DONOGHUE FORLINES YLD R/A (DFRA) Institutional Shareholders
DONOGHUE FORLINES YLD R/A (DFRA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $163.57M in DFRA holdings during the latest filing period.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of DFRA tracked by InsiderSet, reporting ownership valued at approximately $74.18M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed DFRA value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Sagespring Wealth Partners, Llc, Unique Wealth, Llc, and several other long-term asset managers with concentrated positions in DONOGHUE FORLINES YLD R/A (DFRA).
This page ranks the largest institutional DFRA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
20
Total Reported Value
$163.57M
Largest Holder
Jpmorgan Chase & Co
Largest Position
$74.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.00% | 2,467,483 | $74,177,255 | — | — | — | |
| Sagespring Wealth Partners, Llc | 0.96% | 2,071,062 | $62,326,552 | — | — | — | |
| Unique Wealth, Llc | 0.69% | 196,100 | $5,901,445 | — | — | — | |
| Centerline Wealth Advisors, Llc | 1.45% | 153,324 | $4,614,130 | — | — | — | |
| Dynasty Wealth Management, Llc | 0.03% | 115,019 | $3,461,391 | — | — | — | |
| Storen Legacy Partners, Llc | 0.86% | 104,647 | $3,149,256 | — | — | — | |
| Openarc Corporate Advisory, Llc | 0.04% | 102,819 | $3,094,235 | — | — | — | |
| Tradition Wealth Management, Llc | 0.13% | 71,095 | $2,139,531 | — | — | — | |
| Cyndeo Wealth Partners, Llc | 0.06% | 43,961 | $1,322,962 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 22,550 | $678,516 | — | — | — | |
| Lpl Financial Llc | 0.00% | 20,586 | $619,515 | — | — | — | |
| Virtu Financial Llc | 0.01% | 15,815 | $476,000 | — | — | — | |
| Citadel Advisors Llc | 0.00% | 14,531 | $437,296 | — | — | — | |
| Fairvoy Private Wealth, Llc | 0.07% | 11,996 | $361,002 | — | — | — | |
| Purefi Wealth, Llc | 0.16% | 9,686 | $291,504 | — | — | — | |
| Quotient Wealth Partners, Llc | 0.01% | 9,315 | $280,326 | — | — | — | |
| Geneos Wealth Management Inc. | 0.00% | 7,382 | $222,124 | — | — | — | |
| Morgan Stanley | 0.00% | 633 | $19,070 | — | — | — | |
| Corecap Advisors, Llc | 0.00% | 38 | $1,144 | — | — | — | |
| Farther Finance Advisors, Llc | 0.00% | 36 | $1,088 | — | — | — |
Frequently asked questions about DFRA
Who owns the most DFRA stock?
The largest holders of DFRA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DONOGHUE FORLINES YLD R/A (DFRA).
Is DFRA widely held by superinvestors?
Many widely followed stocks like DFRA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFRA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.