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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
1 top institutions tracked
Last 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
364 filers reported a long position in DFIS for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | $2.2B | 61.4M | +4.5% |
| NATIXIS ADVISORS, LLC | $458.8M | 13.1M | +15% |
| Matson Money. Inc. | $417.5M | 11.9M | Unchanged |
| Envestnet Portfolio Solutions, Inc. | $115.9M | 3.3M | +0.3% |
| FIRST CITIZENS BANK & TRUST CO | $112.6M | 3.2M | +0.2% |
| UBS Group AG | $98.1M | 2.8M | +4,590,444.3% |
| Creative Planning | $84.4M | 2.4M | -0.7% |
| ASSETMARK, INC | $77.9M | 2.2M | +54,900% |
| ENVESTNET ASSET MANAGEMENT INC | $69.2M | 2M | +7.3% |
| PARK AVENUE SECURITIES LLC | $64.9M | 1.9M | +6.6% |
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