Among active 13F managers last quarter, 2 opened and 5 added, while 3 reduced; the largest holder to move was Berkeley, Inc (+2.5%). No recent Form 4 insider filings for DDLS.
Funds lean in and no leg opposes.
38 tracked 13F filers disclose a position in DDLS as of the latest SEC 13F filings, a combined $60.3M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Kestra Private Wealth Services, LLC | 255K | $11.2M | ▲+17% Added · +37K sh | Q2 2026 | |
| 2 | AE Wealth Management LLC | 252K | $11.0M | ▲+32% Added · +60K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | 203K | $8.8M | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 4 | Berkeley, Inc | 189K | $8.3M | ▲+2.5% Added · +5K sh | Q2 2026 | |
| 5 | High Note Wealth, LLC | 134K | $5.9M | ▲+1.9% Added · +3K sh | Q2 2026 | |
| 6 | Lido Advisors, LLC | 81K | $3.6M | ▲+0.8% Added · +663 sh | Q2 2026 | |
| 7 | LPL Financial LLC | 55K | $2.4M | ▼−6.3% Reduced · −4K sh | Q1 2026 | |
| 8 | Jane Street Group, LLC | 47K | $2.1M | ▲+39% Added · +13K sh | Q1 2026 | |
| 9 | Certuity, LLC | 41K | $1.8M | ▲+1.2% Added · +504 sh | Q2 2026 | |
| 10 | JT Stratford LLC | 39K | $1.7M | ▲+4.1% Added · +2K sh | Q2 2026 | |
| 11 | United Advisor Group, LLC | 25K | $1.1M | ▲+4.1% Added · +977 sh | Q2 2026 | |
| 12 | Mercer Global Advisors Inc | 9K | $380K | ▲New +9K sh | Q1 2026 | |
| 13 | Composition Wealth, LLC | 6K | $266K | ▼−12% Reduced · −849 sh | Q2 2026 | |
| 14 | Compound Planning, Inc. | 6K | $265K | ▼−1.9% Reduced · −120 sh | Q2 2026 | |
| 15 | Commonwealth Equity Services, LLC | 6K | $249K | ▼−39% Reduced · −4K sh | Q1 2026 | |
| 16 | Bank Of America Corp | 5K | $234K | ▲+8.3% Added · +413 sh | Q1 2026 | |
| 17 | Quantinno Capital Management LP | 5K | $233K | —Held | Q1 2026 | |
| 18 | Larson Financial Group LLC | 4K | $163K | —Held | Q2 2026 | |
| 19 | Morgan Stanley | 2K | $100K | —Held | Q1 2026 | |
| 20 | Royal Bank Of Canada | 2K | $90K | ▲+41% Added · +603 sh | Q1 2026 | |
| 21 | Frazier Financial Advisors, LLC | 2K | $77K | —Held | Q2 2026 | |
| 22 | Geneos Wealth Management Inc. | 1K | $56K | —Held | Q2 2026 | |
| 23 | Medallion Wealth Advisors, LLC | 875 | $39K | —Held | Q2 2026 | |
| 24 | UBS Group AG | 867 | $38K | ▼−24% Reduced · −270 sh | Q1 2026 | |
| 25 | Key Capital Management, INC | 857 | $38K | ▲New +857 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, 2 funds opened a new position in DDLS and 5 added to an existing one, while 3 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 16 funds | $5.6B |
| Nvidia CorpNVDA | 16 funds | $5.5B |
| Microsoft CorpMSFT | 16 funds | $2.6B |
| Amazon.com IncAMZN | 16 funds | $2.1B |
| Alphabet Inc-CL AGOOGL | 16 funds | $2.0B |
| Ishares Core S&P 500 ETFIVV | 16 funds | $1.9B |
| Vanguard S&P 500 ETFVOO | 16 funds | $1.2B |
| Tesla IncTSLA | 16 funds | $974.2M |
| Micron Technology IncMU | 16 funds | $938.2M |
| Vanguard Total Stock MKT ETFVTI | 16 funds | $645.9M |
| Visa Inc-Class A SharesV | 16 funds | $637.2M |
| Cisco Systems IncCSCO | 16 funds | $453.3M |
Ranked by how many of DDLS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DDLS.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 14 | 7 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
No filings captured for this ticker in the live stream yet.
Connected entities for DDLS
This stock 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/DDLS/capital-change-brief"
Use Arkolith's capital_change_brief for DDLS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for DDLS. Filings are public domain, sourced to SEC EDGAR.