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/DJUN/capital-change-brief"
Use Arkolith's capital_change_brief for DJUN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Kestra Advisory Services, LLC | $11.4M | 243K | ▲+9.0% Added · +20K sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $11.3M | 241K | ▲+248% Added · +172K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $7.3M | 155K | ▲+115% Added · +83K sh | Q1 2026 | |
| 4 | VestGen Advisors, LLC | $3.8M | 78K | ▲+20% Added · +13K sh | Q1 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 67K | ▼−17% Reduced · −14K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $3.1M | 65K | ▼−16% Reduced · −13K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $3.0M | 64K | ▲+1.5% Added · +928 sh | Q1 2026 | |
| 8 | CWM, LLC | $2.4M | 51K | ▼−27% Reduced · −19K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $2.2M | 46K | ▼−5.8% Reduced · −3K sh | Q1 2026 | |
| 10 | HARBOUR INVESTMENTS, INC. | $1.8M | 38K | ▲+8.0% Added · +3K sh | Q1 2026 | |
| 11 | Arkadios Wealth Advisors | $1.7M | 35K | ▼−4.0% Reduced · −1K sh | Q1 2026 | |
| 12 | Ritter Daniher Financial Advisory LLC / DE | $1.7M | 35K | ▼−30% Reduced · −15K sh | Q2 2026 | |
| 13 | MML INVESTORS SERVICES, LLC | $1.2M | 26K | ▲+51% Added · +9K sh | Q1 2026 | |
| 14 | Concurrent Investment Advisors, LLC | $1.2M | 26K | ▼−60% Reduced · −39K sh | Q1 2026 | |
| 15 | Kovack Advisors, Inc. | $1.2M | 26K | —Held | Q1 2026 | |
| 16 | Rockefeller Capital Management L.P. | $1.2M | 25K | —Held | Q1 2026 | |
| 17 | Nova Wealth Management, Inc. | $1.2M | 24K | ▲+1.6% Added · +386 sh | Q2 2026 | |
| 18 | CreativeOne Wealth, LLC | $870K | 18K | ▲+202% Added · +12K sh | Q1 2026 | |
| 19 | TRUIST FINANCIAL CORP | $855K | 18K | ▼−4.4% Reduced · −842 sh | Q1 2026 | |
| 20 | CITADEL ADVISORS LLC | $827K | 18K | ▲New +18K sh | Q1 2026 | |
| 21 | Apollon Wealth Management, LLC | $824K | 18K | —Held | Q1 2026 | |
| 22 | DIVERSIFY WEALTH MANAGEMENT, LLC | $827K | 17K | ▲New +17K sh | Q1 2026 | |
| 23 | &PARTNERS | $783K | 17K | —Held | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $763K | 16K | ▲+84% Added · +8K sh | Q1 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $704K | 15K | ▲New +15K 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 | 36 funds | $11.8B |
| ISHARES CORE S&P 500 ETFIVV | 36 funds | $11.8B |
| APPLE INCAAPL | 36 funds | $11.2B |
| MICROSOFT CORPMSFT | 36 funds | $8.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 36 funds | $7.2B |
| AMAZON.COM INCAMZN | 36 funds | $6.8B |
| ALPHABET INC-CL AGOOGL | 36 funds | $5.4B |
| BROADCOM INCAVGO | 36 funds | $4.5B |
| JPMORGAN CHASE & COJPM | 36 funds | $3.8B |
| META PLATFORMS INC-CLASS AMETA | 36 funds | $3.8B |
| INVESCO QQQ TRUST SERIES 1QQQ | 36 funds | $3.7B |
| ALPHABET INC-CL CGOOG | 36 funds | $3.4B |
Ranked by how many of DJUN'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 DJUN. 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.