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/DFSD/capital-change-brief"
Use Arkolith's capital_change_brief for DFSD. 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 | $293.1M | 6.1M | ▲+12% Added · +676K sh | Q1 2026 | |
| 2 | Apella Capital, LLC | $258.5M | 5.4M | ▲+3.3% Added · +175K sh | Q2 2026 | |
| 3 | Focus Partners Advisor Solutions, LLC | $245.5M | 5.1M | ▲+347% Added · +4.0M sh | Q1 2026 | |
| 4 | Savant Capital, LLC | $186.9M | 3.9M | ▼−2.8% Reduced · −111K sh | Q1 2026 | |
| 5 | OneDigital Investment Advisors LLC | $177.1M | 3.7M | ▲+4.0% Added · +142K sh | Q1 2026 | |
| 6 | Beaird Harris Wealth Management, LLC | $152.8M | 3.2M | ▲+2.9% Added · +90K sh | Q2 2026 | |
| 7 | Root Financial Partners, LLC | $143.2M | 3.0M | ▲+20% Added · +507K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $115.8M | 2.4M | ▲+6.8% Added · +155K sh | Q1 2026 | |
| 9 | Vise Technologies, Inc. | $109.1M | 2.3M | —Held | Q1 2026 | |
| 10 | DiNuzzo Private Wealth, Inc. | $99.3M | 2.1M | ▲+1.9% Added · +39K sh | Q2 2026 | |
| 11 | HighTower Advisors, LLC | $94.3M | 2.0M | ▲+4.3% Added · +81K sh | Q1 2026 | |
| 12 | Great Waters Wealth Management | $93.1M | 1.9M | ▲+9.3% Added · +165K sh | Q2 2026 | |
| 13 | Rachor Investment Advisory Services, LLC | $72.5M | 1.5M | ▲+4.6% Added · +67K sh | Q2 2026 | |
| 14 | McIlrath & Eck, LLC | $62.1M | 1.3M | ▲+15% Added · +166K sh | Q1 2026 | |
| 15 | ASSETMARK, INC | $57.0M | 1.2M | ▼−2.4% Reduced · −30K sh | Q1 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $56.6M | 1.2M | ▲+7.8% Added · +86K sh | Q1 2026 | |
| 17 | 55 North Private Wealth, LLC | $51.3M | 1.1M | ▲+22% Added · +194K sh | Q2 2026 | |
| 18 | CPA Asset Management Group, LLC | $46.8M | 981K | ▲+115% Added · +524K sh | Q2 2026 | |
| 19 | Allworth Financial LP | $44.8M | 936K | ▲+260% Added · +676K sh | Q1 2026 | |
| 20 | Beacon Pointe Advisors, LLC | $43.9M | 918K | ▲+7.6% Added · +65K sh | Q1 2026 | |
| 21 | Signature Resources Capital Management, LLC | $38.8M | 813K | ▲+5.1% Added · +40K sh | Q2 2026 | |
| 22 | Elser Financial Planning, Inc | $38.1M | 798K | ▲+3.3% Added · +25K sh | Q2 2026 | |
| 23 | ECLECTIC ASSOCIATES INC /ADV | $38.0M | 796K | ▲+16% Added · +110K sh | Q2 2026 | |
| 24 | Wealthquest Corp | $36.9M | 771K | ▲+5.5% Added · +40K sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $36.0M | 752K | ▲+31% Added · +176K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 78 funds | $18.9B |
| APPLE INCAAPL | 78 funds | $18.8B |
| NVIDIA CORPNVDA | 78 funds | $17.9B |
| MICROSOFT CORPMSFT | 78 funds | $13.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 78 funds | $10.9B |
| ALPHABET INC-CL AGOOGL | 78 funds | $9.2B |
| VANGUARD VALUE ETFVTV | 78 funds | $7.9B |
| VANGUARD FTSE DEVELOPED ETFVEA | 78 funds | $7.7B |
| JPMORGAN CHASE & COJPM | 78 funds | $6.2B |
| META PLATFORMS INC-CLASS AMETA | 78 funds | $6.1B |
| EXXON MOBIL CORPXOM | 78 funds | $4.0B |
| JOHNSON & JOHNSONJNJ | 78 funds | $3.6B |
Ranked by how many of DFSD'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 DFSD. 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.