422 tracked 13F filers disclose a position in DISV as of the latest SEC 13F filings, a combined $3.6B 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 | 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 | $226.5M | 5.6M | ▲+0.7% Added · +38K sh | Q2 2026 | |
| 4 | Focus Partners Advisor Solutions, LLC | $125.2M | 3.1M | ▲+8.1% Added · +234K sh | Q2 2026 | |
| 5 | Savant Capital, LLC | $109.5M | 2.6M | ▲+159% Added · +1.6M sh | Q2 2026 | |
| 6 | RITHOLTZ WEALTH MANAGEMENT | $95.7M | 2.4M | ▲+4.5% Added · +104K sh | Q2 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $89.5M | 2.3M | ▲+115% Added · +1.2M sh | Q1 2026 | |
| 8 | Cerity Partners LLC | $56.0M | 1.4M | ▲+11% Added · +144K sh | Q1 2026 | |
| 9 | Integrated Wealth Concepts LLC | $56.7M | 1.4M | ▲+103% Added · +716K sh | Q2 2026 | |
| 10 | Evanson Financial, LLC | $48.6M | 1.2M | ▲New +1.2M sh | Q2 2026 | |
| 11 | Asset Dedication, LLC | $48.6M | 1.2M | ▼−0.9% Reduced · −11K sh | Q2 2026 | |
| 12 | NORTHERN TRUST CORP | $47.0M | 1.2M | ▲+2.1% Added · +25K sh | Q1 2026 | |
| 13 | Evanson Asset Management, LLC | $46.8M | 1.2M | ▲+3.8% Added · +44K sh | Q1 2026 | |
| 14 | EXENCIAL WEALTH ADVISORS, LLC | $46.2M | 1.2M | ▲+34% Added · +295K sh | Q1 2026 | |
| 15 | Corient Private Wealth LLC | $41.8M | 1.1M | ▼−2.6% Reduced · −28K sh | Q1 2026 | |
| 16 | HighTower Advisors, LLC | $39.6M | 1.0M | ▼−17% Reduced · −207K sh | Q1 2026 | |
| 17 | JANE STREET GROUP, LLC | $39.4M | 999K | ▲+100% Added · +499K sh | Q1 2026 | |
| 18 | MONOGRAPH WEALTH ADVISORS, LLC | $39.3M | 980K | ▲+7.6% Added · +70K sh | Q2 2026 | |
| 19 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | $38.5M | 958K | ▲+1.4% Added · +13K sh | Q2 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $35.8M | 907K | ▲+17% Added · +133K sh | Q1 2026 | |
| 21 | Creative Planning | $34.8M | 881K | ▲+1.3% Added · +12K sh | Q1 2026 | |
| 22 | GREAT OAK CAPITAL PARTNERS, LLC | $35.5M | 871K | ▲+3.9% Added · +33K sh | Q2 2026 | |
| 23 | BANK OF MONTREAL /CAN/ | $31.8M | 807K | ▼−1.2% Reduced · −10K sh | Q1 2026 | |
| 24 | Planning Center, Inc. | $28.0M | 697K | ▲+1.3% Added · +9K sh | Q2 2026 | |
| 25 | Index Fund Advisors, Inc. | $26.2M | 654K | ▲+4.6% Added · +29K 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 DISV and 29 added to an existing one, while 18 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 218 funds | $51.7B |
| MICROSOFT CORPMSFT | 210 funds | $43.8B |
| NVIDIA CORPNVDA | 207 funds | $61.6B |
| AMAZON.COM INCAMZN | 206 funds | $29.8B |
| ALPHABET INC-CL AGOOGL | 199 funds | $24.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 197 funds | $7.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 195 funds | $9.7B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 193 funds | $8.4B |
| ALPHABET INC-CL CGOOG | 192 funds | $19.3B |
| VANGUARD S&P 500 ETFVOO | 192 funds | $9.4B |
| JPMORGAN CHASE & COJPM | 189 funds | $11.1B |
| TESLA INCTSLA | 181 funds | $12.0B |
Ranked by how many of DISV's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for DISV
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.
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.