Among active 13F managers last quarter, 1 opened and 6 added, while 5 reduced; the largest holder to move was Convergence Financial, LLC (+1.8%).
51 tracked 13F filers disclose a position in DIAL as of the latest SEC 13F filings, a combined $267.6M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 6.3M | $113.0M | ▼−5.9% Reduced · −390K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 2.3M | $41.8M | ▲+5.8% Added · +128K sh | Q1 2026 | |
| 3 | Bank Of America Corp | 1.2M | $22.3M | ▲+34% Added · +310K sh | Q1 2026 | |
| 4 | Morgan Stanley | 889K | $16.1M | ▼−3.5% Reduced · −32K sh | Q1 2026 | |
| 5 | Wells Fargo & Company | 795K | $14.4M | ▲+31% Added · +190K sh | Q1 2026 | |
| 6 | Convergence Financial, LLC | 681K | $12.4M | ▲+1.8% Added · +12K sh | Q2 2026 | |
| 7 | UBS Group AG | 647K | $11.7M | ▲+7.5% Added · +45K sh | Q1 2026 | |
| 8 | Hobart Private Capital, LLC | 240K | $4.4M | ▼−37% Reduced · −141K sh | Q2 2026 | |
| 9 | Royal Bank Of Canada | 235K | $4.3M | ▲+14% Added · +29K sh | Q1 2026 | |
| 10 | Concurrent Investment Advisors, LLC | 210K | $3.8M | ▲14× Added · +195K sh | Q2 2026 | |
| 11 | Susquehanna International Group, LLP | 192K | $3.5M | ▲New +192K sh | Q1 2026 | |
| 12 | Citadel Advisors LLC | 114K | $2.1M | ▼−80% Reduced · −462K sh | Q2 2026 | |
| 13 | Private Advisor Group, LLC | 93K | $1.7M | ▲+5.3% Added · +5K sh | Q2 2026 | |
| 14 | BankPlus Wealth Management LLC | 85K | $1.5M | ▲+12% Added · +9K sh | Q2 2026 | |
| 15 | New Insight Wealth Advisors | 80K | $1.5M | ▼−6.1% Reduced · −5K sh | Q2 2026 | |
| 16 | Jane Street Group, LLC | 76K | $1.4M | ▲New +76K sh | Q1 2026 | |
| 17 | Millington Financial Advisors, LLC | 74K | $1.3M | ▲+10% Added · +7K sh | Q2 2026 | |
| 18 | Pine Valley Investments Ltd Liability Co | 68K | $1.2M | ▼−92% Reduced · −755K sh | Q2 2026 | |
| 19 | Raymond James Financial Inc | 59K | $1.1M | ▲+26% Added · +12K sh | Q1 2026 | |
| 20 | Commonwealth Equity Services, LLC | 53K | $961K | ▲+51% Added · +18K sh | Q1 2026 | |
| 21 | First Foundation Advisors | 52K | $947K | ▲~0% Added · +1 sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | 43K | $784K | ▼−3.1% Reduced · −1K sh | Q1 2026 | |
| 23 | Acorn Wealth Advisors, LLC | 38K | $697K | ▼−11% Reduced · −5K sh | Q2 2026 | |
| 24 | Focus Partners Wealth | 34K | $612K | ▼−17% Reduced · −7K sh | Q1 2026 | |
| 25 | Mainstay Capital Management LLC | 33K | $598K | ▲~0% Added · +10 sh | Q2 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, 1 fund opened a new position in DIAL and 6 added to an existing one, while 5 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 |
|---|---|---|
| Apple IncAAPL | 20 funds | $3.3B |
| Microsoft CorpMSFT | 20 funds | $2.4B |
| SS SPDR S&P 500 ETF Trust-USSPY | 20 funds | $1.3B |
| Invesco QQQ Trust Series 1QQQ | 20 funds | $1.1B |
| Coca-Cola CoKO | 20 funds | $639.6M |
| Merck & Co. Inc.MRK | 20 funds | $600.7M |
| Eli Lilly & CoLLY | 20 funds | $547.2M |
| Caterpillar IncCAT | 20 funds | $491.2M |
| Visa Inc-Class A SharesV | 20 funds | $396.1M |
| Abbvie IncABBV | 20 funds | $365.8M |
| Cisco Systems IncCSCO | 20 funds | $303.1M |
| Philip Morris InternationalPM | 20 funds | $227.3M |
Ranked by how many of DIAL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DIAL.
| Class | 13F holders | Value held |
|---|---|---|
| RECSmc | 170 funds | $4.0B |
| MUSTmc | 76 funds | $460.7M |
| DIALthis pagemc | 51 funds | $267.6M |
| EQINUS EQUITY INCOME | 51 funds | $161.9M |
| CRUXSTOK | 45 funds | $1.3B |
| REVSmc | 36 funds | $215.2M |
| INEQINTL EQ INCO ETF | 31 funds | $70.3M |
| SBNDSHORT DURATION | 30 funds | $123.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for DIAL
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 + the live filing stream, joined for DIAL. Filings are public domain, sourced to SEC EDGAR.