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/DBND/capital-change-brief"
Use Arkolith's capital_change_brief for DBND. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CWM, LLC | $82.2M | 1.8M | ▲+11% Added · +173K sh | Q1 2026 | |
| 2 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $44.3M | 967K | ▲+38% Added · +266K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $36.3M | 791K | ▲+19% Added · +127K sh | Q1 2026 | |
| 4 | Boothe Investment Group, Inc. | $34.4M | 754K | ▲+11% Added · +75K sh | Q2 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $34.3M | 749K | ▲+106% Added · +385K sh | Q1 2026 | |
| 6 | NewEdge Advisors, LLC | $31.3M | 684K | ▲New +684K sh | Q1 2026 | |
| 7 | UBS Group AG | $28.3M | 617K | ▲+1.8% Added · +11K sh | Q1 2026 | |
| 8 | Mariner, LLC | $21.7M | 474K | ▲+8.2% Added · +36K sh | Q1 2026 | |
| 9 | GUARDIAN WEALTH ADVISORS, LLC / NC | $14.1M | 309K | ▼~0% Reduced · −150 sh | Q1 2026 | |
| 10 | Aptus Capital Advisors, LLC | $14.1M | 309K | ▼~0% Reduced · −150 sh | Q1 2026 | |
| 11 | Holcombe Financial, Inc. | $12.2M | 269K | ▲+3.3% Added · +9K sh | Q2 2026 | |
| 12 | Aprio Wealth Management, LLC | $10.6M | 231K | ▲+4.1% Added · +9K sh | Q1 2026 | |
| 13 | Stratos Wealth Advisors, LLC | $9.5M | 207K | ▲+16% Added · +28K sh | Q1 2026 | |
| 14 | Visionary Wealth Advisors | $9.3M | 202K | ▲+5.8% Added · +11K sh | Q1 2026 | |
| 15 | MML INVESTORS SERVICES, LLC | $9.1M | 198K | ▲+20% Added · +33K sh | Q1 2026 | |
| 16 | Ausdal Financial Partners, Inc. | $8.7M | 190K | ▲+8.5% Added · +15K sh | Q1 2026 | |
| 17 | WADDELL & ASSOCIATES, LLC | $7.7M | 169K | ▲+4.0% Added · +6K sh | Q2 2026 | |
| 18 | CARY STREET PARTNERS FINANCIAL LLC | $6.5M | 142K | ▼−1.6% Reduced · −2K sh | Q1 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $4.7M | 103K | ▼−0.6% Reduced · −588 sh | Q1 2026 | |
| 20 | ELEVATION POINT WEALTH PARTNERS, LLC | $4.3M | 93K | ▲+14% Added · +11K sh | Q1 2026 | |
| 21 | Vestmark Advisory Solutions, Inc. | $3.9M | 84K | ▲+2.8% Added · +2K sh | Q1 2026 | |
| 22 | Corient Private Wealth LLC | $3.8M | 83K | ▼−3.7% Reduced · −3K sh | Q1 2026 | |
| 23 | LPL Financial LLC | $2.9M | 64K | ▲+114% Added · +34K sh | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $1.9M | 41K | ▼−2.6% Reduced · −1K sh | Q1 2026 | |
| 25 | Pettinga Financial Advisors LLC | $1.7M | 36K | ▲+44% Added · +11K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 30 funds | $12.0B |
| MICROSOFT CORPMSFT | 30 funds | $7.7B |
| ALPHABET INC-CL AGOOGL | 30 funds | $5.8B |
| BROADCOM INCAVGO | 30 funds | $4.5B |
| JPMORGAN CHASE & COJPM | 30 funds | $3.8B |
| ALPHABET INC-CL CGOOG | 30 funds | $3.2B |
| TESLA INCTSLA | 30 funds | $2.4B |
| MICRON TECHNOLOGY INCMU | 30 funds | $2.3B |
| COSTCO WHOLESALE CORPCOST | 30 funds | $2.1B |
| EXXON MOBIL CORPXOM | 30 funds | $2.0B |
| ELI LILLY & COLLY | 30 funds | $2.0B |
| WALMART INCWMT | 30 funds | $1.9B |
Ranked by how many of DBND'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 DBND. 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.