26 tracked 13F filers disclose a position in DAIO as of the latest SEC 13F filings, a combined $7.8M 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 | Kanen Wealth Management LLC | $2.1M | 839K | —Held | Q1 2026 | |
| 2 | RENAISSANCE TECHNOLOGIES LLC | $1.0M | 408K | ▼−6.8% Reduced · −30K sh | Q1 2026 | |
| 3 | Penbrook Management LLC | $1.4M | 356K | ▼−0.3% Reduced · −1K sh | Q2 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $757K | 299K | →First observed position No prior filed position | Q1 2026 | |
| 5 | Kovack Advisors, Inc. | $1.1M | 285K | ▲+6.5% Added · +18K sh | Q2 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $356K | 141K | ▼−22% Reduced · −40K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $220K | 87K | ▼−17% Reduced · −18K sh | Q1 2026 | |
| 8 | VANGUARD FIDUCIARY TRUST CO | $116K | 46K | →First observed position No prior filed position | Q1 2026 | |
| 9 | Steward Partners Investment Advisory, LLC | $110K | 43K | —Held | Q1 2026 | |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $68K | 27K | ▲+71% Added · +11K sh | Q1 2026 | |
| 11 | THOMPSON DAVIS & CO., INC. | $93K | 24K | ▲New +24K sh | Q2 2026 | |
| 12 | LPL Financial LLC | $57K | 23K | ▲New +23K sh | Q1 2026 | |
| 13 | JAMES INVESTMENT RESEARCH, INC. | $88K | 22K | —Held | Q2 2026 | |
| 14 | NewEdge Advisors, LLC | $57K | 22K | —Held | Q1 2026 | |
| 15 | BlackRock, Inc. | $43K | 17K | —Held | Q1 2026 | |
| 16 | STATE STREET CORP | $41K | 16K | —Held | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $35K | 14K | ▲New +14K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $34K | 13K | —Held | Q1 2026 | |
| 19 | Vanguard Global Advisers, LLC | $13K | 5K | →First observed position No prior filed position | Q1 2026 | |
| 20 | SIMPLEX TRADING, LLC | $7K | 3K | ▲+43% Added · +827 sh | Q1 2026 | |
| 21 | Tower Research Capital LLC (TRC) | $4K | 2K | ▼−21% Reduced · −450 sh | Q1 2026 | |
| 22 | UBS Group AG | $2K | 941 | ▲New +941 sh | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $0 | 136 | ▲+24% Added · +26 sh | Q1 2026 | |
| 24 | GROUP ONE TRADING LLC | $253 | 100 | ▲New +100 sh | Q1 2026 | |
| 25 | SBI Securities Co., Ltd. | $4 | 1 | —Held | 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, 1 fund opened a new position in DAIO and 1 added to an existing one, while 3 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 7 funds | $1.6B |
| ALPHABET INC-CL AGOOGL | 7 funds | $1.5B |
| AMAZON.COM INCAMZN | 7 funds | $1.3B |
| JPMORGAN CHASE & COJPM | 7 funds | $1.3B |
| BROADCOM INCAVGO | 7 funds | $981.9M |
| META PLATFORMS INC-CLASS AMETA | 7 funds | $890.9M |
| VANGUARD FTSE DEVELOPED ETFVEA | 7 funds | $757.9M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 7 funds | $616.3M |
| VISA INC-CLASS A SHARESV | 7 funds | $578.2M |
| COSTCO WHOLESALE CORPCOST | 7 funds | $542.7M |
| ELI LILLY & COLLY | 7 funds | $514.6M |
| JOHNSON & JOHNSONJNJ | 7 funds | $509.4M |
Ranked by how many of DAIO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 7, 2025 | SMITH EDWARD J | Director | Buy (P) | 5K | $12K |
| May 6, 2025 | Wentworth William O. | President, Director | Buy (P) | 10K | $25K |
| May 1, 2025 | Wentworth William O. | President, Director | Buy (P) | 11K | $25K |
| Aug 26, 2024 | Brown Douglas Wells | Director | Buy (P) | 3K | $8K |
| Nov 1, 2021 | Ambrose Anthony | President, Director | Sell (S) | 11K | $56K |
| Oct 4, 2021 | Ambrose Anthony | President, Director | Sell (S) | 5K | $33K |
| Oct 1, 2021 | Ambrose Anthony | President, Director | Sell (S) | 3K | $17K |
| Sep 14, 2021 | Gulati Rajeev | Vice President CTO | Sell (S) | 6K | $36K |
| Sep 13, 2021 | Gulati Rajeev | Vice President CTO | Sell (S) | 300 | $2K |
| Sep 10, 2021 | Gulati Rajeev | Vice President CTO | Sell (S) | 2K | $12K |
| Sep 9, 2021 | Brown Douglas Wells | Director | Sell (S) | 12K | $87K |
| Sep 9, 2021 | HATLEN JOEL S | Vice President CFO COO | Sell (S) | 3K | $19K |
This stock 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/DAIO/capital-change-brief"
Use Arkolith's capital_change_brief for DAIO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DAIO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.