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/DFUS/capital-change-brief"
Use Arkolith's capital_change_brief for DFUS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PRUDENTIAL FINANCIAL INC | $3.1B | 44.1M | ▼−0.9% Reduced · −398K sh | Q1 2026 | |
| 2 | Focus Partners Wealth | $664.2M | 9.3M | ▲+0.8% Added · +79K sh | Q1 2026 | |
| 3 | MASECO LLP | $530.9M | 7.5M | ▲+0.3% Added · +26K sh | Q1 2026 | |
| 4 | Root Financial Partners, LLC | $434.4M | 6.1M | ▲+15% Added · +805K sh | Q1 2026 | |
| 5 | Index Fund Advisors, Inc. | $351.2M | 5.0M | ▼~0% Reduced · −507 sh | Q1 2026 | |
| 6 | Vise Technologies, Inc. | $351.7M | 4.7M | —Held | Q1 2026 | |
| 7 | Plancorp, LLC | $330.1M | 4.5M | ▼−1.0% Reduced · −47K sh | Q1 2026 | |
| 8 | SAX WEALTH ADVISORS, LLC | $301.4M | 4.3M | ▲+9.9% Added · +384K sh | Q2 2026 | |
| 9 | LPL Financial LLC | $259.7M | 3.7M | ▲+1.7% Added · +61K sh | Q1 2026 | |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | $240.7M | 3.4M | ▲+20% Added · +569K sh | Q1 2026 | |
| 11 | Creative Planning | $238.0M | 3.4M | ▼−2.0% Reduced · −69K sh | Q1 2026 | |
| 12 | TCI Wealth Advisors, Inc. | $235.5M | 3.3M | ▲+4.8% Added · +153K sh | Q1 2026 | |
| 13 | Mariner, LLC | $212.3M | 3.0M | ▲+10% Added · +283K sh | Q1 2026 | |
| 14 | Great Waters Wealth Management | $240.5M | 2.9M | ▲+4.1% Added · +117K sh | Q2 2026 | |
| 15 | Focus Partners Advisor Solutions, LLC | $179.8M | 2.5M | ▲+8.8% Added · +204K sh | Q1 2026 | |
| 16 | Zhang Financial LLC | $179.7M | 2.5M | ▲+4.8% Added · +116K sh | Q1 2026 | |
| 17 | Apella Capital, LLC | $179.9M | 2.2M | ▲+0.9% Added · +19K sh | Q2 2026 | |
| 18 | Smartleaf Asset Management LLC | $128.5M | 1.9M | ▲+21% Added · +328K sh | Q1 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $119.9M | 1.7M | ▲+38% Added · +468K sh | Q1 2026 | |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $117.2M | 1.7M | ▲+26% Added · +344K sh | Q1 2026 | |
| 21 | Corient Private Wealth LLC | $117.1M | 1.7M | ▼−3.2% Reduced · −55K sh | Q1 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $111.3M | 1.6M | ▲+1.0% Added · +16K sh | Q1 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $98.9M | 1.4M | ▲+6.3% Added · +82K sh | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $98.0M | 1.4M | ▲+7.3% Added · +94K sh | Q1 2026 | |
| 25 | JFS WEALTH ADVISORS, LLC | $96.3M | 1.4M | ▼−2.5% Reduced · −35K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 189 funds | $30.7B |
| MICROSOFT CORPMSFT | 189 funds | $28.0B |
| VANGUARD FTSE DEVELOPED ETFVEA | 189 funds | $15.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 188 funds | $25.3B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 188 funds | $21.7B |
| ALPHABET INC-CL AGOOGL | 188 funds | $17.7B |
| JPMORGAN CHASE & COJPM | 188 funds | $12.6B |
| EXXON MOBIL CORPXOM | 188 funds | $8.2B |
| JOHNSON & JOHNSONJNJ | 188 funds | $7.5B |
| ELI LILLY & COLLY | 188 funds | $7.3B |
| CHEVRON CORPCVX | 188 funds | $5.3B |
| APPLE INCAAPL | 187 funds | $37.5B |
Ranked by how many of DFUS'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 DFUS. 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.