Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
186 institutional managers reported holding DFH for the quarter ended Mar 31, 2026. Together they hold about 31% of shares outstanding; the top 10 hold 22%. 40 opened new positions; 43 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 4.67M | 5.06% | $65.1M | added +3.8% | 2021 Q1 |
| Kayne Anderson Rudnick Investment Management LLC | 4.27M | 4.62% | $59.5M | trimmed -3.5% | 2021 Q4 |
| Vanguard Group | 2.95M | 3.19% | $41.1M | trimmed -4.7% | 2021 Q1 |
| Cooke & Bieler LP | 2.78M | 3.01% | $38.7M | added +11.7% | 2021 Q3 |
| State Street | 1.69M | 1.83% | $23.6M | added +9.3% | 2021 Q2 |
| Dimensional Fund Advisors | 1.45M | 1.57% | $20.2M | added +19.3% | 2023 Q4 |
| Geode Capital | 718.6k | 0.78% | $10.0M | added +3.6% | 2021 Q1 |
| Elgethun Capital Management | 505.4k | 0.55% | $7.0M | added +2.1% | 2021 Q4 |
| Marshall Wace | 499.6k | 0.54% | $7.0M | added +163% | 2022 Q2 |
| Invesco | 497.7k | 0.54% | $6.9M | added +11.1% | 2022 Q2 |
| Arcus Capital Partners, LLC | 475.3k | 0.51% | $6.6M | trimmed -45.6% | 2021 Q1 |
| Charles Schwab Investment Management | 415.0k | 0.45% | $5.8M | added +66.1% | 2021 Q1 |
| Morgan Stanley | 346.9k | 0.38% | $4.8M | added +34.2% | 2021 Q1 |
| Elevation Point Wealth Partners, LLC | 344.8k | 0.37% | $4.8M | opened | 2026 Q1 |
| Vestmark Advisory Solutions, INC. | 344.8k | 0.37% | $4.8M | opened | 2026 Q1 |
| Ameriprise Financial INC | 340.9k | 0.37% | $4.8M | added +132.9% | 2023 Q3 |
| Denali Advisors LLC | 338.3k | 0.37% | $4.7M | added +30.1% | 2023 Q1 |
| Wells Fargo & COMPANY/MN | 329.7k | 0.36% | $4.6M | trimmed -12.2% | 2021 Q1 |
| Goldman Sachs | 311.7k | 0.34% | $4.3M | trimmed -32.4% | 2021 Q1 |
| Northern Trust | 274.9k | 0.30% | $3.8M | added +2.6% | 2021 Q1 |
| UBS | 256.1k | 0.28% | $3.6M | added +14% | 2021 Q1 |
| HRT Financial LP | 246.4k | 0.27% | $3.4M | added +759.5% | 2025 Q4 |
| Janus Henderson | 203.5k | 0.22% | $2.8M | trimmed -88.6% | 2023 Q2 |
| Bretton Capital Management, LLC (focused) | 170.5k | 0.18% | $2.4M | unchanged | 2024 Q3 |
| SEI Investments CO | 164.4k | 0.18% | $2.3M | trimmed -13.3% | 2021 Q4 |
| BNY Mellon | 152.0k | 0.16% | $2.1M | trimmed -6.5% | 2021 Q4 |
| Rockefeller Capital Management L.p. | 146.4k | 0.16% | $2.0M | added +13.6% | 2025 Q1 |
| Bank OF America CORP /DE/ | 146.1k | 0.16% | $2.0M | added +51.5% | 2021 Q4 |
| Principal Financial Group INC | 139.9k | 0.15% | $2.0M | added +2.1% | 2024 Q1 |
| Jane Street | 131.6k | 0.14% | $1.8M | added +328.9% | 2025 Q2 |
| BNP Paribas Financial Markets | 120.8k | 0.13% | $1.7M | added +717.6% | 2024 Q4 |
| Millennium Management | 112.1k | 0.12% | $1.6M | trimmed -70.7% | 2023 Q3 |
| Holocene Advisors | 110.0k | 0.12% | $1.5M | opened | 2026 Q1 |
| Balyasny Asset Management | 109.5k | 0.12% | $1.5M | trimmed -9.4% | 2024 Q4 |
| XTX Topco LTD | 104.1k | 0.11% | $1.5M | added +192.9% | 2025 Q2 |
| Public Sector Pension Investment Board | 102.8k | 0.11% | $1.4M | added +2.9% | 2024 Q4 |
| NEW York State Common Retirement Fund | 101.2k | 0.11% | $1.4M | added +24.6% | 2022 Q2 |
| De Lisle Partners LLP | 94.5k | 0.10% | $1.3M | trimmed -44.9% | 2024 Q1 |
| Squarepoint Ops LLC | 93.3k | 0.10% | $1.3M | added +19.2% | 2025 Q1 |
| Deutsche Bank AG\ | 87.1k | 0.09% | $1.2M | added +62.3% | 2022 Q2 |
| Envestnet Asset Management INC | 85.9k | 0.09% | $1.2M | added +9% | 2023 Q4 |
| Rhumbline Advisers | 80.4k | 0.09% | $1.1M | added +2.9% | 2022 Q2 |
| Nuveen | 77.5k | 0.08% | $1.1M | added +0.6% | 2022 Q2 |
| Citadel Advisors | 77.1k | 0.08% | $1.1M | opened | 2021 Q1 |
| Jackson Square Capital, LLC | 69.5k | 0.07% | $969k | unchanged | 2023 Q2 |
| State OF Wisconsin Investment Board | 66.7k | 0.07% | $930k | opened | 2026 Q1 |
| Legal & General Group PLC | 66.6k | 0.07% | $929k | trimmed -1.7% | 2021 Q4 |
| Creative Planning | 64.3k | 0.07% | $897k | opened | 2024 Q4 |
| Point72 | 60.5k | 0.07% | $844k | opened | 2026 Q1 |
| Daiwa Securities Group INC. | 58.5k | 0.06% | $816k | trimmed -17.3% | 2021 Q4 |
Largest 50 of 186 shown; the full ranked, searchable register is at boothcheck.com/holders/DFH. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.