DFH
Dream Finders Homes, Inc. · Consumer Cyclical · Residential Construction
Momentum inputs (comparable managers):
holder breadth +4.2% ·
share flow +8.3% ·
net new positions +4.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 72 | +1 | 21.54M | $371.79M | +6 | −5 |
| Q1 2026 | 74 | +3 | 22.45M | $312.61M | +7 | −4 |
| Q4 2025 | 71 | -1 | 22.58M | $386.10M | — | −1 |
| Q3 2025 | 14 | 0 | 11.04M | $286.13M | +1 | −1 |
| Q2 2025 | 11 | +1 | 10.30M | $258.88M | +1 | — |
| Q1 2025 | 7 | -1 | 2.42M | $54.64M | — | −1 |
| Q4 2024 | 8 | +1 | 2.73M | $63.49M | +1 | — |
| Q3 2024 | 6 | -2 | 1.27M | $45.96M | — | −2 |
| Q2 2024 | 8 | — | 1.20M | $31.05M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 4.67M | +3.8% | $65.05M | 0.0% | ▲ Add | 4 | SEC ↗ ×12 |
| 2 | Kayne Anderson Rudnick Investment… | 4.27M | -3.5% | $59.42M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Janus Henderson Group Plc | 1.88M | +5.2% | $26.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | State Street Global Advisors ✦ (passive) | 1.69M | +9.3% | $23.52M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Dimensional Fund Advisors Lp | 1.45M | +19.3% | $20.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | Vanguard Capital Management Llc | 1.24M | — | $17.30M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 718.59K | +3.6% | $10.00M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | Marshall Wace ✦ | 499.59K | +163.0% | $6.95M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 9 | Invesco Ltd. | 497.73K | +11.1% | $6.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 10 | Charles Schwab Investment… | 415.01K | +66.0% | $5.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 346.87K | +34.2% | $4.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 12 | Ameriprise Financial Inc | 340.87K | +132.9% | $4.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Wells Fargo & Company/Mn | 329.68K | -12.2% | $4.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Goldman Sachs Group ✦ | 311.74K | -32.4% | $4.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Northern Trust Corp | 274.86K | +2.6% | $3.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 16 | Hrt Financial Lp | 246.37K | +759.5% | $3.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 218.64K | +16.4% | $3.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Sei Investments Co | 164.38K | -13.3% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Bank of New York Mellon Corp | 151.98K | -6.5% | $2.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 20 | Rockefeller Capital Management L.P. | 146.45K | +13.6% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Bank Of America Corp /De/ | 146.12K | +51.5% | $2.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Principal Financial Group Inc | 139.94K | +2.1% | $1.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Jane Street Group, Llc | 131.56K | +328.9% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Bnp Paribas Financial Markets | 120.83K | +717.6% | $1.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Millennium Management ✦ | 112.13K | -70.7% | $1.56M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 26 | Holocene Advisors, LP | 110.00K | New | $1.53M | 0.0% | New | 1 | SEC ↗ |
| 27 | Balyasny Asset Management L.P. | 109.47K | -9.4% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | New York State Common Retirement… | 101.20K | +24.6% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Squarepoint Ops LLC | 93.27K | +19.2% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Deutsche Bank Ag\ | 87.12K | +62.3% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 31 | Envestnet Asset Management Inc | 85.95K | +8.9% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Rhumbline Advisers | 80.40K | +2.9% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Nuveen, LLC | 77.52K | +0.6% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Citadel Advisors ✦ | 77.13K | New | $1.07M | 0.0% | New | 1 | SEC ↗ ×2 |
| 35 | State Of Wisconsin Investment Board | 66.72K | New | $928,728 | 0.0% | New | 1 | SEC ↗ |
| 36 | Legal & General Group Plc | 66.61K | -1.7% | $927,239 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 37 | Creative Planning | 64.33K | New | $895,543 | 0.0% | New | 1 | SEC ↗ |
| 38 | Point72 Asset Management ✦ | 60.53K | New | $842,564 | 0.0% | New | 1 | SEC ↗ |
| 39 | Daiwa Securities Group Inc. | 58.52K | -17.2% | $814,557 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Swiss National Bank | 55.40K | 0.0% | $771,168 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Citigroup Inc | 54.37K | +47.5% | $756,802 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 42 | Tudor Investment Corp Et Al | 52.10K | New | $725,260 | 0.0% | New | 1 | SEC ↗ |
| 43 | American Century Companies Inc | 51.07K | +0.5% | $710,908 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 50.18K | +55.4% | $698,492 | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 45 | Quantinno Capital Management LP | 49.07K | -8.5% | $683,054 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Barclays Plc | 46.05K | -39.5% | $640,961 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 47 | Raymond James Financial Inc | 42.54K | +6.4% | $592,157 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 48 | Stifel Financial Corp | 38.60K | +1.6% | $537,254 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | UBS AM, a distinct business unit of… | 37.42K | +1.7% | $520,900 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 50 | D. E. Shaw & Co. ✦ | 36.76K | -25.0% | $511,644 | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 51 | National Bank Of Canada /Fi/ | 34.39K | +29.2% | $479,080 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Susquehanna International Group, Llp | 33.24K | +101.5% | $462,701 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Prudential Financial Inc | 29.68K | +10.3% | $413,076 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | California State Teachers… | 26.56K | -0.8% | $369,743 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Victory Capital Management Inc | 22.00K | +4.9% | $306,226 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | T. Rowe Price ✦ | 20.34K | +13.7% | $284,000 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 57 | Alliancebernstein L.P. | 13.88K | -24.5% | $237,348 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 14.18K | +3.6% | $197,358 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 12.64K | -68.4% | $170,414 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 60 | Us Bancorp \De\ | 12.23K | -36.0% | $170,256 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 61 | LPL Financial LLC | 11.87K | -3.7% | $165,196 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Neuberger Berman Group LLC | 11.62K | -22.4% | $161,751 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 63 | Zurcher Kantonalbank (Zurich… | 9.85K | 0.0% | $137,084 | 0.0% | Held | 2 | SEC ↗ |
| 64 | Fifth Third Bancorp | 9.53K | +1878.0% | $132,714 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 7.20K | +274.1% | $100,232 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 66 | Osaic Holdings, Inc. | 5.88K | -11.9% | $81,802 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 67 | Russell Investments Group, Ltd. | 4.78K | -1.9% | $66,509 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 68 | Simplex Trading, Llc | 2.26K | +43.4% | $31,487 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Cwm, Llc | 2.22K | +165.5% | $30,930 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Pnc Financial Services Group, Inc. | 1.37K | +790.9% | $19,098 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 71 | Jones Financial Companies Lllp | 1.24K | +9.6% | $16,550 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Royal Bank Of Canada | 869 | -61.7% | $12,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 73 | Optiver Holding B.V. | 110 | +7.8% | $1,531 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Group One Trading Llc | 100 | New | $1,392 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Holocene Advisors, LP | $1.53M | 0.0% |
| Citadel Advisors | $1.07M | 0.0% |
| State Of Wisconsin Investment… | $928,728 | 0.0% |
| Creative Planning | $895,543 | 0.0% |
| Point72 Asset Management | $842,564 | 0.0% |
| Tudor Investment Corp Et Al | $725,260 | 0.0% |
| Group One Trading Llc | $1,392 | 0.0% |
Exited
| First Manhattan Co. Llc. | $1.37M | was 0.0% |
| Capstone Investment Advisors… | $235,262 | was 0.0% |
| Qube Research & Technologies… | $219,273 | was 0.0% |
| Northwestern Mutual Wealth… | $6,532 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 192 holders, 28.76M shares, $394.65M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Director · 10.00K sh @ 12.07 · $120,700
Director · 1.50K sh @ 13.47 · $20,205
Director · 1.00K sh @ 14.72 · $14,720
Director · 250 sh @ 14.75 · $3,688
Director · 250 sh @ 14.81 · $3,702
Director · 12.00K sh @ 14.80 · $177,600
Director · 8.00K sh @ 13.83 · $110,640
Director · 70.00K sh @ 13.95 · $976,500
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology