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/DFLV/capital-change-brief"
Use Arkolith's capital_change_brief for DFLV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Savant Capital, LLC | $736.4M | 20.6M | ▲+18% Added · +3.1M sh | Q1 2026 | |
| 2 | Corient Private Wealth LLC | $241.6M | 6.8M | ▲+8.1% Added · +507K sh | Q1 2026 | |
| 3 | COLDSTREAM CAPITAL MANAGEMENT INC | $163.9M | 4.6M | ▲+3.4% Added · +151K sh | Q1 2026 | |
| 4 | Foster Group, Inc. | $158.3M | 4.0M | ▼−1.4% Reduced · −56K sh | Q2 2026 | |
| 5 | Cetera Investment Advisers | $131.0M | 3.7M | ▲+58% Added · +1.3M sh | Q1 2026 | |
| 6 | Truepoint, Inc. | $128.0M | 3.6M | ▲+5.1% Added · +175K sh | Q1 2026 | |
| 7 | Root Financial Partners, LLC | $112.3M | 3.1M | ▲+15% Added · +400K sh | Q1 2026 | |
| 8 | EP Wealth Advisors, LLC | $99.8M | 2.8M | ▼−11% Reduced · −333K sh | Q1 2026 | |
| 9 | Vise Technologies, Inc. | $88.3M | 2.6M | —Held | Q1 2026 | |
| 10 | Pathstone Holdings, LLC | $91.2M | 2.6M | ▼−0.2% Reduced · −6K sh | Q1 2026 | |
| 11 | Beacon Pointe Advisors, LLC | $78.2M | 2.2M | ▲+5.6% Added · +116K sh | Q1 2026 | |
| 12 | Cerity Partners LLC | $77.4M | 2.2M | ▲+23% Added · +406K sh | Q1 2026 | |
| 13 | HighTower Advisors, LLC | $77.2M | 2.2M | ▼−0.1% Reduced · −2K sh | Q1 2026 | |
| 14 | LPL Financial LLC | $64.6M | 1.8M | ▲+14% Added · +221K sh | Q1 2026 | |
| 15 | DiNuzzo Private Wealth, Inc. | $69.5M | 1.8M | ▼−2.5% Reduced · −46K sh | Q2 2026 | |
| 16 | Apella Capital, LLC | $61.3M | 1.5M | ▲+4.9% Added · +71K sh | Q2 2026 | |
| 17 | BANK OF MONTREAL /CAN/ | $52.3M | 1.5M | ▲+6.5% Added · +90K sh | Q1 2026 | |
| 18 | Index Fund Advisors, Inc. | $48.9M | 1.4M | ▲+13% Added · +163K sh | Q1 2026 | |
| 19 | EXENCIAL WEALTH ADVISORS, LLC | $47.4M | 1.3M | ▲+40% Added · +381K sh | Q1 2026 | |
| 20 | MATHER GROUP, LLC. | $44.5M | 1.2M | ▲+5.5% Added · +65K sh | Q1 2026 | |
| 21 | CWM, LLC | $40.6M | 1.1M | ▲+17% Added · +169K sh | Q1 2026 | |
| 22 | Mariner, LLC | $40.6M | 1.1M | ▲+21% Added · +193K sh | Q1 2026 | |
| 23 | ECLECTIC ASSOCIATES INC /ADV | $40.8M | 1.0M | ▲+54% Added · +363K sh | Q2 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $34.2M | 958K | ▼−0.8% Reduced · −8K sh | Q1 2026 | |
| 25 | OneDigital Investment Advisors LLC | $33.5M | 937K | ▲+0.1% Added · +1K 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 | 84 funds | $14.8B |
| JPMORGAN CHASE & COJPM | 84 funds | $6.8B |
| VANGUARD FTSE DEVELOPED ETFVEA | 84 funds | $6.4B |
| EXXON MOBIL CORPXOM | 84 funds | $4.5B |
| TESLA INCTSLA | 84 funds | $3.9B |
| ELI LILLY & COLLY | 84 funds | $3.8B |
| COSTCO WHOLESALE CORPCOST | 84 funds | $3.5B |
| CHEVRON CORPCVX | 84 funds | $2.9B |
| ISHARES CORE S&P 500 ETFIVV | 83 funds | $22.0B |
| APPLE INCAAPL | 83 funds | $19.8B |
| NVIDIA CORPNVDA | 83 funds | $18.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 83 funds | $13.8B |
Ranked by how many of DFLV'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 DFLV. 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.