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/DFGP/capital-change-brief"
Use Arkolith's capital_change_brief for DFGP. 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 | $353.1M | 6.5M | ▲+4.5% Added · +279K sh | Q1 2026 | |
| 2 | MASECO LLP | $207.9M | 3.9M | ▲+14% Added · +462K sh | Q1 2026 | |
| 3 | Symmetry Partners, LLC | $137.2M | 2.5M | ▲+2.8% Added · +70K sh | Q1 2026 | |
| 4 | Beacon Pointe Advisors, LLC | $63.9M | 1.2M | ▲+0.7% Added · +9K sh | Q1 2026 | |
| 5 | Vestmark Advisory Solutions, Inc. | $46.3M | 858K | ▲+1.9% Added · +16K sh | Q1 2026 | |
| 6 | PENOBSCOT WEALTH MANAGEMENT | $45.8M | 842K | ▼−6.9% Reduced · −63K sh | Q2 2026 | |
| 7 | Beaird Harris Wealth Management, LLC | $40.5M | 743K | ▲+17% Added · +111K sh | Q2 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $37.0M | 685K | ▲+5.6% Added · +36K sh | Q1 2026 | |
| 9 | INTEGRITY ALLIANCE, LLC. | $33.2M | 616K | ▲+8.7% Added · +49K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $33.2M | 615K | ▼−3.0% Reduced · −19K sh | Q1 2026 | |
| 11 | TCI Wealth Advisors, Inc. | $33.2M | 615K | ▲+1.8% Added · +11K sh | Q1 2026 | |
| 12 | AE Wealth Management LLC | $31.5M | 584K | ▲+3.3% Added · +19K sh | Q1 2026 | |
| 13 | Wealth Advisors Northwest LLC | $29.3M | 538K | ▲+63% Added · +208K sh | Q2 2026 | |
| 14 | DiNuzzo Private Wealth, Inc. | $27.4M | 503K | ▲+9.2% Added · +42K sh | Q2 2026 | |
| 15 | RFG Advisory, LLC | $25.1M | 462K | ▲+5.3% Added · +23K sh | Q2 2026 | |
| 16 | Allworth Financial LP | $23.5M | 435K | ▲+107% Added · +225K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $21.4M | 397K | ▲+6.2% Added · +23K sh | Q1 2026 | |
| 18 | Quantum Financial Advisors, LLC | $21.4M | 392K | ▲+21% Added · +68K sh | Q2 2026 | |
| 19 | Outbound Financial Inc | $16.8M | 308K | ▲+8.7% Added · +25K sh | Q2 2026 | |
| 20 | MONETA GROUP INVESTMENT ADVISORS LLC | $16.1M | 298K | ▲+20% Added · +50K sh | Q1 2026 | |
| 21 | Integrated Wealth Concepts LLC | $15.5M | 288K | ▲+2.4% Added · +7K sh | Q1 2026 | |
| 22 | Gradient Capital Advisors, LLC | $12.8M | 235K | ▲+8.2% Added · +18K sh | Q2 2026 | |
| 23 | Savant Capital, LLC | $11.8M | 218K | ▲+61% Added · +83K sh | Q1 2026 | |
| 24 | GeoWealth Management, LLC | $11.2M | 207K | ▲+15% Added · +27K sh | Q1 2026 | |
| 25 | Dynamic Advisor Solutions LLC | $10.7M | 197K | ▼−1.2% Reduced · −2K 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 |
|---|---|---|
| APPLE INCAAPL | 47 funds | $10.1B |
| NVIDIA CORPNVDA | 47 funds | $8.4B |
| MICROSOFT CORPMSFT | 47 funds | $7.1B |
| DIMENSIONAL US CORE EQUITY 2DFAC | 47 funds | $5.9B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 47 funds | $5.4B |
| AMAZON.COM INCAMZN | 47 funds | $5.2B |
| ALPHABET INC-CL AGOOGL | 47 funds | $4.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 47 funds | $4.3B |
| VANGUARD VALUE ETFVTV | 47 funds | $4.0B |
| VANGUARD FTSE DEVELOPED ETFVEA | 47 funds | $3.5B |
| BROADCOM INCAVGO | 47 funds | $3.0B |
| JPMORGAN CHASE & COJPM | 47 funds | $3.0B |
Ranked by how many of DFGP'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 DFGP. 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.