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/DFAW/capital-change-brief"
Use Arkolith's capital_change_brief for DFAW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Wealth Management Nebraska | $59.3M | 804K | ▲+19% Added · +129K sh | Q1 2026 | |
| 2 | Farther Finance Advisors, LLC | $26.9M | 362K | ▲+4.0% Added · +14K sh | Q1 2026 | |
| 3 | Focus Partners Wealth | $19.6M | 266K | ▲+714% Added · +233K sh | Q1 2026 | |
| 4 | DiNuzzo Private Wealth, Inc. | $20.0M | 241K | ▲+3.5% Added · +8K sh | Q2 2026 | |
| 5 | Plancorp, LLC | $13.5M | 175K | ▲+32% Added · +43K sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $12.5M | 175K | ▲+29% Added · +39K sh | Q1 2026 | |
| 7 | Greenspring Advisors, LLC | $12.0M | 163K | ▲+11% Added · +16K sh | Q1 2026 | |
| 8 | Stratos Investment Management, LLC | $11.8M | 160K | ▼−3.7% Reduced · −6K sh | Q1 2026 | |
| 9 | Apella Capital, LLC | $13.2M | 159K | ▲+11% Added · +16K sh | Q2 2026 | |
| 10 | MASECO LLP | $10.4M | 142K | ▲+3.9% Added · +5K sh | Q1 2026 | |
| 11 | Evanson Financial, LLC | $8.4M | 102K | ▲New +102K sh | Q2 2026 | |
| 12 | Evanson Asset Management, LLC | $7.0M | 95K | ▲+13% Added · +11K sh | Q1 2026 | |
| 13 | TCI Wealth Advisors, Inc. | $5.8M | 79K | ▲+7.7% Added · +6K sh | Q1 2026 | |
| 14 | Foster Group, Inc. | $6.0M | 73K | ▲+247% Added · +52K sh | Q2 2026 | |
| 15 | BIP Wealth, LLC | $5.3M | 72K | ▲+112% Added · +38K sh | Q1 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 71K | ▲+5.6% Added · +4K sh | Q1 2026 | |
| 17 | AQR CAPITAL MANAGEMENT LLC | $4.6M | 62K | ▲+12% Added · +6K sh | Q1 2026 | |
| 18 | MERCER GLOBAL ADVISORS INC /ADV | $4.6M | 62K | ▲+277% Added · +46K sh | Q1 2026 | |
| 19 | Gotham Asset Management, LLC | Withheld | 61K | ▲New +61K sh | Q1 2026 | |
| 20 | LPL Financial LLC | $4.4M | 59K | ▲+12% Added · +7K sh | Q1 2026 | |
| 21 | JANE STREET GROUP, LLC | $4.0M | 54K | ▲+225% Added · +38K sh | Q1 2026 | |
| 22 | Sprinkle Financial Consultants LLC | $4.4M | 54K | ▲+4.4% Added · +2K sh | Q2 2026 | |
| 23 | Family Manage LLC | $3.9M | 53K | ▲New +53K sh | Q1 2026 | |
| 24 | Berger Financial Group, Inc | $3.8M | 52K | ▲+28% Added · +11K sh | Q1 2026 | |
| 25 | MATHER GROUP, LLC. | $3.4M | 45K | ▼~0% Reduced · −1 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 39 funds | $10.1B |
| APPLE INCAAPL | 39 funds | $7.5B |
| ISHARES CORE S&P 500 ETFIVV | 39 funds | $6.6B |
| NVIDIA CORPNVDA | 39 funds | $6.1B |
| MICROSOFT CORPMSFT | 39 funds | $4.6B |
| VANGUARD S&P 500 ETFVOO | 39 funds | $4.0B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 39 funds | $3.6B |
| ALPHABET INC-CL AGOOGL | 39 funds | $2.8B |
| VANGUARD VALUE ETFVTV | 39 funds | $2.4B |
| VANGUARD FTSE DEVELOPED ETFVEA | 39 funds | $2.3B |
| JPMORGAN CHASE & COJPM | 39 funds | $1.8B |
| WALMART INCWMT | 39 funds | $1.3B |
Ranked by how many of DFAW'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 DFAW. 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.