446 tracked 13F filers disclose a position in DLN as of the latest SEC 13F filings, a combined $3.8B 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 | LPL Financial LLC | $347.2M | 3.9M | ▲+8.7% Added · +311K sh | Q1 2026 | |
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | $327.7M | 3.7M | ▼−4.8% Reduced · −183K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $256.4M | 2.9M | ▲+0.3% Added · +9K sh | Q1 2026 | |
| 4 | Focus Partners Wealth | $231.2M | 2.6M | ▲+0.3% Added · +9K sh | Q1 2026 | |
| 5 | AMERIPRISE FINANCIAL INC | $171.5M | 1.9M | ▲+8.1% Added · +143K sh | Q1 2026 | |
| 6 | GREAT VALLEY ADVISOR GROUP, INC. | $142.2M | 1.5M | ▲+9.7% Added · +130K sh | Q2 2026 | |
| 7 | Creative Planning | $122.2M | 1.4M | ▼−1.3% Reduced · −18K sh | Q1 2026 | |
| 8 | UBS Group AG | $117.5M | 1.3M | ▼−3.2% Reduced · −44K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $108.2M | 1.2M | ▲+6.0% Added · +69K sh | Q1 2026 | |
| 10 | Trilogy Capital Inc. | $115.3M | 1.2M | ▲+2.7% Added · +32K sh | Q2 2026 | |
| 11 | Evercore Wealth Management, LLC | $93.5M | 1.0M | ▲+1.2% Added · +13K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $90.0M | 1.0M | ▲+5.9% Added · +56K sh | Q1 2026 | |
| 13 | Clearstead Advisors, LLC | $90.8M | 943K | ▼−3.4% Reduced · −34K sh | Q2 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $71.9M | 804K | ▲+15% Added · +106K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $65.6M | 735K | ▼−2.0% Reduced · −15K sh | Q1 2026 | |
| 16 | Waterway Wealth Management, LLC | $56.8M | 656K | ▼−2.9% Reduced · −20K sh | Q2 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $53.2M | 595K | ▲+0.3% Added · +2K sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $53.2M | 595K | ▼−0.5% Reduced · −3K sh | Q1 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $45.7M | 512K | ▲+1.5% Added · +7K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $41.7M | 467K | ▼−8.8% Reduced · −45K sh | Q1 2026 | |
| 21 | CLG LLC | $44.4M | 461K | ▲+6.9% Added · +30K sh | Q2 2026 | |
| 22 | IAG Wealth Partners, LLC | $38.8M | 403K | ▲+0.9% Added · +4K sh | Q2 2026 | |
| 23 | Lee, Kelleher & Klein Wealth Management | $36.7M | 381K | ▼−0.8% Reduced · −3K sh | Q2 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $32.2M | 361K | ▲+11% Added · +36K sh | Q1 2026 | |
| 25 | Rockefeller Capital Management L.P. | $32.2M | 360K | ▼−2.6% Reduced · −10K 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.
Last quarter, 1 fund opened a new position in DLN and 16 added to an existing one, while 13 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 | 239 funds | $90.4B |
| MICROSOFT CORPMSFT | 237 funds | $75.3B |
| AMAZON.COM INCAMZN | 235 funds | $53.8B |
| NVIDIA CORPNVDA | 233 funds | $104.3B |
| ALPHABET INC-CL AGOOGL | 230 funds | $52.6B |
| BROADCOM INCAVGO | 230 funds | $38.8B |
| JPMORGAN CHASE & COJPM | 230 funds | $23.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 230 funds | $11.0B |
| ALPHABET INC-CL CGOOG | 229 funds | $28.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 229 funds | $12.7B |
| META PLATFORMS INC-CLASS AMETA | 225 funds | $26.7B |
| JOHNSON & JOHNSONJNJ | 225 funds | $16.2B |
Ranked by how many of DLN's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for DLN
This stock 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/DLN/capital-change-brief"
Use Arkolith's capital_change_brief for DLN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DLN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.