Among active 13F managers last quarter, 3 opened and 2 added, while 4 reduced; the largest holder to move was Penbrook Management LLC (−0.3%). No open-market insider trades in the last 180 days.
No leg leans either way.
31 tracked 13F filers disclose a position in DAIO as of the latest SEC 13F filings, a combined $10.7M 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 | Kanen Wealth Management LLC | 839K | $3.3M | —Held | Q2 2026 | |
| 2 | Renaissance Technologies LLC | 408K | $1.0M | ▼−6.8% Reduced · −30K sh | Q1 2026 | |
| 3 | Penbrook Management LLC | 356K | $1.4M | ▼−0.3% Reduced · −1K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 324K | $1.3M | ▲+8.1% Added · +24K sh | Q2 2026 | |
| 5 | Kovack Advisors, Inc. | 285K | $1.1M | ▲+6.5% Added · +18K sh | Q2 2026 | |
| 6 | Dimensional Fund Advisors LP | 141K | $356K | ▼−22% Reduced · −40K sh | Q1 2026 | |
| 7 | Geode Capital Management, LLC | 115K | $453K | ▲+32% Added · +28K sh | Q2 2026 | |
| 8 | Citadel Advisors LLC | 87K | $342K | ▲Added Added · +87K sh | Q2 2026 | |
| 9 | Essex Investment Management Co LLC | 75K | $294K | ▼−0.1% Reduced · −83 sh | Q2 2026 | |
| 10 | Vanguard Fiduciary Trust Co | 59K | $231K | ▲+28% Added · +13K sh | Q2 2026 | |
| 11 | Steward Partners Investment Advisory, LLC | 43K | $171K | —Held | Q2 2026 | |
| 12 | Susquehanna International Group, LLP | 27K | $68K | ▲+71% Added · +11K sh | Q1 2026 | |
| 13 | Thompson Davis & Co., Inc. | 24K | $93K | ▲New +24K sh | Q2 2026 | |
| 14 | LPL Financial LLC | 23K | $57K | ▲New +23K sh | Q1 2026 | |
| 15 | NewEdge Advisors, LLC | 22K | $88K | —Held | Q2 2026 | |
| 16 | James Investment Research, Inc. | 22K | $88K | —Held | Q2 2026 | |
| 17 | Legato Capital Management LLC | 18K | $69K | —Held | Q2 2026 | |
| 18 | BlackRock, Inc. | 17K | $67K | —Held | Q2 2026 | |
| 19 | State Street Corp | 16K | $64K | —Held | Q2 2026 | |
| 20 | Goldman Sachs Group Inc | 14K | $35K | ▲New +14K sh | Q1 2026 | |
| 21 | Northern Trust Corp | 13K | $34K | —Held | Q1 2026 | |
| 22 | Group One Trading LLC | 6K | $25K | ▲65× Added · +6K sh | Q2 2026 | |
| 23 | Vanguard Global Advisers, LLC | 5K | $20K | —Held | Q2 2026 | |
| 24 | Simplex Trading, LLC | 3K | $7K | ▲+43% Added · +827 sh | Q1 2026 | |
| 25 | Tower Research Capital LLC (TRC) | 2K | $4K | ▼−21% Reduced · −450 sh | Q1 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, 3 funds opened a new position in DAIO and 2 added to an existing one, while 4 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 | 12 funds | $3.3B |
| Nvidia CorpNVDA | 11 funds | $3.5B |
| Amazon.com IncAMZN | 11 funds | $2.8B |
| Micron Technology IncMU | 11 funds | $1.7B |
| Microsoft CorpMSFT | 11 funds | $1.7B |
| Alphabet Inc-CL AGOOGL | 11 funds | $1.5B |
| Tesla IncTSLA | 11 funds | $802.8M |
| Costco Wholesale CorpCOST | 11 funds | $536.5M |
| Eli Lilly & CoLLY | 10 funds | $1.3B |
| Alphabet Inc-CL CGOOG | 10 funds | $1.1B |
| JPMorgan Chase & CoJPM | 10 funds | $999.7M |
| Meta Platforms Inc-Class AMETA | 10 funds | $859.0M |
Ranked by how many of DAIO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DAIO.
| 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 |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 9 | 5 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for DAIO
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.