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/DDEC/capital-change-brief"
Use Arkolith's capital_change_brief for DDEC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | $8.8M | 198K | ▼−20% Reduced · −49K sh | Q1 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 193K | ▼−1.3% Reduced · −3K sh | Q1 2026 | |
| 3 | Kestra Advisory Services, LLC | $8.2M | 184K | ▼−18% Reduced · −42K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $7.8M | 176K | ▲+1.9% Added · +3K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $6.2M | 140K | ▲+6.3% Added · +8K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $5.2M | 117K | ▲+32% Added · +29K sh | Q1 2026 | |
| 7 | HARBOUR INVESTMENTS, INC. | $5.1M | 114K | ▲+27% Added · +24K sh | Q1 2026 | |
| 8 | Ausdal Financial Partners, Inc. | $4.7M | 105K | ▲+1.4% Added · +1K sh | Q1 2026 | |
| 9 | Ritter Daniher Financial Advisory LLC / DE | $4.4M | 93K | ▼−0.7% Reduced · −650 sh | Q2 2026 | |
| 10 | CWM, LLC | $3.4M | 76K | ▲+12% Added · +8K sh | Q1 2026 | |
| 11 | Aptus Capital Advisors, LLC | $2.9M | 65K | —Held | Q1 2026 | |
| 12 | GUARDIAN WEALTH ADVISORS, LLC / NC | $2.9M | 65K | —Held | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $2.4M | 53K | ▲+7.8% Added · +4K sh | Q1 2026 | |
| 14 | OPPENHEIMER & CO INC | $2.0M | 44K | ▲+131% Added · +25K sh | Q1 2026 | |
| 15 | BEACON FINANCIAL GROUP | $2.1M | 44K | ▼−6.0% Reduced · −3K sh | Q2 2026 | |
| 16 | Strategic Blueprint, LLC | $1.9M | 42K | —Held | Q1 2026 | |
| 17 | MONEY CONCEPTS CAPITAL CORP | $1.6M | 36K | ▲+409% Added · +29K sh | Q1 2026 | |
| 18 | SAGESPRING WEALTH PARTNERS, LLC | $1.6M | 36K | ▼~0% Reduced · −6 sh | Q1 2026 | |
| 19 | MML INVESTORS SERVICES, LLC | $1.6M | 35K | ▲+24% Added · +7K sh | Q1 2026 | |
| 20 | Prosperity Consulting Group, LLC | $1.5M | 33K | ▼−1.0% Reduced · −331 sh | Q1 2026 | |
| 21 | Nova Wealth Management, Inc. | $1.4M | 29K | ▼~0% Reduced · −4 sh | Q2 2026 | |
| 22 | Commonwealth Financial Services, LLC | $1.4M | 29K | —Held | Q2 2026 | |
| 23 | Glen Eagle Advisors, LLC | $1.2M | 28K | ▼−7.3% Reduced · −2K sh | Q1 2026 | |
| 24 | SPINNAKER TRUST | $1.2M | 26K | ▼−24% Reduced · −8K sh | Q1 2026 | |
| 25 | Capasso Planning Partners LLC | $1.0M | 23K | ▲+288% Added · +17K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 44 funds | $14.1B |
| NVIDIA CORPNVDA | 44 funds | $10.6B |
| MICROSOFT CORPMSFT | 44 funds | $7.6B |
| ALPHABET INC-CL AGOOGL | 44 funds | $5.3B |
| JOHNSON & JOHNSONJNJ | 44 funds | $4.3B |
| JPMORGAN CHASE & COJPM | 44 funds | $4.0B |
| BROADCOM INCAVGO | 44 funds | $4.0B |
| ALPHABET INC-CL CGOOG | 44 funds | $3.2B |
| WALMART INCWMT | 44 funds | $2.5B |
| VANGUARD VALUE ETFVTV | 44 funds | $2.5B |
| EXXON MOBIL CORPXOM | 44 funds | $2.5B |
| TESLA INCTSLA | 44 funds | $2.4B |
Ranked by how many of DDEC'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 DDEC. 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.