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/DDFO/capital-change-brief"
Use Arkolith's capital_change_brief for DDFO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Creative Planning | $10.8M | 502K | ▲New +502K sh | Q1 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $6.8M | 319K | ▼−6.5% Reduced · −22K sh | Q1 2026 | |
| 3 | Southland Equity Partners LLC | $1.9M | 84K | —Held | Q2 2026 | |
| 4 | Cetera Investment Advisers | $1.4M | 66K | ▼−2.5% Reduced · −2K sh | Q1 2026 | |
| 5 | HARBOUR INVESTMENTS, INC. | $1.3M | 63K | ▼−76% Reduced · −204K sh | Q1 2026 | |
| 6 | CENTAURUS FINANCIAL, INC. | $1.1M | 50K | —Held | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $1.0M | 47K | ▲New +47K sh | Q1 2026 | |
| 8 | Castle Rock Wealth Management, LLC | $1.0M | 46K | ▼−0.3% Reduced · −133 sh | Q2 2026 | |
| 9 | Kingsview Wealth Management, LLC | $980K | 46K | ▲+0.5% Added · +226 sh | Q1 2026 | |
| 10 | Modern Wealth Management, LLC | $876K | 41K | ▲New +41K sh | Q1 2026 | |
| 11 | INDEPENDENT FINANCIAL GROUP, LLC | $906K | 40K | ▼−9.1% Reduced · −4K sh | Q2 2026 | |
| 12 | Atria Investments, Inc | $767K | 36K | ▼−0.3% Reduced · −119 sh | Q1 2026 | |
| 13 | Sigma Planning Corp | $756K | 35K | ▼−0.3% Reduced · −91 sh | Q1 2026 | |
| 14 | CITADEL ADVISORS LLC | $706K | 33K | ▲New +33K sh | Q1 2026 | |
| 15 | Welch Financial Planning, LLC | $736K | 33K | ▲+1.6% Added · +520 sh | Q2 2026 | |
| 16 | IFP Advisors, Inc | $699K | 33K | ▲+0.1% Added · +25 sh | Q1 2026 | |
| 17 | Farther Finance Advisors, LLC | $700K | 33K | ▲+11% Added · +3K sh | Q1 2026 | |
| 18 | WORLD EQUITY GROUP, INC. | $670K | 30K | ▼−17% Reduced · −6K sh | Q2 2026 | |
| 19 | Financial Solutions Advisory Group, Inc. | $525K | 23K | ▲+1.6% Added · +377 sh | Q2 2026 | |
| 20 | HighTower Advisors, LLC | $495K | 23K | —Held | Q1 2026 | |
| 21 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $418K | 19K | ▲+10% Added · +2K sh | Q1 2026 | |
| 22 | Allworth Financial LP | $340K | 16K | ▼−99% Reduced · −1.8M sh | Q1 2026 | |
| 23 | KINGSWOOD WEALTH ADVISORS, LLC | $301K | 14K | —Held | Q1 2026 | |
| 24 | NewEdge Advisors, LLC | $287K | 13K | —Held | Q1 2026 | |
| 25 | INTEGRITY ALLIANCE, LLC. | $284K | 13K | ▼−6.9% Reduced · −988 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 |
|---|---|---|
| NVIDIA CORPNVDA | 18 funds | $6.2B |
| ISHARES CORE S&P 500 ETFIVV | 18 funds | $4.9B |
| APPLE INCAAPL | 18 funds | $4.9B |
| AMAZON.COM INCAMZN | 18 funds | $3.4B |
| MICROSOFT CORPMSFT | 18 funds | $3.1B |
| BROADCOM INCAVGO | 18 funds | $2.1B |
| ALPHABET INC-CL AGOOGL | 18 funds | $2.1B |
| META PLATFORMS INC-CLASS AMETA | 18 funds | $1.9B |
| JPMORGAN CHASE & COJPM | 18 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 18 funds | $1.8B |
| ALPHABET INC-CL CGOOG | 18 funds | $1.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 18 funds | $1.6B |
Ranked by how many of DDFO'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 DDFO. 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.