Titelia

Funds holding Dream Finders Homes Inc

ISIN US26154D1000 · United States

Fund holders
184
Of which ETFs
46 138 other funds
Value held
≈ 227M $ 226.6M $ · 247.5K € · 1.9M SEK
FundSharesValueWeight in fund
iShares Core S&P Small-Cap ETF iShares Trust 1,667,72928.8M $0.03 %as of Jun 30, 2026 ↗
Virtus KAR Small-Cap Growth Fund Virtus Equity Trust 1,234,96221.3M $3.45 %as of Jun 30, 2026 ↗
Janus Henderson Triton Fund Janus Investment Fund 864,55514.9M $0.25 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 857,45914.8M $0.00 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 733,94512.7M $0.02 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 619,65410.7M $0.01 %as of Jun 30, 2026 ↗
Janus Henderson Venture Fund Janus Investment Fund 562,9289.7M $0.27 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Homebuilders ETF SPDR SERIES TRUST 485,6018.4M $0.51 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 453,9595.8M $0.03 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 392,9376.8M $0.01 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 321,7765.6M $0.01 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 313,5934.8M $0.26 %as of May 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 312,8374M $0.01 %as of Jul 31, 2026 ↗
iShares U.S. Home Construction ETF iShares Trust 267,7444.6M $0.18 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 255,2754.4M $0.03 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 244,2924.2M $0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 241,6493.1M $0.02 %as of Jul 31, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 240,2744.1M $0.05 %as of Jun 30, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 216,5003.7M $0.72 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 170,6472.2M $0.03 %as of Jul 31, 2026 ↗
Bretton Fund PFS FUNDS 170,5002.9M $2.33 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 164,3252.1M $0.01 %as of Jul 31, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 162,2502.8M $0.11 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 155,4302.4M $0.01 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 151,1152.3M $0.01 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 138,4652.4M $0.05 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 137,3552.1M $0.01 %as of May 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 128,3602M $0.38 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 122,4691.6M $0.01 %as of Jul 31, 2026 ↗
VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND 112,0621.7M $0.02 %as of May 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 100,0391.5M $0.03 %as of May 31, 2026 ↗
Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust 94,3501.6M $3.44 %as of Jun 30, 2026 ↗
Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust 93,7221.2M $0.41 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 86,9311.1M $0.01 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 68,453875.5K $0.01 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 63,009974.1K $0.05 %as of May 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 56,601723.9K $0.03 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 54,315839.7K $0.00 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 53,527827.5K $0.03 %as of May 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 50,704648.5K $0.00 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 50,651874.2K $0.01 %as of Jun 30, 2026 ↗
Direxion Daily Homebuilders & Supplies Bull 3X Shares Direxion Shares ETF Trust 49,150628.6K $0.12 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 48,011742.3K $0.01 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 43,711675.8K $0.00 %as of May 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 42,878662.9K $0.03 %as of May 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 41,208711.3K $0.02 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 40,015690.7K $0.03 %as of Jun 30, 2026 ↗
DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. 40,002511.6K $0.26 %as of Jul 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 36,717469.6K $0.01 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 31,622545.8K $0.01 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 30,990534.9K $0.00 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 28,909369.7K $0.00 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 28,416363.4K $0.02 %as of Jul 31, 2026 ↗
Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST 26,558339.7K $0.02 %as of Jul 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 24,750427.2K $0.03 %as of Jun 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 21,858377.3K $0.03 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 20,716357.6K $0.00 %as of Jun 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 20,426261.2K $0.02 %as of Jul 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 18,205314.2K $0.03 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 17,281267.2K $0.02 %as of May 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 17,200296.9K $0.01 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 16,967217K $0.00 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 16,669213.2K $0.00 %as of Jul 31, 2026 ↗
Penn Series Small Cap Growth Fund Penn Series Funds Inc 16,225280K $0.28 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 15,860273.7K $0.01 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 15,666242.2K $0.00 %as of May 31, 2026 ↗
DWS Global Small Cap VIP DEUTSCHE DWS VARIABLE SERIES I 15,414266K $0.33 %as of Jun 30, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 15,229235.4K $0.03 %as of May 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 15,023192.1K $0.00 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 14,411248.7K $0.00 %as of Jun 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 14,2001.9M SEK0.01 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 14,107180.4K $0.00 %as of Jul 31, 2026 ↗
Hoya Capital Housing ETF ETF Series Solutions 13,997216.4K $0.64 %as of May 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,847177.1K $0.03 %as of Jul 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,819176.7K $0.02 %as of Jul 31, 2026 ↗
Small Cap Index Fund Northern Funds 13,711236.7K $0.01 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 13,545173.2K $0.01 %as of Jul 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 12,667162K $0.02 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 12,624217.9K $0.00 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 11,731181.4K $0.01 %as of May 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 11,020190.2K $0.01 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 10,820138.4K $0.00 %as of Jul 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 10,261131.2K $0.01 %as of Jul 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 10,204176.1K $0.02 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 9,924171.3K $0.00 %as of Jun 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 9,531164.5K $0.03 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 9,498163.9K $0.01 %as of Jun 30, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 9,349161.4K $0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 8,700150.2K $0.00 %as of Jun 30, 2026 ↗
Small Cap Core Fund Northern Funds 8,540147.4K $0.04 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 8,133140.4K $0.02 %as of Jun 30, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 8,122140.2K $0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 7,870135.8K $0.00 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,584101.8K $0.01 %as of May 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 6,348109.6K $0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 6,317109K $0.01 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 6,009103.7K $0.01 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 5,17079.9K $0.03 %as of May 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 4,90662.7K $0.01 %as of Jul 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,70072.7K $0.01 %as of May 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 3.45 %as of Jun 30, 2026 ↗
Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust 3.44 %as of Jun 30, 2026 ↗
Bretton Fund PFS FUNDS 2.33 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap 600 GARP ETF Invesco Exchange-Traded Fund Trust II 1.03 %as of May 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 0.72 %as of Jun 30, 2026 ↗
S&P SmallCap 600 Pure Value Fund Rydex Series Funds 0.65 %as of Jun 30, 2026 ↗
Hoya Capital Housing ETF ETF Series Solutions 0.64 %as of May 31, 2026 ↗
S&P SmallCap 600 Pure Value Fund Rydex Variable Trust 0.54 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Homebuilders ETF SPDR SERIES TRUST 0.51 %as of Jun 30, 2026 ↗

Quarter after quarter

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

QuarterHoldersChangeSharesChange
2026Q3182-1113,859,203-8.9 %
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 4 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
Lovett William Radford II 9.70 %3,213,232as of Jun 30, 2026 · SCHEDULE 13G
Kayne Anderson Rudnick Investment Management, LLC and 2 others9.10 %3,072,095as of Jun 30, 2026 · SCHEDULE 13G
Cooke & Bieler L.P. 5.50 %1,870,801as of Jun 30, 2026 · SCHEDULE 13G
STATE STREET CORPORATION 5.10 %1,709,676as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

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