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/DOL/capital-change-brief"
Use Arkolith's capital_change_brief for DOL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Creative Planning | $183.4M | 2.7M | ▲+1.2% Added · +33K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $73.8M | 1.1M | ▲+5.9% Added · +61K sh | Q1 2026 | |
| 3 | HUNTINGTON NATIONAL BANK | $58.3M | 858K | ▲+1.6% Added · +13K sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $24.0M | 364K | ▼−2.1% Reduced · −8K sh | Q1 2026 | |
| 5 | ROYAL BANK OF CANADA | $21.2M | 311K | ▼−5.7% Reduced · −19K sh | Q1 2026 | |
| 6 | BIP Wealth, LLC | $19.9M | 293K | ▼−5.8% Reduced · −18K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $16.2M | 239K | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $14.0M | 206K | ▲+3.6% Added · +7K sh | Q1 2026 | |
| 9 | M&T BANK CORP | $8.8M | 129K | ▲~0% Added · +53 sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $8.5M | 125K | ▲+4.7% Added · +6K sh | Q1 2026 | |
| 11 | Avidian Wealth Enterprises, LLC | $7.5M | 111K | ▼−8.9% Reduced · −11K sh | Q1 2026 | |
| 12 | JANE STREET GROUP, LLC | $5.5M | 81K | ▲+153% Added · +49K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $5.5M | 80K | ▼−3.0% Reduced · −3K sh | Q1 2026 | |
| 14 | UBS Group AG | $5.2M | 77K | ▲+10% Added · +7K sh | Q1 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $5.1M | 75K | ▲+30% Added · +18K sh | Q1 2026 | |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.6M | 67K | ▲+3.4% Added · +2K sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | $4.2M | 62K | ▼−28% Reduced · −24K sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $4.0M | 59K | ▲+37% Added · +16K sh | Q1 2026 | |
| 19 | Rockefeller Capital Management L.P. | $3.8M | 56K | ▲+21% Added · +10K sh | Q1 2026 | |
| 20 | MML INVESTORS SERVICES, LLC | $3.6M | 52K | ▼−31% Reduced · −23K sh | Q1 2026 | |
| 21 | Gladstone Institutional Advisory LLC | $2.9M | 43K | ▼−2.4% Reduced · −1K sh | Q1 2026 | |
| 22 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.2M | 32K | ▲New +32K sh | Q1 2026 | |
| 23 | Mariner, LLC | $2.0M | 30K | ▼−13% Reduced · −5K sh | Q1 2026 | |
| 24 | Waverly Advisors, LLC | $2.0M | 30K | ▼−1.4% Reduced · −427 sh | Q1 2026 | |
| 25 | Western Wealth Management, LLC | $2.0M | 29K | ▲+40% Added · +8K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 37 funds | $15.1B |
| NVIDIA CORPNVDA | 37 funds | $15.0B |
| ISHARES CORE S&P 500 ETFIVV | 37 funds | $14.4B |
| MICROSOFT CORPMSFT | 37 funds | $12.0B |
| AMAZON.COM INCAMZN | 37 funds | $10.0B |
| ALPHABET INC-CL AGOOGL | 37 funds | $8.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 37 funds | $7.5B |
| JPMORGAN CHASE & COJPM | 37 funds | $6.3B |
| ALPHABET INC-CL CGOOG | 37 funds | $5.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 37 funds | $4.1B |
| VANGUARD FTSE DEVELOPED ETFVEA | 37 funds | $3.5B |
| COSTCO WHOLESALE CORPCOST | 37 funds | $3.4B |
Ranked by how many of DOL'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DOL. 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.