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/DOCT/capital-change-brief"
Use Arkolith's capital_change_brief for DOCT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | OPPENHEIMER & CO INC | $17.3M | 398K | ▲+0.5% Added · +2K sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $6.5M | 150K | ▲+31% Added · +35K sh | Q1 2026 | |
| 3 | Mutual Advisors, LLC | $6.3M | 144K | ▼−1.9% Reduced · −3K sh | Q1 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $5.4M | 124K | ▼−21% Reduced · −32K sh | Q1 2026 | |
| 5 | WINNOW WEALTH LLC | $4.9M | 113K | ▼−7.2% Reduced · −9K sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 109K | ▼−3.1% Reduced · −3K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $4.1M | 93K | ▼−31% Reduced · −42K sh | Q1 2026 | |
| 8 | Foguth Wealth Management, LLC. | $4.3M | 91K | ▼−22% Reduced · −26K sh | Q1 2026 | |
| 9 | MONEY CONCEPTS CAPITAL CORP | $3.8M | 88K | ▲+651% Added · +76K sh | Q1 2026 | |
| 10 | MML INVESTORS SERVICES, LLC | $3.8M | 87K | ▲+0.9% Added · +805 sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $3.4M | 79K | ▲+15% Added · +10K sh | Q1 2026 | |
| 12 | Kestra Advisory Services, LLC | $3.4M | 78K | ▼−8.6% Reduced · −7K sh | Q1 2026 | |
| 13 | TRUIST FINANCIAL CORP | $3.2M | 73K | ▲+14% Added · +9K sh | Q1 2026 | |
| 14 | HARBOUR INVESTMENTS, INC. | $3.0M | 69K | ▲+40% Added · +20K sh | Q1 2026 | |
| 15 | CWM, LLC | $2.3M | 53K | ▼−26% Reduced · −18K sh | Q1 2026 | |
| 16 | NewEdge Wealth, LLC | $2.3M | 52K | —Held | Q1 2026 | |
| 17 | LPL Financial LLC | $2.2M | 51K | ▼−0.3% Reduced · −173 sh | Q1 2026 | |
| 18 | Commonwealth Financial Services, LLC | $2.2M | 46K | ▼−13% Reduced · −7K sh | Q2 2026 | |
| 19 | IFP Advisors, Inc | $2.0M | 45K | ▲+9.7% Added · +4K sh | Q1 2026 | |
| 20 | MGO ONE SEVEN LLC | $1.6M | 37K | —Held | Q1 2026 | |
| 21 | 1ST SOURCE BANK | $1.5M | 34K | —Held | Q1 2026 | |
| 22 | StoneX Group Inc. | $1.4M | 33K | ▼−11% Reduced · −4K sh | Q1 2026 | |
| 23 | Advance Capital Management, Inc. | $1.3M | 30K | ▼−11% Reduced · −4K sh | Q1 2026 | |
| 24 | &PARTNERS | $1.2M | 28K | —Held | Q1 2026 | |
| 25 | Harvest Investment Services, LLC | $1.2M | 27K | ▼−7.8% 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 | 36 funds | $10.3B |
| ISHARES CORE S&P 500 ETFIVV | 36 funds | $10.1B |
| MICROSOFT CORPMSFT | 36 funds | $7.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 36 funds | $5.6B |
| ALPHABET INC-CL AGOOGL | 36 funds | $4.9B |
| BROADCOM INCAVGO | 36 funds | $4.1B |
| JPMORGAN CHASE & COJPM | 36 funds | $3.5B |
| META PLATFORMS INC-CLASS AMETA | 36 funds | $3.4B |
| ALPHABET INC-CL CGOOG | 36 funds | $3.0B |
| VANGUARD VALUE ETFVTV | 36 funds | $2.7B |
| ISHARES CORE U.S. AGGREGATEAGG | 36 funds | $2.3B |
| ELI LILLY & COLLY | 36 funds | $2.2B |
Ranked by how many of DOCT'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 DOCT. 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.