22 tracked 13F filers disclose a position in DMA as of the latest SEC 13F filings, a combined $20.0M 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 | Atlas Wealth LLC | $8.1M | 1.1M | ▲New +1.1M sh | Q2 2026 | |
| 2 | Matisse Capital | $3.4M | 455K | ▲+10% Added · +43K sh | Q2 2026 | |
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $2.0M | 262K | ▲+6.0% Added · +15K sh | Q2 2026 | |
| 4 | Closed-End Fund Advisors, Inc. | $1.6M | 209K | ▲+4.2% Added · +8K sh | Q2 2026 | |
| 5 | Quarry LP | $769K | 103K | ▼−0.7% Reduced · −676 sh | Q2 2026 | |
| 6 | ROYAL BANK OF CANADA | $689K | 85K | ▼−11% Reduced · −10K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $568K | 70K | ▲+28% Added · +15K sh | Q1 2026 | |
| 8 | IHT Wealth Management, LLC | $510K | 68K | ▼−5.7% Reduced · −4K sh | Q2 2026 | |
| 9 | EVOLVE PRIVATE WEALTH, LLC | $348K | 47K | ▼−8.4% Reduced · −4K sh | Q2 2026 | |
| 10 | CAPSTONE INVESTMENT ADVISORS, LLC | $343K | 46K | —Held | Q2 2026 | |
| 11 | Almitas Capital LLC | $338K | 45K | —Held | Q2 2026 | |
| 12 | K2 PRINCIPAL FUND, L.P. | $260K | 35K | —Held | Q2 2026 | |
| 13 | Chicago Partners Investment Group LLC | $240K | 31K | ▲+3.3% Added · +1K sh | Q2 2026 | |
| 14 | Alpine Global Management, LLC | $219K | 27K | ▲New +27K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $195K | 24K | ▼−18% Reduced · −5K sh | Q1 2026 | |
| 16 | E6 Portfolios, LLC | $124K | 17K | ▲New +17K sh | Q2 2026 | |
| 17 | Noble Wealth Management PBC | $121K | 16K | ▼−47% Reduced · −14K sh | Q2 2026 | |
| 18 | NWF Advisory Services Inc. | $88K | 12K | —Held | Q2 2026 | |
| 19 | Prime Capital Investment Advisors, LLC | $86K | 12K | —Held | Q2 2026 | |
| 20 | MORGAN STANLEY | $42K | 5K | ▼−1.9% Reduced · −100 sh | Q1 2026 | |
| 21 | JPMORGAN CHASE & CO | $23K | 3K | —Held | Q1 2026 | |
| 22 | SouthState Bank Corp | $8K | 1K | —Held | 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, 2 funds opened a new position in DMA and 3 added to an existing one, while 1 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 | 10 funds | $1.8B |
| NVIDIA CORPNVDA | 8 funds | $1.8B |
| AMAZON.COM INCAMZN | 8 funds | $919.1M |
| META PLATFORMS INC-CLASS AMETA | 8 funds | $411.0M |
| ALPHABET INC-CL CGOOG | 8 funds | $231.0M |
| CISCO SYSTEMS INCCSCO | 8 funds | $15.4M |
| APPLE INCAAPL | 7 funds | $648.9M |
| TESLA INCTSLA | 7 funds | $613.5M |
| BROADCOM INCAVGO | 7 funds | $297.4M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 7 funds | $274.2M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 7 funds | $265.9M |
| ORACLE CORPORCL | 7 funds | $193.8M |
Ranked by how many of DMA's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 9, 2025 | Saba Capital Management, L.P. | 10% Owner | Buy (P) | 68K | $589K |
| Sep 8, 2025 | Saba Capital Management, L.P. | 10% Owner | Buy (P) | 500 | $4K |
| Sep 5, 2025 | Saba Capital Management, L.P. | 10% Owner | Buy (P) | 28K | $239K |
| Aug 14, 2025 | Weinstein Boaz | 10% Owner | Buy (P) | 42K | $362K |
| Jul 29, 2025 | Saba Capital Management, L.P. | 10% Owner | Buy (P) | 62K | $534K |
| Jul 28, 2025 | Saba Capital Management, L.P. | 10% Owner | Buy (P) | 76K | $651K |
| May 15, 2025 | Weinstein Boaz | 10% Owner | Buy (P) | 3K | $28K |
| May 13, 2025 | Saba Capital Management, L.P. | 10% Owner | Buy (P) | 20K | $167K |
| May 12, 2025 | Weinstein Boaz | 10% Owner | Buy (P) | 43K | $365K |
| May 9, 2025 | Saba Capital Management, L.P. | 10% Owner | Buy (P) | 20K | $165K |
| May 8, 2025 | Saba Capital Management, L.P. | 10% Owner | Buy (P) | 20K | $169K |
| May 5, 2025 | Weinstein Boaz | 10% Owner | Buy (P) | 976 | $8K |
Connected entities for DMA
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/DMA/capital-change-brief"
Use Arkolith's capital_change_brief for DMA. 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 DMA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.