DONOGHUE FORLINES YLD R/A (DFRA) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $151.72M in DFRA holdings during the latest filing period.
Dynasty Wealth Management, Llc is currently the largest disclosed institutional shareholder of DFRA tracked by InsiderSet, reporting ownership valued at approximately $73.89M in its March 31, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed DFRA value among the investors covered in this analysis. Major shareholders include Dynasty Wealth Management, Llc, 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
18
Total Reported Value
$151.72M
Largest Holder
Dynasty Wealth Management, Llc
Largest Position
$73.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
25
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Dynasty Wealth Management, Llc | 0.64% | 2,366,111 | $73,891,054 | — | — | — | |
| Sagespring Wealth Partners, Llc | 1.03% | 1,814,543 | $56,666,195 | — | — | — | |
| Unique Wealth, Llc | 0.75% | 173,945 | $5,432,096 | — | — | — | |
| Centerline Wealth Advisors, Llc | 1.64% | 146,262 | $4,567,599 | — | — | — | |
| Storen Legacy Partners, Llc | 0.89% | 91,339 | $2,852,407 | — | — | — | |
| Openarc Corporate Advisory, Llc | 0.03% | 72,960 | $2,278,461 | — | — | — | |
| Tradition Wealth Management, Llc | 0.16% | 70,135 | $2,190,226 | — | — | — | |
| Cyndeo Wealth Partners, Llc | 0.07% | 40,500 | $1,264,770 | — | — | — | |
| Jane Street Group, Llc | 0.00% | 19,206 | $599,782 | — | — | — | |
| Lpl Financial Llc | 0.00% | 18,446 | $576,048 | — | — | — | |
| Fairvoy Private Wealth, Llc | 0.08% | 10,326 | $322,470 | — | — | — | |
| Purefi Wealth, Llc | 0.21% | 10,030 | $313,238 | — | — | — | |
| Quotient Wealth Partners, Llc | 0.01% | 8,365 | $261,230 | — | — | — | |
| Tritonpoint Partners, Llc | 0.09% | 8,050 | $251,393 | — | — | — | |
| Geneos Wealth Management Inc. | 0.01% | 7,382 | $230,540 | — | — | — | |
| Morgan Stanley | 0.00% | 633 | $19,793 | — | — | — | |
| Corecap Advisors, Llc | 0.00% | 38 | $1,187 | — | — | — | |
| Farther Finance Advisors, Llc | 0.00% | 36 | $1,142 | — | — | — |
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.