The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query DLY owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/DLY"
Use Arkolith to show who owns DLY, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | INDEPENDENT FINANCIAL GROUP, LLC | $3.1M | 226K | ▲+1.1% Added · +2K sh | Q1 2026 | |
| 2 | Pathstone Holdings, LLC | $2.2M | 155K | ▲New +155K sh | Q1 2026 | |
| 3 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $2.0M | 146K | ▼−74% Reduced · −410K sh | Q1 2026 | |
| 4 | JOURNEY STRATEGIC WEALTH LLC | $1.2M | 89K | ▼−33% Reduced · −44K sh | Q1 2026 | |
| 5 | Sanctuary Advisors, LLC | $986K | 71K | ▲+22% Added · +13K sh | Q1 2026 | |
| 6 | NewEdge Advisors, LLC | $768K | 55K | ▲+1.7% Added · +908 sh | Q1 2026 | |
| 7 | OPPENHEIMER & CO INC | $690K | 50K | ▼−4.3% Reduced · −2K sh | Q1 2026 | |
| 8 | &PARTNERS | $591K | 42K | ▼−45% Reduced · −35K sh | Q1 2026 | |
| 9 | MGO ONE SEVEN LLC | $391K | 28K | ▼−48% Reduced · −26K sh | Q1 2026 | |
| 10 | EVOKE WEALTH, LLC | $291K | 21K | ▼−9.1% Reduced · −2K sh | Q1 2026 | |
| 11 | Private Advisor Group, LLC | $267K | 19K | ▼−5.4% Reduced · −1K sh | Q1 2026 | |
| 12 | Kestra Advisory Services, LLC | $241K | 17K | ▼−6.0% Reduced · −1K sh | Q1 2026 | |
| 13 | READYSTATE ASSET MANAGEMENT LP | $236K | 17K | ▼−91% Reduced · −179K sh | Q1 2026 | |
| 14 | Avidian Wealth Enterprises, LLC | $195K | 14K | —Held | Q1 2026 | |
| 15 | Larson Financial Group LLC | $30K | 2K | ▲~0% Added · +1 sh | Q1 2026 | |
| 16 | ST GERMAIN D J CO INC | $9K | 680 | —Held | Q1 2026 | |
| 17 | Arax Advisory Partners | $7K | 511 | ▼−93% Reduced · −7K sh | Q1 2026 | |
| 18 | Ancora Advisors LLC | $3K | 250 | ▲New +250 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 1, 2024 | Salter John C. | Insider | Other (J) | 229 | $4K |
| Jul 1, 2024 | Salter John C. | Insider | Other (J) | 235 | $4K |
| Apr 1, 2024 | Salter John C. | Insider | Other (J) | 233 | $4K |
| Mar 8, 2024 | Guia Youse | Chief Compliance Officer | Buy (P) | 70 | $1K |
| Jan 2, 2024 | Salter John C. | Insider | Other (J) | 238 | $4K |
| Dec 29, 2023 | Woolson Raymond | Insider | Other (J) | 2K | $28K |
| Oct 2, 2023 | Salter John C. | Insider | Other (J) | 250 | $4K |
| Jul 3, 2023 | Salter John C. | Insider | Other (J) | 198 | $3K |
| Apr 3, 2023 | Salter John C. | Insider | Other (J) | 198 | $3K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 23 funds | $6.6B |
| APPLE INCAAPL | 22 funds | $8.5B |
| NVIDIA CORPNVDA | 22 funds | $7.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 22 funds | $6.5B |
| ISHARES CORE S&P 500 ETFIVV | 22 funds | $6.5B |
| ALPHABET INC-CL AGOOGL | 22 funds | $4.3B |
| BROADCOM INCAVGO | 22 funds | $3.5B |
| JOHNSON & JOHNSONJNJ | 22 funds | $3.1B |
| META PLATFORMS INC-CLASS AMETA | 22 funds | $2.5B |
| TESLA INCTSLA | 22 funds | $1.4B |
| CHEVRON CORPCVX | 22 funds | $1.2B |
| HOME DEPOT INCHD | 22 funds | $1.1B |
Ranked by how many of DLY's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DLY. 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.