The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query DFSB owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/DFSB"
Use Arkolith to show who owns DFSB, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MASECO LLP | $96.0M | 1.9M | ▲+8.2% Added · +141K sh | Q1 2026 | |
| 2 | Composition Wealth, LLC | $12.7M | 245K | ▼−25% Reduced · −83K sh | Q1 2026 | |
| 3 | Apella Capital, LLC | $8.3M | 159K | ▲+24% Added · +30K sh | Q1 2026 | |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.9M | 95K | ▲+2.0% Added · +2K sh | Q1 2026 | |
| 5 | Beacon Pointe Advisors, LLC | $4.6M | 89K | ▲+96% Added · +44K sh | Q1 2026 | |
| 6 | Focus Partners Advisor Solutions, LLC | $4.2M | 81K | ▲+95% Added · +40K sh | Q1 2026 | |
| 7 | Sequoia Financial Advisors, LLC | $1.4M | 26K | ▲+70% Added · +11K sh | Q1 2026 | |
| 8 | Root Financial Partners, LLC | $936K | 18K | ▲+104% Added · +9K sh | Q1 2026 | |
| 9 | Rehmann Capital Advisory Group | $746K | 14K | —Held | Q1 2026 | |
| 10 | Modera Wealth Management, LLC | $684K | 13K | ▲+0.1% Added · +20 sh | Q1 2026 | |
| 11 | Vise Technologies, Inc. | $649K | 13K | —Held | Q1 2026 | |
| 12 | Private Advisor Group, LLC | $570K | 11K | ▲+0.3% Added · +34 sh | Q1 2026 | |
| 13 | Kestra Advisory Services, LLC | $486K | 9K | ▲+6.1% Added · +538 sh | Q1 2026 | |
| 14 | NewEdge Advisors, LLC | $460K | 9K | ▼−2.5% Reduced · −226 sh | Q1 2026 | |
| 15 | MISSION WEALTH MANAGEMENT, LP | $430K | 8K | ▲+3.3% Added · +268 sh | Q1 2026 | |
| 16 | SAX WEALTH ADVISORS, LLC | $382K | 7K | —Held | Q1 2026 | |
| 17 | Wealthcare Advisory Partners LLC | $350K | 7K | —Held | Q1 2026 | |
| 18 | Greenspring Advisors, LLC | $267K | 5K | ▲+6.1% Added · +298 sh | Q1 2026 | |
| 19 | IFP Advisors, Inc | $33K | 636 | ▲+9.3% Added · +54 sh | Q1 2026 | |
| 20 | Steward Partners Investment Advisory, LLC | $10K | 200 | —Held | Q1 2026 | |
| 21 | CWM, LLC | $1K | 26 | —Held | 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 21 funds | $6.8B |
| APPLE INCAAPL | 21 funds | $5.9B |
| NVIDIA CORPNVDA | 21 funds | $4.4B |
| MICROSOFT CORPMSFT | 21 funds | $4.3B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 21 funds | $3.4B |
| AMAZON.COM INCAMZN | 21 funds | $3.2B |
| DIMENSIONAL US CORE EQUITY 2DFAC | 21 funds | $3.0B |
| VANGUARD GROWTH ETFVUG | 21 funds | $2.9B |
| VANGUARD S&P 500 ETFVOO | 21 funds | $2.7B |
| ALPHABET INC-CL AGOOGL | 21 funds | $2.6B |
| VANGUARD VALUE ETFVTV | 21 funds | $2.5B |
| ISHARES CORE U.S. AGGREGATEAGG | 21 funds | $2.5B |
Ranked by how many of DFSB'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DFSB. 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.