Among active 13F managers last quarter, 2 opened and 3 added, while 1 reduced; the largest holder to move was Sonoma Allocations LLC (−28%).
19 tracked 13F filers disclose a position in DBEZ as of the latest SEC 13F filings, a combined $39.1M 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 | Affinity Wealth Management LLC | 378K | $23.7M | ▲+0.7% Added · +3K sh | Q2 2026 | |
| 2 | Morgan Stanley | 84K | $4.6M | ▼−2.5% Reduced · −2K sh | Q1 2026 | |
| 3 | Sonoma Allocations LLC | 67K | $4.2M | ▼−28% Reduced · −26K sh | Q2 2026 | |
| 4 | NewEdge Advisors, LLC | 23K | $1.4M | ▼−14% Reduced · −4K sh | Q2 2026 | |
| 5 | KKM Financial LLC | 20K | $1.2M | ▲+2.5% Added · +485 sh | Q2 2026 | |
| 6 | Jane Street Group, LLC | 16K | $870K | ▲+44% Added · +5K sh | Q1 2026 | |
| 7 | Bank Of America Corp | 15K | $851K | ▲+5.0% Added · +736 sh | Q1 2026 | |
| 8 | ProVise Management Group, LLC | 11K | $691K | ▲+1.6% Added · +172 sh | Q2 2026 | |
| 9 | Osaic Holdings, Inc. | 8K | $435K | ▲+9.0% Added · +654 sh | Q1 2026 | |
| 10 | LPL Financial LLC | 8K | $424K | ▲New +8K sh | Q1 2026 | |
| 11 | Citadel Advisors LLC | 4K | $246K | ▲New +4K sh | Q2 2026 | |
| 12 | Whittier Trust Co | 3K | $194K | —Held | Q2 2026 | |
| 13 | Rockefeller Capital Management L.P. | 2K | $83K | ▼−0.8% Reduced · −12 sh | Q1 2026 | |
| 14 | Harbour Investments, Inc. | 712 | $39K | ▲+337% Added · +549 sh | Q1 2026 | |
| 15 | Wells Fargo & Company | 423 | $23K | ▲Added Added · +423 sh | Q1 2026 | |
| 16 | Lanark Financial, Inc. | 327 | $21K | —Held | Q2 2026 | |
| 17 | Advisory Services Network, LLC | 221 | $12K | ▲New +221 sh | Q1 2026 | |
| 18 | FMR LLC | 106 | $7K | —Held | Q2 2026 | |
| 19 | Fifth Third Bancorp | 100 | $6K | ▲New +100 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, 2 funds opened a new position in DBEZ and 3 added to an existing one, while 1 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 7 funds | $13.5B |
| Amazon.com IncAMZN | 7 funds | $2.8B |
| Nvidia CorpNVDA | 7 funds | $2.7B |
| Apple IncAAPL | 7 funds | $2.5B |
| Microsoft CorpMSFT | 7 funds | $1.6B |
| Eli Lilly & CoLLY | 7 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 7 funds | $1.2B |
| Broadcom IncAVGO | 7 funds | $1.2B |
| Alphabet Inc-CL CGOOG | 7 funds | $1.0B |
| Applied Materials IncAMAT | 7 funds | $875.1M |
| JPMorgan Chase & CoJPM | 7 funds | $852.7M |
| Walmart IncWMT | 7 funds | $809.1M |
Ranked by how many of DBEZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DBEZ.
No filings captured for this ticker in the live stream yet.
Connected entities for DBEZ
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/DBEZ/capital-change-brief"
Use Arkolith's capital_change_brief for DBEZ. 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 DBEZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.