DALI

Ishrs MS WR Co Di Sa Uci-UsdETF$27.69 1.32%
UnclassifiedUSCUSIP 33738R712· EOD Jul 28, 2026◍ Confluence graph
Tracked 13F Holders
15
-10 QoQ
13F Value (tracked)
$98.4M
13F Moves · latest Q
2 added
4 trimmed
Recent Filings
0

Price & smart-money activity

$27.69 1.32%5Y +9.0%
$20.61$23.51$26.40$29.30$32.19202120222023202420252026322333322233243225442
Hover for who · click for detailEnd-of-day closing prices52w $26.55 – $31.40

Who owns DALI?

15 tracked 13F filers

15 tracked 13F filers disclose a position in DALI as of the latest SEC 13F filings, a combined $98.4M 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.

#FundPosition valueSharesLast moveAs ofHistory
1Strid Group, LLC
$88.8M
3.0M
−9.0%
Reduced · −295K sh
Q2 2026
2Prospera Financial Services Inc
$3.8M
128K
−13%
Reduced · −19K sh
Q2 2026
3LPL Financial LLC
$2.0M
72K
−3.0%
Reduced · −2K sh
Q1 2026
4Pathstone Holdings, LLC
$1.3M
46K
+0.1%
Added · +36 sh
Q1 2026
5JANE STREET GROUP, LLC
$616K
22K
New
+22K sh
Q1 2026
6Keel Point, LLC
$453K
16K
−0.1%
Reduced · −13 sh
Q1 2026
7CITADEL ADVISORS LLC
$441K
16K
−41%
Reduced · −11K sh
Q1 2026
8EWA, LLC
$313K
11K
New
+11K sh
Q2 2026
9RAYMOND JAMES FINANCIAL INC
$254K
9K
−0.4%
Reduced · −36 sh
Q1 2026
10STIFEL FINANCIAL CORP
$223K
8K
−8.1%
Reduced · −704 sh
Q1 2026
11MORGAN STANLEY
$99K
4K
−6.0%
Reduced · −226 sh
Q1 2026
12Holos Integrated Wealth LLC
$76K
3K
Held
Q2 2026
13Advisory Services Network, LLC
$22K
783
New
+783 sh
Q1 2026
14UBS Group AG
$11K
383
+258%
Added · +276 sh
Q1 2026
15WELLS FARGO & COMPANY/MN
$47
2
Held
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.

Is DALI being bought or sold by institutions?

Last quarter, 2 funds opened a new position in DALI, while 4 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).

Opened (NEW)
2
funds
Added
0
funds
Reduced
4
funds
Exited
0
funds

Funds that own DALI also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV5 funds$4.7B
NVIDIA CORPNVDA5 funds$4.7B
APPLE INCAAPL5 funds$3.2B
AMAZON.COM INCAMZN5 funds$2.5B
MICROSOFT CORPMSFT5 funds$2.2B
SS SPDR S&P 500 ETF TRUST-USSPY5 funds$2.1B
MICRON TECHNOLOGY INCMU5 funds$1.7B
SS SPDR DOW JONES INDUS AVGDIA5 funds$1.6B
TAIWAN SEMICONDUCTOR-SP ADRTSM5 funds$1.5B
BROADCOM INCAVGO5 funds$1.4B
META PLATFORMS INC-CLASS AMETA5 funds$1.4B
ALPHABET INC-CL AGOOGL5 funds$1.4B

Ranked by how many of DALI's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

4 funds-12 since Q3 2024
0917Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $93.0M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in DALI

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DALI/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DALI.
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 DALI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.