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.
| # | 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 | Creative Planning | $122.2M | 1.4M | ▼−1.3% Reduced · −18K sh | Q1 2026 | |
| 7 | GREAT VALLEY ADVISOR GROUP, INC. | $120.3M | 1.3M | ▲+4.4% Added · +57K 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 | $87.2M | 976K | ▼−7.2% Reduced · −76K sh | Q1 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 | Lee, Kelleher & Klein Wealth Management | $36.7M | 381K | ▼−0.8% Reduced · −3K sh | Q2 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $32.2M | 361K | ▲+11% Added · +36K sh | Q1 2026 | |
| 24 | Rockefeller Capital Management L.P. | $32.2M | 360K | ▼−2.6% Reduced · −10K sh | Q1 2026 | |
| 25 | LRI Investments, LLC | $31.8M | 331K | ▼−0.7% Reduced · −2K sh | Q2 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 153 funds | $29.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 153 funds | $20.9B |
| ALPHABET INC-CL CGOOG | 153 funds | $13.1B |
| JPMORGAN CHASE & COJPM | 153 funds | $12.9B |
| BROADCOM INCAVGO | 153 funds | $12.3B |
| JOHNSON & JOHNSONJNJ | 153 funds | $7.9B |
| EXXON MOBIL CORPXOM | 153 funds | $6.9B |
| ELI LILLY & COLLY | 153 funds | $6.8B |
| VISA INC-CLASS A SHARESV | 153 funds | $6.6B |
| WALMART INCWMT | 153 funds | $6.4B |
| HOME DEPOT INCHD | 153 funds | $5.1B |
| CATERPILLAR INCCAT | 153 funds | $4.0B |
Ranked by how many of DLN'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 + 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. Every panel above is one call to the Arkolith API & MCP server.