133 tracked 13F filers disclose a position in DFEB as of the latest SEC 13F filings, a combined $176.5M in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Advance Capital Management, Inc. | $20.0M | 423K | ▲80× Added · +418K sh | Q1 2026 | |
| 2 | Cetera Investment Advisers | $10.6M | 224K | ▲+35% Added · +57K sh | Q1 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $8.2M | 174K | ▼−12% Reduced · −23K sh | Q1 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $8.0M | 170K | ▲+7.7% Added · +12K sh | Q1 2026 | |
| 5 | CWM, LLC | $7.7M | 164K | ▲+28% Added · +36K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $7.3M | 154K | ▲+11% Added · +15K sh | Q1 2026 | |
| 7 | Spectrum Asset Management, Inc. | $7.1M | 140K | ▼−2.9% Reduced · −4K sh | Q2 2026 | |
| 8 | UPTICK PARTNERS, LLC | $6.1M | 121K | ▲+9.7% Added · +11K sh | Q2 2026 | |
| 9 | Kestra Advisory Services, LLC | $5.7M | 113K | ▼−13% Reduced · −17K sh | Q2 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $4.1M | 87K | ▼−22% Reduced · −24K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $4.0M | 85K | ▲+29% Added · +19K sh | Q1 2026 | |
| 12 | HARBOUR INVESTMENTS, INC. | $3.9M | 82K | ▲+13% Added · +10K sh | Q1 2026 | |
| 13 | BEACON FINANCIAL GROUP | $3.8M | 74K | ▼−3.2% Reduced · −2K sh | Q2 2026 | |
| 14 | LifeWealth Investments, LLC | $3.3M | 65K | ▼−0.2% Reduced · −116 sh | Q2 2026 | |
| 15 | Integrated Wealth Concepts LLC | $3.0M | 60K | —Held | Q2 2026 | |
| 16 | Tanglewood Legacy Advisors, LLC | $2.6M | 52K | ▼−3.0% Reduced · −2K sh | Q2 2026 | |
| 17 | MML INVESTORS SERVICES, LLC | $2.5M | 49K | ▲+33% Added · +12K sh | Q2 2026 | |
| 18 | B. Riley Wealth Advisors, Inc. | $1.9M | 45K | ▲New +45K sh | Q3 2026 | |
| 19 | Mutual Advisors, LLC | $2.1M | 44K | ▲+4.7% Added · +2K sh | Q1 2026 | |
| 20 | REAP Financial Group, LLC | $2.2M | 43K | ▼−23% Reduced · −13K sh | Q2 2026 | |
| 21 | Mariner, LLC | $2.0M | 43K | ▼−4.2% Reduced · −2K sh | Q1 2026 | |
| 22 | PRECEDENT WEALTH PARTNERS, LLC | $2.1M | 41K | ▲+1.3% Added · +511 sh | Q2 2026 | |
| 23 | Gerber Kawasaki Wealth & Investment Management | $2.0M | 40K | —Held | Q2 2026 | |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 36K | ▲+400% Added · +29K sh | Q1 2026 | |
| 25 | MGO ONE SEVEN LLC | $1.8M | 35K | ▼−7.1% Reduced · −3K 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.
Last quarter, 7 funds opened a new position in DFEB and 15 added to an existing one, while 22 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 75 funds | $12.7B |
| ALPHABET INC-CL AGOOGL | 75 funds | $4.0B |
| APPLE INCAAPL | 74 funds | $9.5B |
| MICROSOFT CORPMSFT | 74 funds | $6.9B |
| AMAZON.COM INCAMZN | 74 funds | $5.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 74 funds | $3.3B |
| JPMORGAN CHASE & COJPM | 73 funds | $2.2B |
| META PLATFORMS INC-CLASS AMETA | 72 funds | $3.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 72 funds | $2.5B |
| TESLA INCTSLA | 72 funds | $2.4B |
| BROADCOM INCAVGO | 71 funds | $4.2B |
| ELI LILLY & COLLY | 71 funds | $1.9B |
Ranked by how many of DFEB's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for DFEB
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/DFEB/capital-change-brief"
Use Arkolith's capital_change_brief for DFEB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DFEB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.