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/DFUV/capital-change-brief"
Use Arkolith's capital_change_brief for DFUV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | $2.1B | 42.3M | ▲+6.2% Added · +2.5M sh | Q1 2026 | |
| 2 | Savant Capital, LLC | $746.2M | 15.4M | ▼−2.4% Reduced · −380K sh | Q1 2026 | |
| 3 | Focus Partners Wealth | $712.2M | 14.7M | ▼−0.5% Reduced · −73K sh | Q1 2026 | |
| 4 | Corient Private Wealth LLC | $471.8M | 9.7M | ▼−2.2% Reduced · −215K sh | Q1 2026 | |
| 5 | Index Fund Advisors, Inc. | $278.1M | 5.7M | ▲+0.1% Added · +5K sh | Q1 2026 | |
| 6 | Plancorp, LLC | $277.6M | 5.6M | ▼−2.8% Reduced · −161K sh | Q1 2026 | |
| 7 | NORTHERN TRUST CORP | $268.7M | 5.5M | ▼−5.8% Reduced · −341K sh | Q1 2026 | |
| 8 | Creative Planning | $240.0M | 5.0M | ▼−1.7% Reduced · −87K sh | Q1 2026 | |
| 9 | Focus Partners Advisor Solutions, LLC | $239.9M | 4.9M | ▲+6.8% Added · +314K sh | Q1 2026 | |
| 10 | HighTower Advisors, LLC | $216.5M | 4.5M | ▼−1.4% Reduced · −64K sh | Q1 2026 | |
| 11 | TCI Wealth Advisors, Inc. | $167.9M | 3.5M | ▲+4.3% Added · +145K sh | Q1 2026 | |
| 12 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $184.6M | 3.4M | ▲+5.0% Added · +161K sh | Q2 2026 | |
| 13 | Cerity Partners LLC | $122.7M | 2.5M | ▲+2.3% Added · +56K sh | Q1 2026 | |
| 14 | Modera Wealth Management, LLC | $105.6M | 2.2M | ▼−0.7% Reduced · −15K sh | Q1 2026 | |
| 15 | MASECO LLP | $97.9M | 2.0M | ▼−0.6% Reduced · −11K sh | Q1 2026 | |
| 16 | Truepoint, Inc. | $94.2M | 1.9M | ▼−1.2% Reduced · −23K sh | Q1 2026 | |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $102.0M | 1.9M | ▲+2.6% Added · +47K sh | Q2 2026 | |
| 18 | Trust Co of the South | $94.8M | 1.7M | ▼−0.3% Reduced · −5K sh | Q2 2026 | |
| 19 | RAYMOND JAMES FINANCIAL INC | $66.6M | 1.4M | ▲+0.6% Added · +8K sh | Q1 2026 | |
| 20 | Beacon Pointe Advisors, LLC | $66.6M | 1.4M | ▲+4.1% Added · +54K sh | Q1 2026 | |
| 21 | LPL Financial LLC | $66.2M | 1.4M | ▲+0.8% Added · +11K sh | Q1 2026 | |
| 22 | Evanson Asset Management, LLC | $64.9M | 1.3M | ▲+0.4% Added · +5K sh | Q1 2026 | |
| 23 | Evanson Financial, LLC | $72.5M | 1.3M | ▲New +1.3M sh | Q2 2026 | |
| 24 | CHOREO, LLC | $62.0M | 1.3M | ▼−1.7% Reduced · −22K sh | Q1 2026 | |
| 25 | Foster Group, Inc. | $69.5M | 1.3M | ▼−0.8% Reduced · −11K 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 | 197 funds | $30.2B |
| JPMORGAN CHASE & COJPM | 197 funds | $13.6B |
| APPLE INCAAPL | 196 funds | $40.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 196 funds | $25.3B |
| ALPHABET INC-CL CGOOG | 196 funds | $13.7B |
| JOHNSON & JOHNSONJNJ | 196 funds | $7.7B |
| CHEVRON CORPCVX | 196 funds | $5.8B |
| ISHARES CORE S&P 500 ETFIVV | 195 funds | $34.8B |
| NVIDIA CORPNVDA | 195 funds | $33.1B |
| AMAZON.COM INCAMZN | 195 funds | $20.9B |
| ALPHABET INC-CL AGOOGL | 195 funds | $19.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 195 funds | $18.1B |
Ranked by how many of DFUV'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 DFUV. 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.