证券记录 · 已归档季度
DFH
Dream Finders Homes, Inc. · Consumer Cyclical · Residential Construction
74被追踪持有人
+3Δ持有人
22.45M持有股份
$312.61M报告持仓市值
+7新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 +4.2% ·
股份流向 +8.3% ·
净新建仓位 +4.1%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | n/a | −1 |
| Q3 2025 | 14 | 0 | 11.04M | $286.13M | +1 | −1 |
| Q2 2025 | 11 | +1 | 10.30M | $258.88M | +1 | n/a |
| Q1 2025 | 7 | -1 | 2.42M | $54.64M | n/a | −1 |
| Q4 2024 | 8 | +1 | 2.73M | $63.49M | +1 | n/a |
| Q3 2024 | 6 | -2 | 1.27M | $45.96M | n/a | −2 |
| Q2 2024 | 8 | n/a | 1.20M | $31.05M | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Kayne Anderson Rudnick Investment… | 4.27M | -3.5% | $59.42M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Janus Henderson Group Plc | 1.88M | +5.2% | $26.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | State Street Global Advisors ✦ (被动) | 1.69M | +9.3% | $23.52M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 1.45M | +19.3% | $20.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | Geode Capital Management ✦ (被动) | 718.59K | +3.6% | $10.00M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | Marshall Wace ✦ | 499.59K | +163.0% | $6.95M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 7 | Invesco Ltd. | 497.73K | +11.1% | $6.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 8 | Charles Schwab Investment… | 415.01K | +66.0% | $5.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 346.87K | +34.2% | $4.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 10 | Ameriprise Financial Inc | 340.87K | +132.9% | $4.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Wells Fargo & Company/Mn | 329.68K | -12.2% | $4.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Goldman Sachs Group ✦ | 311.74K | -32.4% | $4.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Northern Trust Corp | 274.86K | +2.6% | $3.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 14 | Sei Investments Co | 164.38K | -13.3% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Bank of New York Mellon Corp | 151.98K | -6.5% | $2.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 16 | Bank Of America Corp /De/ | 146.12K | +51.5% | $2.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Principal Financial Group Inc | 139.94K | +2.1% | $1.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Bnp Paribas Financial Markets | 120.83K | +717.6% | $1.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Millennium Management ✦ | 112.13K | -70.7% | $1.56M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 20 | Balyasny Asset Management L.P. | 109.47K | -9.4% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | New York State Common Retirement… | 101.20K | +24.6% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Deutsche Bank Ag\ | 87.12K | +62.3% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | Envestnet Asset Management Inc | 85.95K | +8.9% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Rhumbline Advisers | 80.40K | +2.9% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 77.13K | 新增 | $1.07M | 0.0% | New | 1 | SEC ↗ ×2 |
| 26 | State Of Wisconsin Investment Board | 66.72K | 新增 | $928,728 | 0.0% | New | 1 | SEC ↗ |
| 27 | Legal & General Group Plc | 66.61K | -1.7% | $927,239 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 28 | Citigroup Inc | 54.37K | +47.5% | $756,802 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | Tudor Investment Corp Et Al | 52.10K | 新增 | $725,260 | 0.0% | New | 1 | SEC ↗ |
| 30 | American Century Companies Inc | 51.07K | +0.5% | $710,908 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 50.18K | +55.4% | $698,492 | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 32 | Barclays Plc | 46.05K | -39.5% | $640,961 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 33 | Raymond James Financial Inc | 42.54K | +6.4% | $592,157 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Stifel Financial Corp | 38.60K | +1.6% | $537,254 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | UBS AM, a distinct business unit of… | 37.42K | +1.7% | $520,900 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | D. E. Shaw & Co. ✦ | 36.76K | -25.0% | $511,644 | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 37 | National Bank Of Canada /Fi/ | 34.39K | +29.2% | $479,080 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Prudential Financial Inc | 29.68K | +10.3% | $413,076 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | California State Teachers… | 26.56K | -0.8% | $369,743 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Victory Capital Management Inc | 22.00K | +4.9% | $306,226 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | T. Rowe Price ✦ | 20.34K | +13.7% | $284,000 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 42 | Alliancebernstein L.P. | 13.88K | -24.5% | $237,348 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 12.64K | -68.4% | $170,414 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 44 | Us Bancorp \De\ | 12.23K | -36.0% | $170,256 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 45 | LPL Financial LLC | 11.87K | -3.7% | $165,196 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Zurcher Kantonalbank (Zurich… | 9.85K | 0.0% | $137,084 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Fifth Third Bancorp | 9.53K | +1878.0% | $132,714 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 7.20K | +274.1% | $100,232 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 49 | Pnc Financial Services Group, Inc. | 1.37K | +790.9% | $19,098 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 50 | Jones Financial Companies Lllp | 1.24K | +9.6% | $16,550 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Royal Bank Of Canada | 869 | -61.7% | $12,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 52 | Group One Trading Llc | 100 | 新增 | $1,392 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Citadel Advisors | $1.07M | 0.0% |
| State Of Wisconsin Investment… | $928,728 | 0.0% |
| Tudor Investment Corp Et Al | $725,260 | 0.0% |
| Group One Trading Llc | $1,392 | 0.0% |
已清仓
| First Manhattan Co. Llc. | $1.37M | 曾为 0.0% |
| Capstone Investment Advisors… | $235,262 | 曾为 0.0% |
| Northwestern Mutual Wealth… | $6,532 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 192 持有人, 28.76M 股份, $394.65M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
公开市场买入 (P)
Sep 10
BECKWITT RICHARD
Director · 10.00K 股 @ 12.07 · $120,700
Sep 03
Sturm Len
Director · 1.50K 股 @ 13.47 · $20,205
Aug 26
Sturm Len
Director · 1.00K 股 @ 14.72 · $14,720
Aug 24
Sturm Len
Director · 250 股 @ 14.75 · $3,688
Aug 21
Sturm Len
Director · 250 股 @ 14.81 · $3,702
Aug 13
BECKWITT RICHARD
Director · 12.00K 股 @ 14.80 · $177,600
Aug 12
BECKWITT RICHARD
Director · 8.00K 股 @ 13.83 · $110,640
Aug 11
BECKWITT RICHARD
Director · 70.00K 股 @ 13.95 · $976,500
公开市场卖出 (S)
在我们的覆盖窗口内无内部人士公开市场卖出记录。
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
Aug 13
SC 13G/A: KAYNE ANDERSON RUDNICK INVESTMENT…
Aug 13
SC 13G/A: Lovett William Radford II
Aug 07
SC 13G: STATE STREET CORP
Aug 05
SC 13G/A: COOKE & BIELER LP
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据