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/DJP/capital-change-brief"
Use Arkolith's capital_change_brief for DJP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BLB&B Advisors, LLC | $113.8M | 2.4M | ▲+0.2% Added · +6K sh | Q1 2026 | |
| 2 | Cassaday & Co Wealth Management LLC | $65.8M | 1.4M | ▲+0.5% Added · +7K sh | Q1 2026 | |
| 3 | CIBC Bancorp USA Inc. | $54.7M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 4 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $34.5M | 716K | ▼−2.7% Reduced · −20K sh | Q1 2026 | |
| 5 | DIMENSION CAPITAL MANAGEMENT LLC | $23.4M | 486K | ▼−0.8% Reduced · −4K sh | Q1 2026 | |
| 6 | Badgley Phelps Wealth Managers, LLC | $21.6M | 448K | ▲+1.0% Added · +5K sh | Q1 2026 | |
| 7 | BNP PARIBAS FINANCIAL MARKETS | $15.9M | 330K | ▲+9.4% Added · +28K sh | Q1 2026 | |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.7M | 260K | ▼−5.9% Reduced · −16K sh | Q2 2026 | |
| 9 | SAX WEALTH ADVISORS, LLC | $10.3M | 215K | ▼−6.7% Reduced · −15K sh | Q2 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $9.9M | 206K | ▼−5.0% Reduced · −11K sh | Q1 2026 | |
| 11 | CoreCap Advisors, LLC | $9.2M | 191K | ▲+3.4% Added · +6K sh | Q1 2026 | |
| 12 | JPMORGAN CHASE & CO | $9.0M | 187K | ▲+367% Added · +147K sh | Q1 2026 | |
| 13 | CULTIVAR CAPITAL, INC. | $8.0M | 183K | ▲+1.5% Added · +3K sh | Q2 2026 | |
| 14 | ACIMA PRIVATE WEALTH, LLC | $7.1M | 163K | ▼−6.7% Reduced · −12K sh | Q2 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $7.1M | 148K | ▲+18% Added · +22K sh | Q1 2026 | |
| 16 | FIRST FOUNDATION ADVISORS | $6.9M | 143K | ▲+8.7% Added · +11K sh | Q1 2026 | |
| 17 | Waverly Advisors, LLC | $5.7M | 118K | ▲+0.5% Added · +580 sh | Q1 2026 | |
| 18 | JANE STREET GROUP, LLC | $5.2M | 108K | ▲New +108K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $4.8M | 99K | ▲+55% Added · +35K sh | Q1 2026 | |
| 20 | HANCOCK WHITNEY CORP | $4.4M | 87K | ▼−1.1% Reduced · −1K sh | Q1 2026 | |
| 21 | MORGAN STANLEY | $3.3M | 68K | ▲+35% Added · +17K sh | Q1 2026 | |
| 22 | WLTH Capital Management, LLC | $2.7M | 62K | ▼−11% Reduced · −7K sh | Q2 2026 | |
| 23 | Chicago Partners Investment Group LLC | $2.7M | 56K | ▼−24% Reduced · −18K sh | Q1 2026 | |
| 24 | CAMELOT TECHNOLOGY ADVISORS, INC. | $1.7M | 39K | ▲+464% Added · +32K sh | Q2 2026 | |
| 25 | Lido Advisors, LLC | $1.6M | 34K | —Held | 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 40 funds | $17.1B |
| NVIDIA CORPNVDA | 40 funds | $14.4B |
| MICROSOFT CORPMSFT | 40 funds | $11.9B |
| ALPHABET INC-CL AGOOGL | 40 funds | $7.9B |
| BROADCOM INCAVGO | 40 funds | $5.4B |
| JPMORGAN CHASE & COJPM | 40 funds | $5.4B |
| ALPHABET INC-CL CGOOG | 40 funds | $4.8B |
| EXXON MOBIL CORPXOM | 40 funds | $3.4B |
| JOHNSON & JOHNSONJNJ | 40 funds | $3.4B |
| WALMART INCWMT | 40 funds | $2.9B |
| TESLA INCTSLA | 40 funds | $2.9B |
| ELI LILLY & COLLY | 40 funds | $2.7B |
Ranked by how many of DJP'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 DJP. 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.