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/DJUL/capital-change-brief"
Use Arkolith's capital_change_brief for DJUL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $11.3M | 241K | ▼−0.2% Reduced · −471 sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $10.1M | 217K | ▲+12% Added · +23K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $6.9M | 147K | ▼−3.7% Reduced · −6K sh | Q1 2026 | |
| 4 | Commonwealth Financial Services, LLC | $7.3M | 145K | ▼−3.9% Reduced · −6K sh | Q2 2026 | |
| 5 | TRUIST FINANCIAL CORP | $6.6M | 140K | ▼−0.9% Reduced · −1K sh | Q1 2026 | |
| 6 | Kestra Advisory Services, LLC | $5.9M | 125K | ▲+33% Added · +31K sh | Q1 2026 | |
| 7 | WINNOW WEALTH LLC | $5.0M | 108K | ▼−7.1% Reduced · −8K sh | Q1 2026 | |
| 8 | Ritter Daniher Financial Advisory LLC / DE | $5.1M | 102K | ▼−7.0% Reduced · −8K sh | Q2 2026 | |
| 9 | Cetera Investment Advisers | $4.4M | 94K | ▲+5.2% Added · +5K sh | Q1 2026 | |
| 10 | CWM, LLC | $4.2M | 90K | ▼−5.6% Reduced · −5K sh | Q1 2026 | |
| 11 | Foguth Wealth Management, LLC. | $4.4M | 88K | ▼−23% Reduced · −26K sh | Q1 2026 | |
| 12 | LPL Financial LLC | $3.4M | 74K | ▼−3.4% Reduced · −3K sh | Q1 2026 | |
| 13 | LifeWealth Investments, LLC | $3.7M | 73K | ▼−0.5% Reduced · −387 sh | Q2 2026 | |
| 14 | Comprehensive Financial Consultants Institutional, Inc. | $2.9M | 59K | ▼−1.2% Reduced · −714 sh | Q2 2026 | |
| 15 | Nova Wealth Management, Inc. | $2.7M | 53K | ▼−6.0% Reduced · −3K sh | Q2 2026 | |
| 16 | Spire Wealth Management | $1.7M | 37K | ▼−2.6% Reduced · −1K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 36K | ▼−5.7% Reduced · −2K sh | Q1 2026 | |
| 18 | HARBOUR INVESTMENTS, INC. | $1.7M | 36K | ▲+31% Added · +9K sh | Q1 2026 | |
| 19 | Kovack Advisors, Inc. | $1.3M | 27K | —Held | Q1 2026 | |
| 20 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $1.1M | 23K | ▲+50% Added · +7K sh | Q1 2026 | |
| 21 | Rockefeller Capital Management L.P. | $1.1M | 23K | ▼−2.0% Reduced · −451 sh | Q1 2026 | |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 22K | ▲New +22K sh | Q1 2026 | |
| 23 | Falcon Wealth Planning | $1.0M | 20K | —Held | Q2 2026 | |
| 24 | MML INVESTORS SERVICES, LLC | $926K | 20K | ▲+20% Added · +3K sh | Q1 2026 | |
| 25 | SAGESPRING WEALTH PARTNERS, LLC | $914K | 20K | ▼−0.1% Reduced · −14 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 38 funds | $13.3B |
| NVIDIA CORPNVDA | 38 funds | $11.0B |
| APPLE INCAAPL | 38 funds | $10.8B |
| MICROSOFT CORPMSFT | 38 funds | $8.5B |
| AMAZON.COM INCAMZN | 38 funds | $7.2B |
| ALPHABET INC-CL AGOOGL | 38 funds | $5.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 38 funds | $5.6B |
| BROADCOM INCAVGO | 38 funds | $4.4B |
| JPMORGAN CHASE & COJPM | 38 funds | $4.1B |
| META PLATFORMS INC-CLASS AMETA | 38 funds | $3.8B |
| ISHARES CORE U.S. AGGREGATEAGG | 38 funds | $3.7B |
| ALPHABET INC-CL CGOOG | 38 funds | $3.6B |
Ranked by how many of DJUL'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 DJUL. 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.