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/DMXF/capital-change-brief"
Use Arkolith's capital_change_brief for DMXF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $83.5M | 1.1M | ▲79× Added · +1.1M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $63.5M | 841K | ▼−0.5% Reduced · −4K sh | Q1 2026 | |
| 3 | SEI INVESTMENTS CO | $28.2M | 374K | ▲+4.6% Added · +16K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $27.1M | 359K | ▲+323% Added · +274K sh | Q1 2026 | |
| 5 | Envestnet Portfolio Solutions, Inc. | $16.0M | 212K | ▲New +212K sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $15.4M | 211K | ▲+236% Added · +148K sh | Q1 2026 | |
| 7 | Allworth Financial LP | $13.4M | 178K | ▲+0.6% Added · +1K sh | Q1 2026 | |
| 8 | RWA WEALTH PARTNERS, LLC | $11.3M | 149K | ▲+2.8% Added · +4K sh | Q1 2026 | |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.7M | 142K | ▲+166% Added · +88K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $8.4M | 111K | ▲+177% Added · +71K sh | Q1 2026 | |
| 11 | BAILARD, INC. | $7.9M | 104K | ▲+16% Added · +14K sh | Q1 2026 | |
| 12 | Accredited Investors Inc. | $6.4M | 85K | ▲+1.5% Added · +1K sh | Q1 2026 | |
| 13 | Apella Capital, LLC | $6.3M | 76K | ▼−0.1% Reduced · −61 sh | Q2 2026 | |
| 14 | Clearstead Advisors, LLC | $5.6M | 75K | ▲New +75K sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | $4.8M | 64K | ▲+1.8% Added · +1K sh | Q1 2026 | |
| 16 | MML INVESTORS SERVICES, LLC | $4.2M | 56K | ▲+415% Added · +45K sh | Q1 2026 | |
| 17 | CWM, LLC | $4.2M | 56K | ▲+15% Added · +7K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $4.2M | 55K | ▲New +55K sh | Q1 2026 | |
| 19 | UBS Group AG | $4.1M | 54K | ▼−2.4% Reduced · −1K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $3.7M | 48K | ▲+22% Added · +9K sh | Q1 2026 | |
| 21 | Modern Wealth Management, LLC | $3.6M | 47K | ▲+63% Added · +18K sh | Q1 2026 | |
| 22 | TD Waterhouse Canada Inc. | $3.3M | 44K | —Held | Q1 2026 | |
| 23 | FMR LLC | $3.3M | 43K | ▲+6.5% Added · +3K sh | Q1 2026 | |
| 24 | Decker Retirement Planning Inc. | $3.3M | 39K | ▲+15% Added · +5K sh | Q2 2026 | |
| 25 | Fiera Capital Corp | $2.6M | 34K | ▲+13% Added · +4K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 71 funds | $18.7B |
| MICROSOFT CORPMSFT | 70 funds | $17.7B |
| VANGUARD S&P 500 ETFVOO | 70 funds | $15.0B |
| ALPHABET INC-CL AGOOGL | 70 funds | $12.1B |
| JPMORGAN CHASE & COJPM | 70 funds | $7.3B |
| BROADCOM INCAVGO | 70 funds | $7.2B |
| VANGUARD FTSE DEVELOPED ETFVEA | 70 funds | $7.2B |
| META PLATFORMS INC-CLASS AMETA | 70 funds | $6.4B |
| ISHARES CORE MSCI EAFE ETFIEFA | 70 funds | $6.0B |
| JOHNSON & JOHNSONJNJ | 70 funds | $4.9B |
| ISHARES S&P 500 GROWTH ETFIVW | 70 funds | $4.3B |
| WALMART INCWMT | 70 funds | $4.2B |
Ranked by how many of DMXF'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 DMXF. 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.