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/DFAR/capital-change-brief"
Use Arkolith's capital_change_brief for DFAR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | $89.1M | 3.6M | ▼−6.0% Reduced · −228K sh | Q1 2026 | |
| 2 | HighTower Advisors, LLC | $63.7M | 2.7M | ▲+4.6% Added · +119K sh | Q1 2026 | |
| 3 | PRUDENTIAL FINANCIAL INC | $52.0M | 2.2M | ▼−10% Reduced · −254K sh | Q1 2026 | |
| 4 | Root Financial Partners, LLC | $50.1M | 2.1M | ▲+11% Added · +208K sh | Q1 2026 | |
| 5 | Vise Technologies, Inc. | $38.9M | 1.7M | —Held | Q1 2026 | |
| 6 | Moisand Fitzgerald Tamayo, LLC | $38.1M | 1.5M | ▲+0.8% Added · +11K sh | Q2 2026 | |
| 7 | TWO SIGMA INVESTMENTS, LP | $31.4M | 1.3M | ▲+91% Added · +633K sh | Q1 2026 | |
| 8 | GREAT OAK CAPITAL PARTNERS, LLC | $28.7M | 1.1M | ▲+2.4% Added · +26K sh | Q2 2026 | |
| 9 | Beacon Pointe Advisors, LLC | $22.0M | 928K | ▲+8.8% Added · +75K sh | Q1 2026 | |
| 10 | Savant Capital, LLC | $16.9M | 713K | ▼−26% Reduced · −246K sh | Q1 2026 | |
| 11 | Sequoia Financial Advisors, LLC | $16.7M | 707K | ▲+2.8% Added · +19K sh | Q1 2026 | |
| 12 | LRI Investments, LLC | $13.6M | 519K | ▲+12% Added · +57K sh | Q2 2026 | |
| 13 | EXENCIAL WEALTH ADVISORS, LLC | $12.2M | 515K | ▲+5.1% Added · +25K sh | Q1 2026 | |
| 14 | Pathstone Holdings, LLC | $12.1M | 510K | ▼−16% Reduced · −95K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $10.8M | 458K | ▲+14% Added · +55K sh | Q1 2026 | |
| 16 | Concurrent Investment Advisors, LLC | $10.6M | 447K | ▲New +447K sh | Q1 2026 | |
| 17 | PINNEY & SCOFIELD, INC. | $10.2M | 431K | ▲+16% Added · +58K sh | Q1 2026 | |
| 18 | Focus Partners Advisor Solutions, LLC | $10.1M | 429K | ▲+341% Added · +331K sh | Q1 2026 | |
| 19 | North Berkeley Wealth Management, LLC | $10.0M | 421K | ▲+152% Added · +254K sh | Q1 2026 | |
| 20 | Forum Financial Management, LP | $9.5M | 401K | ▲+0.1% Added · +397 sh | Q1 2026 | |
| 21 | Apella Capital, LLC | $10.3M | 386K | ▼−0.6% Reduced · −2K sh | Q2 2026 | |
| 22 | LPL Financial LLC | $9.0M | 382K | ▼−9.8% Reduced · −42K sh | Q1 2026 | |
| 23 | Dynamic Advisor Solutions LLC | $8.1M | 308K | ▼−2.0% Reduced · −6K sh | Q2 2026 | |
| 24 | Private Advisor Group, LLC | $6.9M | 294K | ▲+6.0% Added · +17K sh | Q1 2026 | |
| 25 | Beaird Harris Wealth Management, LLC | $6.8M | 258K | ▼−38% Reduced · −159K 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 | 65 funds | $11.7B |
| ALPHABET INC-CL CGOOG | 65 funds | $5.2B |
| JPMORGAN CHASE & COJPM | 65 funds | $4.8B |
| VANGUARD FTSE DEVELOPED ETFVEA | 65 funds | $4.7B |
| EXXON MOBIL CORPXOM | 65 funds | $3.3B |
| ELI LILLY & COLLY | 65 funds | $3.1B |
| TESLA INCTSLA | 65 funds | $3.0B |
| VISA INC-CLASS A SHARESV | 65 funds | $2.7B |
| COSTCO WHOLESALE CORPCOST | 65 funds | $2.7B |
| CHEVRON CORPCVX | 65 funds | $2.4B |
| CATERPILLAR INCCAT | 65 funds | $1.9B |
| PROCTER & GAMBLE CO/THEPG | 65 funds | $1.7B |
Ranked by how many of DFAR'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 DFAR. 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.