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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Savant Capital, LLC | $61.2M | 751K | ▼−3.0% Reduced · −24K sh | Q1 2026 | |
| 2 | BIP Wealth, LLC | $21.2M | 260K | ▼−4.2% Reduced · −11K sh | Q1 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. | $6.8M | 83K | ▼−2.6% Reduced · −2K sh | Q1 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 | Csenge Advisory Group | $6.0M | 74K | ▼−11% Reduced · −9K sh | Q1 2026 | |
| 15 | BANK OF MONTREAL /CAN/ | $4.9M | 61K | ▼−8.8% Reduced · −6K sh | Q1 2026 | |
| 16 | Checchi Capital Advisers, LLC | $4.8M | 59K | ▼−15% Reduced · −11K sh | Q1 2026 | |
| 17 | Corient Private Wealth LLC | $4.7M | 58K | ▲+2.4% Added · +1K sh | Q1 2026 | |
| 18 | UBS Group AG | $4.7M | 57K | ▼−25% Reduced · −19K sh | Q1 2026 | |
| 19 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $4.7M | 56K | ▲+0.4% Added · +208 sh | Q2 2026 | |
| 20 | Kestra Advisory Services, LLC | $4.3M | 53K | ▲+37% Added · +14K sh | Q1 2026 | |
| 21 | LPL Financial LLC | $4.1M | 50K | ▲+0.6% Added · +307 sh | Q1 2026 | |
| 22 | Creative Planning | $3.3M | 40K | ▲+2.3% Added · +912 sh | Q1 2026 | |
| 23 | Focus Partners Advisor Solutions, LLC | $3.0M | 37K | ▼−6.4% Reduced · −3K sh | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $3.0M | 37K | ▼−2.4% Reduced · −921 sh | Q1 2026 | |
| 25 | FAMILY WEALTH PARTNERS, LLC | $3.0M | 35K | ▼−0.6% Reduced · −209 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 |
|---|---|---|
| NVIDIA CORPNVDA | 59 funds | $15.6B |
| ISHARES CORE S&P 500 ETFIVV | 59 funds | $14.7B |
| MICROSOFT CORPMSFT | 59 funds | $13.1B |
| ALPHABET INC-CL AGOOGL | 59 funds | $8.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 59 funds | $7.8B |
| ALPHABET INC-CL CGOOG | 59 funds | $6.2B |
| JPMORGAN CHASE & COJPM | 59 funds | $5.9B |
| VANGUARD VALUE ETFVTV | 59 funds | $4.2B |
| VANGUARD FTSE DEVELOPED ETFVEA | 59 funds | $3.7B |
| COSTCO WHOLESALE CORPCOST | 59 funds | $3.5B |
| JOHNSON & JOHNSONJNJ | 59 funds | $3.4B |
| VISA INC-CLASS A SHARESV | 59 funds | $3.4B |
Ranked by how many of DLS'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 DLS. 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.