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/DFCA/capital-change-brief"
Use Arkolith's capital_change_brief for DFCA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | $350.3M | 7.0M | ▲+14% Added · +888K sh | Q1 2026 | |
| 2 | HighTower Advisors, LLC | $52.1M | 1.0M | ▲+2.9% Added · +30K sh | Q1 2026 | |
| 3 | Savvy Advisors, Inc. | $8.8M | 177K | ▲+7.3% Added · +12K sh | Q1 2026 | |
| 4 | Elmwood Wealth Management, Inc. | $6.2M | 124K | ▲+5.6% Added · +7K sh | Q2 2026 | |
| 5 | Signature Resources Capital Management, LLC | $5.5M | 110K | ▼−2.2% Reduced · −2K sh | Q2 2026 | |
| 6 | One Capital Management, LLC | $3.6M | 72K | ▲+21% Added · +12K sh | Q1 2026 | |
| 7 | Root Financial Partners, LLC | $3.6M | 72K | ▲+33% Added · +18K sh | Q1 2026 | |
| 8 | Vise Technologies, Inc. | $2.7M | 54K | —Held | Q1 2026 | |
| 9 | JANE STREET GROUP, LLC | $2.6M | 52K | ▲New +52K sh | Q1 2026 | |
| 10 | Integrated Wealth Concepts LLC | $2.6M | 51K | ▲New +51K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 43K | ▲+4.3% Added · +2K sh | Q1 2026 | |
| 12 | Mariner, LLC | $1.8M | 35K | ▲+81% Added · +16K sh | Q1 2026 | |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 30K | ▲+3.0% Added · +859 sh | Q2 2026 | |
| 14 | Savant Capital, LLC | $1.3M | 27K | ▼−1.4% Reduced · −375 sh | Q1 2026 | |
| 15 | marrick wealth, LLC | $1.3M | 25K | ▲+6.6% Added · +2K sh | Q2 2026 | |
| 16 | Nautilus Advisors LLC | $1.2M | 24K | ▲+3.0% Added · +709 sh | Q2 2026 | |
| 17 | LPL Financial LLC | $1.1M | 23K | ▲+5.0% Added · +1K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $1.1M | 21K | —Held | Q1 2026 | |
| 19 | Parallel Advisors, LLC | $955K | 19K | ▲+103% Added · +10K sh | Q1 2026 | |
| 20 | CITADEL ADVISORS LLC | $904K | 18K | ▲+89% Added · +9K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $658K | 13K | —Held | Q1 2026 | |
| 22 | Concurrent Investment Advisors, LLC | $646K | 13K | ▲New +13K sh | Q1 2026 | |
| 23 | JPMORGAN CHASE & CO | $544K | 11K | ▼−9.9% Reduced · −1K sh | Q1 2026 | |
| 24 | RVW Wealth, LLC | $537K | 11K | ▼−21% Reduced · −3K sh | Q2 2026 | |
| 25 | Apella Capital, LLC | $530K | 11K | ▲+14% Added · +1K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 18 funds | $8.8B |
| NVIDIA CORPNVDA | 18 funds | $6.1B |
| MICROSOFT CORPMSFT | 18 funds | $3.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 18 funds | $3.5B |
| ALPHABET INC-CL AGOOGL | 18 funds | $2.4B |
| META PLATFORMS INC-CLASS AMETA | 18 funds | $1.9B |
| MICRON TECHNOLOGY INCMU | 18 funds | $1.9B |
| BROADCOM INCAVGO | 18 funds | $1.8B |
| ALPHABET INC-CL CGOOG | 18 funds | $1.8B |
| JPMORGAN CHASE & COJPM | 18 funds | $1.7B |
| TESLA INCTSLA | 18 funds | $1.5B |
| JOHNSON & JOHNSONJNJ | 18 funds | $1.3B |
Ranked by how many of DFCA'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 DFCA. 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.