| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Beacon Pointe Advisors, LLC | $12.1M | 359K | ▼−3.1% Reduced · −11K sh | Q1 2026 | |
| 2 | Vestmark Advisory Solutions, Inc. | $8.0M | 238K | ▲+3.5% Added · +8K sh | Q1 2026 | |
| 3 | DiNuzzo Private Wealth, Inc. | $8.4M | 196K | ▼−8.2% Reduced · −18K sh | Q2 2026 | |
| 4 | OLD MISSION CAPITAL LLC | $6.2M | 183K | ▲18× Added · +173K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $5.7M | 168K | ▲+10% Added · +15K sh | Q1 2026 | |
| 6 | Chicago Partners Investment Group LLC | $5.3M | 137K | ▲+0.3% Added · +395 sh | Q1 2026 | |
| 7 | Farther Finance Advisors, LLC | $4.6M | 135K | ▼−19% Reduced · −32K sh | Q1 2026 | |
| 8 | Quadcap Wealth Management, LLC | $4.5M | 133K | ▲+1.4% Added · +2K sh | Q1 2026 | |
| 9 | INTEGRITY ALLIANCE, LLC. | $3.7M | 111K | ▼−0.1% Reduced · −63 sh | Q1 2026 | |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | $3.6M | 107K | ▲New +107K sh | Q1 2026 | |
| 11 | FISCHER INVESTMENT STRATEGIES, LLC | $3.4M | 100K | ▼−4.5% Reduced · −5K sh | Q1 2026 | |
| 12 | Wealth Advisors Northwest LLC | $4.1M | 95K | ▲+6.1% Added · +5K sh | Q2 2026 | |
| 13 | Integrated Wealth Concepts LLC | $3.1M | 92K | ▲+60% Added · +34K sh | Q1 2026 | |
| 14 | NewEdge Advisors, LLC | $3.1M | 91K | ▼−6.9% Reduced · −7K sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $3.1M | 90K | ▲+71% Added · +38K sh | Q1 2026 | |
| 16 | Merit Financial Group, LLC | $3.8M | 90K | ▲+19% Added · +14K sh | Q2 2026 | |
| 17 | Capstone Wealth Management, Inc. | $2.7M | 79K | ▲+18% Added · +12K sh | Q1 2026 | |
| 18 | Mills Wealth Advisors LLC | $3.3M | 77K | ▼−4.9% Reduced · −4K sh | Q2 2026 | |
| 19 | Sequoia Financial Advisors, LLC | $2.5M | 74K | ▼−4.0% Reduced · −3K sh | Q1 2026 | |
| 20 | Evanson Financial, LLC | $2.9M | 69K | ▲New +69K sh | Q2 2026 | |
| 21 | Evanson Asset Management, LLC | $2.3M | 68K | ▲+67% Added · +28K sh | Q1 2026 | |
| 22 | OneDigital Investment Advisors LLC | $2.2M | 64K | ▲+6.6% Added · +4K sh | Q1 2026 | |
| 23 | LPL Financial LLC | $2.1M | 61K | ▲+72% Added · +26K sh | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $1.9M | 58K | ▼−2.5% Reduced · −2K sh | Q1 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $1.9M | 58K | ▼−40% Reduced · −39K 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 |
|---|---|---|
| APPLE INCAAPL | 24 funds | $6.5B |
| NVIDIA CORPNVDA | 24 funds | $5.3B |
| MICROSOFT CORPMSFT | 24 funds | $3.9B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 24 funds | $3.7B |
| ISHARES CORE S&P 500 ETFIVV | 24 funds | $3.3B |
| AMAZON.COM INCAMZN | 24 funds | $3.0B |
| VANGUARD S&P 500 ETFVOO | 24 funds | $2.7B |
| ALPHABET INC-CL AGOOGL | 24 funds | $2.5B |
| VANGUARD TOTAL BOND MARKETBND | 24 funds | $2.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 24 funds | $2.0B |
| ALPHABET INC-CL CGOOG | 24 funds | $2.0B |
| JPMORGAN CHASE & COJPM | 24 funds | $1.9B |
Ranked by how many of DEHP's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/DEHP/capital-change-brief"
Use Arkolith's capital_change_brief for DEHP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DEHP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.