The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query DFAT owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/DFAT"
Use Arkolith to show who owns DFAT, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Forum Financial Management, LP | $646.3M | 10.3M | ▲+1.4% Added · +142K sh | Q1 2026 | |
| 2 | Index Fund Advisors, Inc. | $398.7M | 6.4M | ▼−0.9% Reduced · −59K sh | Q1 2026 | |
| 3 | Focus Partners Advisor Solutions, LLC | $356.9M | 5.7M | ▲+8.0% Added · +421K sh | Q1 2026 | |
| 4 | Pure Financial Advisors, LLC | $344.6M | 5.5M | ▲+3.5% Added · +187K sh | Q1 2026 | |
| 5 | Savant Capital, LLC | $298.7M | 4.8M | ▼−1.0% Reduced · −47K sh | Q1 2026 | |
| 6 | EP Wealth Advisors, LLC | $268.6M | 4.3M | ▲+2.8% Added · +118K sh | Q1 2026 | |
| 7 | Apella Capital, LLC | $141.3M | 2.1M | ▲+29% Added · +484K sh | Q1 2026 | |
| 8 | Truepoint, Inc. | $92.5M | 1.5M | ▼−1.6% Reduced · −23K sh | Q1 2026 | |
| 9 | Smartleaf Asset Management LLC | $91.3M | 1.5M | ▲+5.1% Added · +72K sh | Q1 2026 | |
| 10 | Sequoia Financial Advisors, LLC | $85.8M | 1.4M | ▲+2.5% Added · +33K sh | Q1 2026 | |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $67.7M | 1.1M | ▼−46% Reduced · −934K sh | Q1 2026 | |
| 12 | Evanson Asset Management, LLC | $67.5M | 1.1M | ▼−0.3% Reduced · −3K sh | Q1 2026 | |
| 13 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $57.1M | 914K | ▼−0.5% Reduced · −4K sh | Q1 2026 | |
| 14 | Joel Isaacson & Co., LLC | $50.8M | 813K | ▲+2.6% Added · +21K sh | Q1 2026 | |
| 15 | Modera Wealth Management, LLC | $45.8M | 734K | ▼−1.3% Reduced · −10K sh | Q1 2026 | |
| 16 | SAX WEALTH ADVISORS, LLC | $45.1M | 757K | —Held | Q1 2026 | |
| 17 | Forvis Mazars Wealth Advisors, LLC | $30.2M | 483K | ▼−4.5% Reduced · −23K sh | Q1 2026 | |
| 18 | TCI Wealth Advisors, Inc. | $29.4M | 471K | ▼−1.5% Reduced · −7K sh | Q1 2026 | |
| 19 | ASSETMARK, INC | $29.2M | 467K | ▲+2.1% Added · +10K sh | Q1 2026 | |
| 20 | Confluence Wealth Services, Inc. | $28.5M | 457K | ▲+7.2% Added · +31K sh | Q1 2026 | |
| 21 | Foster Group, Inc. | $24.6M | 394K | ▼−1.9% Reduced · −8K sh | Q1 2026 | |
| 22 | EXENCIAL WEALTH ADVISORS, LLC | $23.5M | 376K | ▼−1.6% Reduced · −6K sh | Q1 2026 | |
| 23 | Elser Financial Planning, Inc | $22.9M | 369K | ▲New +369K sh | Q1 2026 | |
| 24 | Visionary Wealth Advisors | $21.6M | 347K | ▲+2.1% Added · +7K sh | Q1 2026 | |
| 25 | CHOREO, LLC | $21.6M | 346K | ▼−2.2% Reduced · −8K sh | Q1 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.
No Form 4 insider transactions on file yet.
| 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. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.