99 tracked 13F filers disclose a position in DMBS as of the latest SEC 13F filings, a combined $706.4M 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 | Gradient Investments LLC | $151.2M | 3.1M | ▲+0.3% Added · +11K sh | Q2 2026 | |
| 2 | Advocacy Wealth Management, LLC | $53.2M | 1.1M | ▲+3.5% Added · +37K sh | Q2 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $45.2M | 916K | ▲+17% Added · +135K sh | Q1 2026 | |
| 4 | Bank of New York Mellon Corp | $35.9M | 727K | ▲+1.1% Added · +8K sh | Q1 2026 | |
| 5 | EVERGREEN CAPITAL MANAGEMENT LLC | $33.3M | 679K | ▼−1.1% Reduced · −8K sh | Q2 2026 | |
| 6 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $31.5M | 637K | ▲+11% Added · +61K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $23.7M | 480K | ▲+1.1% Added · +5K sh | Q1 2026 | |
| 8 | Astoria Portfolio Advisors LLC. | $22.2M | 453K | ▲+42% Added · +134K sh | Q2 2026 | |
| 9 | Signal Advisors Wealth, LLC | $18.7M | 381K | ▲+31% Added · +89K sh | Q2 2026 | |
| 10 | Mattson Financial Services, LLC | $17.3M | 355K | ▲+8.4% Added · +27K sh | Q2 2026 | |
| 11 | Legacy CG, LLC | $16.7M | 341K | ▲+2.0% Added · +7K sh | Q2 2026 | |
| 12 | TPG Financial Advisors, LLC | $15.7M | 321K | ▲+4.0% Added · +12K sh | Q2 2026 | |
| 13 | Hobbs Group Advisors, LLC | $15.7M | 320K | ▲+49% Added · +106K sh | Q2 2026 | |
| 14 | Compound Planning, Inc. | $13.9M | 283K | ▲+18% Added · +43K sh | Q2 2026 | |
| 15 | AMI INVESTMENT MANAGEMENT INC | $12.6M | 257K | ▲+3.6% Added · +9K sh | Q2 2026 | |
| 16 | Savvy Advisors, Inc. | $11.4M | 232K | ▲+10% Added · +21K sh | Q1 2026 | |
| 17 | CITADEL ADVISORS LLC | $11.0M | 223K | ▲New +223K sh | Q1 2026 | |
| 18 | Brown Financial Advisors | $10.6M | 217K | ▲+6.5% Added · +13K sh | Q3 2026 | |
| 19 | W.G. Shaheen & Associates DBA Whitney & Co | $10.2M | 208K | ▲+5.4% Added · +11K sh | Q2 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $9.9M | 201K | ▲New +201K sh | Q1 2026 | |
| 21 | MORGAN STANLEY | $9.5M | 192K | ▼−48% Reduced · −175K sh | Q1 2026 | |
| 22 | Mariner, LLC | $9.4M | 191K | ▲+14% Added · +24K sh | Q1 2026 | |
| 23 | New Republic Capital, LLC | $7.6M | 155K | ▲+12% Added · +16K sh | Q2 2026 | |
| 24 | Vermillion & White Wealth Management Group, LLC | $7.4M | 150K | ▲+4.7% Added · +7K sh | Q2 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $7.4M | 149K | ▲31× Added · +144K 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.
Last quarter, 8 funds opened a new position in DMBS and 31 added to an existing one, while 7 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 |
|---|---|---|
| NVIDIA CORPNVDA | 47 funds | $6.7B |
| APPLE INCAAPL | 47 funds | $5.8B |
| AMAZON.COM INCAMZN | 47 funds | $3.5B |
| MICROSOFT CORPMSFT | 46 funds | $3.3B |
| ALPHABET INC-CL AGOOGL | 45 funds | $2.4B |
| JPMORGAN CHASE & COJPM | 45 funds | $1.8B |
| BROADCOM INCAVGO | 44 funds | $2.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 42 funds | $2.3B |
| META PLATFORMS INC-CLASS AMETA | 42 funds | $1.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 42 funds | $1.5B |
| WALMART INCWMT | 41 funds | $861.0M |
| ISHARES CORE S&P 500 ETFIVV | 40 funds | $6.2B |
Ranked by how many of DMBS's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| DMBSthis pageUIE | 99 funds | $706.4M |
| DBNDOPPORTUNISTIC CO | 95 funds | $598.6M |
| DCREcommon | 75 funds | $364.9M |
| DSCOcommon | 43 funds | $176.1M |
| CAPESHILLER CAPE US EQTY | 39 funds | $115.5M |
| DABSFUND | 30 funds | $125.6M |
| DMXMULTI SECTOR INC | 16 funds | $62.0M |
| DCMTStock | 7 funds | $29.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for DMBS
This ETF 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/DMBS/capital-change-brief"
Use Arkolith's capital_change_brief for DMBS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DMBS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.