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/DFAI/capital-change-brief"
Use Arkolith's capital_change_brief for DFAI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.0B | 26.0M | ▲+159% Added · +15.9M sh | Q1 2026 | |
| 2 | First Command Advisory Services, Inc. | $581.0M | 14.9M | ▲New +14.9M sh | Q1 2026 | |
| 3 | PRUDENTIAL FINANCIAL INC | $438.7M | 11.3M | ▼−23% Reduced · −3.4M sh | Q1 2026 | |
| 4 | COLDSTREAM CAPITAL MANAGEMENT INC | $434.6M | 11.2M | ▲+1.4% Added · +154K sh | Q1 2026 | |
| 5 | &PARTNERS | $355.0M | 9.1M | ▲+8.9% Added · +742K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $346.5M | 8.9M | ▲+3.2% Added · +273K sh | Q1 2026 | |
| 7 | NORTHERN TRUST CORP | $267.9M | 6.9M | ▲+11% Added · +695K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $229.9M | 5.9M | ▲+13% Added · +684K sh | Q1 2026 | |
| 9 | Mariner, LLC | $166.7M | 4.3M | ▲+11% Added · +422K sh | Q1 2026 | |
| 10 | UBS Group AG | $163.4M | 4.2M | ▲+5.3% Added · +210K sh | Q1 2026 | |
| 11 | Root Financial Partners, LLC | $162.3M | 4.2M | ▲+5.0% Added · +199K sh | Q1 2026 | |
| 12 | Annex Advisory Services, LLC | $170.3M | 4.1M | ▲+5.5% Added · +216K sh | Q2 2026 | |
| 13 | LPL Financial LLC | $156.4M | 4.0M | ▲+21% Added · +693K sh | Q1 2026 | |
| 14 | Moisand Fitzgerald Tamayo, LLC | $152.3M | 3.7M | ▲+2.6% Added · +94K sh | Q2 2026 | |
| 15 | McKinley Carter Wealth Services, Inc. | $135.8M | 3.5M | ▲+322% Added · +2.7M sh | Q1 2026 | |
| 16 | Vise Technologies, Inc. | $129.9M | 3.4M | —Held | Q1 2026 | |
| 17 | Corient Private Wealth LLC | $125.3M | 3.2M | ▼−3.1% Reduced · −102K sh | Q1 2026 | |
| 18 | One Capital Management, LLC | $115.1M | 3.0M | ▲+4.8% Added · +135K sh | Q1 2026 | |
| 19 | Pure Financial Advisors, LLC | $114.8M | 2.9M | ▼−1.7% Reduced · −52K sh | Q1 2026 | |
| 20 | EVOKE WEALTH, LLC | $114.4M | 2.9M | ▲+9.5% Added · +254K sh | Q1 2026 | |
| 21 | LVZ, Inc. | $120.4M | 2.9M | ▲+0.8% Added · +23K sh | Q2 2026 | |
| 22 | OneDigital Investment Advisors LLC | $106.8M | 2.7M | ▲+1.3% Added · +34K sh | Q1 2026 | |
| 23 | Sequoia Financial Advisors, LLC | $105.8M | 2.7M | ▲+2.3% Added · +61K sh | Q1 2026 | |
| 24 | Clearstead Advisors, LLC | $105.8M | 2.7M | ▲+2.3% Added · +62K sh | Q1 2026 | |
| 25 | Curated Wealth Partners LLC | Withheld | 2.7M | ▲+279% Added · +2.0M 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 157 funds | $24.8B |
| EXXON MOBIL CORPXOM | 157 funds | $6.6B |
| NVIDIA CORPNVDA | 156 funds | $30.6B |
| JPMORGAN CHASE & COJPM | 156 funds | $10.7B |
| ALPHABET INC-CL CGOOG | 156 funds | $10.7B |
| ELI LILLY & COLLY | 156 funds | $6.5B |
| TESLA INCTSLA | 156 funds | $6.0B |
| COSTCO WHOLESALE CORPCOST | 156 funds | $5.8B |
| WALMART INCWMT | 156 funds | $5.8B |
| CHEVRON CORPCVX | 156 funds | $4.6B |
| PROCTER & GAMBLE CO/THEPG | 156 funds | $3.4B |
| MASTERCARD INC - AMA | 156 funds | $3.3B |
Ranked by how many of DFAI'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 DFAI. 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.