The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query DFII owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/DFII"
Use Arkolith to show who owns DFII, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | INDEPENDENT FINANCIAL GROUP, LLC | $868K | 65K | ▲+3.3% Added · +2K sh | Q1 2026 | |
| 2 | Kestra Advisory Services, LLC | $242K | 18K | ▲+13% Added · +2K sh | Q1 2026 | |
| 3 | SteelPeak Wealth, LLC | $165K | 12K | ▼−19% Reduced · −3K sh | Q1 2026 | |
| 4 | Cresset Asset Management, LLC | $142K | 11K | ▲+1.9% Added · +199 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.
No Form 4 insider transactions on file yet.
| Class | 13F holders | Value held |
|---|---|---|
| FDNcs | 254 funds | $2.1B |
| FTCScs | 229 funds | $3.9B |
| FBTcs | 154 funds | $1.5B |
| QCLNcs | 101 funds | $134.8M |
| FTGSmc | 98 funds | $696.1M |
| WCMImc | 90 funds | $687.7M |
| FCGmc | 82 funds | $331.0M |
| MISLmc | 80 funds | $1.0B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 8 funds | $3.2B |
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $3.0B |
| APPLE INCAAPL | 8 funds | $2.7B |
| ARISTA NETWORKS INCANET | 8 funds | $2.6B |
| NVIDIA CORPNVDA | 8 funds | $2.2B |
| VANGUARD S&P 500 ETFVOO | 8 funds | $1.5B |
| MICROSOFT CORPMSFT | 8 funds | $1.3B |
| AMAZON.COM INCAMZN | 8 funds | $1.3B |
| ALPHABET INC-CL AGOOGL | 8 funds | $1.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 8 funds | $1.2B |
| INVESCO S&P 500 EQUAL WEIGHTRSP | 8 funds | $1.1B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 8 funds | $1.0B |
Ranked by how many of DFII'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DFII. 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.