| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $26.1M | 619K | ▲+1.5% Added · +9K sh | Q1 2026 | |
| 2 | Y.D. More Investments Ltd | $6.3M | 150K | ▲+4.4% Added · +6K sh | Q1 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $3.8M | 89K | ▼−0.7% Reduced · −637 sh | Q1 2026 | |
| 4 | CITADEL ADVISORS LLC | $3.6M | 86K | ▲Added Added · +86K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $3.3M | 79K | ▼−14% Reduced · −13K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $2.8M | 66K | ▼−16% Reduced · −12K sh | Q1 2026 | |
| 7 | LEAVELL INVESTMENT MANAGEMENT, INC. | $2.1M | 49K | ▲New +49K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $1.6M | 37K | ▼−15% Reduced · −7K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $1.1M | 26K | —Held | Q1 2026 | |
| 10 | Apollon Wealth Management, LLC | $1.0M | 24K | ▲+7.8% Added · +2K sh | Q1 2026 | |
| 11 | Nikulski Financial, Inc. | $744K | 18K | ▲+154% Added · +11K sh | Q1 2026 | |
| 12 | Strait & Sound Wealth Management LLC | $600K | 14K | ▲+2.4% Added · +337 sh | Q1 2026 | |
| 13 | Kohmann Bosshard Financial Services, LLC | $521K | 12K | ▲+17% Added · +2K sh | Q2 2026 | |
| 14 | JANE STREET GROUP, LLC | $488K | 12K | ▼−81% Reduced · −48K sh | Q1 2026 | |
| 15 | GTS SECURITIES LLC | $462K | 11K | ▲New +11K sh | Q1 2026 | |
| 16 | D. E. Shaw & Co., Inc. | $397K | 9K | ▼−3.1% Reduced · −306 sh | Q1 2026 | |
| 17 | BANK OF MONTREAL /CAN/ | $376K | 9K | ▼−2.3% Reduced · −212 sh | Q1 2026 | |
| 18 | Parallel Advisors, LLC | $333K | 8K | ▲+14% Added · +960 sh | Q1 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $277K | 7K | ▼−63% Reduced · −11K sh | Q1 2026 | |
| 20 | MML INVESTORS SERVICES, LLC | $268K | 6K | ▲New +6K sh | Q1 2026 | |
| 21 | Wealthfront Advisers LLC | $225K | 5K | ▼−5.2% Reduced · −295 sh | Q1 2026 | |
| 22 | IFP Advisors, Inc | $171K | 4K | —Held | Q2 2026 | |
| 23 | US BANCORP \DE\ | $82K | 2K | —Held | Q1 2026 | |
| 24 | AE Wealth Management LLC | $72K | 2K | —Held | Q1 2026 | |
| 25 | Steward Partners Investment Advisory, LLC | $48K | 1K | —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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 17 funds | $8.5B |
| APPLE INCAAPL | 17 funds | $6.4B |
| ISHARES CORE S&P 500 ETFIVV | 17 funds | $5.3B |
| MICROSOFT CORPMSFT | 17 funds | $4.8B |
| AMAZON.COM INCAMZN | 17 funds | $4.8B |
| ALPHABET INC-CL AGOOGL | 17 funds | $3.3B |
| ALPHABET INC-CL CGOOG | 17 funds | $2.9B |
| JPMORGAN CHASE & COJPM | 17 funds | $2.9B |
| META PLATFORMS INC-CLASS AMETA | 17 funds | $2.8B |
| BROADCOM INCAVGO | 17 funds | $2.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 17 funds | $2.5B |
| COSTCO WHOLESALE CORPCOST | 17 funds | $1.8B |
Ranked by how many of DAX's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/DAX/capital-change-brief"
Use Arkolith's capital_change_brief for DAX. 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 DAX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.