Who owns DFII?
FT Vest Bitcoin Strategy & Target Income ETF · First Trust
22 institutions reported holding DFII, worth $6.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DFII
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Insight Advisors, LLC | Newtown, PA | $2.1M | 190,221 | +8,757 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $1.4M | 128,693 | +1,469 shares |
| Independent Financial Group, LLC | San Diego, CA | $624K | 56,135 | −9,100 shares |
| Benson Wealth Management INC | Ooltewah, Tn, TN | $441K | 39,635 | +36,852 shares |
| Winnacle Wealth LLC | Waco, TX | $284K | 25,544 | New position |
| Kestra Advisory Services, LLC | Austin, TX | $222K | 19,929 | +1,706 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $196K | 17,646 | New position |
| SteelPeak Wealth, LLC | Woodland Hills, CA | $181K | 16,275 | +3,905 shares |
| Capital CS Group, LLC | Irvine, CA | $180K | 16,161 | +218 shares |
| Jane Street Group, LLC | New York, NY | $170K | 15,314 | −53,878 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DFII?
22 institutional managers reported holding DFII in Form 13F filings for June 30, 2026, worth $6.5M in total. The largest reported position was held by Insight Advisors, LLC, at $2.1M.
Did institutions buy or sell DFII last quarter?
Reported 13F value fell 32.5% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DFII ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.