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/DFIV/capital-change-brief"
Use Arkolith's capital_change_brief for DFIV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.6B | 31.2M | ▲+5.8% Added · +1.7M sh | Q1 2026 | |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $1.2B | 22.3M | ▲+3.4% Added · +738K sh | Q1 2026 | |
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | $868.5M | 16.5M | ▲+6.3% Added · +982K sh | Q1 2026 | |
| 4 | Focus Partners Wealth | $714.9M | 13.5M | ▼−2.0% Reduced · −281K sh | Q1 2026 | |
| 5 | Savant Capital, LLC | $462.2M | 8.8M | ▲+1.9% Added · +168K sh | Q1 2026 | |
| 6 | EP Wealth Advisors, LLC | $381.4M | 7.2M | ▲+18% Added · +1.1M sh | Q1 2026 | |
| 7 | NORTHERN TRUST CORP | $381.1M | 7.2M | ▼−0.2% Reduced · −17K sh | Q1 2026 | |
| 8 | Focus Partners Advisor Solutions, LLC | $319.6M | 6.1M | ▲+4.9% Added · +281K sh | Q1 2026 | |
| 9 | Corient Private Wealth LLC | $286.9M | 5.4M | ▲+14% Added · +660K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $250.7M | 4.7M | ▲+26% Added · +967K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $221.0M | 4.2M | ▲+11% Added · +407K sh | Q1 2026 | |
| 12 | Kestra Investment Management, LLC | $212.5M | 4.0M | ▲+65% Added · +1.6M sh | Q1 2026 | |
| 13 | Farther Finance Advisors, LLC | $214.4M | 4.0M | ▲+24% Added · +784K sh | Q1 2026 | |
| 14 | Plancorp, LLC | $202.0M | 3.7M | ▲+2.6% Added · +93K sh | Q1 2026 | |
| 15 | Index Fund Advisors, Inc. | $187.4M | 3.6M | ▼−0.6% Reduced · −21K sh | Q1 2026 | |
| 16 | Creative Planning | $180.2M | 3.4M | ▼−0.5% Reduced · −17K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $179.3M | 3.4M | ▲+34% Added · +862K sh | Q1 2026 | |
| 18 | HighTower Advisors, LLC | $177.8M | 3.4M | ▼−2.7% Reduced · −93K sh | Q1 2026 | |
| 19 | Cerity Partners LLC | $169.6M | 3.2M | ▲+4.4% Added · +135K sh | Q1 2026 | |
| 20 | Foster Group, Inc. | $158.7M | 2.9M | ▲+0.2% Added · +7K sh | Q2 2026 | |
| 21 | JONES FINANCIAL COMPANIES LLLP | $135.7M | 2.6M | ▲+48% Added · +864K sh | Q1 2026 | |
| 22 | LPL Financial LLC | $123.2M | 2.3M | ▲+5.8% Added · +127K sh | Q1 2026 | |
| 23 | Modera Wealth Management, LLC | $117.9M | 2.2M | ▼−2.0% Reduced · −46K sh | Q1 2026 | |
| 24 | JANE STREET GROUP, LLC | $113.3M | 2.1M | ▲+65% Added · +846K sh | Q1 2026 | |
| 25 | UBS Group AG | $111.9M | 2.1M | ▲+12% Added · +234K 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 | 190 funds | $28.8B |
| APPLE INCAAPL | 189 funds | $39.2B |
| CHEVRON CORPCVX | 189 funds | $5.5B |
| NVIDIA CORPNVDA | 188 funds | $34.4B |
| JPMORGAN CHASE & COJPM | 188 funds | $13.1B |
| ELI LILLY & COLLY | 188 funds | $9.2B |
| JOHNSON & JOHNSONJNJ | 188 funds | $9.1B |
| TESLA INCTSLA | 188 funds | $6.5B |
| PROCTER & GAMBLE CO/THEPG | 188 funds | $4.4B |
| AMAZON.COM INCAMZN | 187 funds | $20.6B |
| VANGUARD FTSE DEVELOPED ETFVEA | 187 funds | $15.0B |
| ALPHABET INC-CL CGOOG | 187 funds | $13.6B |
Ranked by how many of DFIV'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 DFIV. 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.