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/DIVI/capital-change-brief"
Use Arkolith's capital_change_brief for DIVI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Retirement Planning Group, LLC | $225.3M | 5.7M | ▲+14% Added · +696K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $218.4M | 5.5M | ▲+18% Added · +828K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $85.9M | 2.2M | ▲+14% Added · +266K sh | Q1 2026 | |
| 4 | CWM, LLC | $60.1M | 1.5M | ▲+21% Added · +266K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $48.6M | 1.2M | ▲+22% Added · +222K sh | Q1 2026 | |
| 6 | Sanctuary Advisors, LLC | $38.8M | 974K | ▼−2.3% Reduced · −22K sh | Q1 2026 | |
| 7 | MCF Advisors LLC | $32.3M | 812K | ▲New +812K sh | Q1 2026 | |
| 8 | NewEdge Advisors, LLC | $31.0M | 778K | ▲+5.3% Added · +39K sh | Q1 2026 | |
| 9 | Baron Wealth Management LLC | $32.0M | 749K | ▲+1.3% Added · +9K sh | Q2 2026 | |
| 10 | Cetera Investment Advisers | $29.5M | 742K | ▲+0.8% Added · +6K sh | Q1 2026 | |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $29.1M | 730K | ▲+9.3% Added · +62K sh | Q1 2026 | |
| 12 | FLAGSHIP HARBOR ADVISORS, LLC | $22.6M | 568K | ▲+3.0% Added · +17K sh | Q1 2026 | |
| 13 | HARBOUR INVESTMENTS, INC. | $18.8M | 472K | ▲+593% Added · +404K sh | Q1 2026 | |
| 14 | Bank of New York Mellon Corp | $18.0M | 452K | ▲+23% Added · +85K sh | Q1 2026 | |
| 15 | FRANKLIN RESOURCES INC | $17.3M | 435K | ▼−22% Reduced · −122K sh | Q1 2026 | |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | $16.9M | 425K | ▼−1.9% Reduced · −8K sh | Q1 2026 | |
| 17 | AllGen Financial Advisors, Inc. | $16.2M | 406K | ▲+4.3% Added · +17K sh | Q1 2026 | |
| 18 | STIFEL FINANCIAL CORP | $14.9M | 375K | ▲+13% Added · +45K sh | Q1 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $14.9M | 374K | ▲+0.5% Added · +2K sh | Q1 2026 | |
| 20 | JANE STREET GROUP, LLC | $14.0M | 351K | ▲+89% Added · +165K sh | Q1 2026 | |
| 21 | Mariner, LLC | $13.1M | 330K | ▼−9.8% Reduced · −36K sh | Q1 2026 | |
| 22 | JONES FINANCIAL COMPANIES LLLP | $10.7M | 278K | ▲+35% Added · +72K sh | Q1 2026 | |
| 23 | Kestra Advisory Services, LLC | $10.5M | 263K | ▲+2.5% Added · +6K sh | Q1 2026 | |
| 24 | Equitable Holdings, Inc. | $9.0M | 232K | ▲+16% Added · +33K sh | Q1 2026 | |
| 25 | JPMORGAN CHASE & CO | $7.8M | 203K | ▼−3.3% Reduced · −7K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 65 funds | $19.4B |
| MICROSOFT CORPMSFT | 65 funds | $13.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 65 funds | $10.8B |
| ALPHABET INC-CL AGOOGL | 65 funds | $9.1B |
| BROADCOM INCAVGO | 65 funds | $7.2B |
| META PLATFORMS INC-CLASS AMETA | 65 funds | $6.8B |
| JPMORGAN CHASE & COJPM | 65 funds | $6.4B |
| ALPHABET INC-CL CGOOG | 65 funds | $6.2B |
| VANGUARD VALUE ETFVTV | 65 funds | $4.5B |
| TESLA INCTSLA | 65 funds | $4.1B |
| ISHARES CORE MSCI EMERGINGIEMG | 65 funds | $4.0B |
| WALMART INCWMT | 65 funds | $3.9B |
Ranked by how many of DIVI'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 DIVI. 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.