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US Large Cap Vector ETF (DFVX) Institutional Ownership

$86.20 -0.09 (-0.10%)
As of 12:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for US Large Cap Vector ETF (NYSEARCA:DFVX)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$2.93M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$92.13M
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DFVX Institutional Buying and Selling by Quarter

US Large Cap Vector ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026 Wealthquest Corp268,808$19.97M1.4%-35.3%4.407%
2/11/2026 Curio Wealth LLC105,291$7.92M2.8%+27.8%1.815%
2/9/2026 Cary Street Partners Investment Advisory LLC418$31K0.0%N/A0.007%
2/9/2026 Cary Street Partners Financial LLC14,009$1.04M0.0%-9.0%0.242%
2/9/2026 Wealthquest Corp415,700$30.91M2.3%-22.2%7.167%
11/13/2025BNP Paribas Financial Markets727$53K0.0%N/A0.013%
11/13/2025 Curio Wealth LLC82,370$5.99M2.5%+21.6%1.445%
11/10/2025 Cary Street Partners Financial LLC15,397$1.12M0.0%+6.9%0.270%
11/5/2025 Wealthquest Corp534,230$38.85M3.1%-65.0%9.372%
8/14/2025 Cary Street Partners Financial LLC14,407$993K0.0%-9.0%0.257%
8/13/2025 Wealthquest Corp1,528,408$105.34M8.3%+3.5%27.293%
7/31/2025 Curio Wealth LLC67,721$4.67M2.0%+45,047.3%1.209%
5/9/2025Cary Street Partners Financial LLC15,835$1.02M0.0%+65.8%0.247%
5/8/2025Wealthquest Corp1,477,255$94.74M4.2%+6.7%23.082%
5/2/2025Mosaic Family Wealth Partners LLC13,648$875K0.1%N/A0.213%
4/28/2025Private Trust Co. NA4,806$308K0.0%N/A0.076%
2/17/2025Cary Street Partners Financial LLC9,548$623K0.0%N/A0.329%
2/10/2025Curio Wealth LLC39,182$2.56M1.4%N/A1.351%
1/16/2025Wealthquest Corp1,384,596$90.40M7.4%+4.5%47.745%
11/21/2024Wealthquest Corp1,324,426$86.56M7.6%N/A45.670%
2/12/2024American Investment Services Inc.8,472$476K0.1%N/A0.000%


DFVX Institutional Ownership - Frequently Asked Questions

During the previous two years, the following institutional investors and hedge funds held shares of US Large Cap Vector ETF shares: Wealthquest Corp ($19.97M), Curio Wealth LLC ($7.92M), Cary Street Partners Financial LLC ($1.04M), Mosaic Family Wealth Partners LLC ($875K), Private Trust Co. NA ($308K), and BNP Paribas Financial Markets ($53K), and Cary Street Partners Investment Advisory LLC ($31K).Learn more on US Large Cap Vector ETF's institutional investors.

The following institutional investors have purchased US Large Cap Vector ETF's stock in the last 24 months: Wealthquest Corp ($1.53M), Curio Wealth LLC ($144.32K), Cary Street Partners Financial LLC ($16.83K), Mosaic Family Wealth Partners LLC ($13.65K), Private Trust Co. NA ($4.81K), BNP Paribas Financial Markets ($727.00), and Cary Street Partners Investment Advisory LLC ($418.00).

Institutional investors have bought a total of 39,705 shares in the last 24 months. This purchase volume represents approximately $2.93M in transactions.

The following institutional investors have sold US Large Cap Vector ETF stock in the last 24 months: Wealthquest Corp ($1.26M), and Cary Street Partners Financial LLC ($1.39K).

Institutional investors have sold a total of 1,260,988 shares in the last 24 months. This volume of shares sold represents approximately $92.13M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DFVX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 6/3/2026. New 13F filings are added each quarter as they're published.
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