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/DEM/capital-change-brief"
Use Arkolith's capital_change_brief for DEM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $489.9M | 9.9M | ▲+10% Added · +919K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $352.8M | 7.1M | ▲+20% Added · +1.2M sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $160.3M | 3.2M | ▲+6.3% Added · +191K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $111.3M | 2.2M | ▼−1.2% Reduced · −26K sh | Q1 2026 | |
| 5 | Creative Planning | $107.6M | 2.2M | ▲+2.1% Added · +45K sh | Q1 2026 | |
| 6 | UBS Group AG | $97.8M | 2.0M | ▲+2.6% Added · +51K sh | Q1 2026 | |
| 7 | Kestra Investment Management, LLC | $94.9M | 1.9M | ▲+58% Added · +702K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $89.5M | 1.8M | ▼−17% Reduced · −373K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $67.9M | 1.4M | ▲+22% Added · +246K sh | Q1 2026 | |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | $39.3M | 791K | ▲+5.4% Added · +41K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $35.6M | 716K | ▼−0.4% Reduced · −3K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $34.5M | 695K | ▲+4.7% Added · +31K sh | Q1 2026 | |
| 13 | CWM, LLC | $33.2M | 668K | ▲+1.4% Added · +9K sh | Q1 2026 | |
| 14 | JPMORGAN CHASE & CO | $31.5M | 651K | ▼−3.5% Reduced · −24K sh | Q1 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $30.3M | 609K | ▼−1.1% Reduced · −7K sh | Q1 2026 | |
| 16 | Cetera Investment Advisers | $30.1M | 605K | ▲+0.2% Added · +1K sh | Q1 2026 | |
| 17 | Kestra Advisory Services, LLC | $22.1M | 446K | ▲+39% Added · +125K sh | Q1 2026 | |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $23.4M | 435K | ▲+11% Added · +41K sh | Q2 2026 | |
| 19 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $21.7M | 403K | ▼−3.8% Reduced · −16K sh | Q2 2026 | |
| 20 | ASPIRIANT, LLC | $19.1M | 385K | ▼−6.6% Reduced · −27K sh | Q1 2026 | |
| 21 | ASSETMARK, INC | $18.9M | 379K | ▼−0.8% Reduced · −3K sh | Q1 2026 | |
| 22 | Rockefeller Capital Management L.P. | $14.6M | 294K | ▲+12% Added · +32K sh | Q1 2026 | |
| 23 | Mariner, LLC | $13.7M | 276K | ▼−27% Reduced · −100K sh | Q1 2026 | |
| 24 | Linscomb Wealth, Inc. | $13.6M | 273K | ▼−4.4% Reduced · −13K sh | Q1 2026 | |
| 25 | CANANDAIGUA NATIONAL BANK & TRUST CO | $14.6M | 271K | ▲+7.6% Added · +19K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 113 funds | $22.7B |
| MICROSOFT CORPMSFT | 113 funds | $19.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 113 funds | $17.0B |
| JPMORGAN CHASE & COJPM | 113 funds | $9.1B |
| ALPHABET INC-CL CGOOG | 113 funds | $8.3B |
| EXXON MOBIL CORPXOM | 113 funds | $5.3B |
| WALMART INCWMT | 113 funds | $5.2B |
| ELI LILLY & COLLY | 113 funds | $4.9B |
| VISA INC-CLASS A SHARESV | 113 funds | $4.9B |
| JOHNSON & JOHNSONJNJ | 113 funds | $4.8B |
| COSTCO WHOLESALE CORPCOST | 113 funds | $4.7B |
| TESLA INCTSLA | 113 funds | $4.3B |
Ranked by how many of DEM'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 DEM. 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.