584 tracked 13F filers disclose a position in DFAT as of the latest SEC 13F filings, a combined $9.4B 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 | Creative Planning | $844.4M | 13.5M | ▼−1.4% Reduced · −186K sh | Q1 2026 | |
| 2 | Focus Partners Wealth | $821.9M | 13.1M | ▼−1.1% Reduced · −140K sh | Q1 2026 | |
| 3 | Forum Financial Management, LP | $725.8M | 10.4M | ▲+0.3% Added · +34K sh | Q2 2026 | |
| 4 | Index Fund Advisors, Inc. | $398.7M | 6.4M | ▼−0.9% Reduced · −59K sh | Q1 2026 | |
| 5 | Focus Partners Advisor Solutions, LLC | $356.9M | 5.7M | ▲+8.0% Added · +421K sh | Q1 2026 | |
| 6 | Pure Financial Advisors, LLC | $344.6M | 5.5M | ▲+3.5% Added · +187K sh | Q1 2026 | |
| 7 | Savant Capital, LLC | $298.7M | 4.8M | ▼−1.0% Reduced · −47K sh | Q1 2026 | |
| 8 | EP Wealth Advisors, LLC | $268.6M | 4.3M | ▲+2.8% Added · +118K sh | Q1 2026 | |
| 9 | Corient Private Wealth LLC | $164.7M | 2.6M | ▼−2.9% Reduced · −79K sh | Q1 2026 | |
| 10 | Asset Dedication, LLC | $178.2M | 2.5M | ▲+0.3% Added · +9K sh | Q2 2026 | |
| 11 | Apella Capital, LLC | $144.1M | 2.1M | ▼−2.6% Reduced · −55K sh | Q2 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $127.9M | 2.0M | ▲+15% Added · +270K sh | Q1 2026 | |
| 13 | HighTower Advisors, LLC | $112.4M | 1.8M | ▼−2.6% Reduced · −48K sh | Q1 2026 | |
| 14 | Trust Co of the South | $122.6M | 1.8M | ▼−2.0% Reduced · −36K sh | Q2 2026 | |
| 15 | MERCER GLOBAL ADVISORS INC /ADV | $97.0M | 1.6M | ▲+9.0% Added · +129K sh | Q1 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $95.6M | 1.5M | ▲+17% Added · +226K sh | Q1 2026 | |
| 17 | Smartleaf Asset Management LLC | $91.3M | 1.5M | ▲+5.1% Added · +72K sh | Q1 2026 | |
| 18 | Truepoint, Inc. | $102.3M | 1.5M | ▼−1.1% Reduced · −17K sh | Q2 2026 | |
| 19 | GREAT OAK CAPITAL PARTNERS, LLC | $100.2M | 1.4M | ▲+0.4% Added · +6K sh | Q2 2026 | |
| 20 | Plancorp, LLC | $90.1M | 1.4M | ▼−3.1% Reduced · −45K sh | Q1 2026 | |
| 21 | Sequoia Financial Advisors, LLC | $85.8M | 1.4M | ▲+2.5% Added · +33K sh | Q1 2026 | |
| 22 | LPL Financial LLC | $75.6M | 1.2M | ▼−4.0% Reduced · −51K sh | Q1 2026 | |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $79.6M | 1.2M | ▲+9.2% Added · +99K sh | Q2 2026 | |
| 24 | Cerity Partners LLC | $70.3M | 1.1M | ▲+5.0% Added · +53K sh | Q1 2026 | |
| 25 | Sensible Money, LLC | $76.3M | 1.1M | ▲+2.1% Added · +23K 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, 1 fund opened a new position in DFAT and 21 added to an existing one, while 15 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 |
|---|---|---|
| NVIDIA CORPNVDA | 177 funds | $30.7B |
| MICROSOFT CORPMSFT | 177 funds | $29.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 177 funds | $24.6B |
| VANGUARD FTSE DEVELOPED ETFVEA | 177 funds | $15.2B |
| JPMORGAN CHASE & COJPM | 177 funds | $12.6B |
| JOHNSON & JOHNSONJNJ | 177 funds | $7.6B |
| CHEVRON CORPCVX | 177 funds | $5.0B |
| MERCK & CO. INC.MRK | 177 funds | $3.4B |
| APPLE INCAAPL | 176 funds | $38.9B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 176 funds | $19.9B |
| ALPHABET INC-CL CGOOG | 176 funds | $14.5B |
| EXXON MOBIL CORPXOM | 176 funds | $7.6B |
Ranked by how many of DFAT's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
This stock 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/DFAT/capital-change-brief"
Use Arkolith's capital_change_brief for DFAT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DFAT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.