US Large Cap Vector ETF (DFVX) Institutional Ownership $65.53 -0.98 (-1.47%) As of 05/21/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for US Large Cap Vector ETF (NYSEARCA:DFVX)Number ofInstitutional Buyers(last 12 months)5TotalInstitutional Inflows(last 12 months)$101.42MNumber ofInstitutional Sellers(last 12 months)0 Get DFVX Insider Trade Alerts Want to know when executives and insiders are buying or selling US Large Cap Vector ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data DFVX Institutional Buying and Selling by Quarter US Large Cap Vector ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/9/2025 Cary Street Partners Financial LLC15,835$1.02M0.0%+65.8%0.247% 5/8/2025 Wealthquest Corp1,477,255$94.74M4.2%+6.7%23.082% 5/2/2025 Mosaic Family Wealth Partners LLC13,648$875K0.1%N/A0.213% 4/28/2025 Private Trust Co. NA4,806$308K0.0%N/A0.076% 2/17/2025 Cary Street Partners Financial LLC9,548$623K0.0%N/A0.329% 2/10/2025 Curio Wealth LLC39,182$2.56M1.4%N/A1.351% 1/16/2025 Wealthquest Corp1,384,596$90.40M7.4%+4.5%47.745% 11/21/2024 Wealthquest Corp1,324,426$86.56M7.6%N/A45.670% 2/12/2024 American Investment Services Inc.8,472$476K0.1%N/A0.000% (Data available from 1/1/2016 forward) DFVX Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of DFVX shares? During the previous two years, the following institutional investors and hedge funds held shares of US Large Cap Vector ETF shares: Wealthquest Corp ($94.74M), Curio Wealth LLC ($2.56M), Cary Street Partners Financial LLC ($1.02M), Mosaic Family Wealth Partners LLC ($875K), and American Investment Services Inc. ($476K), Private Trust Co. NA ($308K).Learn more on DFVX's institutional investors. Which institutional investors have been buying US Large Cap Vector ETF stock? The following institutional investors have purchased US Large Cap Vector ETF stock in the last 24 months: Wealthquest Corp ($1.48M), Curio Wealth LLC ($39.18K), Cary Street Partners Financial LLC ($15.84K), Mosaic Family Wealth Partners LLC ($13.65K), American Investment Services Inc. ($8.47K), and Private Trust Co. NA ($4.81K). How much institutional buying is happening at US Large Cap Vector ETF? Institutional investors have bought a total of 1,559,198 shares in the last 24 months. This purchase volume represents approximately $101.89M in transactions. Related Companies ETC 6 Meridian Mega Cap Equity ETF Institutional Ownership SMI 3Fourteen Full-Cycle Trend ETF Institutional Ownership ProShares UltraShort S&P500 Institutional Ownership ClearBridge Large Cap Growth ESG ETF Institutional Ownership AB US Large Cap Strategic Equities ETF Institutional Ownership Simplify Hedged Equity ETF Institutional Ownership Direxion Daily S&P 500 Bear 3X Shares Institutional Ownership VictoryShares US 500 Enhanced Volatility Wtd ETF Institutional Ownership Harbor International Compounders ETF Institutional Ownership ProShares Ultra Dow30 Institutional Ownership This page (NYSEARCA:DFVX) was last updated on 5/22/2025 by MarketBeat.com Staff From Our PartnersJuly 2025 Rule Change to Impact Retirement InvestorsThere's a massive change from a new rule going into effect this July. 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