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/DFAC/capital-change-brief"
Use Arkolith's capital_change_brief for DFAC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | $2.7B | 70.3M | ▲+9.2% Added · +5.9M sh | Q1 2026 | |
| 2 | Focus Partners Wealth | $1.7B | 42.6M | ▼−0.3% Reduced · −121K sh | Q1 2026 | |
| 3 | Forum Financial Management, LP | $1.6B | 42.3M | ▲+3.1% Added · +1.3M sh | Q1 2026 | |
| 4 | Focus Partners Advisor Solutions, LLC | $693.5M | 17.8M | ▲+12% Added · +1.9M sh | Q1 2026 | |
| 5 | LPL Financial LLC | $680.3M | 17.5M | ▼−1.3% Reduced · −235K sh | Q1 2026 | |
| 6 | Apella Capital, LLC | $713.4M | 16.1M | ▲+2.5% Added · +386K sh | Q2 2026 | |
| 7 | Greenspring Advisors, LLC | $519.3M | 13.4M | ▲+0.8% Added · +112K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $515.3M | 13.3M | ▲+9.7% Added · +1.2M sh | Q1 2026 | |
| 9 | Savant Capital, LLC | $481.4M | 12.4M | ▲+54% Added · +4.4M sh | Q1 2026 | |
| 10 | Rockwood Wealth Management, LLC | $547.3M | 12.3M | ▲+2.2% Added · +261K sh | Q2 2026 | |
| 11 | Plancorp, LLC | $418.5M | 10.3M | ▼−0.9% Reduced · −92K sh | Q1 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $324.0M | 8.3M | ▲+4.8% Added · +381K sh | Q1 2026 | |
| 13 | Allworth Financial LP | $299.6M | 7.7M | ▲+29% Added · +1.7M sh | Q1 2026 | |
| 14 | Wealthspire Advisors, LLC | $291.6M | 7.5M | ▼−0.2% Reduced · −18K sh | Q1 2026 | |
| 15 | Symmetry Partners, LLC | $260.2M | 6.7M | ▲+3.0% Added · +194K sh | Q1 2026 | |
| 16 | Beacon Pointe Advisors, LLC | $229.3M | 5.9M | ▼−1.3% Reduced · −75K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $228.1M | 5.9M | ▲+10% Added · +536K sh | Q1 2026 | |
| 18 | Capstone Financial Advisors, Inc. | $215.6M | 5.5M | ▲+1.2% Added · +67K sh | Q1 2026 | |
| 19 | HighTower Advisors, LLC | $211.2M | 5.4M | ▼−5.3% Reduced · −304K sh | Q1 2026 | |
| 20 | Vestmark Advisory Solutions, Inc. | $195.7M | 5.0M | ▲+5.2% Added · +248K sh | Q1 2026 | |
| 21 | GeoWealth Management, LLC | $192.5M | 5.0M | ▲+2.2% Added · +109K sh | Q1 2026 | |
| 22 | Modera Wealth Management, LLC | $187.7M | 4.8M | ▼−0.3% Reduced · −17K sh | Q1 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $179.2M | 4.6M | ▲+1.2% Added · +55K sh | Q1 2026 | |
| 24 | Cerity Partners LLC | $173.4M | 4.5M | ▲+12% Added · +466K sh | Q1 2026 | |
| 25 | Asset Dedication, LLC | $173.2M | 4.5M | ▲+2.5% Added · +107K 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 | 218 funds | $79.9B |
| NVIDIA CORPNVDA | 216 funds | $91.4B |
| MICROSOFT CORPMSFT | 215 funds | $70.5B |
| ALPHABET INC-CL AGOOGL | 215 funds | $42.2B |
| ALPHABET INC-CL CGOOG | 215 funds | $29.2B |
| ELI LILLY & COLLY | 215 funds | $18.5B |
| EXXON MOBIL CORPXOM | 215 funds | $17.2B |
| AMAZON.COM INCAMZN | 214 funds | $48.3B |
| JPMORGAN CHASE & COJPM | 214 funds | $20.7B |
| CHEVRON CORPCVX | 214 funds | $9.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 213 funds | $13.7B |
| COSTCO WHOLESALE CORPCOST | 213 funds | $10.5B |
Ranked by how many of DFAC'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 + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DFAC. 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.