| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Kestra Investment Management, LLC | $94.9M | 1.91M | Added | Q1 2026 |
| 2 | CWM, LLC | $33.2M | 668.3K | Added | Q1 2026 |
| 3 | Kestra Advisory Services, LLC | $22.1M | 445.6K | Added | Q1 2026 |
| 4 | ASPIRIANT, LLC | $19.1M | 385.1K | Reduced | Q1 2026 |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $19.1M | 393.3K | Reduced | Q1 2026 |
| 6 | ASSETMARK, INC | $18.9M | 379.4K | Reduced | Q1 2026 |
| 7 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $17.2M | 346.1K | Added | Q1 2026 |
| 8 | Linscomb Wealth, Inc. | $13.6M | 273.4K | Reduced | Q1 2026 |
| 9 | Valmark Advisers, Inc. | $12.4M | 249.4K | Added | Q1 2026 |
| 10 | Baker Avenue Asset Management, LP | $11.8M | 236.9K | Added | Q1 2026 |
| 11 | D.A. DAVIDSON & CO. | $9.2M | 185.8K | Added | Q1 2026 |
| 12 | &PARTNERS | $8.9M | 179.1K | Reduced | Q1 2026 |
| 13 | TD PRIVATE CLIENT WEALTH LLC | $8.0M | 161.0K | Added | Q1 2026 |
| 14 | HUNTINGTON NATIONAL BANK | $6.3M | 125.9K | Added | Q1 2026 |
| 15 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $6.2M | 125.2K | Added | Q1 2026 |
| 16 | Equitable Holdings, Inc. | $6.2M | 132.1K | Added | Q1 2026 |
| 17 | Steward Partners Investment Advisory, LLC | $4.1M | 83.5K | Added | Q1 2026 |
| 18 | Regal Investment Advisors LLC | $3.7M | 74.6K | Reduced | Q1 2026 |
| 19 | Waverly Advisors, LLC | $3.7M | 73.7K | Reduced | Q1 2026 |
| 20 | Composition Wealth, LLC | $3.6M | 72.5K | Reduced | Q1 2026 |
| 21 | Vestmark Advisory Solutions, Inc. | $3.4M | 67.9K | Added | Q1 2026 |
| 22 | Beacon Pointe Advisors, LLC | $3.2M | 64.7K | Reduced | Q1 2026 |
| 23 | Moran Wealth Management, LLC | $3.1M | 62.9K | Added | Q1 2026 |
| 24 | J.W. COLE ADVISORS, INC. | $2.6M | 56.5K | New | Q4 2025 |
| 25 | Sanctuary Advisors, LLC | $2.6M | 52.7K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CorpNVDA | 112 funds | $22.6B |
| Microsoft CorpMSFT | 112 funds | $19.1B |
| TATE STR SPDR S&P 500 ETF TSPY | 112 funds | $16.9B |
| JPMorgan Chase & CoJPM | 112 funds | $9.1B |
| LPHABET INCGOOG | 112 funds | $8.3B |
| Exxon Mobil CorpXOM | 112 funds | $5.2B |
| WalMart IncWMT | 112 funds | $5.2B |
| LILLY ELI & CO COMLLY | 112 funds | $5.0B |
| Visa Inc AV | 112 funds | $4.9B |
| Johnson & JohnsonJNJ | 112 funds | $4.8B |
| Costco Wholesale CorpCOST | 112 funds | $4.7B |
| Tesla IncTSLA | 112 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.