Among active 13F managers last quarter, 5 opened and 9 added, while 3 reduced; the largest holder to move was Gradient Investments LLC (−2.6%).
31 tracked 13F filers disclose a position in DABS as of the latest SEC 13F filings, a combined $130.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | 1.2M | $61.3M | ▼−2.6% Reduced · −32K sh | Q2 2026 | |
| 2 | Beam Wealth Advisors, Inc. | 365K | $18.5M | ▲+9.5% Added · +32K sh | Q2 2026 | |
| 3 | Asset Advisors Investment Management, LLC | 235K | $11.9M | ▲+5.4% Added · +12K sh | Q2 2026 | |
| 4 | Foundations Investment Advisors, LLC | 224K | $11.3M | ▲+65% Added · +88K sh | Q2 2026 | |
| 5 | Mattson Financial Services, LLC | 90K | $4.5M | ▼−3.9% Reduced · −4K sh | Q2 2026 | |
| 6 | Davenport & Co LLC | 87K | $4.4M | ▲New +87K sh | Q2 2026 | |
| 7 | Global Wealth Management Investment Advisory, Inc. | 82K | $4.2M | ▲+1.4% Added · +1K sh | Q2 2026 | |
| 8 | Brown Financial Advisors | 70K | $3.5M | ▼−4.2% Reduced · −3K sh | Q2 2026 | |
| 9 | Paladin Wealth, LLC | 45K | $2.3M | ▲+6.0% Added · +3K sh | Q2 2026 | |
| 10 | Empowered Funds, LLC | 43K | $2.2M | ▲New +43K sh | Q1 2026 | |
| 11 | Envestnet Asset Management Inc | 29K | $1.5M | ▲New +29K sh | Q1 2026 | |
| 12 | Jane Street Group, LLC | 16K | $801K | ▲+227% Added · +11K sh | Q1 2026 | |
| 13 | Naples Global Advisors, LLC | 13K | $645K | ▲+13% Added · +1K sh | Q2 2026 | |
| 14 | Breakwater Capital Group | 10K | $531K | ▲+61% Added · +4K sh | Q2 2026 | |
| 15 | Ashton Thomas Private Wealth, LLC | 10K | $523K | ▲New +10K sh | Q2 2026 | |
| 16 | Citadel Advisors LLC | 8K | $414K | ▲New +8K sh | Q2 2026 | |
| 17 | Walser Wealth Management Company, A Ltd Liability Co | 7K | $338K | ▲New +7K sh | Q2 2026 | |
| 18 | Basso Capital Management, L.P. | 6K | $304K | ▲+9.2% Added · +508 sh | Q2 2026 | |
| 19 | Csenge Advisory Group | 5K | $278K | ▲Added Added · +5K sh | Q2 2026 | |
| 20 | Calton & Associates, Inc. | 5K | $267K | ▼−15% Reduced · −964 sh | Q2 2026 | |
| 21 | Legacy Capital Group California, Inc. | 5K | $266K | ▲+0.7% Added · +36 sh | Q2 2026 | |
| 22 | Savvy Advisors, Inc. | 5K | $261K | ▲New +5K sh | Q1 2026 | |
| 23 | Beacon Capital Management, Inc. | 3K | $132K | ▲+13% Added · +299 sh | Q2 2026 | |
| 24 | Harbour Investments, Inc. | 995 | $51K | —Held | Q1 2026 | |
| 25 | 1620 Investment Advisors, Inc. | 400 | $20K | ▲New +400 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 9 added to an existing one, while 3 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 18 funds | $3.2B |
| Nvidia CorpNVDA | 17 funds | $3.5B |
| Amazon.com IncAMZN | 17 funds | $3.2B |
| Microsoft CorpMSFT | 17 funds | $2.2B |
| Alphabet Inc-CL AGOOGL | 17 funds | $1.7B |
| JPMorgan Chase & CoJPM | 17 funds | $1.1B |
| Berkshire Hathaway Inc-CL BBRK/B | 17 funds | $761.2M |
| Johnson & JohnsonJNJ | 17 funds | $579.6M |
| Bank Of America CorpBAC | 17 funds | $320.1M |
| Intl Business Machines CorpIBM | 17 funds | $312.2M |
| Broadcom IncAVGO | 16 funds | $1.5B |
| Alphabet Inc-CL CGOOG | 16 funds | $1.2B |
Ranked by how many of DABS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DABS.
| Class | 13F holders | Value held |
|---|---|---|
| DMBSUIE | 99 funds | $701.9M |
| DBNDOPPORTUNISTIC CO | 96 funds | $613.6M |
| DCREcommon | 77 funds | $372.9M |
| DSCOcommon | 43 funds | $177.5M |
| CAPESHILLER CAPE US EQTY | 37 funds | $117.4M |
| DABSthis pageFUND | 31 funds | $130.5M |
| DMXMULTI SECTOR INC | 16 funds | $70.9M |
| DCMTStock | 7 funds | $29.1M |
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.