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/DFEV/capital-change-brief"
Use Arkolith's capital_change_brief for DFEV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Asset Dedication, LLC | $91.3M | 2.6M | ▼−3.8% Reduced · −100K sh | Q1 2026 | |
| 2 | JONES FINANCIAL COMPANIES LLLP | $71.8M | 2.1M | ▲+27% Added · +432K sh | Q1 2026 | |
| 3 | RITHOLTZ WEALTH MANAGEMENT | $51.0M | 1.4M | ▲+6.2% Added · +83K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $35.3M | 988K | ▲+5.1% Added · +48K sh | Q1 2026 | |
| 5 | HighTower Advisors, LLC | $34.2M | 955K | ▲+2.3% Added · +22K sh | Q1 2026 | |
| 6 | EXENCIAL WEALTH ADVISORS, LLC | $29.8M | 832K | ▲+23% Added · +157K sh | Q1 2026 | |
| 7 | FMR LLC | $26.3M | 734K | ▼−12% Reduced · −97K sh | Q1 2026 | |
| 8 | True Wealth Design, LLC | $29.6M | 694K | ▼−1.0% Reduced · −7K sh | Q2 2026 | |
| 9 | Marquette Asset Management, LLC | $28.7M | 674K | ▼−0.3% Reduced · −2K sh | Q2 2026 | |
| 10 | Beacon Pointe Advisors, LLC | $21.7M | 606K | ▼~0% Reduced · −213 sh | Q1 2026 | |
| 11 | Evanson Asset Management, LLC | $20.9M | 585K | ▲+6.2% Added · +34K sh | Q1 2026 | |
| 12 | Evanson Financial, LLC | $24.7M | 580K | ▲New +580K sh | Q2 2026 | |
| 13 | Cambridge Financial Group, LLC | $21.6M | 506K | ▼−0.2% Reduced · −1K sh | Q2 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $17.9M | 500K | ▲New +500K sh | Q1 2026 | |
| 15 | Index Fund Advisors, Inc. | $17.5M | 488K | ▲+11% Added · +48K sh | Q1 2026 | |
| 16 | EAGLE WEALTH STRATEGIES LLC | $20.6M | 484K | ▼−1.0% Reduced · −5K sh | Q2 2026 | |
| 17 | Alesco Advisors, LLC, An ESL Co | $16.0M | 448K | ▲+1.9% Added · +8K sh | Q1 2026 | |
| 18 | Graves Light Lenhart Wealth, Inc. | $14.5M | 339K | ▼−1.8% Reduced · −6K sh | Q2 2026 | |
| 19 | ROYAL BANK OF CANADA | $10.9M | 306K | ▲+98% Added · +151K sh | Q1 2026 | |
| 20 | AE Wealth Management LLC | $9.8M | 275K | ▲+1.4% Added · +4K sh | Q1 2026 | |
| 21 | Vestmark Advisory Solutions, Inc. | $8.2M | 228K | ▲+3.4% Added · +8K sh | Q1 2026 | |
| 22 | Cordant, Inc. | $8.9M | 209K | ▼~0% Reduced · −53 sh | Q2 2026 | |
| 23 | Vise Technologies, Inc. | $6.8M | 201K | —Held | Q1 2026 | |
| 24 | Mills Wealth Advisors LLC | $8.3M | 195K | ▲+11% Added · +20K sh | Q2 2026 | |
| 25 | DiNuzzo Private Wealth, Inc. | $8.2M | 193K | ▼−6.2% Reduced · −13K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 48 funds | $9.9B |
| VANGUARD S&P 500 ETFVOO | 48 funds | $9.3B |
| ALPHABET INC-CL AGOOGL | 48 funds | $6.7B |
| JOHNSON & JOHNSONJNJ | 48 funds | $2.3B |
| TESLA INCTSLA | 48 funds | $2.2B |
| CHEVRON CORPCVX | 48 funds | $1.8B |
| NETFLIX INCNFLX | 48 funds | $1.2B |
| MERCK & CO. INC.MRK | 48 funds | $1.1B |
| ISHARES MSCI EAFE ETFEFA | 48 funds | $1.0B |
| APPLE INCAAPL | 47 funds | $13.8B |
| NVIDIA CORPNVDA | 47 funds | $12.3B |
| ISHARES CORE S&P 500 ETFIVV | 47 funds | $11.0B |
Ranked by how many of DFEV'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 DFEV. 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.