Among active 13F managers last quarter, 5 opened and 15 added, while 14 reduced; the largest holder to move was Stonebridge Financial Group, LLC (+2.9%).
115 tracked 13F filers disclose a position in DGRS as of the latest SEC 13F filings, a combined $193.2M in reported value. 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 559K | $29.6M | ▲+2.1% Added · +12K sh | Q1 2026 | |
| 2 | Morgan Stanley | 521K | $27.6M | ▲+17% Added · +75K sh | Q1 2026 | |
| 3 | Stonebridge Financial Group, LLC | 290K | $17.2M | ▲+2.9% Added · +8K sh | Q2 2026 | |
| 4 | Raymond James Financial Inc | 227K | $12.0M | ▼−46% Reduced · −191K sh | Q1 2026 | |
| 5 | Bank Of America Corp | 181K | $9.6M | ▼−3.0% Reduced · −6K sh | Q1 2026 | |
| 6 | United Advisor Group, LLC | 128K | $7.6M | ▲+2.4% Added · +3K sh | Q2 2026 | |
| 7 | UBS Group AG | 106K | $5.6M | ▲+6.4% Added · +6K sh | Q1 2026 | |
| 8 | Commonwealth Equity Services, LLC | 105K | $5.6M | ▲+3.6% Added · +4K sh | Q1 2026 | |
| 9 | Modern Wealth Management, LLC | 97K | $5.8M | ▲+3.6% Added · +3K sh | Q2 2026 | |
| 10 | Linscomb Wealth, Inc. | 96K | $5.7M | ▼−4.5% Reduced · −4K sh | Q2 2026 | |
| 11 | Royal Bank Of Canada | 90K | $4.8M | ▼−3.2% Reduced · −3K sh | Q1 2026 | |
| 12 | Columbia Advisory Partners LLC | 79K | $4.7M | ▲+1.0% Added · +801 sh | Q2 2026 | |
| 13 | Bank Of Nova Scotia | 63K | $3.8M | ▼−25% Reduced · −21K sh | Q2 2026 | |
| 14 | Philip James Wealth Mangement, LLC | 53K | $3.1M | ▼−4.4% Reduced · −2K sh | Q2 2026 | |
| 15 | CWM, LLC | 48K | $2.6M | ▼−4.3% Reduced · −2K sh | Q1 2026 | |
| 16 | Stratos Wealth Partners, LTD. | 45K | $2.7M | ▼−4.0% Reduced · −2K sh | Q2 2026 | |
| 17 | Dickmeyer Boyce Financial Management, Inc. | 43K | $2.6M | ▲+2.1% Added · +890 sh | Q2 2026 | |
| 18 | Strategic Financial Concepts, LLC | 40K | $2.4M | ▲+8.8% Added · +3K sh | Q2 2026 | |
| 19 | Vestmark Advisory Solutions, Inc. | 36K | $2.1M | —Held | Q2 2026 | |
| 20 | Certuity, LLC | 36K | $2.1M | ▼~0% Reduced · −5 sh | Q2 2026 | |
| 21 | Private Advisor Group, LLC | 32K | $1.9M | ▲+9.4% Added · +3K sh | Q2 2026 | |
| 22 | LifeWealth Investments, LLC | 32K | $1.9M | ▲+12% Added · +4K sh | Q2 2026 | |
| 23 | Everstar Asset Management, LLC | 30K | $1.8M | ▲+16% Added · +4K sh | Q2 2026 | |
| 24 | Two Sigma Investments, LP | 29K | $1.5M | ▲New +29K sh | Q1 2026 | |
| 25 | Envestnet Asset Management Inc | 29K | $1.5M | ▲+11% Added · +3K 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.
Last quarter, 5 funds opened a new position in DGRS and 15 added to an existing one, while 14 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 50 funds | $42.8B |
| Apple IncAAPL | 50 funds | $34.7B |
| Amazon.com IncAMZN | 50 funds | $21.3B |
| Microsoft CorpMSFT | 49 funds | $27.7B |
| Alphabet Inc-CL AGOOGL | 48 funds | $17.0B |
| Tesla IncTSLA | 48 funds | $9.8B |
| Costco Wholesale CorpCOST | 48 funds | $4.7B |
| Ishares Core S&P 500 ETFIVV | 47 funds | $15.8B |
| Broadcom IncAVGO | 47 funds | $15.3B |
| Meta Platforms Inc-Class AMETA | 47 funds | $9.2B |
| Berkshire Hathaway Inc-CL BBRK/B | 47 funds | $6.4B |
| Johnson & JohnsonJNJ | 47 funds | $5.9B |
Ranked by how many of DGRS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DGRS.
| Class | 13F holders | Value held |
|---|---|---|
| DGRWmc | 719 funds | $11.8B |
| IHDGmc | 224 funds | $1.6B |
| XSOEmc | 221 funds | $1.1B |
| HEDJcs | 212 funds | $732.6M |
| AGGYmc | 159 funds | $720.9M |
| DDWMmc | 133 funds | $1.2B |
| IQDGmc | 133 funds | $539.3M |
| DGRSthis pagemc | 115 funds | $193.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for DGRS
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/DGRS/capital-change-brief"
Use Arkolith's capital_change_brief for DGRS. 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 DGRS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.