658 tracked 13F filers disclose a position in DFAE as of the latest SEC 13F filings, a combined $7.4B 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 | 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 | $123.9M | 3.1M | ▼−4.6% Reduced · −149K sh | Q2 2026 | |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $90.8M | 2.7M | ▲+7.9% Added · +196K sh | Q1 2026 | |
| 11 | Vise Technologies, Inc. | $87.0M | 2.7M | —Held | Q1 2026 | |
| 12 | WASHINGTON TRUST BANK | $101.1M | 2.5M | ▼−3.5% Reduced · −92K sh | Q2 2026 | |
| 13 | TCI Wealth Advisors, Inc. | $98.0M | 2.4M | ▲+19% Added · +380K sh | Q2 2026 | |
| 14 | Wealthspire Advisors, LLC | $82.5M | 2.4M | ▼−4.6% Reduced · −118K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $79.6M | 2.4M | ▼−1.5% Reduced · −36K sh | Q1 2026 | |
| 16 | Cerity Partners LLC | $78.5M | 2.3M | ▲+34% Added · +589K sh | Q1 2026 | |
| 17 | McKinley Carter Wealth Services, Inc. | $92.5M | 2.3M | ▲+5.5% Added · +121K sh | Q2 2026 | |
| 18 | Annex Advisory Services, LLC | $91.2M | 2.3M | ▲+8.0% Added · +168K sh | Q2 2026 | |
| 19 | Focus Partners Wealth | $73.4M | 2.2M | ▼−0.1% Reduced · −2K sh | Q1 2026 | |
| 20 | HighTower Advisors, LLC | $70.2M | 2.1M | ▲+2.6% Added · +52K sh | Q1 2026 | |
| 21 | ROYAL BANK OF CANADA | $65.2M | 1.9M | ▼−7.8% Reduced · −164K sh | Q1 2026 | |
| 22 | True Link Financial Advisors, LLC | $74.5M | 1.9M | ▲+1.8% Added · +33K sh | Q2 2026 | |
| 23 | Millburn Ridgefield LLC /DE/ | $57.8M | 1.7M | ▲+8.7% Added · +137K sh | Q1 2026 | |
| 24 | Corient Private Wealth LLC | $55.8M | 1.6M | ▼−2.4% Reduced · −40K sh | Q1 2026 | |
| 25 | Catalyst Capital Advisors LLC | $63.1M | 1.6M | ▼−8.1% Reduced · −139K 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, 3 funds opened a new position in DFAE and 21 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 |
|---|---|---|
| APPLE INCAAPL | 348 funds | $61.3B |
| MICROSOFT CORPMSFT | 337 funds | $49.6B |
| NVIDIA CORPNVDA | 333 funds | $68.0B |
| AMAZON.COM INCAMZN | 330 funds | $33.6B |
| ALPHABET INC-CL AGOOGL | 322 funds | $27.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 319 funds | $11.5B |
| ALPHABET INC-CL CGOOG | 310 funds | $22.9B |
| JPMORGAN CHASE & COJPM | 308 funds | $13.2B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 308 funds | $12.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 306 funds | $10.8B |
| VANGUARD S&P 500 ETFVOO | 305 funds | $13.9B |
| ISHARES CORE S&P 500 ETFIVV | 304 funds | $23.6B |
Ranked by how many of DFAE's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for DFAE
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.
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.