132 tracked 13F filers disclose a position in DDWM as of the latest SEC 13F filings, a combined $1.1B 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 | 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 | AXXCESS WEALTH MANAGEMENT, LLC | $57.3M | 1.2M | ▲Added Added · +1.2M sh | Q2 2026 | |
| 7 | Capital Asset Advisory Services LLC | $55.0M | 1.2M | ▲+2.1% Added · +25K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $45.4M | 1.0M | ▲+17% Added · +146K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $32.6M | 739K | ▲+4.1% Added · +29K sh | Q1 2026 | |
| 10 | Steward Partners Investment Advisory, LLC | $32.5M | 705K | ▲+0.5% Added · +4K sh | Q2 2026 | |
| 11 | UBS Group AG | $30.8M | 699K | ▲+126% Added · +390K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $30.5M | 691K | ▲+4.7% Added · +31K sh | Q1 2026 | |
| 13 | MML INVESTORS SERVICES, LLC | $30.9M | 669K | ▲+27% Added · +143K sh | Q2 2026 | |
| 14 | Stratos Investment Management, LLC | $28.3M | 612K | ▲+3.1% Added · +18K sh | Q2 2026 | |
| 15 | Baird Financial Group, Inc. | $21.3M | 483K | ▲+247% Added · +344K sh | Q1 2026 | |
| 16 | Horizon Wealth Management, LLC | $20.4M | 443K | ▼−0.7% Reduced · −3K sh | Q2 2026 | |
| 17 | Lido Advisors, LLC | $20.3M | 439K | ▼−4.1% Reduced · −19K sh | Q2 2026 | |
| 18 | Choice Wealth Advisors LLC | $16.5M | 357K | ▲+6.0% Added · +20K sh | Q2 2026 | |
| 19 | Atria Investments, Inc | $15.1M | 326K | ▼−10% Reduced · −38K sh | Q2 2026 | |
| 20 | Impact Capital Partners LLC | $11.2M | 242K | ▲+4.9% Added · +11K sh | Q2 2026 | |
| 21 | JANE STREET GROUP, LLC | $8.9M | 202K | ▲+867% Added · +181K sh | Q1 2026 | |
| 22 | Burns Matteson Capital Management, LLC | $8.8M | 191K | ▲+12% Added · +21K sh | Q2 2026 | |
| 23 | Tidemark, LLC | $8.6M | 187K | ▼−48% Reduced · −171K sh | Q2 2026 | |
| 24 | OneDigital Investment Advisors LLC | $8.0M | 180K | ▲New +180K sh | Q1 2026 | |
| 25 | Kestra Advisory Services, LLC | $7.3M | 159K | ▲+4.9% Added · +7K 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, 3 funds opened a new position in DDWM and 29 added to an existing one, while 15 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 65 funds | $36.7B |
| MICROSOFT CORPMSFT | 64 funds | $30.5B |
| AMAZON.COM INCAMZN | 64 funds | $20.1B |
| NVIDIA CORPNVDA | 63 funds | $45.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 63 funds | $8.4B |
| TESLA INCTSLA | 62 funds | $9.1B |
| JOHNSON & JOHNSONJNJ | 62 funds | $6.7B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 62 funds | $3.5B |
| ALPHABET INC-CL AGOOGL | 61 funds | $17.0B |
| META PLATFORMS INC-CLASS AMETA | 60 funds | $9.6B |
| JPMORGAN CHASE & COJPM | 60 funds | $7.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 60 funds | $6.2B |
Ranked by how many of DDWM's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| DGRWmc | 712 funds | $11.7B |
| IHDGmc | 220 funds | $1.6B |
| XSOEmc | 220 funds | $1.1B |
| HEDJcs | 212 funds | $729.0M |
| AGGYmc | 159 funds | $712.5M |
| IQDGmc | 135 funds | $539.7M |
| DDWMthis pagemc | 132 funds | $1.1B |
| DGRSmc | 116 funds | $191.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for DDWM
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.
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.