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Who owns DFIIWhat DFII owns — n/a

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Institutional ownership of DFII from SEC Form 13F filings across 21 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

21

13F holders

$4.7M

value, 2026 filers

80.4%

of shares outstanding (553,409 sh)

4

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of DFII's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Insight Advisors, LLC/ PA190,221$2.1M0.4%27.6%+4.8%
2Cambridge Investment Research Advisors, Inc.128,693$1,4310.0%18.7%+1.2%
3INDEPENDENT FINANCIAL GROUP, LLC56,135$624,2190.0%8.2%-56.1%
4Benson Wealth Management INC39,635$440,7410.4%5.8%+1324.2%
5Kestra Advisory Services, LLC19,929$221,6150.0%2.9%+9.4%
6SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW17,646$196,2240.0%2.6%new
7SteelPeak Wealth, LLC16,275$180,9730.0%2.4%+31.6%
8Capital CS Group, LLC16,161$179,7140.1%2.3%+1.4%
9JANE STREET GROUP, LLC15,314$170,2920.0%2.2%-77.9%
10ENVESTNET ASSET MANAGEMENT INC11,405$126,8240.0%1.7%-4.4%
11OLD MISSION CAPITAL LLC10,876$120,9410.0%1.6%-67.3%
12Western Wealth Management, LLC10,754$119,5840.0%1.6%-2.7%
13Cresset Asset Management, LLC10,221$113,6570.0%1.5%-4.6%
14HARBOUR INVESTMENTS, INC.3,600$40,0320.0%0.5%+38.5%
15Archer Investment Corp2,130$23,6860.0%0.3%+0.5%
16Capital Investment Advisory Services, LLC1,302$14,4780.0%0.2%+7.2%
17UBS Group AGNEW1,159$12,8880.0%0.2%new
18Integrated Wealth Concepts LLCNEW902$10,0320.0%0.1%new
19OSAIC HOLDINGS, INC.501$5,5710.0%0.1%0.0%
20Triumph Capital Management300$3,3360.0%0%0.0%
21CREATIVE FINANCIAL DESIGNS INC /ADVNEW250$2,7800.0%0%new

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.