DFSD

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-0.02 (-0.03%)

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

421 holders

% of shares outstanding held

—

Shares held (13F)

111,121,399

Reporting holders

421

Top holders

largest 100 of 421 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Focus Partners Wealth	6,122,1056.1M	$293M	—	ADD 12%
2	Apella Capital, LLC	5,246,3275.2M	$253M	—	ADD 16%
3	Focus Partners Advisor Solutions, LLC	5,126,9225.1M	$245M	—	ADD 347%
4	Savant Capital, LLC	3,903,9653.9M	$187M	—	TRIM -3%
5	OneDigital Investment Advisors LLC	3,699,8433.7M	$177M	—	ADD 4%
6	Beaird Harris Wealth Management, LLC	3,109,7063.1M	$149M	—	TRIM -3%
7	Root Financial Partners, LLC	2,991,1363.0M	$143M	—	ADD 20%
8	Planning Center, Inc.	2,808,2552.8M	$134M	—	ADD 4%
9	ENVESTNET ASSET MANAGEMENT INC	2,418,9712.4M	$116M	—	ADD 7%
10	Vise Technologies, Inc.	2,274,5672.3M	$109M	—	—
11	DiNuzzo Private Wealth, Inc.	2,041,1832.0M	$98M	—	—
12	HighTower Advisors, LLC	1,968,9032.0M	$94M	—	ADD 4%
13	Great Waters Wealth Management	1,783,9241.8M	$85M	—	ADD 14%
14	PHILLIPS FINANCIAL MANAGEMENT, LLC	1,714,3011.7M	$82M	—	TRIM -3%
15	Rachor Investment Advisory Services, LLC	1,452,7151.5M	$70M	—	ADD 3%
16	Diversified Portfolios, Inc.	1,336,4221.3M	$64M	—	ADD 8%
17	Rather & Kittrell, Inc.	1,332,0111.3M	$64M	—	ADD 8%
18	McIlrath & Eck, LLC	1,297,3051.3M	$62M	—	ADD 15%
19	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	1,245,6251.2M	$60M	—	ADD 2%
20	WPWealth LLP	1,209,8991.2M	$58M	—	ADD 3%
21	ASSETMARK, INC	1,190,8261.2M	$57M	—	TRIM -2%
22	COMMONWEALTH EQUITY SERVICES, LLC	1,182,8311.2M	$57M	—	ADD 8%
23	Ruedi Wealth Management, Inc.	1,097,3031.1M	$53M	—	ADD 5%
24	RAM Investment Partners, LLC	998,462998,462	$48M	—	ADD 5%
25	CURIO WEALTH, LLC	958,276958,276	$46M	—	ADD 3%
26	Allworth Financial LP	935,707935,707	$45M	—	ADD 260%
27	Altiora Financial Group, LLC	922,515922,515	$44M	—	TRIM -5%
28	Beacon Pointe Advisors, LLC	917,818917,818	$44M	—	ADD 8%
29	Financial Plan, Inc.	917,141917,141	$44M	—	ADD 18%
30	55 North Private Wealth, LLC	879,329879,329	$42M	—	—
31	Signature Resources Capital Management, LLC	773,080773,080	$37M	—	ADD 13%
32	Elser Financial Planning, Inc	772,713772,713	$37M	—	NEW
33	PARK AVENUE SECURITIES LLC	769,712769,712	$37M	—	—
34	BANK OF AMERICA CORP /DE/	751,650751,650	$36M	—	ADD 31%
35	MASECO LLP	738,839738,839	$35M	—	ADD 14%
36	Wealthquest Corp	731,031731,031	$35M	—	—
37	ECLECTIC ASSOCIATES INC /ADV	686,064686,064	$33M	—	ADD 26%
38	Wheelhouse Advisory Group LLC	617,530617,530	$30M	—	ADD 34%
39	Mattern Wealth Management LLC	603,374603,374	$29M	—	—
40	GREAT OAK CAPITAL PARTNERS, LLC	595,719595,719	$29M	—	ADD 3%
41	Farther Finance Advisors, LLC	568,116568,116	$27M	—	ADD 64%
42	Valued Wealth Advisors LLC	557,734557,734	$27M	—	ADD 2%
43	NORTHWEST WEALTH MANAGEMENT, LLC	554,913554,913	$27M	—	ADD 16%
44	Allegiance Financial Group Advisory Services LLC	511,899511,899	$25M	—	ADD 11%
45	JACKSON THORNTON WEALTH MANAGEMENT, LLC	506,382506,382	$24M	—	ADD 7%
46	Sterling Wealth Advisors Inc	500,013500,013	$24M	—	—
47	Keyes, Stange & Wooten Wealth Management, LLC	492,749492,749	$24M	—	TRIM -10%
48	SC&H Financial Advisors, Inc.	484,186484,186	$23M	—	ADD 14%
49	Vestment Financial LLC	477,806477,806	$23M	—	ADD 9%
50	LEGACY FINANCIAL GROUP, INC.	467,314467,314	$22M	—	ADD 3%
51	CPA Asset Management Group, LLC	456,710456,710	$22M	—	ADD 61%
52	Cornerstone Wealth Partners, LLC	456,631456,631	$22M	—	ADD 26%
53	SJS Investment Consulting Inc.	455,308455,308	$22M	—	ADD 3%
54	Guardian Wealth Management, LLC	449,187449,187	$22M	—	ADD 11%
55	Parkwoods Wealth Partners, LLC	445,859445,859	$21M	—	ADD 87%
56	Pacific Asset Management, LLC	419,016419,016	$20M	—	ADD 23%
57	Wolfstich Capital, LLC	409,693409,693	$20M	—	TRIM -11%
58	Verisail Partners, LLC	406,326406,326	$19M	—	ADD 3%
59	SageOak Financial, LLC	401,283401,283	$19M	—	—
60	AWM CAPITAL, LLC	395,960395,960	$19M	—	ADD 15%
61	INTEGRITY ALLIANCE, LLC.	390,017390,017	$19M	—	—
62	Nova R Wealth, Inc.	389,213389,213	$19M	—	ADD 7%
63	AlphaStar Capital Management, LLC	387,081387,081	$19M	—	ADD 8%
64	Onyx Financial Advisors, LLC	386,210386,210	$18M	—	ADD 5%
65	Vestmark Advisory Solutions, Inc.	386,011386,011	$18M	—	ADD 7%
66	Sterling Wealth Management, Inc.	376,697376,697	$18M	—	ADD 12%
67	Three Arch Wealth Management LLC	376,227376,227	$18M	—	ADD 6%
68	BCU Wealth Advisors, LLC	373,992373,992	$18M	—	ADD 4%
69	Pine Harbor Wealth Management, LLC	368,343368,343	$18M	—	ADD 15%
70	Tillman Hartley LLC	366,761366,761	$18M	—	—
71	Factor Wealth Management LTD	361,141361,141	$17M	—	ADD 16%
72	BCO Wealth Management LLC	358,326358,326	$17M	—	ADD 4%
73	Cambridge Investment Research Advisors, Inc.	347,186347,186	$17M	—	ADD 133%
74	Cornerstone Management, Inc.	343,315343,315	$16M	—	ADD 36%
75	Brady Martz Wealth Solutions, LLC	341,176341,176	$16M	—	ADD 6%
76	LPL Financial LLC	338,855338,855	$16M	—	TRIM -5%
77	One Degree Advisors Inc	336,546336,546	$16M	—	ADD 5%
78	OSAIC HOLDINGS, INC.	332,486332,486	$16M	—	TRIM -9%
79	ROYAL BANK OF CANADA	326,456326,456	$16M	—	TRIM -11%
80	STUDIO INVESTMENT MANAGEMENT LLC	319,593319,593	$15M	—	ADD 5%
81	Foundry Financial LLC	310,786310,786	$15M	—	ADD 66%
82	Kondo Wealth Advisors, Inc.	310,103310,103	$15M	—	ADD 4%
83	LIBERTY WEALTH MANAGEMENT LLC	309,664309,664	$15M	—	ADD 5%
84	Integrity Advisory Solutions, LLC	306,761306,761	$15M	—	ADD 31%
85	DRAVO BAY LLC	303,032303,032	$15M	—	ADD 10%
86	Oceanside Advisors LLC	300,494300,494	$14M	—	ADD 8%
87	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	296,727296,727	$14M	—	ADD 5%
88	CLIENT 1ST ADVISORY GROUP, LLC	296,608296,608	$14M	—	—
89	Parkshore Wealth Management, Inc.	285,037285,037	$14M	—	ADD 23%
90	Integrated Wealth Concepts LLC	284,484284,484	$14M	—	ADD 6%
91	Shira Ridge Wealth Management	283,230283,230	$14M	—	ADD 16%
92	RAYMOND JAMES FINANCIAL INC	278,896278,896	$13M	—	ADD 20%
93	SAX WEALTH ADVISORS, LLC	274,325274,325	$13M	—	—
94	Torren Management, LLC	274,652274,652	$13M	—	ADD 10%
95	Waverly Advisors, LLC	272,865272,865	$13M	—	—
96	Johnson Wealth Management, LLC	270,080270,080	$13M	—	ADD 4%
97	Stratos Investment Management, LLC	267,886267,886	$13M	—	—
98	Discipline Wealth Solutions, LLC	265,210265,210	$13M	—	ADD 19%
99	Essential Planning, LLC.	263,549263,549	$13M	—	ADD 28%
100	City State Bank	263,092263,092	$13M	—	ADD 34%

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

Focus Partners Wealth

6.7M

3.6M

3.7M

4.7M

5.4M

6.1M

$293M

Apella Capital, LLC

1.7M

2.7M

3.4M

4.0M

4.5M

5.2M

$253M

Focus Partners Advisor Solutions, LLC

3.0M

3.5M

3.9M

5.1M

1.1M

5.1M

$245M

Savant Capital, LLC

2.3M

3.0M

3.6M

4.1M

4.0M

3.9M

$187M

OneDigital Investment Advisors LLC

2.7M

2.9M

3.1M

3.2M

3.6M

3.7M

$177M

Beaird Harris Wealth Management, LLC

2.6M

3.0M

3.2M

3.1M

$149M

Root Financial Partners, LLC

809K

1.1M

1.2M

1.9M

2.5M

3.0M

$143M

Planning Center, Inc.

2.0M

2.3M

2.4M

2.7M

2.8M

$134M

ENVESTNET ASSET MANAGEMENT INC

1.4M

1.5M

1.9M

2.0M

2.3M

2.4M

$116M

Vise Technologies, Inc.

—

599K

2.3M

$109M

DiNuzzo Private Wealth, Inc.

1.9M

2.0M

1.9M

2.0M

$98M

HighTower Advisors, LLC

1.7M

1.8M

1.7M

1.8M

1.9M

2.0M

$94M

Great Waters Wealth Management

1.2M

1.4M

1.6M

1.8M

$85M

PHILLIPS FINANCIAL MANAGEMENT, LLC

1.2M

1.3M

1.4M

1.5M

1.8M

1.7M

$82M

Rachor Investment Advisory Services, LLC

—

1.4M

1.5M

$70M

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	421	111,121,399	—	$5.3B
2025-Q4	406	98,102,972	—	$4.7B
2025-Q3	363	84,848,124	—	$4.1B
2025-Q2	351	75,350,515	—	$3.6B
2025-Q1	339	68,479,312	—	$3.3B
2024-Q4	323	69,336,383	—	$3.3B
2024-Q3	249	48,278,881	—	$2.3B
2024-Q2	242	41,210,635	—	$1.9B
2024-Q1	217	33,469,002	—	$1.6B
2023-Q4	214	27,830,073	—	$1.3B
2023-Q3	181	19,599,853	—	$898M
2023-Q2	168	15,994,961	—	$739M
2023-Q1	153	13,200,314	—

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 DFSD · 2026-Q1 methodology → sources →

421 holders

% of shares outstanding held

—

Shares held (13F)

111,121,399

Reporting holders

421

Top holders

largest 100 of 421 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Focus Partners Wealth	6,122,1056.1M	$293M	—	ADD 12%
2	Apella Capital, LLC	5,246,3275.2M	$253M	—	ADD 16%
3	Focus Partners Advisor Solutions, LLC	5,126,9225.1M	$245M	—	ADD 347%
4	Savant Capital, LLC	3,903,9653.9M	$187M	—	TRIM -3%
5	OneDigital Investment Advisors LLC	3,699,8433.7M	$177M	—	ADD 4%
6	Beaird Harris Wealth Management, LLC	3,109,7063.1M	$149M	—	TRIM -3%
7	Root Financial Partners, LLC	2,991,1363.0M	$143M	—	ADD 20%
8	Planning Center, Inc.	2,808,2552.8M	$134M	—	ADD 4%
9	ENVESTNET ASSET MANAGEMENT INC	2,418,9712.4M	$116M	—	ADD 7%
10	Vise Technologies, Inc.	2,274,5672.3M	$109M	—	—
11	DiNuzzo Private Wealth, Inc.	2,041,1832.0M	$98M	—	—
12	HighTower Advisors, LLC	1,968,9032.0M	$94M	—	ADD 4%
13	Great Waters Wealth Management	1,783,9241.8M	$85M	—	ADD 14%
14	PHILLIPS FINANCIAL MANAGEMENT, LLC	1,714,3011.7M	$82M	—	TRIM -3%
15	Rachor Investment Advisory Services, LLC	1,452,7151.5M	$70M	—	ADD 3%
16	Diversified Portfolios, Inc.	1,336,4221.3M	$64M	—	ADD 8%
17	Rather & Kittrell, Inc.	1,332,0111.3M	$64M	—	ADD 8%
18	McIlrath & Eck, LLC	1,297,3051.3M	$62M	—	ADD 15%
19	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	1,245,6251.2M	$60M	—	ADD 2%
20	WPWealth LLP	1,209,8991.2M	$58M	—	ADD 3%
21	ASSETMARK, INC	1,190,8261.2M	$57M	—	TRIM -2%
22	COMMONWEALTH EQUITY SERVICES, LLC	1,182,8311.2M	$57M	—	ADD 8%
23	Ruedi Wealth Management, Inc.	1,097,3031.1M	$53M	—	ADD 5%
24	RAM Investment Partners, LLC	998,462998,462	$48M	—	ADD 5%
25	CURIO WEALTH, LLC	958,276958,276	$46M	—	ADD 3%
26	Allworth Financial LP	935,707935,707	$45M	—	ADD 260%
27	Altiora Financial Group, LLC	922,515922,515	$44M	—	TRIM -5%
28	Beacon Pointe Advisors, LLC	917,818917,818	$44M	—	ADD 8%
29	Financial Plan, Inc.	917,141917,141	$44M	—	ADD 18%
30	55 North Private Wealth, LLC	879,329879,329	$42M	—	—
31	Signature Resources Capital Management, LLC	773,080773,080	$37M	—	ADD 13%
32	Elser Financial Planning, Inc	772,713772,713	$37M	—	NEW
33	PARK AVENUE SECURITIES LLC	769,712769,712	$37M	—	—
34	BANK OF AMERICA CORP /DE/	751,650751,650	$36M	—	ADD 31%
35	MASECO LLP	738,839738,839	$35M	—	ADD 14%
36	Wealthquest Corp	731,031731,031	$35M	—	—
37	ECLECTIC ASSOCIATES INC /ADV	686,064686,064	$33M	—	ADD 26%
38	Wheelhouse Advisory Group LLC	617,530617,530	$30M	—	ADD 34%
39	Mattern Wealth Management LLC	603,374603,374	$29M	—	—
40	GREAT OAK CAPITAL PARTNERS, LLC	595,719595,719	$29M	—	ADD 3%
41	Farther Finance Advisors, LLC	568,116568,116	$27M	—	ADD 64%
42	Valued Wealth Advisors LLC	557,734557,734	$27M	—	ADD 2%
43	NORTHWEST WEALTH MANAGEMENT, LLC	554,913554,913	$27M	—	ADD 16%
44	Allegiance Financial Group Advisory Services LLC	511,899511,899	$25M	—	ADD 11%
45	JACKSON THORNTON WEALTH MANAGEMENT, LLC	506,382506,382	$24M	—	ADD 7%
46	Sterling Wealth Advisors Inc	500,013500,013	$24M	—	—
47	Keyes, Stange & Wooten Wealth Management, LLC	492,749492,749	$24M	—	TRIM -10%
48	SC&H Financial Advisors, Inc.	484,186484,186	$23M	—	ADD 14%
49	Vestment Financial LLC	477,806477,806	$23M	—	ADD 9%
50	LEGACY FINANCIAL GROUP, INC.	467,314467,314	$22M	—	ADD 3%
51	CPA Asset Management Group, LLC	456,710456,710	$22M	—	ADD 61%
52	Cornerstone Wealth Partners, LLC	456,631456,631	$22M	—	ADD 26%
53	SJS Investment Consulting Inc.	455,308455,308	$22M	—	ADD 3%
54	Guardian Wealth Management, LLC	449,187449,187	$22M	—	ADD 11%
55	Parkwoods Wealth Partners, LLC	445,859445,859	$21M	—	ADD 87%
56	Pacific Asset Management, LLC	419,016419,016	$20M	—	ADD 23%
57	Wolfstich Capital, LLC	409,693409,693	$20M	—	TRIM -11%
58	Verisail Partners, LLC	406,326406,326	$19M	—	ADD 3%
59	SageOak Financial, LLC	401,283401,283	$19M	—	—
60	AWM CAPITAL, LLC	395,960395,960	$19M	—	ADD 15%
61	INTEGRITY ALLIANCE, LLC.	390,017390,017	$19M	—	—
62	Nova R Wealth, Inc.	389,213389,213	$19M	—	ADD 7%
63	AlphaStar Capital Management, LLC	387,081387,081	$19M	—	ADD 8%
64	Onyx Financial Advisors, LLC	386,210386,210	$18M	—	ADD 5%
65	Vestmark Advisory Solutions, Inc.	386,011386,011	$18M	—	ADD 7%
66	Sterling Wealth Management, Inc.	376,697376,697	$18M	—	ADD 12%
67	Three Arch Wealth Management LLC	376,227376,227	$18M	—	ADD 6%
68	BCU Wealth Advisors, LLC	373,992373,992	$18M	—	ADD 4%
69	Pine Harbor Wealth Management, LLC	368,343368,343	$18M	—	ADD 15%
70	Tillman Hartley LLC	366,761366,761	$18M	—	—
71	Factor Wealth Management LTD	361,141361,141	$17M	—	ADD 16%
72	BCO Wealth Management LLC	358,326358,326	$17M	—	ADD 4%
73	Cambridge Investment Research Advisors, Inc.	347,186347,186	$17M	—	ADD 133%
74	Cornerstone Management, Inc.	343,315343,315	$16M	—	ADD 36%
75	Brady Martz Wealth Solutions, LLC	341,176341,176	$16M	—	ADD 6%
76	LPL Financial LLC	338,855338,855	$16M	—	TRIM -5%
77	One Degree Advisors Inc	336,546336,546	$16M	—	ADD 5%
78	OSAIC HOLDINGS, INC.	332,486332,486	$16M	—	TRIM -9%
79	ROYAL BANK OF CANADA	326,456326,456	$16M	—	TRIM -11%
80	STUDIO INVESTMENT MANAGEMENT LLC	319,593319,593	$15M	—	ADD 5%
81	Foundry Financial LLC	310,786310,786	$15M	—	ADD 66%
82	Kondo Wealth Advisors, Inc.	310,103310,103	$15M	—	ADD 4%
83	LIBERTY WEALTH MANAGEMENT LLC	309,664309,664	$15M	—	ADD 5%
84	Integrity Advisory Solutions, LLC	306,761306,761	$15M	—	ADD 31%
85	DRAVO BAY LLC	303,032303,032	$15M	—	ADD 10%
86	Oceanside Advisors LLC	300,494300,494	$14M	—	ADD 8%
87	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	296,727296,727	$14M	—	ADD 5%
88	CLIENT 1ST ADVISORY GROUP, LLC	296,608296,608	$14M	—	—
89	Parkshore Wealth Management, Inc.	285,037285,037	$14M	—	ADD 23%
90	Integrated Wealth Concepts LLC	284,484284,484	$14M	—	ADD 6%
91	Shira Ridge Wealth Management	283,230283,230	$14M	—	ADD 16%
92	RAYMOND JAMES FINANCIAL INC	278,896278,896	$13M	—	ADD 20%
93	SAX WEALTH ADVISORS, LLC	274,325274,325	$13M	—	—
94	Torren Management, LLC	274,652274,652	$13M	—	ADD 10%
95	Waverly Advisors, LLC	272,865272,865	$13M	—	—
96	Johnson Wealth Management, LLC	270,080270,080	$13M	—	ADD 4%
97	Stratos Investment Management, LLC	267,886267,886	$13M	—	—
98	Discipline Wealth Solutions, LLC	265,210265,210	$13M	—	ADD 19%
99	Essential Planning, LLC.	263,549263,549	$13M	—	ADD 28%
100	City State Bank	263,092263,092	$13M	—	ADD 34%

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

Focus Partners Wealth

6.7M

3.6M

3.7M

4.7M

5.4M

6.1M

$293M

Apella Capital, LLC

1.7M

2.7M

3.4M

4.0M

4.5M

5.2M

$253M

Focus Partners Advisor Solutions, LLC

3.0M

3.5M

3.9M

5.1M

1.1M

5.1M

$245M

Savant Capital, LLC

2.3M

3.0M

3.6M

4.1M

4.0M

3.9M

$187M

OneDigital Investment Advisors LLC

2.7M

2.9M

3.1M

3.2M

3.6M

3.7M

$177M

Beaird Harris Wealth Management, LLC

2.6M

3.0M

3.2M

3.1M

$149M

Root Financial Partners, LLC

809K

1.1M

1.2M

1.9M

2.5M

3.0M

$143M

Planning Center, Inc.

2.0M

2.3M

2.4M

2.7M

2.8M

$134M

ENVESTNET ASSET MANAGEMENT INC

1.4M

1.5M

1.9M

2.0M

2.3M

2.4M

$116M

Vise Technologies, Inc.

—

599K

2.3M

$109M

DiNuzzo Private Wealth, Inc.

1.9M

2.0M

1.9M

2.0M

$98M

HighTower Advisors, LLC

1.7M

1.8M

1.7M

1.8M

1.9M

2.0M

$94M

Great Waters Wealth Management

1.2M

1.4M

1.6M

1.8M

$85M

PHILLIPS FINANCIAL MANAGEMENT, LLC

1.2M

1.3M

1.4M

1.5M

1.8M

1.7M

$82M

Rachor Investment Advisory Services, LLC

—

1.4M

1.5M

$70M

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	421	111,121,399	—	$5.3B
2025-Q4	406	98,102,972	—	$4.7B
2025-Q3	363	84,848,124	—	$4.1B
2025-Q2	351	75,350,515	—	$3.6B
2025-Q1	339	68,479,312	—	$3.3B
2024-Q4	323	69,336,383	—	$3.3B
2024-Q3	249	48,278,881	—	$2.3B
2024-Q2	242	41,210,635	—	$1.9B
2024-Q1	217	33,469,002	—	$1.6B
2023-Q4	214	27,830,073	—	$1.3B
2023-Q3	181	19,599,853	—	$898M
2023-Q2	168	15,994,961	—	$739M
2023-Q1	153	13,200,314	—

Short interest has its own tab now — open SI →

DFSD☆

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

Top holders

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

Institutional footprint by quarter

DFSD