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/DFGX/capital-change-brief"
Use Arkolith's capital_change_brief for DFGX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Apella Capital, LLC | $120.3M | 2.3M | ▲+6.0% Added · +129K sh | Q2 2026 | |
| 2 | Elser Financial Planning, Inc | $41.8M | 779K | ▲+10% Added · +71K sh | Q2 2026 | |
| 3 | Savant Capital, LLC | $29.1M | 554K | ▼−20% Reduced · −140K sh | Q1 2026 | |
| 4 | HighTower Advisors, LLC | $24.5M | 466K | ▲+3.1% Added · +14K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $24.4M | 465K | ▲+41% Added · +135K sh | Q1 2026 | |
| 6 | Verisail Partners, LLC | $24.2M | 451K | ▲+3.7% Added · +16K sh | Q2 2026 | |
| 7 | Vermillion Wealth Management, Inc. | $19.1M | 357K | ▲+15% Added · +45K sh | Q2 2026 | |
| 8 | Private Advisor Group, LLC | $16.9M | 322K | ▲+7.5% Added · +22K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $16.3M | 310K | ▲+44% Added · +95K sh | Q1 2026 | |
| 10 | GeoWealth Management, LLC | $16.1M | 306K | ▲+10.0% Added · +28K sh | Q1 2026 | |
| 11 | Vestmark Advisory Solutions, Inc. | $14.2M | 271K | ▲+8.1% Added · +20K sh | Q1 2026 | |
| 12 | ASSETMARK, INC | $13.8M | 264K | ▼−3.7% Reduced · −10K sh | Q1 2026 | |
| 13 | Kestra Investment Management, LLC | $13.6M | 258K | ▲+59% Added · +96K sh | Q1 2026 | |
| 14 | INTEGRITY ALLIANCE, LLC. | $13.3M | 253K | ▼−0.3% Reduced · −726 sh | Q1 2026 | |
| 15 | Yardley Wealth Management LLC | $13.6M | 253K | ▲+8.6% Added · +20K sh | Q2 2026 | |
| 16 | SageOak Financial, LLC | $13.2M | 247K | ▲+4.1% Added · +10K sh | Q2 2026 | |
| 17 | OneDigital Investment Advisors LLC | $9.7M | 186K | ▲+9.6% Added · +16K sh | Q1 2026 | |
| 18 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $9.0M | 172K | ▲+9.5% Added · +15K sh | Q1 2026 | |
| 19 | Stratos Investment Management, LLC | $8.5M | 162K | ▲+0.6% Added · +959 sh | Q1 2026 | |
| 20 | Farther Finance Advisors, LLC | $6.3M | 120K | ▲+142% Added · +70K sh | Q1 2026 | |
| 21 | DiNuzzo Private Wealth, Inc. | $5.7M | 107K | ▲+1.5% Added · +2K sh | Q2 2026 | |
| 22 | Mariner, LLC | $5.0M | 96K | ▼−20% Reduced · −24K sh | Q1 2026 | |
| 23 | Optimus Capital Advisors, LLC | $4.7M | 87K | ▼−18% Reduced · −19K sh | Q2 2026 | |
| 24 | RAYMOND JAMES FINANCIAL INC | $4.5M | 85K | ▲+12% Added · +9K sh | Q1 2026 | |
| 25 | Orion Porfolio Solutions, LLC | $4.2M | 79K | ▲+2.4% Added · +2K 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 | 38 funds | $8.9B |
| MICROSOFT CORPMSFT | 38 funds | $6.0B |
| VANGUARD FTSE DEVELOPED ETFVEA | 38 funds | $2.9B |
| JPMORGAN CHASE & COJPM | 38 funds | $2.7B |
| TESLA INCTSLA | 38 funds | $2.1B |
| EXXON MOBIL CORPXOM | 38 funds | $1.8B |
| COSTCO WHOLESALE CORPCOST | 38 funds | $1.5B |
| ELI LILLY & COLLY | 38 funds | $1.5B |
| CHEVRON CORPCVX | 38 funds | $1.3B |
| RTX CORPRTX | 38 funds | $891.5M |
| BANK OF AMERICA CORPBAC | 38 funds | $570.4M |
| NVIDIA CORPNVDA | 37 funds | $9.9B |
Ranked by how many of DFGX'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 DFGX. 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.