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/DFSE/capital-change-brief"
Use Arkolith's capital_change_brief for DFSE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MASECO LLP | $24.9M | 588K | ▲+2.6% Added · +15K sh | Q1 2026 | |
| 2 | Pathstone Holdings, LLC | $24.2M | 570K | ▲+11% Added · +55K sh | Q1 2026 | |
| 3 | Focus Partners Wealth | $23.8M | 537K | ▲+0.7% Added · +4K sh | Q1 2026 | |
| 4 | Quantum Financial Advisors, LLC | $25.8M | 529K | ▼−3.2% Reduced · −18K sh | Q2 2026 | |
| 5 | Five Oceans Advisors | $21.6M | 442K | ▲+0.9% Added · +4K sh | Q2 2026 | |
| 6 | Forum Financial Management, LP | $15.9M | 375K | ▼−5.2% Reduced · −21K sh | Q1 2026 | |
| 7 | EP Wealth Advisors, LLC | $13.0M | 307K | ▲28× Added · +296K sh | Q1 2026 | |
| 8 | Savant Capital, LLC | $9.1M | 215K | ▲+56% Added · +77K sh | Q1 2026 | |
| 9 | Wealth Architects, LLC | $6.6M | 156K | ▼−1.0% Reduced · −2K sh | Q1 2026 | |
| 10 | Greenspring Advisors, LLC | $6.4M | 150K | ▲+0.4% Added · +603 sh | Q1 2026 | |
| 11 | Elser Financial Planning, Inc | $6.2M | 126K | ▼−0.4% Reduced · −465 sh | Q2 2026 | |
| 12 | Pure Financial Advisors, LLC | $4.6M | 108K | ▼−1.1% Reduced · −1K sh | Q1 2026 | |
| 13 | Apella Capital, LLC | $4.9M | 103K | ▲+7.8% Added · +7K sh | Q2 2026 | |
| 14 | JANE STREET GROUP, LLC | $3.7M | 86K | ▲+272% Added · +63K sh | Q1 2026 | |
| 15 | TCI Wealth Advisors, Inc. | $3.6M | 85K | ▼~0% Reduced · −42 sh | Q1 2026 | |
| 16 | Allodium Investment Consultants, LLC | $3.8M | 77K | ▼−0.4% Reduced · −342 sh | Q2 2026 | |
| 17 | MERCER GLOBAL ADVISORS INC /ADV | $3.1M | 72K | ▲+37% Added · +19K sh | Q1 2026 | |
| 18 | New Capital Management LP | $3.3M | 68K | ▼−0.6% Reduced · −443 sh | Q2 2026 | |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.2M | 67K | ▼−8.9% Reduced · −6K sh | Q2 2026 | |
| 20 | Asset Dedication, LLC | $2.8M | 66K | ▼−23% Reduced · −20K sh | Q1 2026 | |
| 21 | OneDigital Investment Advisors LLC | $2.7M | 65K | ▲+1.9% Added · +1K sh | Q1 2026 | |
| 22 | Perigon Wealth Management, LLC | $2.5M | 60K | ▲+13% Added · +7K sh | Q1 2026 | |
| 23 | Focus Partners Advisor Solutions, LLC | $2.3M | 55K | ▲+1.5% Added · +794 sh | Q1 2026 | |
| 24 | Corient Private Wealth LLC | $1.9M | 54K | ▲+23% Added · +10K sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $2.1M | 50K | ▲New +50K 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 | 42 funds | $9.3B |
| APPLE INCAAPL | 42 funds | $9.0B |
| NVIDIA CORPNVDA | 42 funds | $6.7B |
| MICROSOFT CORPMSFT | 42 funds | $6.2B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 42 funds | $6.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 42 funds | $5.3B |
| VANGUARD S&P 500 ETFVOO | 42 funds | $4.9B |
| VANGUARD VALUE ETFVTV | 42 funds | $4.6B |
| ALPHABET INC-CL AGOOGL | 42 funds | $3.6B |
| VANGUARD FTSE DEVELOPED ETFVEA | 42 funds | $3.2B |
| JPMORGAN CHASE & COJPM | 42 funds | $2.7B |
| VANGUARD FTSE EMERGING MARKEVWO | 42 funds | $2.3B |
Ranked by how many of DFSE'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 DFSE. 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.