77 tracked 13F filers disclose a position in DLY as of the latest SEC 13F filings, a combined $162.0M 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 | WELLS FARGO & COMPANY/MN | $34.1M | 2.4M | ▲+3.4% Added · +81K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $33.9M | 2.4M | ▲+0.8% Added · +20K sh | Q1 2026 | |
| 3 | UBS Group AG | $14.1M | 1.0M | ▲+1.6% Added · +16K sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $9.9M | 709K | ▲+36% Added · +186K sh | Q1 2026 | |
| 5 | HighTower Advisors, LLC | $6.9M | 496K | ▲+3.7% Added · +18K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $6.4M | 458K | ▲+14% Added · +57K sh | Q1 2026 | |
| 7 | 1607 Capital Partners, LLC | $4.5M | 322K | ▲+100% Added · +160K sh | Q1 2026 | |
| 8 | Logan Stone Capital, LLC | $4.5M | 321K | ▼−6.2% Reduced · −21K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $4.1M | 294K | ▲+46% Added · +92K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $4.0M | 289K | ▲+106% Added · +149K sh | Q1 2026 | |
| 11 | Rareview Capital LLC | $3.6M | 228K | ▲+35% Added · +59K sh | Q2 2026 | |
| 12 | INDEPENDENT FINANCIAL GROUP, LLC | $3.2M | 226K | ▲+0.3% Added · +676 sh | Q2 2026 | |
| 13 | Journey Advisory Group, LLC | $2.8M | 198K | ▼−0.6% Reduced · −1K sh | Q2 2026 | |
| 14 | Pettinga Financial Advisors LLC | $2.5M | 177K | ▼−3.1% Reduced · −6K sh | Q2 2026 | |
| 15 | Shaker Financial Services, LLC | $2.2M | 158K | ▼−19% Reduced · −37K sh | Q2 2026 | |
| 16 | Pathstone Holdings, LLC | $2.2M | 155K | ▲New +155K sh | Q1 2026 | |
| 17 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $2.0M | 146K | ▼−74% Reduced · −410K sh | Q1 2026 | |
| 18 | GUGGENHEIM CAPITAL LLC | $1.9M | 137K | ▲+81% Added · +61K sh | Q1 2026 | |
| 19 | Noble Wealth Management PBC | $1.5M | 109K | ▲+9.0% Added · +9K sh | Q2 2026 | |
| 20 | Creekside Partners | $1.4M | 102K | ▲+51% Added · +34K sh | Q2 2026 | |
| 21 | JOURNEY STRATEGIC WEALTH LLC | $1.2M | 89K | ▼−33% Reduced · −44K sh | Q1 2026 | |
| 22 | Sanctuary Advisors, LLC | $986K | 71K | ▲+22% Added · +13K sh | Q1 2026 | |
| 23 | STIFEL FINANCIAL CORP | $894K | 64K | ▼−23% Reduced · −19K sh | Q1 2026 | |
| 24 | NewEdge Advisors, LLC | $768K | 55K | ▲+1.7% Added · +908 sh | Q1 2026 | |
| 25 | OPPENHEIMER & CO INC | $765K | 54K | ▲+9.8% Added · +5K 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, 5 funds opened a new position in DLY and 16 added to an existing one, while 9 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 32 funds | $1.5B |
| APPLE INCAAPL | 29 funds | $2.7B |
| ALPHABET INC-CL AGOOGL | 28 funds | $1.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 28 funds | $1.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 28 funds | $950.5M |
| NVIDIA CORPNVDA | 27 funds | $2.5B |
| AMAZON.COM INCAMZN | 27 funds | $1.3B |
| BROADCOM INCAVGO | 27 funds | $1.1B |
| JOHNSON & JOHNSONJNJ | 27 funds | $438.5M |
| ALPHABET INC-CL CGOOG | 26 funds | $768.0M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 26 funds | $519.6M |
| TESLA INCTSLA | 26 funds | $493.5M |
Ranked by how many of DLY's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 8, 2024 | Guia Youse | Chief Compliance Officer | Buy (P) | 70 | $1K |
Connected entities for DLY
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/DLY/capital-change-brief"
Use Arkolith's capital_change_brief for DLY. 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 DLY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.