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/DFEM/capital-change-brief"
Use Arkolith's capital_change_brief for DFEM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Forum Financial Management, LP | $566.8M | 16.4M | ▼−6.7% Reduced · −1.2M sh | Q1 2026 | |
| 2 | Focus Partners Wealth | $311.8M | 9.0M | ▲+7.8% Added · +653K sh | Q1 2026 | |
| 3 | Focus Partners Advisor Solutions, LLC | $266.0M | 7.7M | ▲+9.8% Added · +685K sh | Q1 2026 | |
| 4 | Corient Private Wealth LLC | $243.1M | 7.0M | ▼−0.4% Reduced · −31K sh | Q1 2026 | |
| 5 | Sequoia Financial Advisors, LLC | $184.7M | 5.3M | ▲+7.6% Added · +378K sh | Q1 2026 | |
| 6 | Truepoint, Inc. | $182.6M | 5.3M | ▲+5.8% Added · +289K sh | Q1 2026 | |
| 7 | Savant Capital, LLC | $146.0M | 4.2M | ▲+60% Added · +1.6M sh | Q1 2026 | |
| 8 | HBK Sorce Advisory LLC | $132.7M | 3.2M | ▲+4.2% Added · +131K sh | Q1 2026 | |
| 9 | HighTower Advisors, LLC | $111.3M | 3.2M | ▼−14% Reduced · −540K sh | Q1 2026 | |
| 10 | Forvis Mazars Wealth Advisors, LLC | $106.8M | 3.1M | ▲+9.6% Added · +270K sh | Q1 2026 | |
| 11 | Curated Wealth Partners LLC | Withheld | 2.8M | ▲New +2.8M sh | Q2 2026 | |
| 12 | Asset Dedication, LLC | $85.8M | 2.5M | ▼−5.0% Reduced · −132K sh | Q1 2026 | |
| 13 | Greenspring Advisors, LLC | $80.0M | 2.3M | ▲+0.6% Added · +14K sh | Q1 2026 | |
| 14 | JMG Financial Group, Ltd. | $79.9M | 2.3M | ▲+8.6% Added · +183K sh | Q1 2026 | |
| 15 | MASECO LLP | $77.5M | 2.2M | ▲+7.6% Added · +158K sh | Q1 2026 | |
| 16 | Rockwood Wealth Management, LLC | $87.7M | 2.2M | ▼−4.3% Reduced · −97K sh | Q2 2026 | |
| 17 | LPL Financial LLC | $71.0M | 2.1M | ▲+2.8% Added · +57K sh | Q1 2026 | |
| 18 | CWM, LLC | $63.1M | 1.8M | ▲+9.1% Added · +152K sh | Q1 2026 | |
| 19 | Beacon Pointe Advisors, LLC | $60.3M | 1.7M | ▲+2.5% Added · +42K sh | Q1 2026 | |
| 20 | BANK OF MONTREAL /CAN/ | $60.0M | 1.7M | ▲+4.1% Added · +69K sh | Q1 2026 | |
| 21 | Apella Capital, LLC | $65.3M | 1.7M | ▲+0.6% Added · +9K sh | Q2 2026 | |
| 22 | Sageworth Trust Co | $57.0M | 1.6M | ▲+7.2% Added · +111K sh | Q1 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $51.6M | 1.5M | ▲+36% Added · +393K sh | Q1 2026 | |
| 24 | Symmetry Partners, LLC | $50.9M | 1.5M | ▲+2.9% Added · +42K sh | Q1 2026 | |
| 25 | Mariner, LLC | $46.4M | 1.3M | ▲+31% Added · +316K 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 | 112 funds | $27.3B |
| MICROSOFT CORPMSFT | 112 funds | $19.6B |
| NVIDIA CORPNVDA | 111 funds | $24.0B |
| AMAZON.COM INCAMZN | 111 funds | $15.8B |
| VANGUARD FTSE DEVELOPED ETFVEA | 111 funds | $9.3B |
| JPMORGAN CHASE & COJPM | 111 funds | $8.2B |
| ELI LILLY & COLLY | 111 funds | $5.3B |
| EXXON MOBIL CORPXOM | 111 funds | $5.0B |
| TESLA INCTSLA | 111 funds | $4.9B |
| COSTCO WHOLESALE CORPCOST | 111 funds | $4.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 110 funds | $15.9B |
| ALPHABET INC-CL AGOOGL | 110 funds | $13.3B |
Ranked by how many of DFEM'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 DFEM. 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.