| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | $113.0M | 6.3M | ▼−5.9% Reduced · −390K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $41.8M | 2.3M | ▲+5.8% Added · +128K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $22.3M | 1.2M | ▲+34% Added · +310K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $16.1M | 889K | ▼−3.5% Reduced · −32K sh | Q1 2026 | |
| 5 | Pine Valley Investments Ltd Liability Co | $14.9M | 823K | ▼−43% Reduced · −624K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $14.4M | 795K | ▲+31% Added · +190K sh | Q1 2026 | |
| 7 | UBS Group AG | $11.7M | 647K | ▲+7.5% Added · +45K sh | Q1 2026 | |
| 8 | CITADEL ADVISORS LLC | $10.4M | 576K | ▲New +576K sh | Q1 2026 | |
| 9 | Hobart Private Capital, LLC | $4.4M | 240K | ▼−37% Reduced · −141K sh | Q2 2026 | |
| 10 | ROYAL BANK OF CANADA | $4.3M | 235K | ▲+14% Added · +29K sh | Q1 2026 | |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.5M | 192K | ▲New +192K sh | Q1 2026 | |
| 12 | Private Advisor Group, LLC | $1.6M | 89K | ▼−3.5% Reduced · −3K sh | Q1 2026 | |
| 13 | BankPlus Wealth Management LLC | $1.5M | 85K | ▲+12% Added · +9K sh | Q2 2026 | |
| 14 | JANE STREET GROUP, LLC | $1.4M | 76K | ▲New +76K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $1.1M | 59K | ▲+26% Added · +12K sh | Q1 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $961K | 53K | ▲+51% Added · +18K sh | Q1 2026 | |
| 17 | FIRST FOUNDATION ADVISORS | $947K | 52K | ▲~0% Added · +1 sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $784K | 43K | ▼−3.1% Reduced · −1K sh | Q1 2026 | |
| 19 | Focus Partners Wealth | $612K | 34K | ▼−17% Reduced · −7K sh | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $593K | 33K | ▼−1.3% Reduced · −431 sh | Q1 2026 | |
| 21 | HBK Sorce Advisory LLC | $432K | 24K | —Held | Q1 2026 | |
| 22 | NorthRock Partners, LLC | $278K | 15K | —Held | Q1 2026 | |
| 23 | Waverly Advisors, LLC | $267K | 15K | ▼−6.6% Reduced · −1K sh | Q1 2026 | |
| 24 | Concurrent Investment Advisors, LLC | $263K | 15K | ▲+5.4% Added · +750 sh | Q1 2026 | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $251K | 14K | ▲+1.2% Added · +160 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 | 16 funds | $7.5B |
| NVIDIA CORPNVDA | 16 funds | $7.2B |
| APPLE INCAAPL | 16 funds | $6.3B |
| MICROSOFT CORPMSFT | 16 funds | $4.2B |
| AMAZON.COM INCAMZN | 16 funds | $4.1B |
| ALPHABET INC-CL AGOOGL | 16 funds | $2.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 16 funds | $2.7B |
| META PLATFORMS INC-CLASS AMETA | 16 funds | $2.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 16 funds | $2.3B |
| BROADCOM INCAVGO | 16 funds | $2.3B |
| JPMORGAN CHASE & COJPM | 16 funds | $2.1B |
| ALPHABET INC-CL CGOOG | 16 funds | $2.0B |
Ranked by how many of DIAL'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/DIAL/capital-change-brief"
Use Arkolith's capital_change_brief for DIAL. 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 DIAL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.