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/DFGR/capital-change-brief"
Use Arkolith's capital_change_brief for DFGR. 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 | $465.7M | 17.5M | ▲+5.3% Added · +883K sh | Q1 2026 | |
| 2 | Savant Capital, LLC | $338.9M | 12.7M | ▲+22% Added · +2.3M sh | Q1 2026 | |
| 3 | JMG Financial Group, Ltd. | $168.6M | 6.3M | ▲+11% Added · +642K sh | Q1 2026 | |
| 4 | Focus Partners Wealth | $108.3M | 4.1M | ▲+1.7% Added · +69K sh | Q1 2026 | |
| 5 | BRIGHTON JONES LLC | $74.4M | 2.8M | ▲+7.2% Added · +187K sh | Q1 2026 | |
| 6 | TCI Wealth Advisors, Inc. | $74.0M | 2.8M | ▲+4.9% Added · +130K sh | Q1 2026 | |
| 7 | Wealthspire Advisors, LLC | $73.2M | 2.8M | ▲+0.5% Added · +13K sh | Q1 2026 | |
| 8 | LifeGuide Financial Advisors, LLC | $75.1M | 2.6M | ▲+3.4% Added · +84K sh | Q2 2026 | |
| 9 | DiNuzzo Private Wealth, Inc. | $53.4M | 1.8M | ▲+0.2% Added · +5K sh | Q2 2026 | |
| 10 | Focus Partners Advisor Solutions, LLC | $47.0M | 1.8M | ▲26× Added · +1.7M sh | Q1 2026 | |
| 11 | MASECO LLP | $41.3M | 1.6M | ▲+5.8% Added · +85K sh | Q1 2026 | |
| 12 | LPL Financial LLC | $32.4M | 1.2M | ▲+4.4% Added · +51K sh | Q1 2026 | |
| 13 | Rockwood Wealth Management, LLC | $33.4M | 1.2M | ▲+14% Added · +146K sh | Q2 2026 | |
| 14 | Great Waters Wealth Management | $27.6M | 952K | ▲+7.1% Added · +63K sh | Q2 2026 | |
| 15 | Index Fund Advisors, Inc. | $23.4M | 882K | ▲+2.9% Added · +25K sh | Q1 2026 | |
| 16 | Verisail Partners, LLC | $25.2M | 870K | ▲+0.9% Added · +8K sh | Q2 2026 | |
| 17 | OneDigital Investment Advisors LLC | $21.8M | 820K | ▲+2.2% Added · +18K sh | Q1 2026 | |
| 18 | Beacon Pointe Advisors, LLC | $21.6M | 814K | ▼−11% Reduced · −101K sh | Q1 2026 | |
| 19 | CWM, LLC | $18.8M | 706K | ▲+22% Added · +125K sh | Q1 2026 | |
| 20 | Quantum Financial Advisors, LLC | $18.9M | 654K | ▲+1.2% Added · +8K sh | Q2 2026 | |
| 21 | Integris Wealth Management, LLC | $18.7M | 647K | ▲+6.0% Added · +36K sh | Q2 2026 | |
| 22 | Wealth Management Nebraska | $16.5M | 621K | ▲+10% Added · +58K sh | Q1 2026 | |
| 23 | Level Financial Advisors | $17.9M | 618K | ▲+6.2% Added · +36K sh | Q2 2026 | |
| 24 | JANE STREET GROUP, LLC | $16.0M | 602K | ▲+197% Added · +399K sh | Q1 2026 | |
| 25 | Corient Private Wealth LLC | $15.5M | 584K | ▼−15% Reduced · −99K 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 | 71 funds | $15.1B |
| NVIDIA CORPNVDA | 71 funds | $12.7B |
| MICROSOFT CORPMSFT | 71 funds | $11.1B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 71 funds | $7.0B |
| VANGUARD FTSE DEVELOPED ETFVEA | 71 funds | $5.5B |
| EXXON MOBIL CORPXOM | 71 funds | $3.8B |
| ISHARES CORE S&P 500 ETFIVV | 70 funds | $14.6B |
| VANGUARD S&P 500 ETFVOO | 70 funds | $9.9B |
| AMAZON.COM INCAMZN | 70 funds | $8.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 70 funds | $7.9B |
| ALPHABET INC-CL AGOOGL | 70 funds | $7.4B |
| JPMORGAN CHASE & COJPM | 70 funds | $5.1B |
Ranked by how many of DFGR'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 DFGR. 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.