193 tracked 13F filers disclose a position in DLS as of the latest SEC 13F filings, a combined $412.0M 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 | Savant Capital, LLC | $121.9M | 1.5M | ▲+96% Added · +724K sh | Q2 2026 | |
| 2 | BIP Wealth, LLC | $22.2M | 265K | ▲+2.2% Added · +6K sh | Q2 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $21.0M | 258K | ▲+42% Added · +76K sh | Q1 2026 | |
| 4 | LRI Investments, LLC | $16.2M | 193K | ▼−0.1% Reduced · −243 sh | Q2 2026 | |
| 5 | MORGAN STANLEY | $12.8M | 157K | ▼−2.5% Reduced · −4K sh | Q1 2026 | |
| 6 | HighTower Advisors, LLC | $9.3M | 115K | ▼−0.5% Reduced · −585 sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $8.8M | 108K | ▼−0.7% Reduced · −716 sh | Q1 2026 | |
| 8 | MAI Capital Management | $8.0M | 98K | ▲+0.6% Added · +616 sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $7.5M | 92K | ▼−1.1% Reduced · −1K sh | Q1 2026 | |
| 10 | Compound Planning, Inc. | $7.6M | 91K | ▲+9.2% Added · +8K sh | Q2 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $6.7M | 82K | ▲+3.9% Added · +3K sh | Q1 2026 | |
| 12 | Evanson Asset Management, LLC | $6.7M | 82K | ▼−2.0% Reduced · −2K sh | Q1 2026 | |
| 13 | Evanson Financial, LLC | $6.8M | 82K | ▲New +82K sh | Q2 2026 | |
| 14 | Great Point Wealth Advisors, LLC | $5.6M | 67K | ▼−3.4% Reduced · −2K sh | Q2 2026 | |
| 15 | Csenge Advisory Group | $5.6M | 66K | ▼−9.9% Reduced · −7K sh | Q2 2026 | |
| 16 | WESCAP Management Group, Inc. | $5.1M | 61K | ▲+1.1% Added · +678 sh | Q2 2026 | |
| 17 | BANK OF MONTREAL /CAN/ | $4.9M | 61K | ▼−8.8% Reduced · −6K sh | Q1 2026 | |
| 18 | Corient Private Wealth LLC | $4.7M | 58K | ▲+2.4% Added · +1K sh | Q1 2026 | |
| 19 | UBS Group AG | $4.7M | 57K | ▼−25% Reduced · −19K sh | Q1 2026 | |
| 20 | Elwood & Goetz Wealth Advisory Group, LLC | $4.8M | 57K | ▲+0.6% Added · +364 sh | Q3 2026 | |
| 21 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $4.7M | 56K | ▲+0.4% Added · +208 sh | Q2 2026 | |
| 22 | Kestra Advisory Services, LLC | $4.4M | 52K | ▼−1.0% Reduced · −533 sh | Q2 2026 | |
| 23 | LPL Financial LLC | $4.1M | 50K | ▲+0.6% Added · +307 sh | Q1 2026 | |
| 24 | Waterfront Wealth Inc. | $4.0M | 48K | ▲+1.0% Added · +465 sh | Q2 2026 | |
| 25 | Checchi Capital Advisers, LLC | $3.9M | 47K | ▼−21% Reduced · −12K 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.
Last quarter, 3 funds opened a new position in DLS and 15 added to an existing one, while 22 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 | 99 funds | $45.0B |
| MICROSOFT CORPMSFT | 98 funds | $37.0B |
| NVIDIA CORPNVDA | 96 funds | $54.7B |
| ALPHABET INC-CL AGOOGL | 96 funds | $21.3B |
| AMAZON.COM INCAMZN | 95 funds | $25.1B |
| ALPHABET INC-CL CGOOG | 95 funds | $16.0B |
| JPMORGAN CHASE & COJPM | 95 funds | $10.0B |
| VANGUARD S&P 500 ETFVOO | 95 funds | $5.6B |
| JOHNSON & JOHNSONJNJ | 93 funds | $8.0B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 93 funds | $4.1B |
| ELI LILLY & COLLY | 92 funds | $10.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 92 funds | $7.6B |
Ranked by how many of DLS'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 DLS
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/DLS/capital-change-brief"
Use Arkolith's capital_change_brief for DLS. 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 DLS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.