107 tracked 13F filers disclose a position in DGRS as of the latest SEC 13F filings, a combined $201.6M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $29.6M | 559K | ▲+2.1% Added · +12K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $27.6M | 521K | ▲+17% Added · +75K sh | Q1 2026 | |
| 3 | Stonebridge Financial Group, LLC | $17.2M | 290K | ▲+2.9% Added · +8K sh | Q2 2026 | |
| 4 | Lido Advisors, LLC | $12.5M | 236K | ▼−6.3% Reduced · −16K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $12.0M | 227K | ▼−46% Reduced · −191K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $9.6M | 181K | ▼−3.0% Reduced · −6K sh | Q1 2026 | |
| 7 | United Advisor Group, LLC | $7.6M | 128K | ▲+2.4% Added · +3K sh | Q2 2026 | |
| 8 | UBS Group AG | $5.6M | 106K | ▲+6.4% Added · +6K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $5.6M | 105K | ▲+3.6% Added · +4K sh | Q1 2026 | |
| 10 | Linscomb Wealth, Inc. | $5.7M | 96K | ▼−4.5% Reduced · −4K sh | Q2 2026 | |
| 11 | Modern Wealth Management, LLC | $5.0M | 94K | ▲+23% Added · +18K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $4.8M | 90K | ▼−3.2% Reduced · −3K sh | Q1 2026 | |
| 13 | BANK OF NOVA SCOTIA | $4.5M | 84K | ▲New +84K sh | Q1 2026 | |
| 14 | COLUMBIA ADVISORY PARTNERS LLC | $4.7M | 79K | ▲+1.0% Added · +801 sh | Q2 2026 | |
| 15 | Philip James Wealth Mangement, LLC | $3.1M | 53K | ▼−4.4% Reduced · −2K sh | Q2 2026 | |
| 16 | CWM, LLC | $2.6M | 48K | ▼−4.3% Reduced · −2K sh | Q1 2026 | |
| 17 | Stratos Wealth Partners, LTD. | $2.5M | 47K | ▼−11% Reduced · −6K sh | Q1 2026 | |
| 18 | Dickmeyer Boyce Financial Management, Inc. | $2.6M | 43K | ▲+2.1% Added · +890 sh | Q2 2026 | |
| 19 | Strategic Financial Concepts, LLC | $2.4M | 40K | ▲+8.8% Added · +3K sh | Q2 2026 | |
| 20 | Vestmark Advisory Solutions, Inc. | $1.9M | 36K | ▲+6.2% Added · +2K sh | Q1 2026 | |
| 21 | CERTUITY, LLC | $2.1M | 36K | ▼~0% Reduced · −5 sh | Q2 2026 | |
| 22 | Private Advisor Group, LLC | $1.9M | 32K | ▲+9.4% Added · +3K sh | Q2 2026 | |
| 23 | LifeWealth Investments, LLC | $1.9M | 32K | ▲+12% Added · +4K sh | Q2 2026 | |
| 24 | Everstar Asset Management, LLC | $1.8M | 30K | ▲+16% Added · +4K sh | Q2 2026 | |
| 25 | TWO SIGMA INVESTMENTS, LP | $1.5M | 29K | ▲New +29K 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 16 added to an existing one, while 11 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 43 funds | $31.9B |
| NVIDIA CORPNVDA | 42 funds | $40.1B |
| AMAZON.COM INCAMZN | 42 funds | $18.4B |
| MICROSOFT CORPMSFT | 41 funds | $26.2B |
| ALPHABET INC-CL AGOOGL | 41 funds | $15.7B |
| TESLA INCTSLA | 40 funds | $9.2B |
| VISA INC-CLASS A SHARESV | 40 funds | $4.9B |
| COSTCO WHOLESALE CORPCOST | 40 funds | $4.2B |
| ISHARES CORE S&P 500 ETFIVV | 40 funds | $2.2B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 40 funds | $2.0B |
| VANGUARD DIVIDEND APPREC ETFVIG | 40 funds | $313.5M |
| BROADCOM INCAVGO | 39 funds | $14.0B |
Ranked by how many of DGRS's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| DGRWmc | 592 funds | $11.2B |
| IHDGmc | 197 funds | $1.5B |
| XSOEmc | 187 funds | $958.5M |
| HEDJcs | 183 funds | $712.5M |
| AGGYmc | 137 funds | $673.3M |
| IQDGmc | 115 funds | $524.9M |
| DDWMmc | 114 funds | $1.1B |
| DGRSthis pagemc | 107 funds | $201.6M |
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 stock 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 + Form 4 insider transactions + 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.