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/DFNM/capital-change-brief"
Use Arkolith's capital_change_brief for DFNM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | $202.4M | 4.2M | ▲+15% Added · +559K sh | Q1 2026 | |
| 2 | Truepoint, Inc. | $148.4M | 3.1M | ▲+4.1% Added · +122K sh | Q1 2026 | |
| 3 | Apella Capital, LLC | $76.8M | 1.6M | ▲+21% Added · +271K sh | Q2 2026 | |
| 4 | Foster Group, Inc. | $71.7M | 1.5M | ▲+1.6% Added · +23K sh | Q2 2026 | |
| 5 | Symmetry Partners, LLC | $63.1M | 1.3M | ▼−0.7% Reduced · −9K sh | Q1 2026 | |
| 6 | Focus Partners Advisor Solutions, LLC | $57.5M | 1.2M | ▲143× Added · +1.2M sh | Q1 2026 | |
| 7 | GeoWealth Management, LLC | $42.2M | 881K | ▼−0.2% Reduced · −2K sh | Q1 2026 | |
| 8 | Sequoia Financial Advisors, LLC | $42.2M | 880K | ▲+3.5% Added · +30K sh | Q1 2026 | |
| 9 | Beaird Harris Wealth Management, LLC | $38.5M | 796K | ▲+0.1% Added · +681 sh | Q2 2026 | |
| 10 | Pathstone Holdings, LLC | $37.8M | 788K | ▼−2.1% Reduced · −17K sh | Q1 2026 | |
| 11 | MBL Wealth, LLC | $37.5M | 777K | ▲+5.0% Added · +37K sh | Q2 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $31.3M | 653K | ▲+6.7% Added · +41K sh | Q1 2026 | |
| 13 | HighTower Advisors, LLC | $28.3M | 589K | ▼−15% Reduced · −107K sh | Q1 2026 | |
| 14 | Graves Light Lenhart Wealth, Inc. | $26.9M | 557K | ▲+15% Added · +74K sh | Q2 2026 | |
| 15 | Waterford Advisors, LLC | $25.5M | 536K | ▲+1.7% Added · +9K sh | Q1 2026 | |
| 16 | LPL Financial LLC | $24.9M | 519K | ▲+8.3% Added · +40K sh | Q1 2026 | |
| 17 | ASPIRIANT, LLC | $20.5M | 429K | ▲+7.2% Added · +29K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $20.1M | 419K | ▲+16% Added · +58K sh | Q1 2026 | |
| 19 | ASSETMARK, INC | $15.9M | 333K | ▼−2.6% Reduced · −9K sh | Q1 2026 | |
| 20 | Yardley Wealth Management LLC | $15.9M | 328K | ▲+2.4% Added · +8K sh | Q2 2026 | |
| 21 | Savant Capital, LLC | $14.9M | 311K | ▼−41% Reduced · −213K sh | Q1 2026 | |
| 22 | Resonant Capital Advisors, LLC | $13.0M | 270K | ▼−5.5% Reduced · −16K sh | Q1 2026 | |
| 23 | DOPKINS WEALTH MANAGEMENT, LLC | $12.0M | 247K | ▲+3.1% Added · +7K sh | Q2 2026 | |
| 24 | Allworth Financial LP | $10.9M | 228K | ▲+75% Added · +97K sh | Q1 2026 | |
| 25 | West Financial Advisors, LLC | $10.4M | 216K | ▲+6.8% Added · +14K 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 | 58 funds | $14.9B |
| MICROSOFT CORPMSFT | 58 funds | $11.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 58 funds | $7.9B |
| ALPHABET INC-CL AGOOGL | 58 funds | $7.6B |
| JPMORGAN CHASE & COJPM | 58 funds | $5.8B |
| VANGUARD FTSE DEVELOPED ETFVEA | 58 funds | $5.2B |
| ALPHABET INC-CL CGOOG | 58 funds | $5.1B |
| VANGUARD VALUE ETFVTV | 58 funds | $4.3B |
| EXXON MOBIL CORPXOM | 58 funds | $3.4B |
| WALMART INCWMT | 58 funds | $3.2B |
| JOHNSON & JOHNSONJNJ | 58 funds | $3.1B |
| COSTCO WHOLESALE CORPCOST | 58 funds | $3.0B |
Ranked by how many of DFNM'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 DFNM. 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.