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/DFIP/capital-change-brief"
Use Arkolith's capital_change_brief for DFIP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Matson Money. Inc. | $162.1M | 3.9M | ▲+4.0% Added · +150K sh | Q1 2026 | |
| 2 | Beacon Pointe Advisors, LLC | $47.3M | 1.1M | ▲+0.1% Added · +795 sh | Q1 2026 | |
| 3 | PINNEY & SCOFIELD, INC. | $23.6M | 565K | ▲+8.5% Added · +44K sh | Q1 2026 | |
| 4 | Stratos Investment Management, LLC | $19.4M | 466K | ▲+4.5% Added · +20K sh | Q1 2026 | |
| 5 | Physician Wealth Solutions Inc. | $19.1M | 463K | ▲+8.1% Added · +35K sh | Q2 2026 | |
| 6 | Level Financial Advisors | $15.0M | 363K | ▲+5.8% Added · +20K sh | Q2 2026 | |
| 7 | Yardley Wealth Management LLC | $13.0M | 315K | ▲+9.3% Added · +27K sh | Q2 2026 | |
| 8 | Five Oceans Advisors | $10.5M | 254K | —Held | Q2 2026 | |
| 9 | Savant Capital, LLC | $10.0M | 240K | ▼−0.4% Reduced · −941 sh | Q1 2026 | |
| 10 | New Dimensions Wealth Management, LLC | $9.8M | 235K | ▲+3.7% Added · +8K sh | Q1 2026 | |
| 11 | Apella Capital, LLC | $9.6M | 233K | ▲+2.5% Added · +6K sh | Q2 2026 | |
| 12 | Forum Financial Management, LP | $6.8M | 163K | ▼−0.4% Reduced · −704 sh | Q1 2026 | |
| 13 | Krilogy Financial LLC | $6.1M | 144K | ▲+4.3% Added · +6K sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $5.7M | 137K | ▼−0.9% Reduced · −1K sh | Q1 2026 | |
| 15 | BCU Wealth Advisors, LLC | $5.3M | 128K | ▲+10% Added · +12K sh | Q2 2026 | |
| 16 | Henrickson Nauta Wealth Advisors, Inc. | $5.2M | 125K | ▲+14% Added · +15K sh | Q2 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $4.9M | 118K | ▲+4.5% Added · +5K sh | Q1 2026 | |
| 18 | Ares Financial Consulting, LLC | $4.5M | 108K | ▲+3.7% Added · +4K sh | Q2 2026 | |
| 19 | Porter White Investment Advisors, Inc. | $4.0M | 98K | ▲+3.5% Added · +3K sh | Q2 2026 | |
| 20 | Larson Financial Group LLC | $3.6M | 86K | ▼−28% Reduced · −33K sh | Q1 2026 | |
| 21 | Farther Finance Advisors, LLC | $3.6M | 86K | ▲+35% Added · +22K sh | Q1 2026 | |
| 22 | City State Bank | $3.2M | 78K | ▲+28% Added · +17K sh | Q2 2026 | |
| 23 | ASSETMARK, INC | $2.9M | 71K | ▼−2.0% Reduced · −1K sh | Q1 2026 | |
| 24 | CFS Investment Advisory Services, LLC | $2.4M | 58K | ▲+2.0% Added · +1K sh | Q2 2026 | |
| 25 | TCP Asset Management, LLC | $2.3M | 55K | ▲+18% Added · +8K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 39 funds | $9.5B |
| ISHARES CORE MSCI EAFE ETFIEFA | 39 funds | $2.8B |
| ISHARES CORE MSCI EMERGINGIEMG | 39 funds | $2.7B |
| APPLE INCAAPL | 38 funds | $7.6B |
| NVIDIA CORPNVDA | 38 funds | $6.1B |
| VANGUARD S&P 500 ETFVOO | 38 funds | $5.9B |
| MICROSOFT CORPMSFT | 38 funds | $5.7B |
| VANGUARD GROWTH ETFVUG | 38 funds | $5.1B |
| VANGUARD VALUE ETFVTV | 38 funds | $4.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 38 funds | $4.1B |
| AMAZON.COM INCAMZN | 38 funds | $4.0B |
| ALPHABET INC-CL AGOOGL | 38 funds | $3.7B |
Ranked by how many of DFIP'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 DFIP. 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.