Among active 13F managers last quarter, 3 opened and 3 added, while 3 reduced; the largest holder to move was Mesirow Financial Investment Management, Inc. (−0.6%).
45 tracked 13F filers disclose a position in DIM as of the latest SEC 13F filings, a combined $36.1M 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 | Mesirow Financial Investment Management, Inc. | 108K | $9.2M | ▼−0.6% Reduced · −620 sh | Q2 2026 | |
| 2 | Morgan Stanley | 32K | $2.6M | ▼−1.9% Reduced · −611 sh | Q1 2026 | |
| 3 | Smith, Moore & Co. | 32K | $2.7M | —Held | Q2 2026 | |
| 4 | GHP Investment Advisors, Inc. | 31K | $2.6M | ▼−1.3% Reduced · −428 sh | Q1 2026 | |
| 5 | Bank Of America Corp | 24K | $2.0M | ▼−5.5% Reduced · −1K sh | Q1 2026 | |
| 6 | Sanctuary Advisors, LLC | 24K | $2.0M | ▲+27% Added · +5K sh | Q2 2026 | |
| 7 | Wells Fargo & Company | 24K | $2.0M | ▲+1.4% Added · +337 sh | Q1 2026 | |
| 8 | Rockefeller Capital Management L.P. | 23K | $1.9M | ▼−1.5% Reduced · −350 sh | Q1 2026 | |
| 9 | UBS Group AG | 17K | $1.4M | ▼−1.5% Reduced · −255 sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | 16K | $1.3M | ▼−5.8% Reduced · −951 sh | Q1 2026 | |
| 11 | Geneos Wealth Management Inc. | 13K | $1.1M | ▲+0.3% Added · +45 sh | Q2 2026 | |
| 12 | Jane Street Group, LLC | 12K | $986K | ▲+143% Added · +7K sh | Q1 2026 | |
| 13 | Envestnet Asset Management Inc | 9K | $752K | ▼−5.8% Reduced · −559 sh | Q1 2026 | |
| 14 | Royal Bank Of Canada | 8K | $651K | ▼−4.7% Reduced · −387 sh | Q1 2026 | |
| 15 | LPL Financial LLC | 6K | $470K | ▲+4.5% Added · +243 sh | Q1 2026 | |
| 16 | Cahill Financial Advisors Inc | 5K | $394K | ▲+4.3% Added · +191 sh | Q2 2026 | |
| 17 | Signature Estate & Investment Advisors LLC | 4K | $339K | ▲+1.9% Added · +75 sh | Q2 2026 | |
| 18 | AssetMark, Inc | 4K | $320K | ▲New +4K sh | Q2 2026 | |
| 19 | Cascade Financial Partners, LLC | 4K | $311K | —Held | Q2 2026 | |
| 20 | Stifel Financial Corp | 4K | $301K | ▲~0% Added · +1 sh | Q1 2026 | |
| 21 | Apollon Wealth Management, LLC | 3K | $283K | ▼−1.3% Reduced · −46 sh | Q1 2026 | |
| 22 | Elm3 Financial Group, LLC | 3K | $285K | ▼−3.7% Reduced · −130 sh | Q2 2026 | |
| 23 | Commonwealth Equity Services, LLC | 3K | $258K | ▼−24% Reduced · −1K sh | Q1 2026 | |
| 24 | Sigma Planning Corp | 3K | $239K | —Held | Q2 2026 | |
| 25 | Wealthcare Capital Partners, LLC | 3K | $235K | ▲+1.8% Added · +50 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, 3 funds opened a new position in DIM and 3 added to an existing one, while 3 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 |
|---|---|---|
| Nvidia CorpNVDA | 18 funds | $6.1B |
| Apple IncAAPL | 18 funds | $5.6B |
| Microsoft CorpMSFT | 18 funds | $4.1B |
| Amazon.com IncAMZN | 18 funds | $3.0B |
| Alphabet Inc-CL AGOOGL | 18 funds | $2.7B |
| Alphabet Inc-CL CGOOG | 18 funds | $2.5B |
| Broadcom IncAVGO | 18 funds | $1.9B |
| Meta Platforms Inc-Class AMETA | 18 funds | $1.9B |
| Ishares Core S&P 500 ETFIVV | 18 funds | $1.4B |
| Taiwan Semiconductor-SP ADRTSM | 18 funds | $1.4B |
| Eli Lilly & CoLLY | 18 funds | $1.3B |
| JPMorgan Chase & CoJPM | 18 funds | $990.8M |
Ranked by how many of DIM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DIM.
No filings captured for this ticker in the live stream yet.
Connected entities for DIM
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/DIM/capital-change-brief"
Use Arkolith's capital_change_brief for DIM. 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 DIM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.