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/DFIS/capital-change-brief"
Use Arkolith's capital_change_brief for DFIS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $1.9B | 58.7M | ▲+28% Added · +13.0M sh | Q1 2026 | |
| 2 | Matson Money. Inc. | $401.3M | 11.9M | ▼−1.8% Reduced · −219K sh | Q1 2026 | |
| 3 | Envestnet Portfolio Solutions, Inc. | $111.1M | 3.3M | ▼−7.6% Reduced · −271K sh | Q1 2026 | |
| 4 | FIRST CITIZENS BANK & TRUST CO | $112.6M | 3.2M | ▲+0.2% Added · +6K sh | Q2 2026 | |
| 5 | Corient Private Wealth LLC | $94.0M | 2.8M | ▲+7.3% Added · +190K sh | Q1 2026 | |
| 6 | Creative Planning | $81.7M | 2.4M | ▲+0.4% Added · +10K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $62.0M | 1.8M | ▲+4.5% Added · +79K sh | Q1 2026 | |
| 8 | MATHER GROUP, LLC. | $50.0M | 1.5M | ▼−5.0% Reduced · −78K sh | Q1 2026 | |
| 9 | Evanson Financial, LLC | $50.1M | 1.4M | ▲New +1.4M sh | Q2 2026 | |
| 10 | TCI Wealth Advisors, Inc. | $48.0M | 1.4M | ▼−1.0% Reduced · −15K sh | Q1 2026 | |
| 11 | BANK OF MONTREAL /CAN/ | $47.7M | 1.4M | ▲+1.1% Added · +15K sh | Q1 2026 | |
| 12 | Evanson Asset Management, LLC | $47.2M | 1.4M | ▲+4.9% Added · +66K sh | Q1 2026 | |
| 13 | Savant Capital, LLC | $43.8M | 1.3M | ▲+7.2% Added · +87K sh | Q1 2026 | |
| 14 | Composition Wealth, LLC | $43.7M | 1.3M | ▲+6.5% Added · +79K sh | Q1 2026 | |
| 15 | JANE STREET GROUP, LLC | $42.6M | 1.3M | ▲+58% Added · +466K sh | Q1 2026 | |
| 16 | Modern Wealth Management, LLC | $43.1M | 1.3M | ▲+9.2% Added · +107K sh | Q1 2026 | |
| 17 | CWM, LLC | $38.2M | 1.1M | ▲+8.3% Added · +87K sh | Q1 2026 | |
| 18 | Root Financial Partners, LLC | $37.7M | 1.1M | ▲+7.9% Added · +82K sh | Q1 2026 | |
| 19 | Vise Technologies, Inc. | $30.2M | 916K | —Held | Q1 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $30.1M | 893K | ▲+45% Added · +277K sh | Q1 2026 | |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $28.5M | 845K | ▲+22% Added · +154K sh | Q1 2026 | |
| 22 | Focus Partners Wealth | $28.0M | 830K | ▲+0.5% Added · +4K sh | Q1 2026 | |
| 23 | Cerity Partners LLC | $23.2M | 688K | ▲+7.9% Added · +50K sh | Q1 2026 | |
| 24 | Index Fund Advisors, Inc. | $22.8M | 677K | ▲+6.3% Added · +40K sh | Q1 2026 | |
| 25 | Shore Point Advisors, LLC | $21.8M | 622K | ▲+7.6% Added · +44K 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 | 79 funds | $19.9B |
| NVIDIA CORPNVDA | 78 funds | $19.9B |
| MICROSOFT CORPMSFT | 78 funds | $15.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 78 funds | $9.7B |
| JPMORGAN CHASE & COJPM | 78 funds | $7.4B |
| VANGUARD VALUE ETFVTV | 78 funds | $7.1B |
| ALPHABET INC-CL CGOOG | 78 funds | $6.4B |
| EXXON MOBIL CORPXOM | 78 funds | $4.5B |
| JOHNSON & JOHNSONJNJ | 78 funds | $4.4B |
| ELI LILLY & COLLY | 78 funds | $4.2B |
| VISA INC-CLASS A SHARESV | 78 funds | $3.9B |
| COSTCO WHOLESALE CORPCOST | 78 funds | $3.8B |
Ranked by how many of DFIS'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 DFIS. 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.