29 tracked 13F filers disclose a position in DABS as of the latest SEC 13F filings, a combined $121.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | $61.3M | 1.2M | ▼−2.6% Reduced · −32K sh | Q2 2026 | |
| 2 | BEAM WEALTH ADVISORS, INC. | $18.5M | 365K | ▲+9.5% Added · +32K sh | Q2 2026 | |
| 3 | Asset Advisors Investment Management, LLC | $11.9M | 235K | ▲+5.4% Added · +12K sh | Q2 2026 | |
| 4 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $6.9M | 136K | ▲+33% Added · +33K sh | Q1 2026 | |
| 5 | DAVENPORT & Co LLC | $4.4M | 87K | ▲New +87K sh | Q2 2026 | |
| 6 | Global Wealth Management Investment Advisory, Inc. | $4.2M | 82K | ▲+1.4% Added · +1K sh | Q2 2026 | |
| 7 | Brown Financial Advisors | $3.7M | 73K | ▲+19% Added · +12K sh | Q1 2026 | |
| 8 | Paladin Wealth, LLC | $2.3M | 45K | ▲+6.0% Added · +3K sh | Q2 2026 | |
| 9 | Empowered Funds, LLC | $2.2M | 43K | ▲New +43K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 29K | ▲New +29K sh | Q1 2026 | |
| 11 | JANE STREET GROUP, LLC | $801K | 16K | ▲+227% Added · +11K sh | Q1 2026 | |
| 12 | NAPLES GLOBAL ADVISORS, LLC | $645K | 13K | ▲+13% Added · +1K sh | Q2 2026 | |
| 13 | Breakwater Capital Group | $531K | 10K | ▲+61% Added · +4K sh | Q2 2026 | |
| 14 | Ashton Thomas Private Wealth, LLC | $523K | 10K | ▲New +10K sh | Q2 2026 | |
| 15 | Walser Wealth Management Company, A Ltd Liability Co | $338K | 7K | ▲New +7K sh | Q2 2026 | |
| 16 | RITHOLTZ WEALTH MANAGEMENT | $328K | 6K | ▲New +6K sh | Q1 2026 | |
| 17 | BASSO CAPITAL MANAGEMENT, L.P. | $304K | 6K | ▲+9.2% Added · +508 sh | Q2 2026 | |
| 18 | Legacy Capital Group California, Inc. | $266K | 5K | ▲+0.7% Added · +36 sh | Q2 2026 | |
| 19 | Savvy Advisors, Inc. | $261K | 5K | ▲New +5K sh | Q1 2026 | |
| 20 | Beacon Capital Management, Inc. | $118K | 2K | ▲+267% Added · +2K sh | Q1 2026 | |
| 21 | HARBOUR INVESTMENTS, INC. | $51K | 995 | —Held | Q1 2026 | |
| 22 | 1620 INVESTMENT ADVISORS, INC. | $20K | 400 | ▲New +400 sh | Q2 2026 | |
| 23 | AE Wealth Management LLC | $16K | 313 | ▲New +313 sh | Q1 2026 | |
| 24 | ASHTON THOMAS SECURITIES, LLC | $9K | 175 | ▲New +175 sh | Q2 2026 | |
| 25 | Signature Equity Partners, LLC | $8K | 155 | ▲+1.3% Added · +2 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in DABS and 8 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 15 funds | $1.1B |
| NVIDIA CORPNVDA | 14 funds | $1.1B |
| MICROSOFT CORPMSFT | 14 funds | $745.5M |
| VANGUARD S&P 500 ETFVOO | 14 funds | $737.6M |
| AMAZON.COM INCAMZN | 14 funds | $578.1M |
| ALPHABET INC-CL AGOOGL | 14 funds | $554.0M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $367.7M |
| JPMORGAN CHASE & COJPM | 14 funds | $347.7M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 14 funds | $225.0M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 14 funds | $194.1M |
| JOHNSON & JOHNSONJNJ | 14 funds | $190.2M |
| BANK OF AMERICA CORPBAC | 14 funds | $116.3M |
Ranked by how many of DABS's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| DMBSUIE | 88 funds | $649.9M |
| DBNDOPPORTUNISTIC CO | 82 funds | $559.9M |
| DCREcommon | 67 funds | $333.4M |
| DSCOcommon | 36 funds | $153.9M |
| CAPESHILLER CAPE US EQTY | 36 funds | $112.9M |
| DABSthis pageFUND | 29 funds | $121.0M |
| DMXMULTI SECTOR INC | 14 funds | $62.5M |
| DFVEMF Closed and MF Open | 8 funds | $21.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for DABS
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/DABS/capital-change-brief"
Use Arkolith's capital_change_brief for DABS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DABS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.