Who Owns DFEB (DFEB)? -- Institutional Holders (2026-06-30)

154 institutions reported holding $201.0M of DFEB (DFEB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Advance Capital Management, Inc. ($21.8M), Cetera Investment Advisers ($12.0M), ENVESTNET ASSET MANAGEMENT INC ($11.0M), COMMONWEALTH EQUITY SERVICES, LLC ($8.9M), OSAIC HOLDINGS, INC. ($7.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Advance Capital Management, Inc.	$21.8M	431,637	Added
2	Cetera Investment Advisers	$12.0M	237,132	Added
3	ENVESTNET ASSET MANAGEMENT INC	$11.0M	217,664	Added
4	COMMONWEALTH EQUITY SERVICES, LLC	$8.9M	176,888	Added
5	OSAIC HOLDINGS, INC.	$7.8M	154,220	Trimmed
6	Spectrum Asset Management, Inc. (NB/CA)	$7.1M	139,879	Trimmed
7	LPL Financial LLC	$6.2M	123,312	Added
8	UPTICK PARTNERS, LLC	$6.1M	121,216	Added
9	Kestra Advisory Services, LLC	$5.7M	112,772	Trimmed
10	Cambridge Investment Research Advisors, Inc.	$4.6M	90,157	Trimmed
11	Janney Montgomery Scott LLC	$4.2M	83,331	Trimmed
12	RAYMOND JAMES FINANCIAL INC	$4.2M	82,195	Trimmed
13	HARBOUR INVESTMENTS, INC.	$4.1M	81,511	Trimmed
14	FOUNDERS FINANCIAL SECURITIES LLC	$4.0M	78,268	Added
15	Horizon Investments, LLC	$3.9M	77,108	Trimmed
16	BEACON FINANCIAL GROUP	$3.8M	74,494	Trimmed
17	LifeWealth Investments, LLC	$3.3M	65,247	Trimmed
18	Integrated Wealth Concepts LLC	$3.0M	59,846	Hold
19	Tanglewood Legacy Advisors, LLC	$2.6M	51,607	Trimmed
20	MML INVESTORS SERVICES, LLC	$2.5M	48,625	Added
21	Mutual Advisors, LLC	$2.2M	43,995	Trimmed
22	REAP Financial Group, LLC	$2.2M	42,693	Trimmed
23	PRECEDENT WEALTH PARTNERS, LLC	$2.1M	40,701	Added
24	Gerber Kawasaki Wealth & Investment Management	$2.0M	40,255	Hold
25	Mariner, LLC	$1.9M	37,272	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30