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/DFAU/capital-change-brief"
Use Arkolith's capital_change_brief for DFAU. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Sequoia Financial Advisors, LLC | $333.0M | 7.4M | ▲+3.6% Added · +254K sh | Q1 2026 | |
| 2 | RVW Wealth, LLC | $249.4M | 4.8M | ▲+4.2% Added · +194K sh | Q2 2026 | |
| 3 | Sageworth Trust Co | $202.1M | 4.5M | ▼−0.6% Reduced · −25K sh | Q1 2026 | |
| 4 | OneDigital Investment Advisors LLC | $199.6M | 4.4M | ▲+1.9% Added · +84K sh | Q1 2026 | |
| 5 | Annex Advisory Services, LLC | $225.3M | 4.4M | ▲+18% Added · +652K sh | Q2 2026 | |
| 6 | Allworth Financial LP | $179.2M | 4.0M | ▲+3.2% Added · +122K sh | Q1 2026 | |
| 7 | Focus Partners Wealth | $158.5M | 3.5M | ▲+3.9% Added · +130K sh | Q1 2026 | |
| 8 | Modera Wealth Management, LLC | $145.3M | 3.2M | ▼−2.5% Reduced · −81K sh | Q1 2026 | |
| 9 | MARS JEWETT FINANCIAL GROUP, INC. | $140.7M | 3.1M | ▲+0.6% Added · +19K sh | Q1 2026 | |
| 10 | Beacon Pointe Advisors, LLC | $126.4M | 2.8M | ▲+5.0% Added · +133K sh | Q1 2026 | |
| 11 | Spinnaker Investment Group, LLC | $136.7M | 2.6M | ▲+15% Added · +346K sh | Q2 2026 | |
| 12 | EVOKE WEALTH, LLC | $114.5M | 2.5M | ▲+5.6% Added · +134K sh | Q1 2026 | |
| 13 | AE Wealth Management LLC | $105.4M | 2.3M | ▲+3.5% Added · +79K sh | Q1 2026 | |
| 14 | Apella Capital, LLC | $110.2M | 2.1M | ▼−1.1% Reduced · −23K sh | Q2 2026 | |
| 15 | Arista Wealth Management, LLC | $108.8M | 2.1M | ▲+1.7% Added · +36K sh | Q2 2026 | |
| 16 | Elser Financial Planning, Inc | $102.9M | 2.0M | ▲+0.4% Added · +8K sh | Q2 2026 | |
| 17 | Savant Capital, LLC | $86.1M | 1.9M | ▲+39% Added · +534K sh | Q1 2026 | |
| 18 | MASECO LLP | $82.9M | 1.8M | ▲+27% Added · +395K sh | Q1 2026 | |
| 19 | Focus Partners Advisor Solutions, LLC | $82.4M | 1.8M | ▲+13% Added · +212K sh | Q1 2026 | |
| 20 | 55 North Private Wealth, LLC | $92.9M | 1.8M | ▲+6.9% Added · +117K sh | Q2 2026 | |
| 21 | Krilogy Financial LLC | $86.7M | 1.8M | ▲+3.0% Added · +53K sh | Q1 2026 | |
| 22 | Pioneer Wealth Management Group | $89.0M | 1.7M | ▲+5.6% Added · +92K sh | Q2 2026 | |
| 23 | HB Wealth Management, LLC | $57.7M | 1.3M | ▼−4.8% Reduced · −65K sh | Q1 2026 | |
| 24 | Cetera Investment Advisers | $56.6M | 1.3M | ▲+5.7% Added · +68K sh | Q1 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $54.5M | 1.2M | ▼−0.3% Reduced · −4K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 123 funds | $29.7B |
| NVIDIA CORPNVDA | 123 funds | $25.1B |
| MICROSOFT CORPMSFT | 123 funds | $21.7B |
| ALPHABET INC-CL AGOOGL | 123 funds | $14.3B |
| EXXON MOBIL CORPXOM | 123 funds | $5.8B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 122 funds | $22.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 122 funds | $20.2B |
| VANGUARD S&P 500 ETFVOO | 122 funds | $17.2B |
| AMAZON.COM INCAMZN | 122 funds | $16.1B |
| JPMORGAN CHASE & COJPM | 122 funds | $9.1B |
| ALPHABET INC-CL CGOOG | 122 funds | $9.0B |
| WALMART INCWMT | 122 funds | $5.5B |
Ranked by how many of DFAU'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 DFAU. 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.