| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Hamilton Capital, LLC | $634.3M | 7.22M | Added | Q1 2026 |
| 2 | Private Advisor Group, LLC | $123.6M | 1.41M | Reduced | Q1 2026 |
| 3 | Larson Financial Group LLC | $106.8M | 1.22M | Added | Q1 2026 |
| 4 | Steward Partners Investment Advisory, LLC | $100.9M | 1.15M | Added | Q1 2026 |
| 5 | Rockefeller Capital Management L.P. | $99.7M | 1.11M | New | Q4 2025 |
| 6 | Prime Capital Investment Advisors, LLC | $94.8M | 1.08M | Reduced | Q1 2026 |
| 7 | WADDELL & ASSOCIATES, LLC | $90.2M | 1.03M | Added | Q1 2026 |
| 8 | Stratos Investment Management, LLC | $82.6M | 940.6K | Added | Q1 2026 |
| 9 | Kestra Advisory Services, LLC | $67.7M | 770.4K | Added | Q1 2026 |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $63.1M | 716.8K | Reduced | Q1 2026 |
| 11 | Equitable Holdings, Inc. | $55.0M | 614.7K | Reduced | Q1 2026 |
| 12 | Lido Advisors, LLC | $53.3M | 606.4K | Reduced | Q1 2026 |
| 13 | HighPoint Advisor Group LLC | $49.9M | 568.2K | Added | Q1 2026 |
| 14 | CWM, LLC | $46.3M | 527.3K | Reduced | Q1 2026 |
| 15 | One Capital Management, LLC | $43.8M | 498.7K | New | Q1 2026 |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | $36.1M | 411.0K | Reduced | Q1 2026 |
| 17 | IFP Advisors, Inc | $35.7M | 406.7K | New | Q1 2026 |
| 18 | Savant Capital, LLC | $34.3M | 390.4K | Reduced | Q1 2026 |
| 19 | NewEdge Wealth, LLC | $32.2M | 366.7K | Reduced | Q1 2026 |
| 20 | PINNACLE ASSOCIATES LTD | $28.0M | 318.4K | Added | Q1 2026 |
| 21 | Modern Wealth Management, LLC | $27.7M | 309.6K | New | Q4 2025 |
| 22 | MML INVESTORS SERVICES, LLC | $24.8M | 282.7K | Reduced | Q1 2026 |
| 23 | HB Wealth Management, LLC | $23.2M | 263.8K | Reduced | Q1 2026 |
| 24 | TUDOR INVESTMENT CORP ET AL | $20.9M | 237.6K | Added | Q1 2026 |
| 25 | D.A. DAVIDSON & CO. | $20.4M | 232.6K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia Corp ComNVDA | 193 funds | $33.7B |
| Jpmorgan Chase & Co - USJPM | 193 funds | $14.3B |
| LPHABET INCGOOG | 193 funds | $13.9B |
| Meta Platforms, Inc.META | 193 funds | $12.1B |
| Microsoft Corp - USMSFT | 192 funds | $30.4B |
| Broadcom LtdAVGO | 192 funds | $13.2B |
| Visa Inc.V | 192 funds | $7.7B |
| Mastercard Inc.MA | 192 funds | $4.7B |
| Cisco Systems Inc/Delaware - USCSCO | 192 funds | $3.9B |
| Apple Inc - USAAPL | 191 funds | $41.8B |
| TATE STR SPDR S&P 500 ETF TSPY | 191 funds | $26.8B |
| Amazon.com IncAMZN | 191 funds | $21.0B |
Ranked by how many of DGRW'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DGRW. 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.