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/DFSI/capital-change-brief"
Use Arkolith's capital_change_brief for DFSI. 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 | $50.8M | 1.2M | ▼−0.2% Reduced · −2K sh | Q1 2026 | |
| 2 | MASECO LLP | $41.8M | 988K | ▲+4.3% Added · +41K sh | Q1 2026 | |
| 3 | Quantum Financial Advisors, LLC | $37.5M | 831K | ▼−1.1% Reduced · −9K sh | Q2 2026 | |
| 4 | Pathstone Holdings, LLC | $33.7M | 795K | ▲+9.5% Added · +69K sh | Q1 2026 | |
| 5 | Five Oceans Advisors | $19.2M | 427K | ▲+5.6% Added · +23K sh | Q2 2026 | |
| 6 | EP Wealth Advisors, LLC | $17.6M | 416K | ▲75× Added · +411K sh | Q1 2026 | |
| 7 | Apella Capital, LLC | $13.8M | 304K | ▲+4.8% Added · +14K sh | Q2 2026 | |
| 8 | JANE STREET GROUP, LLC | $11.7M | 275K | ▲+883% Added · +247K sh | Q1 2026 | |
| 9 | Savant Capital, LLC | $11.5M | 271K | ▲+185% Added · +176K sh | Q1 2026 | |
| 10 | Forum Financial Management, LP | $11.2M | 264K | ▼−7.7% Reduced · −22K sh | Q1 2026 | |
| 11 | Elser Financial Planning, Inc | $10.8M | 240K | ▲+2.8% Added · +7K sh | Q2 2026 | |
| 12 | Greenspring Advisors, LLC | $9.0M | 213K | ▲+0.6% Added · +1K sh | Q1 2026 | |
| 13 | Allodium Investment Consultants, LLC | $9.1M | 202K | ▲+4.1% Added · +8K sh | Q2 2026 | |
| 14 | MERCER GLOBAL ADVISORS INC /ADV | $7.8M | 183K | ▲+48% Added · +60K sh | Q1 2026 | |
| 15 | New Capital Management LP | $8.1M | 180K | ▼−0.1% Reduced · −159 sh | Q2 2026 | |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.1M | 157K | ▲+3.1% Added · +5K sh | Q2 2026 | |
| 17 | Pure Financial Advisors, LLC | $6.6M | 156K | ▲+0.8% Added · +1K sh | Q1 2026 | |
| 18 | Wealth Architects, LLC | $6.4M | 152K | ▼−2.1% Reduced · −3K sh | Q1 2026 | |
| 19 | Focus Partners Advisor Solutions, LLC | $5.8M | 136K | ▲+3.7% Added · +5K sh | Q1 2026 | |
| 20 | Beacon Pointe Advisors, LLC | $5.6M | 132K | ▲+10% Added · +12K sh | Q1 2026 | |
| 21 | Corient Private Wealth LLC | $4.2M | 127K | ▲+38% Added · +35K sh | Q1 2026 | |
| 22 | OneDigital Investment Advisors LLC | $4.7M | 112K | ▼−0.5% Reduced · −607 sh | Q1 2026 | |
| 23 | Perigon Wealth Management, LLC | $4.7M | 111K | ▲+1.3% Added · +1K sh | Q1 2026 | |
| 24 | TCI Wealth Advisors, Inc. | $4.6M | 108K | ▼−0.3% Reduced · −370 sh | Q1 2026 | |
| 25 | RAYMOND JAMES FINANCIAL INC | $4.4M | 104K | ▲+21% Added · +18K 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 | 45 funds | $11.8B |
| APPLE INCAAPL | 45 funds | $10.4B |
| NVIDIA CORPNVDA | 45 funds | $7.7B |
| MICROSOFT CORPMSFT | 45 funds | $7.4B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 45 funds | $6.8B |
| VANGUARD S&P 500 ETFVOO | 45 funds | $6.5B |
| VANGUARD VALUE ETFVTV | 45 funds | $6.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 45 funds | $6.0B |
| ALPHABET INC-CL AGOOGL | 45 funds | $4.2B |
| VANGUARD FTSE DEVELOPED ETFVEA | 45 funds | $4.1B |
| JPMORGAN CHASE & COJPM | 45 funds | $3.1B |
| VANGUARD FTSE EMERGING MARKEVWO | 45 funds | $2.7B |
Ranked by how many of DFSI'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 DFSI. 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.