| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $65.1M | 4.7M | ▲+3.8% Added · +173K sh | Q1 2026 | |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $59.4M | 4.3M | ▼−3.5% Reduced · −156K sh | Q1 2026 | |
| 3 | COOKE & BIELER LP | $38.7M | 2.8M | ▲+12% Added · +292K sh | Q1 2026 | |
| 4 | JANUS HENDERSON GROUP PLC | $26.1M | 1.9M | ▲+5.2% Added · +93K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $23.5M | 1.7M | ▲+9.3% Added · +144K sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $20.4M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 7 | DIMENSIONAL FUND ADVISORS LP | $20.2M | 1.4M | ▲+19% Added · +235K sh | Q1 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $17.3M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $10.0M | 719K | ▲+3.6% Added · +25K sh | Q1 2026 | |
| 10 | MARSHALL WACE, LLP | $7.0M | 500K | ▲+163% Added · +310K sh | Q1 2026 | |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.8M | 415K | ▲+66% Added · +165K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $4.8M | 347K | ▲+34% Added · +88K sh | Q1 2026 | |
| 13 | Vestmark Advisory Solutions, Inc. | $4.8M | 345K | ▲New +345K sh | Q1 2026 | |
| 14 | ELEVATION POINT WEALTH PARTNERS, LLC | $4.8M | 345K | ▲New +345K sh | Q1 2026 | |
| 15 | AMERIPRISE FINANCIAL INC | $4.7M | 341K | ▲+133% Added · +195K sh | Q1 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $4.6M | 330K | ▼−12% Reduced · −46K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $4.3M | 312K | ▼−32% Reduced · −149K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $3.8M | 275K | ▲+2.6% Added · +7K sh | Q1 2026 | |
| 19 | UBS Group AG | $3.0M | 219K | ▲+16% Added · +31K sh | Q1 2026 | |
| 20 | VANGUARD FIDUCIARY TRUST CO | $2.8M | 200K | ▲New +200K sh | Q1 2026 | |
| 21 | SEI INVESTMENTS CO | $2.3M | 164K | ▼−13% Reduced · −25K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $2.1M | 152K | ▼−6.5% Reduced · −11K sh | Q1 2026 | |
| 23 | Rockefeller Capital Management L.P. | $2.0M | 146K | ▲+14% Added · +18K sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $2.0M | 146K | ▲+52% Added · +50K sh | Q1 2026 | |
| 25 | PRINCIPAL FINANCIAL GROUP INC | $1.9M | 140K | ▲+2.1% Added · +3K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 61 funds | $24.8B |
| ELI LILLY & COLLY | 60 funds | $6.3B |
| VISA INC-CLASS A SHARESV | 60 funds | $5.6B |
| COSTCO WHOLESALE CORPCOST | 60 funds | $4.3B |
| AMAZON.COM INCAMZN | 59 funds | $21.4B |
| ALPHABET INC-CL AGOOGL | 59 funds | $15.6B |
| BROADCOM INCAVGO | 59 funds | $14.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 59 funds | $5.4B |
| RTX CORPRTX | 59 funds | $2.7B |
| SCHWAB (CHARLES) CORPSCHW | 59 funds | $1.6B |
| AUTOMATIC DATA PROCESSINGADP | 59 funds | $1.5B |
| HONEYWELL INTERNATIONAL INCHON | 59 funds | $1.3B |
Ranked by how many of DFH's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 24, 2026 | Lovett William Radford II | 10% Owner | Sell (S) | 2K | $39K |
| Jun 24, 2026 | Lovett William Radford II | 10% Owner | Sell (S) | 54K | $904K |
| Jun 22, 2026 | Lovett William Radford II | 10% Owner | Sell (S) | 22K | $329K |
| Jun 18, 2026 | Lovett William Radford II | 10% Owner | Sell (S) | 85K | $1.3M |
| Jun 17, 2026 | Lovett William Radford II | 10% Owner | Sell (S) | 46K | $693K |
| Jun 16, 2026 | Lovett William Radford II | 10% Owner | Sell (S) | 50K | $753K |
| Jun 15, 2026 | Lovett William Radford II | 10% Owner | Sell (S) | 53K | $808K |
| Jun 12, 2026 | Lovett William Radford II | 10% Owner | Sell (S) | 76K | $1.2M |
| Jun 11, 2026 | Lovett William Radford II | 10% Owner | Sell (S) | 61K | $886K |
| May 20, 2026 | Lovett William Radford II | 10% Owner | Sell (S) | 32K | $414K |
| May 19, 2026 | Lovett William Radford II | 10% Owner | Sell (S) | 118K | $1.5M |
| Jan 22, 2026 | Lovett William Radford II | 10% Owner | Sell (S) | 30K | $592K |
This stock 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/DFH/capital-change-brief"
Use Arkolith's capital_change_brief for DFH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DFH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.