1.2M

1.3M

1.5M

1.6M

$81M

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

—

398K

474K

553K

652K

717K

$38M

Elser Financial Planning, Inc

—

635K

708K

$37M

Alpha Financial Advisors, LLC

535K

550K

578K

602K

658K

700K

$37M

Hill Investment Group Partners, LLC

912K

910K

913K

935K

974K

679K

$36M

United Wealth Management, LLC

577K

591K

578K

583K

631K

660K

$35M

Private Wealth Management Group, LLC

—

544K

584K

619K

$32M

Savant Capital, LLC

—

865K

694K

554K

$29M

HighTower Advisors, LLC

403K

420K

406K

426K

453K

466K

$24M

ENVESTNET ASSET MANAGEMENT INC

167K

190K

226K

280K

330K

465K

$24M

Guardian Wealth Management, LLC

—

391K

448K

$24M

Verisail Partners, LLC

370K

381K

383K

390K

417K

435K

$23M

LIBERTY WEALTH MANAGEMENT LLC

—

367K

387K

$20M

Mattern Wealth Management LLC

281K

302K

306K

314K

350K

368K

$19M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	161	20,678,504	—	$1.1B
2025-Q4	143	18,575,597	—	$978M
2025-Q3	118	15,085,795	—	$815M
2025-Q2	100	12,358,596	—	$659M
2025-Q1	92	10,982,671	—	$574M
2024-Q4	77	8,980,224	—	$470M
2024-Q3	59	5,475,764	—	$295M
2024-Q2	43	4,340,108	—	$228M
2024-Q1	36	2,355,404	—	$125M
2023-Q4	15	1,129,350	—	$60M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding DFGX · 2026-Q1 methodology → sources →

161 holders

% of shares outstanding held

—

Shares held (13F)

20,678,504

Reporting holders

161

Top holders

largest 100 of 161 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Apella Capital, LLC	2,130,9392.1M	$113M	—	ADD 10%
2	Planning Center, Inc.	1,552,5691.6M	$81M	—	ADD 5%
3	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	717,238717,238	$38M	—	ADD 10%
4	Elser Financial Planning, Inc	707,855707,855	$37M	—	ADD 11%
5	Alpha Financial Advisors, LLC	699,862699,862	$37M	—	ADD 6%
6	Hill Investment Group Partners, LLC	678,537678,537	$36M	—	TRIM -30%
7	United Wealth Management, LLC	660,407660,407	$35M	—	ADD 5%
8	Private Wealth Management Group, LLC	619,301619,301	$32M	—	ADD 6%
9	Savant Capital, LLC	553,967553,967	$29M	—	TRIM -20%
10	HighTower Advisors, LLC	466,474466,474	$24M	—	ADD 3%
11	ENVESTNET ASSET MANAGEMENT INC	465,356465,356	$24M	—	ADD 41%
12	Guardian Wealth Management, LLC	448,370448,370	$24M	—	ADD 15%
13	Verisail Partners, LLC	434,952434,952	$23M	—	ADD 4%
14	LIBERTY WEALTH MANAGEMENT LLC	387,348387,348	$20M	—	ADD 6%
15	Mattern Wealth Management LLC	368,296368,296	$19M	—	ADD 5%
16	Equita Financial Network, Inc.	351,973351,973	$18M	—	ADD 6%
17	Eaton-Cambridge Inc.	325,258325,258	$17M	—	NEW
18	Private Advisor Group, LLC	322,271322,271	$17M	—	ADD 7%
19	Vermillion Wealth Management, Inc.	311,681311,681	$16M	—	ADD 26%
20	BANK OF AMERICA CORP /DE/	310,440310,440	$16M	—	ADD 44%
21	GeoWealth Management, LLC	306,291306,291	$16M	—	ADD 10%
22	Oakwell Private Wealth Management, LLC	305,039305,039	$16M	—	ADD 4%
23	Vestmark Advisory Solutions, Inc.	271,081271,081	$14M	—	ADD 8%
24	ASSETMARK, INC	263,939263,939	$14M	—	TRIM -4%
25	Shotwell Rutter Baer Inc	262,958262,958	$14M	—	ADD 4%
26	Kestra Investment Management, LLC	258,466258,466	$14M	—	ADD 59%
27	INTEGRITY ALLIANCE, LLC.	253,119253,119	$13M	—	—
28	SageOak Financial, LLC	237,067237,067	$12M	—	—
29	Babb Wealth Advisors LLC	236,805236,805	$12M	—	ADD 9%
30	Yardley Wealth Management LLC	232,862232,862	$12M	—	ADD 11%
31	Strathmore Capital Advisors, Inc.	215,695215,695	$11M	—	—
32	Johnson Wealth Management, LLC	207,628207,628	$11M	—	ADD 6%
33	HFM Investment Advisors, LLC	189,982189,982	$10M	—	ADD 12%
34	Integrity Advisory Solutions, LLC	188,367188,367	$10M	—	ADD 20%
35	OneDigital Investment Advisors LLC	185,578185,578	$10M	—	ADD 10%
36	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	172,178172,178	$9M	—	ADD 9%
37	Stratos Investment Management, LLC	162,267162,267	$9M	—	—
38	E6 Portfolios, LLC	155,462155,462	$8M	—	ADD 17%
39	AA Financial Advisors, LLC	147,515147,515	$8M	—	NEW
40	Farther Finance Advisors, LLC	119,608119,608	$6M	—	ADD 142%
41	Torren Management, LLC	117,165117,165	$6M	—	ADD 6%
42	Sterling Wealth Management, Inc.	111,027111,027	$6M	—	ADD 9%
43	BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	108,165108,165	$6M	—	ADD 79%
44	Betterment LLC	105,759105,759	$6M	—	ADD 14%
45	DiNuzzo Private Wealth, Inc.	105,331105,331	$6M	—	—
46	Vantage Point Financial LLC	101,238101,238	$5M	—	ADD 6%
47	PARK AVENUE SECURITIES LLC	98,93498,934	$5M	—	NEW
48	AlphaStar Capital Management, LLC	96,79596,795	$5M	—	ADD 6%
49	Mariner, LLC	95,97995,979	$5M	—	TRIM -20%
50	HEFFERNAN ADVISORY, INC	91,68091,680	$5M	—	ADD 10%
51	SILVER OAK WEALTH ADVISORS SERVICES, LLC	91,65491,654	$5M	—	ADD 8%
52	TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	90,59090,590	$5M	—	ADD 13%
53	Cornerstone Wealth Partners, LLC	88,73788,737	$5M	—	ADD 26%
54	RAYMOND JAMES FINANCIAL INC	85,19585,195	$4M	—	ADD 12%
55	Orion Porfolio Solutions, LLC	79,14379,143	$4M	—	ADD 2%
56	Porter White Investment Advisors, Inc.	76,90776,907	$4M	—	ADD 4%
57	JMG Financial Group, Ltd.	76,36976,369	$4M	—	NEW
58	Schwallier Wealth Management LLC	72,02672,026	$4M	—	NEW
59	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	70,14170,141	$4M	—	NEW
60	Elequin Capital, LP	73,08773,087	$4M	—	NEW
61	Cogent Private Wealth, Inc.	67,18967,189	$4M	—	ADD 52%
62	COMMONWEALTH EQUITY SERVICES, LLC	67,04967,049	$4M	—	TRIM -3%
63	Cambridge Investment Research Advisors, Inc.	63,46163,461	$3M	—	ADD 76%
64	Note Advisors, LLC	61,43061,430	$3M	—	ADD 5%
65	TABLEAUX LLC	61,02261,022	$3M	—	ADD 59%
66	Index Fund Advisors, Inc.	60,69260,692	$3M	—	ADD 136%
67	McCartney Wealth Management LLC	57,40557,405	$3M	—	TRIM -3%
68	PW ADVISORS, LLC \ FL	57,01957,019	$3M	—	ADD 21%
69	TRUIST FINANCIAL CORP	53,16153,161	$3M	—	ADD 11%
70	Cerity Partners LLC	51,60051,600	$3M	—	NEW
71	Sowell Financial Services LLC	50,18850,188	$3M	—	ADD 7%
72	3 FACTOR INDEXING, LLC	49,18849,188	$3M	—	NEW
73	OSAIC HOLDINGS, INC.	48,09648,096	$3M	—	ADD 16%
74	GOLDMAN SACHS GROUP INC	47,85047,850	$3M	—	NEW
75	Foundations Investment Advisors, LLC	47,51247,512	$2M	—	ADD 31%
76	W.H. Cornerstone Investments Inc.	47,12047,120	$2M	—	TRIM -49%
77	Simplicity Wealth,LLC	46,83646,836	$2M	—	ADD 5%
78	LPL Financial LLC	44,78944,789	$2M	—	ADD 9%
79	EverSource Wealth Advisors, LLC	44,46144,461	$2M	—	TRIM -25%
80	AssuredPartners Investment Advisors, LLC	43,20243,202	$2M	—	ADD 32%
81	Vested Financial Planning, LLC	42,00442,004	$2M	—	ADD 4%
82	Donalies Financial Planning, LLC	41,79441,794	$2M	—	ADD 4%
83	Beacon Pointe Advisors, LLC	40,44840,448	$2M	—	TRIM -5%
84	JANE STREET GROUP, LLC	40,41240,412	$2M	—	TRIM -77%
85	Higgins & Schmidt Wealth Strategies LLC	39,02239,022	$2M	—	NEW
86	Broadhurst Jeffrey B	38,82538,825	$2M	—	ADD 7%
87	Wealth Advisors Northwest LLC	37,60737,607	$2M	—	ADD 25%
88	Kestra Advisory Services, LLC	37,20037,200	$2M	—	—
89	Smartleaf Asset Management LLC	32,13732,137	$2M	—	ADD 25%
90	GREENWOOD CAPITAL ASSOCIATES LLC	25,89925,899	$1M	—	—
91	Selective Wealth Management, Inc.	19,98119,981	$1M	—	NEW
92	Linscomb Wealth, Inc.	19,33819,338	$1M	—	NEW
93	BWM Planning, LLC	17,62817,628	$924,597	—	—
94	CreativeOne Wealth, LLC	16,95016,950	$889,036	—	ADD 5%
95	Triad Wealth Partners, LLC	16,77416,774	$879,793	—	ADD 84%
96	Hassell Wealth Management, LLC	16,53116,531	$867,056	—	NEW
97	Kane Co Wealth Management, Inc.	15,42015,420	$808,787	—	ADD 303%
98	CITADEL ADVISORS LLC	15,25615,256	$800,185	—	TRIM -44%
99	Signal Advisors Wealth, LLC	14,65214,652	$768,492	—	TRIM -23%
100	REAP Financial Group, LLC	13,78013,780	$722,768	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Apella Capital, LLC

327K

937K

1.3M

1.7M

1.9M

2.1M

$113M

Planning Center, Inc.

1.2M

1.3M

1.5M

1.6M

$81M

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

—

398K

474K

553K

652K

717K

$38M

Elser Financial Planning, Inc

—

635K

708K

$37M

Alpha Financial Advisors, LLC

535K

550K

578K

602K

658K

700K

$37M

Hill Investment Group Partners, LLC

912K

910K

913K

935K

974K

679K

$36M

United Wealth Management, LLC

577K

591K

578K

583K

631K

660K

$35M

Private Wealth Management Group, LLC

—

544K

584K

619K

$32M

Savant Capital, LLC

—

865K

694K

554K

$29M

HighTower Advisors, LLC

403K

420K

406K

426K

453K

466K

$24M

ENVESTNET ASSET MANAGEMENT INC

167K

190K

226K

280K

330K

465K

$24M

Guardian Wealth Management, LLC

—

391K

448K

$24M

Verisail Partners, LLC

370K

381K

383K

390K

417K

435K

$23M

LIBERTY WEALTH MANAGEMENT LLC

—

367K

387K

$20M

Mattern Wealth Management LLC

281K

302K

306K

314K

350K

368K

$19M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	161	20,678,504	—	$1.1B
2025-Q4	143	18,575,597	—	$978M
2025-Q3	118	15,085,795	—	$815M
2025-Q2	100	12,358,596	—	$659M
2025-Q1	92	10,982,671	—	$574M
2024-Q4	77	8,980,224	—	$470M
2024-Q3	59	5,475,764	—	$295M
2024-Q2	43	4,340,108	—	$228M
2024-Q1	36	2,355,404	—	$125M
2023-Q4	15	1,129,350	—	$60M

Short interest has its own tab now — open SI →

DFGX☆

Institutional ownership· 13F filers holding DFGX · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding DFGX · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

DFGX