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.
| # | 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 | $86.4M | 2.9M | ▲New +2.9M sh | Q1 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 | BANK OF AMERICA CORP /DE/ | $45.8M | 1.5M | ▲+625% Added · +1.3M sh | Q1 2026 | |
| 8 | Tidal Investments LLC | $41.7M | 1.4M | ▼−15% Reduced · −236K sh | Q1 2026 | |
| 9 | Cardinal Point Capital Management ULC | $38.5M | 1.3M | ▲+1.9% Added · +24K sh | Q2 2026 | |
| 10 | Beacon Pointe Advisors, LLC | $32.2M | 1.1M | ▲127× Added · +1.1M sh | Q1 2026 | |
| 11 | Edge Wealth Management LLC | $32.6M | 1.1M | ▲+0.2% Added · +2K sh | Q2 2026 | |
| 12 | Savant Capital, LLC | $28.8M | 956K | ▼−1.0% Reduced · −10K sh | Q1 2026 | |
| 13 | POTOMAC FUND MANAGEMENT INC /ADV | $28.5M | 945K | ▲+10.0% Added · +86K sh | Q1 2026 | |
| 14 | ROYAL BANK OF CANADA | $27.8M | 922K | ▲+21% Added · +162K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $22.4M | 743K | ▲+19% Added · +120K sh | Q1 2026 | |
| 16 | Farther Finance Advisors, LLC | $22.4M | 740K | ▲+143% Added · +436K sh | Q1 2026 | |
| 17 | ROCKLAND TRUST CO | $21.3M | 696K | ▲+11% Added · +68K sh | Q2 2026 | |
| 18 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $20.6M | 683K | ▲+20% Added · +112K sh | Q1 2026 | |
| 19 | Concurrent Investment Advisors, LLC | $19.9M | 661K | ▲14× Added · +614K sh | Q1 2026 | |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $17.7M | 588K | ▲+7.3% Added · +40K sh | Q1 2026 | |
| 21 | Prentice Wealth Management LLC | $13.9M | 454K | ▲+4.1% Added · +18K sh | Q2 2026 | |
| 22 | ALM First Financial Advisors, LLC | $13.9M | 453K | ▼−12% Reduced · −60K sh | Q2 2026 | |
| 23 | OneDigital Investment Advisors LLC | $13.4M | 444K | ▼−31% Reduced · −200K sh | Q1 2026 | |
| 24 | Steward Partners Investment Advisory, LLC | $12.8M | 425K | ▲25× Added · +408K sh | Q1 2026 | |
| 25 | HENGEHOLD CAPITAL MANAGEMENT LLC | $12.6M | 411K | ▲New +411K 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 |
|---|---|---|
| BROADCOM INCAVGO | 84 funds | $7.8B |
| MICROSOFT CORPMSFT | 83 funds | $16.2B |
| CHEVRON CORPCVX | 83 funds | $3.0B |
| APPLE INCAAPL | 82 funds | $19.1B |
| AMAZON.COM INCAMZN | 82 funds | $11.7B |
| JPMORGAN CHASE & COJPM | 82 funds | $7.0B |
| ALPHABET INC-CL CGOOG | 82 funds | $5.8B |
| JOHNSON & JOHNSONJNJ | 82 funds | $3.9B |
| TESLA INCTSLA | 82 funds | $3.9B |
| NETFLIX INCNFLX | 82 funds | $2.3B |
| PROCTER & GAMBLE CO/THEPG | 82 funds | $2.1B |
| NVIDIA CORPNVDA | 81 funds | $18.0B |
Ranked by how many of DBMF'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 DBMF. 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.