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/DFIC/capital-change-brief"
Use Arkolith's capital_change_brief for DFIC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | $1.4B | 38.5M | ▲+4.0% Added · +1.5M sh | Q1 2026 | |
| 2 | Forum Financial Management, LP | $576.4M | 16.2M | ▼−1.9% Reduced · −314K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $193.1M | 5.4M | ▲+17% Added · +805K sh | Q1 2026 | |
| 4 | JMG Financial Group, Ltd. | $170.1M | 4.8M | ▲+8.0% Added · +354K sh | Q1 2026 | |
| 5 | Apella Capital, LLC | $179.3M | 4.8M | ▲+4.8% Added · +220K sh | Q2 2026 | |
| 6 | Greenspring Advisors, LLC | $158.7M | 4.5M | ▼−0.3% Reduced · −15K sh | Q1 2026 | |
| 7 | HighTower Advisors, LLC | $153.4M | 4.3M | ▼−16% Reduced · −809K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $124.7M | 3.5M | ▲+2.1% Added · +73K sh | Q1 2026 | |
| 9 | Plancorp, LLC | $130.7M | 3.5M | ▲+13% Added · +405K sh | Q1 2026 | |
| 10 | Sageworth Trust Co | $114.7M | 3.2M | ▼−0.1% Reduced · −3K sh | Q1 2026 | |
| 11 | Focus Partners Wealth | $113.4M | 3.2M | ▲+0.1% Added · +2K sh | Q1 2026 | |
| 12 | MASECO LLP | $112.6M | 3.2M | ▲+10% Added · +290K sh | Q1 2026 | |
| 13 | Symmetry Partners, LLC | $100.5M | 2.8M | ▲+3.9% Added · +107K sh | Q1 2026 | |
| 14 | JANE STREET GROUP, LLC | $96.9M | 2.7M | ▲New +2.7M sh | Q1 2026 | |
| 15 | Annex Advisory Services, LLC | $99.2M | 2.7M | ▲+8.2% Added · +201K sh | Q2 2026 | |
| 16 | Pathstone Holdings, LLC | $92.5M | 2.6M | ▼−3.5% Reduced · −96K sh | Q1 2026 | |
| 17 | Beacon Pointe Advisors, LLC | $92.2M | 2.6M | ▲+1.4% Added · +37K sh | Q1 2026 | |
| 18 | Kestra Investment Management, LLC | $90.9M | 2.6M | ▲+1.9% Added · +47K sh | Q1 2026 | |
| 19 | Asset Dedication, LLC | $85.6M | 2.4M | ▼−4.4% Reduced · −111K sh | Q1 2026 | |
| 20 | Elser Financial Planning, Inc | $82.2M | 2.2M | ▲+1.7% Added · +37K sh | Q2 2026 | |
| 21 | BRIGHTON JONES LLC | $73.9M | 2.1M | ▲+2.9% Added · +59K sh | Q1 2026 | |
| 22 | OneDigital Investment Advisors LLC | $73.7M | 2.1M | ▲+1.3% Added · +27K sh | Q1 2026 | |
| 23 | Baird Financial Group, Inc. | $69.9M | 2.0M | ▲+0.3% Added · +6K sh | Q1 2026 | |
| 24 | Truepoint, Inc. | $69.6M | 2.0M | ▼−4.8% Reduced · −99K sh | Q1 2026 | |
| 25 | Rockwood Wealth Management, LLC | $66.1M | 1.8M | ▼−0.1% Reduced · −1K 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 | 130 funds | $26.9B |
| MICROSOFT CORPMSFT | 130 funds | $20.1B |
| NVIDIA CORPNVDA | 129 funds | $23.9B |
| AMAZON.COM INCAMZN | 129 funds | $15.8B |
| ALPHABET INC-CL CGOOG | 129 funds | $9.7B |
| TESLA INCTSLA | 129 funds | $4.9B |
| EXXON MOBIL CORPXOM | 129 funds | $4.9B |
| COSTCO WHOLESALE CORPCOST | 129 funds | $4.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 128 funds | $14.1B |
| ALPHABET INC-CL AGOOGL | 128 funds | $12.2B |
| JPMORGAN CHASE & COJPM | 128 funds | $7.8B |
| ELI LILLY & COLLY | 128 funds | $4.9B |
Ranked by how many of DFIC'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 DFIC. 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.