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/DFAX/capital-change-brief"
Use Arkolith's capital_change_brief for DFAX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | $353.4M | 10.4M | ▼−2.5% Reduced · −273K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $291.8M | 8.6M | ▲+6.5% Added · +524K sh | Q1 2026 | |
| 3 | ALERUS FINANCIAL NA | $285.9M | 8.4M | ▼−0.2% Reduced · −16K sh | Q1 2026 | |
| 4 | Allworth Financial LP | $246.6M | 7.3M | ▲+9.8% Added · +648K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $224.4M | 6.6M | ▲+0.7% Added · +45K sh | Q1 2026 | |
| 6 | GLENMEDE TRUST CO NA | $176.9M | 5.2M | ▲+1.3% Added · +66K sh | Q1 2026 | |
| 7 | Great Waters Wealth Management | $186.2M | 5.1M | ▲+3.4% Added · +167K sh | Q2 2026 | |
| 8 | FACTORY MUTUAL INSURANCE CO | $163.3M | 4.8M | —Held | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $146.9M | 4.3M | ▲+5.9% Added · +243K sh | Q1 2026 | |
| 10 | Plancorp, LLC | $141.6M | 3.9M | ▼−1.3% Reduced · −54K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $128.0M | 3.8M | ▲+1.6% Added · +61K sh | Q1 2026 | |
| 12 | JFS WEALTH ADVISORS, LLC | $127.0M | 3.7M | ▼−1.4% Reduced · −53K sh | Q1 2026 | |
| 13 | Focus Partners Advisor Solutions, LLC | $126.6M | 3.7M | ▲+8.3% Added · +285K sh | Q1 2026 | |
| 14 | FIFTH THIRD BANCORP | $119.3M | 3.5M | ▲390× Added · +3.5M sh | Q1 2026 | |
| 15 | ASSETMARK, INC | $97.7M | 2.9M | ▼−0.6% Reduced · −16K sh | Q1 2026 | |
| 16 | D.A. DAVIDSON & CO. | $94.6M | 2.8M | ▼−1.1% Reduced · −31K sh | Q1 2026 | |
| 17 | Pathstone Holdings, LLC | $86.3M | 2.5M | ▼−4.2% Reduced · −112K sh | Q1 2026 | |
| 18 | UBS Group AG | $85.6M | 2.5M | ▲+15% Added · +333K sh | Q1 2026 | |
| 19 | RAYMOND JAMES FINANCIAL INC | $84.8M | 2.5M | ▲+7.1% Added · +166K sh | Q1 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $83.3M | 2.5M | ▲+26% Added · +498K sh | Q1 2026 | |
| 21 | New Capital Management LP | $88.8M | 2.4M | ▲+0.9% Added · +22K sh | Q2 2026 | |
| 22 | GeoWealth Management, LLC | $81.2M | 2.4M | ▼−1.5% Reduced · −37K sh | Q1 2026 | |
| 23 | Evanson Asset Management, LLC | $78.3M | 2.3M | ▲~0% Added · +702 sh | Q1 2026 | |
| 24 | Evanson Financial, LLC | $83.8M | 2.3M | ▲New +2.3M sh | Q2 2026 | |
| 25 | Greenspring Advisors, LLC | $72.8M | 2.1M | ▼−0.9% Reduced · −19K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 164 funds | $28.6B |
| NVIDIA CORPNVDA | 163 funds | $32.2B |
| ALPHABET INC-CL CGOOG | 163 funds | $13.5B |
| JPMORGAN CHASE & COJPM | 163 funds | $11.8B |
| EXXON MOBIL CORPXOM | 163 funds | $7.5B |
| CHEVRON CORPCVX | 163 funds | $5.1B |
| APPLE INCAAPL | 162 funds | $37.7B |
| AMAZON.COM INCAMZN | 162 funds | $20.5B |
| ALPHABET INC-CL AGOOGL | 162 funds | $17.6B |
| JOHNSON & JOHNSONJNJ | 162 funds | $7.2B |
| ELI LILLY & COLLY | 162 funds | $7.0B |
| WALMART INCWMT | 162 funds | $6.5B |
Ranked by how many of DFAX'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 DFAX. 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.