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/DFAS/capital-change-brief"
Use Arkolith's capital_change_brief for DFAS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Creative Planning | $1.9B | 26.2M | ▲+5.6% Added · +1.4M sh | Q1 2026 | |
| 2 | NORTHERN TRUST CORP | $653.9M | 9.2M | ▲+13% Added · +1.1M sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $470.8M | 6.6M | ▼−0.2% Reduced · −13K sh | Q1 2026 | |
| 4 | Index Fund Advisors, Inc. | $419.7M | 5.9M | ▲+1.0% Added · +56K sh | Q1 2026 | |
| 5 | Focus Partners Wealth | $249.9M | 3.4M | ▼−2.0% Reduced · −70K sh | Q1 2026 | |
| 6 | Pure Financial Advisors, LLC | $227.5M | 3.2M | ▲+3.0% Added · +94K sh | Q1 2026 | |
| 7 | TCI Wealth Advisors, Inc. | $184.6M | 2.6M | ▲+1.5% Added · +39K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $122.5M | 1.7M | ▲+11% Added · +170K sh | Q1 2026 | |
| 9 | Root Financial Partners, LLC | $112.8M | 1.6M | ▲+17% Added · +231K sh | Q1 2026 | |
| 10 | Midwest Trust Co | $97.9M | 1.4M | ▼−0.6% Reduced · −8K sh | Q1 2026 | |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | $96.6M | 1.4M | ▲+21% Added · +240K sh | Q1 2026 | |
| 12 | Plancorp, LLC | $94.2M | 1.3M | ▼−2.8% Reduced · −36K sh | Q1 2026 | |
| 13 | Vise Technologies, Inc. | $87.6M | 1.3M | —Held | Q1 2026 | |
| 14 | ROYAL BANK OF CANADA | $87.1M | 1.2M | ▲+4.9% Added · +57K sh | Q1 2026 | |
| 15 | Evanson Financial, LLC | $100.3M | 1.2M | ▲New +1.2M sh | Q2 2026 | |
| 16 | BANK OF MONTREAL /CAN/ | $86.2M | 1.2M | ▲+19% Added · +191K sh | Q1 2026 | |
| 17 | Evanson Asset Management, LLC | $86.1M | 1.2M | ▲+4.2% Added · +49K sh | Q1 2026 | |
| 18 | Great Waters Wealth Management | $94.7M | 1.2M | ▲+4.9% Added · +54K sh | Q2 2026 | |
| 19 | Savant Capital, LLC | $77.7M | 1.1M | ▼−8.1% Reduced · −96K sh | Q1 2026 | |
| 20 | First Command Advisory Services, Inc. | $77.7M | 1.1M | ▼−3.4% Reduced · −38K sh | Q1 2026 | |
| 21 | Confluence Wealth Services, Inc. | $74.2M | 1.0M | ▲+3.7% Added · +37K sh | Q1 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $73.1M | 1.0M | ▲+13% Added · +115K sh | Q1 2026 | |
| 23 | UBS Group AG | $72.1M | 1.0M | ▲+10% Added · +95K sh | Q1 2026 | |
| 24 | HighTower Advisors, LLC | $70.9M | 996K | ▼−0.3% Reduced · −3K sh | Q1 2026 | |
| 25 | Moisand Fitzgerald Tamayo, LLC | $80.7M | 980K | ▲+0.9% Added · +9K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 203 funds | $35.3B |
| MICROSOFT CORPMSFT | 203 funds | $32.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 203 funds | $25.8B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 203 funds | $24.5B |
| JPMORGAN CHASE & COJPM | 203 funds | $13.7B |
| ELI LILLY & COLLY | 203 funds | $8.4B |
| COSTCO WHOLESALE CORPCOST | 203 funds | $6.6B |
| ABBVIE INCABBV | 203 funds | $5.6B |
| ISHARES CORE S&P 500 ETFIVV | 202 funds | $34.3B |
| ALPHABET INC-CL AGOOGL | 202 funds | $19.9B |
| VANGUARD FTSE DEVELOPED ETFVEA | 202 funds | $17.1B |
| ALPHABET INC-CL CGOOG | 202 funds | $14.9B |
Ranked by how many of DFAS'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 DFAS. 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.