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$DFSE
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Institutional coverage

169 13F filers hold $DFSE.

13F holders
169
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

3 holders · Q1 2026

$DFSE is held by 3 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.03% to 0.98%, with an average of 0.37% of portfolio. Largest holder: Quarry Hill Advisors, LLC at 0.98%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Quarry Hill Advisors, LLC
0.98% NEW
α +11.4pts
02
Level Financial Advisors
0.09% held
α +30.9pts
03
Truepoint, Inc.
0.03% held
α +21.4pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 169 · Source: 13F-HR
01
Mine & Arao Wealth Creation & Management, LLC.
2.92% of portfolio
760,676 sh
02
J. W. Coons Advisors, LLC
0.06% of portfolio
614,476 sh
03
Rainier Family Wealth Inc.
0.78% of portfolio
588,403 sh
04
Evergreen Private Wealth LLC
0.10% of portfolio
570,391 sh
05
Jvl Associates LLC
2.60% of portfolio
546,242 sh
06
Corre Partners Management, LLC
0.03% of portfolio
536,976 sh
07
LCM Capital Management Inc
6.72% of portfolio
438,287 sh
08
Paradigm Capital Management, LLC
0.22% of portfolio
374,559 sh
09
Ffg Retirement Advisors LLC
1.32% of portfolio
340,438 sh
10
Spinnaker Investment Group, LLC
2.61% of portfolio
260,449 sh
See all 169 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $DFSE in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $DFSE in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:47 UTC.