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/DISV/capital-change-brief"
Use Arkolith's capital_change_brief for DISV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | $548.7M | 13.9M | ▲+1.0% Added · +132K sh | Q1 2026 | |
| 2 | MATHER GROUP, LLC. | $226.5M | 5.7M | ▼−2.2% Reduced · −128K sh | Q1 2026 | |
| 3 | Forum Financial Management, LP | $221.1M | 5.6M | ▼−3.7% Reduced · −216K sh | Q1 2026 | |
| 4 | Focus Partners Advisor Solutions, LLC | $113.8M | 2.9M | ▲+9.9% Added · +261K sh | Q1 2026 | |
| 5 | RITHOLTZ WEALTH MANAGEMENT | $90.0M | 2.3M | ▲+5.8% Added · +124K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $89.5M | 2.3M | ▲+115% Added · +1.2M sh | Q1 2026 | |
| 7 | Cerity Partners LLC | $56.0M | 1.4M | ▲+11% Added · +144K sh | Q1 2026 | |
| 8 | Asset Dedication, LLC | $48.2M | 1.2M | ▼−1.4% Reduced · −17K sh | Q1 2026 | |
| 9 | Evanson Financial, LLC | $48.6M | 1.2M | ▲New +1.2M sh | Q2 2026 | |
| 10 | NORTHERN TRUST CORP | $47.0M | 1.2M | ▲+2.1% Added · +25K sh | Q1 2026 | |
| 11 | Evanson Asset Management, LLC | $46.8M | 1.2M | ▲+3.8% Added · +44K sh | Q1 2026 | |
| 12 | EXENCIAL WEALTH ADVISORS, LLC | $46.2M | 1.2M | ▲+34% Added · +295K sh | Q1 2026 | |
| 13 | Corient Private Wealth LLC | $41.8M | 1.1M | ▼−2.6% Reduced · −28K sh | Q1 2026 | |
| 14 | Savant Capital, LLC | $40.1M | 1.0M | ▲+3.2% Added · +32K sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | $39.6M | 1.0M | ▼−17% Reduced · −207K sh | Q1 2026 | |
| 16 | JANE STREET GROUP, LLC | $39.4M | 999K | ▲+100% Added · +499K sh | Q1 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $35.8M | 907K | ▲+17% Added · +133K sh | Q1 2026 | |
| 18 | Creative Planning | $34.8M | 881K | ▲+1.3% Added · +12K sh | Q1 2026 | |
| 19 | GREAT OAK CAPITAL PARTNERS, LLC | $35.5M | 871K | ▲+3.9% Added · +33K sh | Q2 2026 | |
| 20 | BANK OF MONTREAL /CAN/ | $31.8M | 807K | ▼−1.2% Reduced · −10K sh | Q1 2026 | |
| 21 | Integrated Wealth Concepts LLC | $27.5M | 698K | ▲+9.8% Added · +62K sh | Q1 2026 | |
| 22 | DiNuzzo Private Wealth, Inc. | $25.8M | 642K | ▼−0.7% Reduced · −5K sh | Q2 2026 | |
| 23 | Integris Wealth Management, LLC | $25.1M | 627K | ▼−0.4% Reduced · −3K sh | Q2 2026 | |
| 24 | Index Fund Advisors, Inc. | $24.7M | 625K | ▲+7.2% Added · +42K sh | Q1 2026 | |
| 25 | William Mack & Associates, Inc. | $23.6M | 589K | ▲+58% Added · +216K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 84 funds | $16.7B |
| TESLA INCTSLA | 84 funds | $4.2B |
| JOHNSON & JOHNSONJNJ | 84 funds | $4.2B |
| CHEVRON CORPCVX | 84 funds | $2.9B |
| MERCK & CO. INC.MRK | 84 funds | $2.4B |
| NETFLIX INCNFLX | 84 funds | $1.9B |
| APPLE INCAAPL | 83 funds | $21.5B |
| ISHARES CORE S&P 500 ETFIVV | 83 funds | $21.5B |
| NVIDIA CORPNVDA | 83 funds | $21.1B |
| VANGUARD S&P 500 ETFVOO | 83 funds | $13.5B |
| AMAZON.COM INCAMZN | 83 funds | $12.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 83 funds | $12.0B |
Ranked by how many of DISV'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 + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DISV. 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.