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.
| # | 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 | $51.7M | 1.0M | ▲+7.3% Added · +71K sh | Q1 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 | $33.9M | 686K | ▲+1.2% Added · +8K sh | Q1 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 | AMI INVESTMENT MANAGEMENT INC | $12.6M | 257K | ▲+3.6% Added · +9K sh | Q2 2026 | |
| 9 | Compound Planning, Inc. | $11.8M | 239K | ▼−12% Reduced · −33K sh | Q1 2026 | |
| 10 | Savvy Advisors, Inc. | $11.4M | 232K | ▲+10% Added · +21K sh | Q1 2026 | |
| 11 | CITADEL ADVISORS LLC | $11.0M | 223K | ▲New +223K sh | Q1 2026 | |
| 12 | Hobbs Group Advisors, LLC | $10.6M | 214K | ▲+4.5% Added · +9K sh | Q1 2026 | |
| 13 | Brown Financial Advisors | $10.1M | 204K | ▲+25% Added · +40K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $9.9M | 201K | ▲New +201K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $9.5M | 192K | ▼−48% Reduced · −175K sh | Q1 2026 | |
| 16 | Mariner, LLC | $9.4M | 191K | ▲+14% Added · +24K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $7.4M | 149K | ▲31× Added · +144K sh | Q1 2026 | |
| 18 | Vermillion & White Wealth Management Group, LLC | $7.1M | 143K | ▲+317% Added · +109K sh | Q1 2026 | |
| 19 | Paladin Wealth, LLC | $6.2M | 125K | ▲+15% Added · +16K sh | Q2 2026 | |
| 20 | INTEGRATED CAPITAL MANAGEMENT, INC. | $5.8M | 119K | ▼−1.1% Reduced · −1K sh | Q2 2026 | |
| 21 | Integrated Wealth Concepts LLC | $4.8M | 98K | ▲+8.7% Added · +8K sh | Q1 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $4.4M | 90K | ▼−24% Reduced · −28K sh | Q1 2026 | |
| 23 | MATHER GROUP, LLC. | $4.2M | 84K | ▲+1.1% Added · +884 sh | Q1 2026 | |
| 24 | Tailwinds Wealth, LLC | $3.7M | 76K | ▲+199% Added · +51K sh | Q2 2026 | |
| 25 | MARIPAU WEALTH MANAGEMENT LLC | $3.7M | 74K | ▼−2.6% Reduced · −2K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 27 funds | $7.9B |
| ISHARES CORE S&P 500 ETFIVV | 27 funds | $7.9B |
| APPLE INCAAPL | 27 funds | $6.7B |
| MICROSOFT CORPMSFT | 27 funds | $4.5B |
| AMAZON.COM INCAMZN | 27 funds | $4.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 27 funds | $3.1B |
| JPMORGAN CHASE & COJPM | 27 funds | $2.9B |
| META PLATFORMS INC-CLASS AMETA | 27 funds | $2.5B |
| ALPHABET INC-CL CGOOG | 27 funds | $2.2B |
| EXXON MOBIL CORPXOM | 27 funds | $1.6B |
| WALMART INCWMT | 27 funds | $1.6B |
| JOHNSON & JOHNSONJNJ | 27 funds | $1.5B |
Ranked by how many of DMBS's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.