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/DFSV/capital-change-brief"
Use Arkolith's capital_change_brief for DFSV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Savant Capital, LLC | $661.5M | 18.9M | ▲+17% Added · +2.8M sh | Q1 2026 | |
| 2 | Corient Private Wealth LLC | $257.0M | 7.3M | ▲+0.5% Added · +40K sh | Q1 2026 | |
| 3 | MATHER GROUP, LLC. | $230.1M | 6.6M | ▼−0.7% Reduced · −48K sh | Q1 2026 | |
| 4 | JMG Financial Group, Ltd. | $216.9M | 6.2M | ▲+6.2% Added · +359K sh | Q1 2026 | |
| 5 | Focus Partners Wealth | $157.7M | 4.5M | ▲+4.4% Added · +190K sh | Q1 2026 | |
| 6 | Cerity Partners LLC | $150.9M | 4.3M | ▲+13% Added · +501K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | $136.3M | 3.9M | ▲+61% Added · +1.5M sh | Q1 2026 | |
| 8 | RITHOLTZ WEALTH MANAGEMENT | $135.2M | 3.9M | ▲+6.6% Added · +239K sh | Q1 2026 | |
| 9 | EXENCIAL WEALTH ADVISORS, LLC | $98.0M | 2.8M | ▲+35% Added · +731K sh | Q1 2026 | |
| 10 | Modera Wealth Management, LLC | $96.8M | 2.8M | ▲+3.9% Added · +103K sh | Q1 2026 | |
| 11 | Index Fund Advisors, Inc. | $96.8M | 2.8M | ▲+8.0% Added · +205K sh | Q1 2026 | |
| 12 | Pathstone Holdings, LLC | $96.5M | 2.8M | ▼−0.8% Reduced · −24K sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $80.2M | 2.3M | ▲+10% Added · +215K sh | Q1 2026 | |
| 14 | COLDSTREAM CAPITAL MANAGEMENT INC | $78.1M | 2.2M | ▲+1.6% Added · +36K sh | Q1 2026 | |
| 15 | Creative Planning | $77.5M | 2.2M | ▲+6.0% Added · +125K sh | Q1 2026 | |
| 16 | LPL Financial LLC | $77.5M | 2.2M | ▲+4.9% Added · +103K sh | Q1 2026 | |
| 17 | Arista Wealth Management, LLC | $83.5M | 2.2M | ▲+2.3% Added · +48K sh | Q2 2026 | |
| 18 | Focus Partners Advisor Solutions, LLC | $73.9M | 2.1M | ▲+9.2% Added · +178K sh | Q1 2026 | |
| 19 | RAYMOND JAMES FINANCIAL INC | $68.1M | 1.9M | ▲+4.6% Added · +86K sh | Q1 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $55.1M | 1.6M | ▲+0.1% Added · +2K sh | Q1 2026 | |
| 21 | Vestmark Advisory Solutions, Inc. | $52.1M | 1.5M | ▲+3.7% Added · +53K sh | Q1 2026 | |
| 22 | EP Wealth Advisors, LLC | $49.8M | 1.4M | ▼−7.7% Reduced · −118K sh | Q1 2026 | |
| 23 | Truepoint, Inc. | $47.0M | 1.3M | ▲+0.3% Added · +4K sh | Q1 2026 | |
| 24 | DiNuzzo Private Wealth, Inc. | $50.5M | 1.3M | ▼−3.5% Reduced · −47K sh | Q2 2026 | |
| 25 | Evanson Financial, LLC | $45.0M | 1.2M | ▲New +1.2M 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 104 funds | $18.8B |
| TESLA INCTSLA | 104 funds | $4.5B |
| CHEVRON CORPCVX | 104 funds | $3.7B |
| APPLE INCAAPL | 103 funds | $25.0B |
| NVIDIA CORPNVDA | 103 funds | $23.0B |
| ISHARES CORE S&P 500 ETFIVV | 103 funds | $23.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 103 funds | $13.4B |
| VANGUARD S&P 500 ETFVOO | 103 funds | $12.8B |
| ALPHABET INC-CL AGOOGL | 103 funds | $12.1B |
| VANGUARD VALUE ETFVTV | 103 funds | $8.3B |
| JPMORGAN CHASE & COJPM | 103 funds | $8.3B |
| META PLATFORMS INC-CLASS AMETA | 103 funds | $7.6B |
Ranked by how many of DFSV'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 DFSV. 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.