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/DHF/capital-change-brief"
Use Arkolith's capital_change_brief for DHF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Pathstone Holdings, LLC | $21.6M | 8.8M | ▲+24% Added · +1.7M sh | Q1 2026 | |
| 2 | Hennion & Walsh Asset Management, Inc. | $4.5M | 1.9M | ▲+17% Added · +275K sh | Q2 2026 | |
| 3 | MORGAN STANLEY | $4.5M | 1.8M | ▲+8.3% Added · +140K sh | Q1 2026 | |
| 4 | Advisors Asset Management, Inc. | $2.7M | 1.1M | ▼−3.5% Reduced · −40K sh | Q1 2026 | |
| 5 | 1607 Capital Partners, LLC | $2.6M | 1.1M | ▲+32% Added · +259K sh | Q1 2026 | |
| 6 | Allspring Global Investments Holdings, LLC | $2.4M | 984K | —Held | Q1 2026 | |
| 7 | LPL Financial LLC | $1.4M | 576K | ▲+0.3% Added · +2K sh | Q1 2026 | |
| 8 | Fiera Capital Corp | $1.2M | 478K | ▼−3.4% Reduced · −17K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 472K | ▼−23% Reduced · −139K sh | Q1 2026 | |
| 10 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $895K | 367K | ▲+14% Added · +46K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $281K | 115K | ▼−49% Reduced · −109K sh | Q1 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $252K | 103K | ▲+0.6% Added · +567 sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $248K | 102K | ▼−0.2% Reduced · −196 sh | Q1 2026 | |
| 14 | Almitas Capital LLC | $193K | 79K | ▲New +79K sh | Q1 2026 | |
| 15 | INTEGRATED CAPITAL MANAGEMENT, INC. | $189K | 78K | ▼−7.7% Reduced · −7K sh | Q2 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $186K | 76K | ▲+31% Added · +18K sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $155K | 63K | ▼−1.9% Reduced · −1K sh | Q1 2026 | |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $152K | 62K | ▼−2.2% Reduced · −1K sh | Q1 2026 | |
| 19 | UBS Group AG | $123K | 51K | ▲+6.3% Added · +3K sh | Q1 2026 | |
| 20 | Shulman DeMeo Asset Management LLC | $107K | 44K | ▼−2.1% Reduced · −950 sh | Q2 2026 | |
| 21 | BOOTHBAY FUND MANAGEMENT, LLC | $103K | 42K | ▲+32% Added · +10K sh | Q1 2026 | |
| 22 | NewEdge Advisors, LLC | $97K | 40K | ▼−36% Reduced · −22K sh | Q1 2026 | |
| 23 | Baird Financial Group, Inc. | $93K | 38K | —Held | Q1 2026 | |
| 24 | MML INVESTORS SERVICES, LLC | $91K | 37K | ▼−17% Reduced · −8K sh | Q1 2026 | |
| 25 | HighTower Advisors, LLC | $87K | 36K | ▼−13% Reduced · −6K 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 |
|---|---|---|
| APPLE INCAAPL | 18 funds | $6.6B |
| MICROSOFT CORPMSFT | 18 funds | $6.5B |
| ALPHABET INC-CL AGOOGL | 17 funds | $5.4B |
| AMAZON.COM INCAMZN | 17 funds | $5.1B |
| BROADCOM INCAVGO | 17 funds | $3.4B |
| META PLATFORMS INC-CLASS AMETA | 17 funds | $3.1B |
| JPMORGAN CHASE & COJPM | 17 funds | $2.2B |
| MASTERCARD INC - AMA | 17 funds | $2.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 17 funds | $1.8B |
| JOHNSON & JOHNSONJNJ | 17 funds | $1.8B |
| COSTCO WHOLESALE CORPCOST | 17 funds | $1.3B |
| VISA INC-CLASS A SHARESV | 17 funds | $1.3B |
Ranked by how many of DHF's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DHF. 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.