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/DBEF/capital-change-brief"
Use Arkolith's capital_change_brief for DBEF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | $1.0B | 20.7M | ▲+0.7% Added · +144K sh | Q1 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $713.9M | 14.4M | ▲+1.4% Added · +200K sh | Q1 2026 | |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $374.1M | 7.6M | ▼−2.4% Reduced · −186K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $371.6M | 7.5M | ▼−1.5% Reduced · −115K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $316.9M | 6.4M | ▼−0.3% Reduced · −20K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $210.6M | 4.3M | ▲+103% Added · +2.2M sh | Q1 2026 | |
| 7 | LPL Financial LLC | $204.1M | 4.1M | ▼−14% Reduced · −688K sh | Q1 2026 | |
| 8 | Corient Private Wealth LLC | $182.2M | 3.7M | ▼−15% Reduced · −638K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $159.8M | 3.2M | ▲+3.8% Added · +119K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $127.0M | 2.6M | ▲+1.9% Added · +49K sh | Q1 2026 | |
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $113.3M | 2.3M | ▼−3.1% Reduced · −74K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $86.6M | 1.8M | ▲+16% Added · +245K sh | Q1 2026 | |
| 13 | Bleakley Financial Group, LLC | $74.0M | 1.5M | ▲+18% Added · +225K sh | Q1 2026 | |
| 14 | UBS Group AG | $63.8M | 1.3M | ▼−3.9% Reduced · −53K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $62.6M | 1.3M | ▼−11% Reduced · −162K sh | Q1 2026 | |
| 16 | BANK OF MONTREAL /CAN/ | $58.8M | 1.2M | ▼−1.5% Reduced · −18K sh | Q1 2026 | |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $64.0M | 1.2M | ▲+0.2% Added · +2K sh | Q2 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $48.8M | 987K | ▼−5.9% Reduced · −62K sh | Q1 2026 | |
| 19 | Beacon Pointe Advisors, LLC | $47.1M | 954K | ▲+6.5% Added · +58K sh | Q1 2026 | |
| 20 | FIFTH THIRD BANCORP | $45.8M | 927K | ▲94× Added · +918K sh | Q1 2026 | |
| 21 | HSBC HOLDINGS PLC | $43.2M | 875K | ▲+1.1% Added · +10K sh | Q1 2026 | |
| 22 | Wealthcare Advisory Partners LLC | $44.6M | 817K | ▲+2.7% Added · +22K sh | Q2 2026 | |
| 23 | MERCER GLOBAL ADVISORS INC /ADV | $35.8M | 725K | ▼−43% Reduced · −555K sh | Q1 2026 | |
| 24 | Focus Partners Wealth | $35.6M | 721K | ▼−23% Reduced · −221K sh | Q1 2026 | |
| 25 | Whitaker-Myers Wealth Managers, LTD. | $38.8M | 710K | ▲+4.7% Added · +32K sh | 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.
| Company | Co-held by | Combined value |
|---|---|---|
| VISA INC-CLASS A SHARESV | 136 funds | $6.1B |
| APPLE INCAAPL | 135 funds | $34.9B |
| MICROSOFT CORPMSFT | 135 funds | $26.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 135 funds | $20.5B |
| VANGUARD S&P 500 ETFVOO | 135 funds | $19.6B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 135 funds | $14.7B |
| ALPHABET INC-CL CGOOG | 135 funds | $12.5B |
| TESLA INCTSLA | 135 funds | $5.2B |
| NETFLIX INCNFLX | 135 funds | $3.0B |
| ORACLE CORPORCL | 135 funds | $2.7B |
| NVIDIA CORPNVDA | 134 funds | $30.8B |
| ISHARES CORE S&P 500 ETFIVV | 134 funds | $28.9B |
Ranked by how many of DBEF'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 DBEF. 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.