DONOGHUE FORLINES YLD R/A (DFRA) Institutional Ownership Changes & 13F Activity
DONOGHUE FORLINES YLD R/A (DFRA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jpmorgan Chase & Co, Dynasty Wealth Management, Llc, Sagespring Wealth Partners, Llc, Openarc Corporate Advisory, Llc, and Osaic Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +14,531 | — | 14,531 | $437.30K | Q2 2026 | Sep 02, 2026 |
| Osaic Holdings, Inc. | Buy | +22,550 | — | 22,550 | $678.52K | Q2 2026 | Aug 14, 2026 |
| Dynasty Wealth Management, Llc | Sell | -2,251,092 | -95.1% | 115,019 | $3.46M | Q2 2026 | Aug 13, 2026 |
| Virtu Financial Llc | Buy | +15,815 | — | 15,815 | $476.00K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +2,467,483 | — | 2,467,483 | $74.18M | Q2 2026 | Aug 12, 2026 |
| Tradition Wealth Management, Llc | Buy | +960 | +1.4% | 71,095 | $2.14M | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +2,140 | +11.6% | 20,586 | $619.51K | Q2 2026 | Aug 07, 2026 |
| Openarc Corporate Advisory, Llc | Buy | +29,859 | +40.9% | 102,819 | $3.09M | Q2 2026 | Aug 05, 2026 |
| Sagespring Wealth Partners, Llc | Buy | +256,519 | +14.1% | 2,071,062 | $62.33M | Q2 2026 | Aug 03, 2026 |
| Quotient Wealth Partners, Llc | Buy | +950 | +11.4% | 9,315 | $280.33K | Q2 2026 | Aug 03, 2026 |
| Purefi Wealth, Llc | Sell | -344 | -3.4% | 9,686 | $291.50K | Q2 2026 | Jul 27, 2026 |
| Unique Wealth, Llc | Buy | +22,155 | +12.7% | 196,100 | $5.90M | Q2 2026 | Jul 21, 2026 |
| Cyndeo Wealth Partners, Llc | Buy | +3,461 | +8.5% | 43,961 | $1.32M | Q2 2026 | Jul 21, 2026 |
| Storen Legacy Partners, Llc | Buy | +13,308 | +14.6% | 104,647 | $3.15M | Q2 2026 | Jul 17, 2026 |
| Centerline Wealth Advisors, Llc | Buy | +7,062 | +4.8% | 153,324 | $4.61M | Q2 2026 | Jul 17, 2026 |
| Fairvoy Private Wealth, Llc | Buy | +1,670 | +16.2% | 11,996 | $361.00K | Q2 2026 | Jul 17, 2026 |
| Jane Street Group, Llc | Sell | -19,206 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Tritonpoint Partners, Llc | Sell | -8,050 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 28, 2026 |
Frequently asked questions about DFRA activity
Which institutional owners are buying DFRA?
Institutional owners buying DFRA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DFRA activity?
"Buy" means an investor increased their reported position in DFRA compared to the prior reporting period. This reflects growing exposure to DONOGHUE FORLINES YLD R/A (DFRA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DFRA increasing?
Institutional interest in DFRA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.