Among active 13F managers last quarter, 5 opened and 18 added, while 7 reduced; the largest holder to move was 1607 Capital Partners, LLC (+10%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
80 tracked 13F filers disclose a position in DLY as of the latest SEC 13F filings, a combined $160.9M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company | 2.4M | $34.1M | ▲+3.4% Added · +81K sh | Q1 2026 | |
| 2 | Morgan Stanley | 2.4M | $33.9M | ▲+0.8% Added · +20K sh | Q1 2026 | |
| 3 | UBS Group AG | 1.0M | $14.1M | ▲+1.6% Added · +16K sh | Q1 2026 | |
| 4 | Royal Bank Of Canada | 709K | $9.9M | ▲+36% Added · +186K sh | Q1 2026 | |
| 5 | HighTower Advisors, LLC | 496K | $6.9M | ▲+3.7% Added · +18K sh | Q1 2026 | |
| 6 | Raymond James Financial Inc | 458K | $6.4M | ▲+14% Added · +57K sh | Q1 2026 | |
| 7 | 1607 Capital Partners, LLC | 355K | $5.0M | ▲+10% Added · +33K sh | Q2 2026 | |
| 8 | LPL Financial LLC | 294K | $4.1M | ▲+46% Added · +92K sh | Q1 2026 | |
| 9 | Bank Of America Corp | 289K | $4.0M | ▲+106% Added · +149K sh | Q1 2026 | |
| 10 | Rareview Capital LLC | 228K | $3.6M | ▲+35% Added · +59K sh | Q2 2026 | |
| 11 | Independent Financial Group, LLC | 226K | $3.2M | ▲+0.3% Added · +676 sh | Q2 2026 | |
| 12 | Journey Advisory Group, LLC | 198K | $2.8M | ▼−0.6% Reduced · −1K sh | Q2 2026 | |
| 13 | Pettinga Financial Advisors LLC | 177K | $2.5M | ▼−3.1% Reduced · −6K sh | Q2 2026 | |
| 14 | Maridea Wealth Management LLC | 172K | $2.4M | ▲+27% Added · +37K sh | Q2 2026 | |
| 15 | Shaker Financial Services, LLC | 158K | $2.2M | ▼−19% Reduced · −37K sh | Q2 2026 | |
| 16 | Guggenheim Capital LLC | 137K | $1.9M | ▲+81% Added · +61K sh | Q1 2026 | |
| 17 | Noble Wealth Management PBC | 109K | $1.5M | ▲+9.0% Added · +9K sh | Q2 2026 | |
| 18 | Creekside Partners | 102K | $1.4M | ▲+51% Added · +34K sh | Q2 2026 | |
| 19 | Logan Stone Capital, LLC | 91K | $1.3M | ▼−72% Reduced · −231K sh | Q2 2026 | |
| 20 | Journey Strategic Wealth LLC | 89K | $1.2M | ▼−33% Reduced · −44K sh | Q1 2026 | |
| 21 | Schwarz Dygos Wheeler Investment Advisors LLC | 78K | $1.1M | ▲+4.5% Added · +3K sh | Q2 2026 | |
| 22 | Sanctuary Advisors, LLC | 77K | $1.1M | ▲+8.7% Added · +6K sh | Q2 2026 | |
| 23 | Stifel Financial Corp | 64K | $894K | ▼−23% Reduced · −19K sh | Q1 2026 | |
| 24 | Pathstone Holdings, LLC | 61K | $855K | ▼−61% Reduced · −94K sh | Q2 2026 | |
| 25 | Oppenheimer & Co Inc | 54K | $765K | ▲+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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 5 funds opened a new position in DLY and 18 added to an existing one, while 7 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 36 funds | $3.0B |
| Apple IncAAPL | 33 funds | $5.2B |
| Alphabet Inc-CL AGOOGL | 33 funds | $2.4B |
| SS SPDR S&P 500 ETF Trust-USSPY | 33 funds | $1.8B |
| Nvidia CorpNVDA | 32 funds | $5.1B |
| Amazon.com IncAMZN | 32 funds | $4.0B |
| Alphabet Inc-CL CGOOG | 32 funds | $1.8B |
| Abbvie IncABBV | 32 funds | $1.2B |
| Invesco QQQ Trust Series 1QQQ | 32 funds | $1.2B |
| Berkshire Hathaway Inc-CL BBRK/B | 32 funds | $1.2B |
| Johnson & JohnsonJNJ | 32 funds | $864.1M |
| Cisco Systems IncCSCO | 32 funds | $733.5M |
Ranked by how many of DLY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DLY.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 8, 2024 | Guia Youse | Chief Compliance Officer | Buy (P) | 70 | $1K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 34 | 20 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
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.