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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
44 top institutions tracked
Last 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
597 filers reported a long position in DFEM for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Forum Financial Management, LP | $640.8M | 15.8M | -3.9% |
| Focus Partners Wealth | $402.3M | 9.9M | +9.8% |
| Focus Partners Advisor Solutions, LLC | $358.6M | 8.8M | +14.6% |
| Sequoia Financial Advisors, LLC | $215.4M | 5.3M | -0.9% |
| Truepoint, Inc. | $201.7M | 5M | -6.1% |
| Savant Capital, LLC | $177.8M | 4.4M | +3.5% |
| HBK Sorce Advisory LLC | $131.2M | 3.4M | +3.2% |
| Forvis Mazars Wealth Advisors, LLC | $130.5M | 3.2M | +3.9% |
| HighTower Advisors, LLC | $129.7M | 3.2M | -0.9% |
| Parcion Private Wealth LLC | $105.8M | 2.6M | -2.8% |
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