Titelia

Funds holding Dream Finders Homes Inc

ISIN US26154D1000 · United States

Fund holders
195
Of which ETFs
48 147 other funds
Value held
219.1M $ 247.5K € · 1.9M SEK
FundSharesValueWeight in fund
Virtus KAR Small-Cap Growth Fund Virtus Equity Trust 2,100,32529.2M $3.54 %as of Mar 31, 2026 ↗
iShares Core S&P Small-Cap ETF iShares Trust 1,724,21524M $0.03 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 897,15712.5M $0.00 %as of Mar 31, 2026 ↗
Janus Henderson Triton Fund JANUS INVESTMENT FUND 850,43911.8M $0.23 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 734,48310.2M $0.01 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 626,1808.7M $0.01 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Homebuilders ETF SPDR SERIES TRUST 575,9998M $0.55 %as of Mar 31, 2026 ↗
Janus Henderson Venture Fund JANUS INVESTMENT FUND 543,4907.6M $0.25 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 429,2326.3M $0.03 %as of Apr 30, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 408,3975.7M $0.34 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 400,2675.6M $0.01 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 317,0874.4M $0.01 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 295,3624.3M $0.01 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 283,8224M $0.05 %as of Mar 31, 2026 ↗
iShares U.S. Home Construction ETF iShares Trust 278,4803.9M $0.16 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 272,8364.9M $0.29 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 262,9283.7M $0.03 %as of Mar 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 209,7002.9M $0.67 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 198,2422.8M $0.02 %as of Mar 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 196,0742.9M $0.04 %as of Apr 30, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 193,2502.7M $0.13 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 185,3732.7M $0.02 %as of Apr 30, 2026 ↗
Bretton Fund PFS FUNDS 170,5002.4M $2.12 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 153,5052.1M $0.05 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 151,8502.7M $0.01 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 146,2712.6M $0.02 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 139,5352.5M $0.01 %as of Feb 28, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 119,3602.2M $0.42 %as of Feb 28, 2026 ↗
VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND 111,9652M $0.03 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 111,9101.6M $0.01 %as of Apr 30, 2026 ↗
Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust 98,6501.4M $3.04 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 98,6221.8M $0.03 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 93,3971.4M $0.01 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 93,1601.4M $0.01 %as of Apr 30, 2026 ↗
Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust 92,1071.3M $0.50 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 65,311953.5K $0.01 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 63,1821.1M $0.07 %as of Feb 28, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 56,353784.4K $0.01 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 54,315981.5K $0.00 %as of Feb 28, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 50,832742.1K $0.03 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 50,704740.3K $0.00 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 50,651705.1K $0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 49,419893K $0.04 %as of Feb 28, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 48,662710.5K $0.01 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 48,473707.7K $0.00 %as of Apr 30, 2026 ↗
Direxion Daily Homebuilders & Supplies Bull 3X Shares Direxion Shares ETF Trust 47,577694.6K $0.12 %as of Apr 30, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 45,721826.2K $0.03 %as of Feb 28, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 44,921625.3K $0.03 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 42,512768.2K $0.00 %as of Feb 28, 2026 ↗
DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. 39,394575.2K $0.29 %as of Apr 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 36,717536.1K $0.01 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 31,499438.5K $0.01 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 30,174420K $0.00 %as of Mar 31, 2026 ↗
Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST 29,195426.2K $0.02 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 28,909422.1K $0.00 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 28,301393.9K $0.02 %as of Mar 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 24,750344.5K $0.03 %as of Mar 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 22,577329.6K $0.02 %as of Apr 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 21,858304.3K $0.03 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 20,636287.3K $0.00 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 19,172266.9K $0.03 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 18,000250.6K $0.01 %as of Mar 31, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 17,497243.6K $0.08 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 16,669243.4K $0.00 %as of Apr 30, 2026 ↗
Penn Series Small Cap Growth Fund Penn Series Funds Inc 16,355227.7K $0.26 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 16,322294.9K $0.03 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 16,072223.7K $0.00 %as of Mar 31, 2026 ↗
DWS Global Small Cap VIP DEUTSCHE DWS VARIABLE SERIES I 15,731219K $0.31 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 15,666283.1K $0.00 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 15,023219.3K $0.00 %as of Apr 30, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 14,821216.4K $0.03 %as of Apr 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 14,2001.9M SEK0.01 %as of Mar 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,847202.2K $0.03 %as of Apr 30, 2026 ↗
Hoya Capital Housing ETF ETF Series Solutions 13,680247.2K $0.67 %as of Feb 28, 2026 ↗
Small Cap Index Fund Northern Funds 12,820178.5K $0.01 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 12,759186.3K $0.01 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 12,631184.4K $0.01 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 12,624175.7K $0.00 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 12,019175.5K $0.02 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 11,800164.3K $0.01 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 11,731212K $0.02 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 10,820158K $0.00 %as of Apr 30, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 10,815157.9K $0.03 %as of Apr 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 10,281143.1K $0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 10,228149.3K $0.01 %as of Apr 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 10,204142K $0.01 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 9,924138.1K $0.00 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 9,922138.1K $0.03 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 9,360130.3K $0.01 %as of Mar 31, 2026 ↗
Small Cap Core Fund Northern Funds 8,881123.6K $0.04 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 8,133113.2K $0.01 %as of Mar 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 8,122113.1K $0.03 %as of Mar 31, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 8,036111.9K $0.06 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 7,933110.4K $0.00 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 6,730121.6K $0.04 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,388115.4K $0.01 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 6,31787.9K $0.01 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 6,09884.9K $0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 6,09188.9K $0.01 %as of Apr 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 6,00983.6K $0.01 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
ROLNIK CONVICTION, FI ROLNIK CAPITAL OWNERS, SGIIC, S.A. 4.57 %as of Dec 31, 2025 ↗
Virtus KAR Small-Cap Growth Fund Virtus Equity Trust 3.54 %as of Mar 31, 2026 ↗
Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust 3.04 %as of Mar 31, 2026 ↗
Bretton Fund PFS FUNDS 2.12 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 GARP ETF Invesco Exchange-Traded Fund Trust II 1.21 %as of Feb 28, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 0.67 %as of Mar 31, 2026 ↗
Hoya Capital Housing ETF ETF Series Solutions 0.67 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) Homebuilders ETF SPDR SERIES TRUST 0.55 %as of Mar 31, 2026 ↗
S&P SmallCap 600 Pure Value Fund Rydex Variable Trust 0.53 %as of Mar 31, 2026 ↗
S&P SmallCap 600 Pure Value Fund Rydex Series Funds 0.52 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q2193-715,216,459-1.5 %
2026Q1200-415,455,610-5.8 %
2025Q4204+816,413,216-2.0 %
2025Q3196+416,740,912-1.3 %
2025Q2192016,960,159-1.0 %
2025Q1192+1917,134,169+35.1 %
2024Q4173-1112,680,610+13.3 %
2024Q3184-1111,190,094-3.8 %
2024Q2195+2611,631,508+8.7 %
2024Q1169+2610,700,977+2.7 %
2023Q414310,417,959

Institutional managers

184 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.4,673,42965.1M $as of Mar 31, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC4,268,38059.4M $as of Mar 31, 2026
COOKE & BIELER LP2,779,00238.7M $as of Mar 31, 2026
JANUS HENDERSON GROUP PLC1,876,79526.1M $as of Mar 31, 2026
STATE STREET CORP1,689,87623.5M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,449,30820.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC718,59110M $as of Mar 31, 2026
Elgethun Capital Management505,3787M $as of Mar 31, 2026
MARSHALL WACE, LLP499,5877M $as of Mar 31, 2026
Invesco Ltd.497,7276.9M $as of Mar 31, 2026
Arcus Capital Partners, LLC475,2826.6M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC415,0135.8M $as of Mar 31, 2026
MORGAN STANLEY346,8674.8M $as of Mar 31, 2026
Vestmark Advisory Solutions, Inc.344,7964.8M $as of Mar 31, 2026
ELEVATION POINT WEALTH PARTNERS, LLC344,7964.8M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC340,8704.7M $as of Mar 31, 2026
DENALI ADVISORS LLC338,2824.7M $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN329,6784.6M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC311,7384.3M $as of Mar 31, 2026
NORTHERN TRUST CORP274,8593.8M $as of Mar 31, 2026
HRT FINANCIAL LP246,3693.4K $as of Mar 31, 2026
UBS Group AG218,6413M $as of Mar 31, 2026
Bretton Capital Management, LLC170,5002.4M $as of Mar 31, 2026
SEI INVESTMENTS CO164,3772.3M $as of Mar 31, 2026
Bank of New York Mellon Corp151,9802.1M $as of Mar 31, 2026

Declared shareholders of Dream Finders Homes Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Zalupski Patrick O. 65.30 %59,814,230as of Mar 31, 2026 · SCHEDULE 13G
Cooke & Bieler L.P. 8.20 %2,779,002as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Funds holding Dream Finders Homes Inc". https://titelia.com/en/stocks/dream-finders-homes-inc-US26154D1000