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/DFAE/capital-change-brief"
Use Arkolith's capital_change_brief for DFAE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Retirement Systems of Alabama | $429.0M | 12.7M | —Held | Q1 2026 | |
| 2 | MATHER GROUP, LLC. | $409.3M | 12.1M | ▼−0.6% Reduced · −79K sh | Q1 2026 | |
| 3 | FMR LLC | $333.0M | 9.8M | ▲+6.1% Added · +569K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $230.1M | 6.8M | ▲+11% Added · +671K sh | Q1 2026 | |
| 5 | UBS Group AG | $228.9M | 6.8M | ▲+5.3% Added · +339K sh | Q1 2026 | |
| 6 | COLDSTREAM CAPITAL MANAGEMENT INC | $145.9M | 4.3M | ▲+0.4% Added · +16K sh | Q1 2026 | |
| 7 | Mariner, LLC | $144.0M | 4.3M | ▲+2.8% Added · +115K sh | Q1 2026 | |
| 8 | Foster Group, Inc. | $143.5M | 3.6M | ▼−6.0% Reduced · −226K sh | Q2 2026 | |
| 9 | Root Financial Partners, LLC | $109.3M | 3.2M | ▲+6.4% Added · +195K sh | Q1 2026 | |
| 10 | FACTORY MUTUAL INSURANCE CO | $104.5M | 3.1M | —Held | Q1 2026 | |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $90.8M | 2.7M | ▲+7.9% Added · +196K sh | Q1 2026 | |
| 12 | Vise Technologies, Inc. | $87.0M | 2.7M | —Held | Q1 2026 | |
| 13 | Wealthspire Advisors, LLC | $82.5M | 2.4M | ▼−4.6% Reduced · −118K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $79.6M | 2.4M | ▼−1.5% Reduced · −36K sh | Q1 2026 | |
| 15 | Cerity Partners LLC | $78.5M | 2.3M | ▲+34% Added · +589K sh | Q1 2026 | |
| 16 | Annex Advisory Services, LLC | $91.2M | 2.3M | ▲+8.0% Added · +168K sh | Q2 2026 | |
| 17 | McKinley Carter Wealth Services, Inc. | $73.8M | 2.2M | ▲+316% Added · +1.7M sh | Q1 2026 | |
| 18 | Focus Partners Wealth | $73.4M | 2.2M | ▼−0.1% Reduced · −2K sh | Q1 2026 | |
| 19 | EVOKE WEALTH, LLC | $72.1M | 2.1M | ▲+5.4% Added · +110K sh | Q1 2026 | |
| 20 | HighTower Advisors, LLC | $70.2M | 2.1M | ▲+2.6% Added · +52K sh | Q1 2026 | |
| 21 | TCI Wealth Advisors, Inc. | $69.6M | 2.1M | ▲+5.5% Added · +107K sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $65.2M | 1.9M | ▼−7.8% Reduced · −164K sh | Q1 2026 | |
| 23 | Catalyst Capital Advisors LLC | $57.8M | 1.7M | ▲+8.7% Added · +137K sh | Q1 2026 | |
| 24 | Millburn Ridgefield LLC /DE/ | $57.8M | 1.7M | ▲+8.7% Added · +137K sh | Q1 2026 | |
| 25 | Corient Private Wealth LLC | $55.8M | 1.6M | ▼−2.4% Reduced · −40K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 138 funds | $23.2B |
| EXXON MOBIL CORPXOM | 138 funds | $6.4B |
| NVIDIA CORPNVDA | 137 funds | $25.6B |
| JPMORGAN CHASE & COJPM | 137 funds | $10.1B |
| ALPHABET INC-CL CGOOG | 137 funds | $10.0B |
| ELI LILLY & COLLY | 137 funds | $6.2B |
| COSTCO WHOLESALE CORPCOST | 137 funds | $4.9B |
| TESLA INCTSLA | 137 funds | $4.5B |
| APPLE INCAAPL | 136 funds | $30.7B |
| VANGUARD S&P 500 ETFVOO | 136 funds | $17.4B |
| ALPHABET INC-CL AGOOGL | 136 funds | $14.9B |
| JOHNSON & JOHNSONJNJ | 136 funds | $6.1B |
Ranked by how many of DFAE'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 DFAE. 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.