334 tracked 13F filers disclose a position in DEM as of the latest SEC 13F filings, a combined $2.4B 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 | 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 | AMERIPRISE FINANCIAL INC | $89.5M | 1.8M | ▼−17% Reduced · −373K sh | Q1 2026 | |
| 8 | Kestra Investment Management, LLC | $90.2M | 1.7M | ▼−12% Reduced · −233K sh | Q2 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 | $23.4M | 436K | ▼−2.2% Reduced · −10K sh | Q2 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 | Private Advisor Group, LLC | $21.5M | 399K | ▲23× Added · +382K sh | Q2 2026 | |
| 21 | ASPIRIANT, LLC | $19.4M | 361K | ▼−6.3% Reduced · −24K sh | Q2 2026 | |
| 22 | ASSETMARK, INC | $15.9M | 296K | ▼−22% Reduced · −83K sh | Q2 2026 | |
| 23 | Rockefeller Capital Management L.P. | $14.6M | 294K | ▲+12% Added · +32K sh | Q1 2026 | |
| 24 | Mariner, LLC | $13.7M | 276K | ▼−27% Reduced · −100K 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.
Last quarter, 1 fund opened a new position in DEM and 24 added to an existing one, while 16 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 |
|---|---|---|
| NVIDIA CORPNVDA | 177 funds | $91.8B |
| APPLE INCAAPL | 177 funds | $73.3B |
| MICROSOFT CORPMSFT | 177 funds | $72.2B |
| AMAZON.COM INCAMZN | 177 funds | $51.7B |
| ALPHABET INC-CL AGOOGL | 173 funds | $37.2B |
| JPMORGAN CHASE & COJPM | 169 funds | $17.1B |
| TESLA INCTSLA | 169 funds | $15.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 169 funds | $9.0B |
| ALPHABET INC-CL CGOOG | 168 funds | $35.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 168 funds | $11.6B |
| BROADCOM INCAVGO | 167 funds | $38.6B |
| ISHARES CORE S&P 500 ETFIVV | 167 funds | $24.5B |
Ranked by how many of DEM'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.
No filings captured for this ticker in the live stream yet.
Connected entities for DEM
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.
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.