DFRA

Donoghue Forlines Yld R A

Latest period2026 - Q1Total superinvestors19

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 19 superinvestors own shares of Donoghue Forlines Yld R A (DFRA), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Donoghue Forlines Yld R A (DFRA), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Donoghue Forlines Yld R A (DFRA) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Donoghue Forlines Yld R A (DFRA) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

Superinvestor	Portfolio %	Reported Value	Recent Activity
Andrew Butte@Dynasty Wealth Management, Llc Recent Activity New Position	0.65%	$73.891M 2.366M shares@ 31.23 avg price	New Position
Michael T. Lees@Jpmorgan Chase & Co Recent Activity Increased 98.14%	0.01%	$66.486M 2.19M shares@ 30.37 avg price	Increased 98.14%
William Bradley Clayton@Sagespring Wealth Partners, Llc Recent Activity Increased 90.89%	1.04%	$56.666M 1.815M shares@ 31.23 avg price	Increased 90.89%
Jessica Thayer@Unique Wealth, Llc Recent Activity Increased 137.22%	0.76%	$5.432M 173,945 shares@ 31.23 avg price	Increased 137.22%
Matt Hunt@Centerline Wealth Advisors, Llc Recent Activity Increased 181.12%	1.65%	$4.568M 146,262 shares@ 31.23 avg price	Increased 181.12%
Laura Barahona@Storen Legacy Partners, Llc Recent Activity New Position	0.9%	$2.852M 91,339 shares@ 31.23 avg price	New Position
Emily Fletcher@Openarc Corporate Advisory, Llc Recent Activity Increased 165.37%	0.04%	$2.278M 72,960 shares@ 31.23 avg price	Increased 165.37%
Mark Walsingham@Tradition Wealth Management, Llc Recent Activity Increased 1.45%	0.16%	$2.19M 70,135 shares@ 31.23 avg price	Increased 1.45%
Solomon M. Kilgroe@Cyndeo Wealth Partners, Llc Recent Activity Increased 105.03%	0.07%	$1.265M 40,500 shares@ 31.23 avg price	Increased 105.03%
Jeremy Kahn@Jane Street Group, Llc Recent Activity New Position	0.01%	$599,782 19,206 shares@ 31.23 avg price	New Position

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