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/DDWM/capital-change-brief"
Use Arkolith's capital_change_brief for DDWM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PARK NATIONAL CORP /OH/ | $173.7M | 3.8M | ▲+2.3% Added · +83K sh | Q2 2026 | |
| 2 | LPL Financial LLC | $139.7M | 3.2M | ▲+32% Added · +766K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $94.9M | 2.2M | ▲+5.3% Added · +109K sh | Q1 2026 | |
| 4 | Hennion & Walsh Asset Management, Inc. | $66.2M | 1.4M | ▲+7.7% Added · +103K sh | Q2 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $61.1M | 1.4M | ▲+11% Added · +141K sh | Q1 2026 | |
| 6 | Capital Asset Advisory Services LLC | $55.0M | 1.2M | ▲+2.1% Added · +25K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $45.4M | 1.0M | ▲+17% Added · +146K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $32.6M | 739K | ▲+4.1% Added · +29K sh | Q1 2026 | |
| 9 | Steward Partners Investment Advisory, LLC | $30.9M | 701K | ▲+9.2% Added · +59K sh | Q1 2026 | |
| 10 | UBS Group AG | $30.8M | 699K | ▲+126% Added · +390K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $30.5M | 691K | ▲+4.7% Added · +31K sh | Q1 2026 | |
| 12 | Stratos Investment Management, LLC | $26.2M | 594K | ▲~0% Added · +272 sh | Q1 2026 | |
| 13 | MML INVESTORS SERVICES, LLC | $23.2M | 526K | ▼−10% Reduced · −61K sh | Q1 2026 | |
| 14 | Baird Financial Group, Inc. | $21.3M | 483K | ▲+247% Added · +344K sh | Q1 2026 | |
| 15 | Lido Advisors, LLC | $20.2M | 458K | ▲+3.4% Added · +15K sh | Q1 2026 | |
| 16 | Atria Investments, Inc | $16.1M | 364K | ▼−6.7% Reduced · −26K sh | Q1 2026 | |
| 17 | Choice Wealth Advisors LLC | $16.5M | 357K | ▲+6.0% Added · +20K sh | Q2 2026 | |
| 18 | Impact Capital Partners LLC | $11.2M | 242K | ▲+4.9% Added · +11K sh | Q2 2026 | |
| 19 | JANE STREET GROUP, LLC | $8.9M | 202K | ▲+867% Added · +181K sh | Q1 2026 | |
| 20 | OneDigital Investment Advisors LLC | $8.0M | 180K | ▲New +180K sh | Q1 2026 | |
| 21 | Burns Matteson Capital Management, LLC | $7.5M | 170K | ▲+51% Added · +58K sh | Q1 2026 | |
| 22 | Kestra Advisory Services, LLC | $6.7M | 151K | ▼−12% Reduced · −20K sh | Q1 2026 | |
| 23 | Private Advisor Group, LLC | $6.5M | 148K | ▲+40% Added · +42K sh | Q1 2026 | |
| 24 | Mariner, LLC | $6.4M | 145K | ▼−4.0% Reduced · −6K sh | Q1 2026 | |
| 25 | NewEdge Advisors, LLC | $4.9M | 111K | ▲New +111K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 49 funds | $13.7B |
| NVIDIA CORPNVDA | 49 funds | $11.5B |
| ISHARES CORE S&P 500 ETFIVV | 49 funds | $9.4B |
| MICROSOFT CORPMSFT | 49 funds | $8.1B |
| VANGUARD S&P 500 ETFVOO | 49 funds | $6.9B |
| VANGUARD VALUE ETFVTV | 49 funds | $4.7B |
| BROADCOM INCAVGO | 49 funds | $4.2B |
| META PLATFORMS INC-CLASS AMETA | 49 funds | $3.6B |
| JPMORGAN CHASE & COJPM | 49 funds | $3.6B |
| EXXON MOBIL CORPXOM | 49 funds | $2.5B |
| WALMART INCWMT | 49 funds | $2.4B |
| ELI LILLY & COLLY | 49 funds | $2.2B |
Ranked by how many of DDWM'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DDWM. 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.