308 tracked 13F filers disclose a position in DBMF as of the latest SEC 13F filings, a combined $2.6B 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 | LPL Financial LLC | $664.0M | 22.0M | ▲+291% Added · +16.4M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $272.9M | 9.1M | ▲+15% Added · +1.2M sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $228.7M | 7.6M | ▲+2.7% Added · +196K sh | Q1 2026 | |
| 4 | TIAA Wealth Investment Management LLC | $85.0M | 2.8M | ▼−2.1% Reduced · −61K sh | Q2 2026 | |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $72.8M | 2.4M | ▲+11% Added · +248K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $56.9M | 1.9M | ▲+30% Added · +430K sh | Q1 2026 | |
| 7 | Naviter Wealth, LLC | $47.2M | 1.9M | ▼−0.3% Reduced · −5K sh | Q1 2025 | |
| 8 | BANK OF AMERICA CORP /DE/ | $45.8M | 1.5M | ▲+625% Added · +1.3M sh | Q1 2026 | |
| 9 | Parcion Private Wealth LLC | $46.3M | 1.5M | ▼−1.3% Reduced · −19K sh | Q2 2026 | |
| 10 | Tidal Investments LLC | $42.6M | 1.4M | ▲+0.5% Added · +7K sh | Q2 2026 | |
| 11 | Cardinal Point Capital Management ULC | $38.5M | 1.3M | ▲+1.9% Added · +24K sh | Q2 2026 | |
| 12 | Beacon Pointe Advisors, LLC | $34.4M | 1.1M | ▲+5.4% Added · +58K sh | Q2 2026 | |
| 13 | Goldstein Advisors, LLC | $33.0M | 1.1M | ▲+1.5% Added · +16K sh | Q2 2026 | |
| 14 | Edge Wealth Management LLC | $32.6M | 1.1M | ▲+0.2% Added · +2K sh | Q2 2026 | |
| 15 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $29.7M | 969K | ▲+42% Added · +286K sh | Q2 2026 | |
| 16 | Savant Capital, LLC | $29.2M | 954K | ▼−0.2% Reduced · −2K sh | Q2 2026 | |
| 17 | POTOMAC FUND MANAGEMENT INC /ADV | $28.5M | 945K | ▲+10.0% Added · +86K sh | Q1 2026 | |
| 18 | ROYAL BANK OF CANADA | $27.8M | 922K | ▲+21% Added · +162K sh | Q1 2026 | |
| 19 | Concurrent Investment Advisors, LLC | $23.3M | 761K | ▲+15% Added · +100K sh | Q2 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $22.4M | 743K | ▲+19% Added · +120K sh | Q1 2026 | |
| 21 | Farther Finance Advisors, LLC | $22.4M | 740K | ▲+143% Added · +436K sh | Q1 2026 | |
| 22 | ROCKLAND TRUST CO | $21.3M | 696K | ▲+11% Added · +68K sh | Q2 2026 | |
| 23 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $19.5M | 638K | ▲+4.2% Added · +26K sh | Q2 2026 | |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $17.7M | 588K | ▲+7.3% Added · +40K sh | Q1 2026 | |
| 25 | Fortitude Family Office, LLC | $16.9M | 553K | ▲+11% Added · +56K 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.
Last quarter, 4 funds opened a new position in DBMF and 37 added to an existing one, while 10 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 169 funds | $14.6B |
| APPLE INCAAPL | 168 funds | $19.9B |
| NVIDIA CORPNVDA | 165 funds | $21.7B |
| AMAZON.COM INCAMZN | 162 funds | $11.0B |
| ALPHABET INC-CL AGOOGL | 162 funds | $9.4B |
| BROADCOM INCAVGO | 158 funds | $7.6B |
| ALPHABET INC-CL CGOOG | 157 funds | $7.2B |
| JPMORGAN CHASE & COJPM | 155 funds | $5.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 155 funds | $4.1B |
| META PLATFORMS INC-CLASS AMETA | 153 funds | $6.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 150 funds | $5.9B |
| JOHNSON & JOHNSONJNJ | 150 funds | $3.2B |
Ranked by how many of DBMF's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| DBMFthis pagemc | 308 funds | $2.6B |
| PCIGPOLEN CAP INTL G | 14 funds | $3.5M |
| BDVGIMGP BERKSHIRE | 10 funds | $4.0M |
| PCGGPOLEN CAPITAL GL | 9 funds | $2.5M |
| 53700T728POLEN CAP CHINA | 3 funds | $805K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for DBMF
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/DBMF/capital-change-brief"
Use Arkolith's capital_change_brief for DBMF. 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 DBMF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.