17 tracked 13F filers disclose a position in DBEZ as of the latest SEC 13F filings, a combined $38.0M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AFFINITY WEALTH MANAGEMENT LLC | $23.7M | 378K | ▲+0.7% Added · +3K sh | Q2 2026 | |
| 2 | MORGAN STANLEY | $4.6M | 84K | ▼−2.5% Reduced · −2K sh | Q1 2026 | |
| 3 | Sonoma Allocations LLC | $4.2M | 67K | ▼−28% Reduced · −26K sh | Q2 2026 | |
| 4 | NewEdge Advisors, LLC | $1.5M | 26K | ▼−2.8% Reduced · −766 sh | Q1 2026 | |
| 5 | KKM Financial LLC | $1.1M | 19K | —Held | Q1 2026 | |
| 6 | JANE STREET GROUP, LLC | $870K | 16K | ▲+44% Added · +5K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $851K | 15K | ▲+5.0% Added · +736 sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $435K | 8K | ▲+9.0% Added · +654 sh | Q1 2026 | |
| 9 | LPL Financial LLC | $424K | 8K | ▲New +8K sh | Q1 2026 | |
| 10 | WHITTIER TRUST CO | $194K | 3K | —Held | Q2 2026 | |
| 11 | Rockefeller Capital Management L.P. | $83K | 2K | ▼−0.8% Reduced · −12 sh | Q1 2026 | |
| 12 | HARBOUR INVESTMENTS, INC. | $39K | 712 | ▲+337% Added · +549 sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $23K | 423 | ▲Added Added · +423 sh | Q1 2026 | |
| 14 | LANARK FINANCIAL, INC. | $21K | 327 | —Held | Q2 2026 | |
| 15 | Advisory Services Network, LLC | $12K | 221 | ▲New +221 sh | Q1 2026 | |
| 16 | FMR LLC | $6K | 106 | —Held | Q1 2026 | |
| 17 | FIFTH THIRD BANCORP | $6K | 100 | ▲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, 1 fund opened a new position in DBEZ and 1 added to an existing one, while 1 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).
| Company | Co-held by | Combined value |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $40.7B |
| APPLE INCAAPL | 10 funds | $18.3B |
| MICROSOFT CORPMSFT | 10 funds | $12.6B |
| JOHNSON & JOHNSONJNJ | 10 funds | $8.2B |
| JPMORGAN CHASE & COJPM | 10 funds | $8.1B |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $7.8B |
| EXXON MOBIL CORPXOM | 10 funds | $7.7B |
| AMAZON.COM INCAMZN | 10 funds | $7.6B |
| ALPHABET INC-CL AGOOGL | 10 funds | $7.5B |
| ISHARES MSCI EAFE ETFEFA | 10 funds | $7.1B |
| VERIZON COMMUNICATIONS INCVZ | 10 funds | $6.3B |
| ISHARES RUSSELL 2000 ETFIWM | 10 funds | $6.3B |
Ranked by how many of DBEZ'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/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.