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/DAUG/capital-change-brief"
Use Arkolith's capital_change_brief for DAUG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $16.1M | 370K | ▼−4.0% Reduced · −15K sh | Q1 2026 | |
| 2 | MinichMacGregor Wealth Management, LLC | $10.0M | 213K | ▲+0.4% Added · +799 sh | Q2 2026 | |
| 3 | LPL Financial LLC | $6.7M | 154K | ▲+7.2% Added · +10K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $6.0M | 139K | ▲+1.0% Added · +1K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $5.7M | 131K | ▲+11% Added · +13K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $4.8M | 111K | ▼−52% Reduced · −122K sh | Q1 2026 | |
| 7 | Kestra Advisory Services, LLC | $4.8M | 110K | ▲+10% Added · +10K sh | Q1 2026 | |
| 8 | CWM, LLC | $4.7M | 107K | ▼−3.5% Reduced · −4K sh | Q1 2026 | |
| 9 | Prosperity Consulting Group, LLC | $2.7M | 63K | ▼−0.8% Reduced · −482 sh | Q1 2026 | |
| 10 | Mariner, LLC | $2.7M | 63K | ▲+0.6% Added · +386 sh | Q1 2026 | |
| 11 | Sage Capital Advisors,llc | $2.9M | 62K | ▼−0.1% Reduced · −35 sh | Q2 2026 | |
| 12 | Ritter Daniher Financial Advisory LLC / DE | $2.2M | 47K | ▼−11% Reduced · −6K sh | Q2 2026 | |
| 13 | HARBOUR INVESTMENTS, INC. | $1.9M | 43K | ▲+64% Added · +17K sh | Q1 2026 | |
| 14 | LifeWealth Investments, LLC | $1.7M | 37K | ▼−1.3% Reduced · −493 sh | Q2 2026 | |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 37K | ▲+84% Added · +17K sh | Q1 2026 | |
| 16 | MML INVESTORS SERVICES, LLC | $1.4M | 33K | ▲+13% Added · +4K sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $1.4M | 32K | ▼−3.9% Reduced · −1K sh | Q1 2026 | |
| 18 | Mutual Advisors, LLC | $1.3M | 29K | ▼−3.1% Reduced · −950 sh | Q1 2026 | |
| 19 | Foguth Wealth Management, LLC. | $1.4M | 29K | ▼−16% Reduced · −6K sh | Q1 2026 | |
| 20 | Kovack Advisors, Inc. | $1.2M | 28K | ▲+1.0% Added · +283 sh | Q1 2026 | |
| 21 | Nova Wealth Management, Inc. | $1.2M | 27K | ▼−15% Reduced · −5K sh | Q2 2026 | |
| 22 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $1.0M | 24K | ▲+50% Added · +8K sh | Q1 2026 | |
| 23 | Sowell Financial Services LLC | $1.0M | 23K | ▲+5.0% Added · +1K sh | Q1 2026 | |
| 24 | TRUIST FINANCIAL CORP | $938K | 22K | ▼−3.1% Reduced · −701 sh | Q1 2026 | |
| 25 | Atria Investments, Inc | $813K | 19K | ▼−0.5% Reduced · −96 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 40 funds | $13.6B |
| NVIDIA CORPNVDA | 40 funds | $9.9B |
| MICROSOFT CORPMSFT | 40 funds | $6.7B |
| AMAZON.COM INCAMZN | 40 funds | $6.2B |
| ALPHABET INC-CL AGOOGL | 40 funds | $4.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 40 funds | $4.1B |
| VANGUARD VALUE ETFVTV | 40 funds | $3.7B |
| ISHARES CORE U.S. AGGREGATEAGG | 40 funds | $3.7B |
| JPMORGAN CHASE & COJPM | 40 funds | $3.6B |
| BROADCOM INCAVGO | 40 funds | $3.4B |
| META PLATFORMS INC-CLASS AMETA | 40 funds | $3.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 40 funds | $3.0B |
Ranked by how many of DAUG's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DAUG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.