| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HBK Sorce Advisory LLC | $357.4M | 4.4M | ▲+2.8% Added · +121K sh | Q1 2026 | |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $29.3M | 352K | ▲+9.3% Added · +30K sh | Q2 2026 | |
| 3 | Wealthquest Corp | $20.0M | 269K | ▼−35% Reduced · −147K sh | Q1 2026 | |
| 4 | Chicago Partners Investment Group LLC | $7.5M | 95K | ▲+4.0% Added · +4K sh | Q1 2026 | |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.6M | 48K | ▲+83% Added · +22K sh | Q1 2026 | |
| 6 | First Financial Group Corp | $1.5M | 18K | ▲+4.5% Added · +800 sh | Q2 2026 | |
| 7 | CITADEL ADVISORS LLC | $1.3M | 18K | ▼−54% Reduced · −21K sh | Q1 2026 | |
| 8 | CARY STREET PARTNERS FINANCIAL LLC | $839K | 11K | ▼−19% Reduced · −3K sh | Q1 2026 | |
| 9 | BDFS Capital LLC | $839K | 10K | ▲New +10K sh | Q2 2026 | |
| 10 | LPL Financial LLC | $642K | 9K | ▲+7.2% Added · +584 sh | Q1 2026 | |
| 11 | EWA, LLC | $670K | 8K | ▼−25% Reduced · −3K sh | Q2 2026 | |
| 12 | Rockwood Wealth Management, LLC | $328K | 4K | —Held | Q2 2026 | |
| 13 | HighTower Advisors, LLC | $281K | 4K | ▲+0.3% Added · +13 sh | Q1 2026 | |
| 14 | Evanson Financial, LLC | $206K | 3K | ▲New +3K sh | Q2 2026 | |
| 15 | BNP PARIBAS FINANCIAL MARKETS | $145K | 2K | ▲+28% Added · +424 sh | Q1 2026 | |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $127K | 2K | ▲New +2K sh | Q1 2026 | |
| 17 | Signature Resources Capital Management, LLC | $123K | 2K | —Held | Q2 2026 | |
| 18 | CWM, LLC | $80K | 1K | —Held | Q1 2026 | |
| 19 | HARBOUR INVESTMENTS, INC. | $67K | 895 | ▲New +895 sh | Q1 2026 | |
| 20 | Farther Finance Advisors, LLC | $46K | 616 | ▲New +616 sh | Q1 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $41K | 555 | ▲+11% Added · +55 sh | Q1 2026 | |
| 22 | ASSETMARK, INC | $28K | 378 | ▲+541% Added · +319 sh | Q1 2026 | |
| 23 | Crews Bank & Trust | $27K | 325 | —Held | Q2 2026 | |
| 24 | Allworth Financial LP | $10K | 137 | ▲+0.7% Added · +1 sh | Q1 2026 | |
| 25 | PNC FINANCIAL SERVICES GROUP, INC. | $9K | 125 | ▼−72% Reduced · −321 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 | 6 funds | $6.9B |
| NVIDIA CORPNVDA | 6 funds | $5.0B |
| MICROSOFT CORPMSFT | 6 funds | $3.1B |
| AMAZON.COM INCAMZN | 6 funds | $3.0B |
| APPLE INCAAPL | 6 funds | $3.0B |
| ALPHABET INC-CL AGOOGL | 6 funds | $2.4B |
| META PLATFORMS INC-CLASS AMETA | 6 funds | $1.9B |
| MICRON TECHNOLOGY INCMU | 6 funds | $1.8B |
| BROADCOM INCAVGO | 6 funds | $1.7B |
| ISHARES CORE U.S. AGGREGATEAGG | 6 funds | $1.7B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 6 funds | $1.6B |
| SS SPDR DOW JONES INDUS AVGDIA | 6 funds | $1.6B |
Ranked by how many of DFVX's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/DFVX/capital-change-brief"
Use Arkolith's capital_change_brief for DFVX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DFVX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.