Filing Research | DFH - DREAM FINDERS HOMES INC Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	JACKSON SQUARE CAPITAL, LLC	Shares	69.5KSH	$1.2M
2	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	15.9KSH	$274.5K
3	Louisiana State Employees Retirement System	Shares	12.2KSH	$210.6K
4	GAMMA Investing LLC	Shares	10.0KSH	$172.5K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.1KSH	$160.3K
6	Police & Firemen's Retirement System of New Jersey	Shares	8.3KSH	$144.1K
7	Versant Capital Management, Inc	Shares	5.1KSH	$88.6K
8	SIGNATUREFD, LLC	Shares	2.2KSH	$37.1K
9	Palouse Capital Management, Inc.	Shares	1.6KSH	$28.3K
10	Atlantic Edge Private Wealth Management, LLC	Shares	1.3KSH	$22.2K
11	EverSource Wealth Advisors, LLC	Shares	691SH	$11.9K
12	Farther Finance Advisors, LLC	Shares	668SH	$11.5K
13	MassMutual Private Wealth & Trust, FSB	Shares	658SH	$11.4K
14	ADIRONDACK TRUST CO	Shares	615SH	$10.6K
15	SBI Securities Co., Ltd.	Shares	430SH	$7.4K
16	IFP Advisors, Inc	Shares	350SH	$6.0K
17	WOLFF WIESE MAGANA LLC	Shares	249SH	$4.3K
18	Bogart Wealth, LLC	Shares	169SH	$2.9K
19	SJS Investment Consulting Inc.	Shares	128SH	$2.2K
20	Marquette Asset Management, LLC	Shares	73SH	$1.3K
21	Physician Wealth Advisors, Inc.	Shares	39SH	$674
22	Fortitude Family Office, LLC	Shares	28SH	$483
23	Handelsbanken Fonder AB	Shares	26.6KSH	$459
24	FARMERS & MERCHANTS INVESTMENTS INC	Shares	19SH	$328
25	GILPIN WEALTH MANAGEMENT, LLC	Shares	16SH	$277
26	JFS WEALTH ADVISORS, LLC	Shares	10SH	$173
27	State of Alaska, Department of Revenue	Shares	9.1KSH	$157
28	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	4.5KSH	$77
29	Davis Capital Management	Shares	2SH	$35
30	Hughes Financial Services, LLC	Shares	2SH	$35
31	Trium Capital LLP	Shares	2SH	$35
32	Capital Advisors, Ltd. LLC	Shares	14SH	$0

Manager changes2026-06-30 vs 2026-03-31

34 / 34 loaded

#		Instrument
1	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+15.9K	+$274.5K	$274.5K
2	JACKSON SQUARE CAPITAL, LLC unchanged	Shares	0	+$232.1K	$1.2M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+10.1K	+$160.3K	$160.3K
4	GAMMA Investing LLC added	Shares	+2.7K	+$71.4K	$172.5K
5	Versant Capital Management, Inc added	Shares	+1.9K	+$43.8K	$88.6K
6	Louisiana State Employees Retirement System trimmed	Shares	-500	+$33.8K	$210.6K
7	SIGNATUREFD, LLC added	Shares	+1.7K	+$31.4K	$37.1K
8	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$27.9K	$144.1K
9	Farther Finance Advisors, LLC added	Shares	+499	+$9.2K	$11.5K
10	EverSource Wealth Advisors, LLC added	Shares	+475	+$8.9K	$11.9K
11	IFP Advisors, Inc added	Shares	+337	+$5.9K	$6.0K
12	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	+$4.3K	$22.2K
13	MassMutual Private Wealth & Trust, FSB added	Shares	+96	+$3.5K	$11.4K
14	Bogart Wealth, LLC new	Shares	+169	+$2.9K	$2.9K
15	ADIRONDACK TRUST CO unchanged	Shares	0	+$2.0K	$10.6K
16	SJS Investment Consulting Inc. added	Shares	+100	+$1.8K	$2.2K
17	SBI Securities Co., Ltd. added	Shares	+11	+$1.6K	$7.4K
18	Marquette Asset Management, LLC new	Shares	+73	+$1.3K	$1.3K
19	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$831	$4.3K
20	Fortitude Family Office, LLC new	Shares	+28	+$483	$483
21	Handelsbanken Fonder AB added	Shares	+12.4K	+$261	$459
22	JFS WEALTH ADVISORS, LLC new	Shares	+10	+$173	$173
23	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$64	$328
24	Davis Capital Management new	Shares	+2	+$35	$35
25	Hughes Financial Services, LLC new	Shares	+2	+$35	$35
26	Trium Capital LLP new	Shares	+2	+$35	$35
27	Capital Advisors, Ltd. LLC new	Shares	+14	$0	$0
28	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-3.6K	-$36	$77
29	Physician Wealth Advisors, Inc. trimmed	Shares	-12	-$36	$674
30	State of Alaska, Department of Revenue trimmed	Shares	-5.3K	-$44	$157
31	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-16	-$169	$277
32	Cedar Mountain Advisors, LLC exited	Shares	-24	-$334	$0
33	Palouse Capital Management, Inc. trimmed	Shares	-1.0K	-$8.5K	$28.3K
34	TOTH FINANCIAL ADVISORY CORP exited	Shares	-800	-$11.1K	$0