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/DFSU/capital-change-brief"
Use Arkolith's capital_change_brief for DFSU. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Quantum Financial Advisors, LLC | $111.0M | 2.4M | ▼−0.9% Reduced · −22K sh | Q2 2026 | |
| 2 | MASECO LLP | $83.3M | 2.0M | ▲+3.6% Added · +71K sh | Q1 2026 | |
| 3 | Focus Partners Wealth | $81.6M | 1.9M | ▲+2.5% Added · +48K sh | Q1 2026 | |
| 4 | Pathstone Holdings, LLC | $50.6M | 1.2M | ▲+20% Added · +204K sh | Q1 2026 | |
| 5 | EP Wealth Advisors, LLC | $28.9M | 704K | ▲99× Added · +697K sh | Q1 2026 | |
| 6 | Five Oceans Advisors | $22.8M | 490K | ▲+4.8% Added · +23K sh | Q2 2026 | |
| 7 | Savant Capital, LLC | $18.8M | 457K | ▲+532% Added · +385K sh | Q1 2026 | |
| 8 | Forum Financial Management, LP | $18.5M | 450K | ▲+2.3% Added · +10K sh | Q1 2026 | |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $19.7M | 416K | ▼−3.3% Reduced · −14K sh | Q2 2026 | |
| 10 | Apella Capital, LLC | $19.3M | 409K | ▲+3.5% Added · +14K sh | Q2 2026 | |
| 11 | Pure Financial Advisors, LLC | $16.8M | 409K | ▲+1.2% Added · +5K sh | Q1 2026 | |
| 12 | Focus Partners Advisor Solutions, LLC | $16.6M | 405K | ▲+1.5% Added · +6K sh | Q1 2026 | |
| 13 | MERCER GLOBAL ADVISORS INC /ADV | $15.7M | 383K | ▲+32% Added · +93K sh | Q1 2026 | |
| 14 | Beacon Pointe Advisors, LLC | $13.8M | 337K | ▲+17% Added · +49K sh | Q1 2026 | |
| 15 | TCI Wealth Advisors, Inc. | $11.1M | 271K | ▲+5.5% Added · +14K sh | Q1 2026 | |
| 16 | Wealth Architects, LLC | $11.0M | 267K | ▼−0.9% Reduced · −2K sh | Q1 2026 | |
| 17 | New Capital Management LP | $11.6M | 248K | ▲+0.2% Added · +422 sh | Q2 2026 | |
| 18 | Elser Financial Planning, Inc | $11.3M | 243K | ▲+7.5% Added · +17K sh | Q2 2026 | |
| 19 | OneDigital Investment Advisors LLC | $9.4M | 229K | ▲+6.1% Added · +13K sh | Q1 2026 | |
| 20 | Corient Private Wealth LLC | $7.3M | 214K | ▲+27% Added · +45K sh | Q1 2026 | |
| 21 | NWAM LLC | $8.6M | 209K | ▲+1.5% Added · +3K sh | Q1 2026 | |
| 22 | Cardinal Point Capital Management ULC | $8.5M | 183K | ▼−0.1% Reduced · −250 sh | Q2 2026 | |
| 23 | LPL Financial LLC | $6.9M | 168K | ▲+14% Added · +21K sh | Q1 2026 | |
| 24 | Sequoia Financial Advisors, LLC | $6.2M | 151K | ▲~0% Added · +65 sh | Q1 2026 | |
| 25 | ELEVATION WEALTH PARTNERS, LLC | $6.7M | 143K | ▼−0.5% Reduced · −677 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 |
|---|---|---|
| APPLE INCAAPL | 48 funds | $11.9B |
| MICROSOFT CORPMSFT | 48 funds | $9.3B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 48 funds | $9.2B |
| NVIDIA CORPNVDA | 48 funds | $8.9B |
| ALPHABET INC-CL AGOOGL | 48 funds | $5.4B |
| VANGUARD FTSE DEVELOPED ETFVEA | 48 funds | $4.4B |
| EXXON MOBIL CORPXOM | 48 funds | $2.3B |
| WALMART INCWMT | 48 funds | $2.0B |
| BANK OF AMERICA CORPBAC | 48 funds | $797.1M |
| ISHARES CORE S&P 500 ETFIVV | 47 funds | $12.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 47 funds | $8.1B |
| VANGUARD S&P 500 ETFVOO | 47 funds | $7.4B |
Ranked by how many of DFSU'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 DFSU. 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.