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/DFNL/capital-change-brief"
Use Arkolith's capital_change_brief for DFNL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $38.2M | 852K | ▼−15% Reduced · −146K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $18.6M | 416K | ▲+4.7% Added · +19K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $9.4M | 210K | ▲+5.2% Added · +10K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $6.4M | 142K | ▲New +142K sh | Q1 2026 | |
| 5 | TRUIST FINANCIAL CORP | $6.2M | 139K | ▲New +139K sh | Q1 2026 | |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.9M | 131K | ▲+44% Added · +40K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $5.7M | 127K | ▲+145% Added · +75K sh | Q1 2026 | |
| 8 | HighTower Advisors, LLC | $5.7M | 127K | ▼−1.5% Reduced · −2K sh | Q1 2026 | |
| 9 | JANE STREET GROUP, LLC | $5.2M | 115K | ▲New +115K sh | Q1 2026 | |
| 10 | UBS Group AG | $4.4M | 98K | ▲+7.7% Added · +7K sh | Q1 2026 | |
| 11 | Sanctuary Advisors, LLC | $4.0M | 89K | ▲+4.6% Added · +4K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $3.7M | 83K | ▼−3.0% Reduced · −3K sh | Q1 2026 | |
| 13 | Next Level Private LLC | $4.0M | 81K | ▼−0.9% Reduced · −752 sh | Q2 2026 | |
| 14 | D.A. DAVIDSON & CO. | $3.5M | 78K | ▼−0.6% Reduced · −459 sh | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $3.2M | 71K | ▲+320% Added · +54K sh | Q1 2026 | |
| 16 | Inspire Advisors, LLC | $2.8M | 62K | ▲New +62K sh | Q1 2026 | |
| 17 | Kestra Advisory Services, LLC | $2.1M | 46K | ▲+5.7% Added · +2K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $1.3M | 29K | ▲+3.3% Added · +916 sh | Q1 2026 | |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 24K | ▲+147% Added · +14K sh | Q1 2026 | |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 23K | ▲+76% Added · +10K sh | Q1 2026 | |
| 21 | J.W. COLE ADVISORS, INC. | $946K | 21K | ▼−9.5% Reduced · −2K sh | Q1 2026 | |
| 22 | Geneos Wealth Management Inc. | $936K | 21K | ▲+1.0% Added · +208 sh | Q1 2026 | |
| 23 | Envestnet Portfolio Solutions, Inc. | $830K | 19K | ▲New +19K sh | Q1 2026 | |
| 24 | Prospera Financial Services Inc | $885K | 18K | ▲+0.9% Added · +158 sh | Q2 2026 | |
| 25 | DAVENPORT & Co LLC | $766K | 16K | ▲+26% Added · +3K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 19 funds | $9.6B |
| MICROSOFT CORPMSFT | 19 funds | $6.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 19 funds | $4.8B |
| ALPHABET INC-CL AGOOGL | 19 funds | $4.4B |
| BROADCOM INCAVGO | 19 funds | $3.8B |
| JPMORGAN CHASE & COJPM | 19 funds | $3.3B |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $3.2B |
| ALPHABET INC-CL CGOOG | 19 funds | $2.8B |
| VANGUARD VALUE ETFVTV | 19 funds | $2.6B |
| MICRON TECHNOLOGY INCMU | 19 funds | $2.1B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 19 funds | $2.0B |
| COSTCO WHOLESALE CORPCOST | 19 funds | $2.0B |
Ranked by how many of DFNL'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 DFNL. 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.