106 tracked 13F filers disclose a position in DOL as of the latest SEC 13F filings, a combined $596.3M 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 | 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 | $63.4M | 853K | ▼−0.6% Reduced · −5K sh | Q2 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 | Cascade Financial Partners, LLC | $22.9M | 308K | ▲+14% Added · +38K sh | Q2 2026 | |
| 7 | Key FInancial Inc | $22.8M | 306K | ▼−4.7% Reduced · −15K sh | Q2 2026 | |
| 8 | BIP Wealth, LLC | $22.5M | 302K | ▲+3.1% Added · +9K sh | Q2 2026 | |
| 9 | LPL Financial LLC | $16.2M | 239K | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $14.0M | 206K | ▲+3.6% Added · +7K sh | Q1 2026 | |
| 11 | M&T BANK CORP | $8.8M | 129K | ▲~0% Added · +53 sh | Q1 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $8.5M | 125K | ▲+4.7% Added · +6K sh | Q1 2026 | |
| 13 | Avidian Wealth Enterprises, LLC | $8.4M | 113K | ▲+1.4% Added · +2K sh | Q2 2026 | |
| 14 | Evernest Financial Advisors, LLC | $6.8M | 92K | ▼−0.9% Reduced · −867 sh | Q2 2026 | |
| 15 | Powers Advisory Group, LLC | $6.0M | 81K | ▼−2.8% Reduced · −2K sh | Q2 2026 | |
| 16 | JANE STREET GROUP, LLC | $5.5M | 81K | ▲+153% Added · +49K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $5.5M | 80K | ▼−3.0% Reduced · −3K sh | Q1 2026 | |
| 18 | MML INVESTORS SERVICES, LLC | $5.7M | 77K | ▲+47% Added · +25K sh | Q2 2026 | |
| 19 | UBS Group AG | $5.2M | 77K | ▲+10% Added · +7K sh | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $5.1M | 75K | ▲+30% Added · +18K sh | Q1 2026 | |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.6M | 67K | ▲+3.4% Added · +2K sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | $4.2M | 62K | ▼−28% Reduced · −24K sh | Q1 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $4.0M | 59K | ▲+37% Added · +16K sh | Q1 2026 | |
| 24 | Rockefeller Capital Management L.P. | $3.8M | 56K | ▲+21% Added · +10K sh | Q1 2026 | |
| 25 | Gladstone Institutional Advisory LLC | $3.2M | 43K | ▼−0.7% Reduced · −308 sh | Q2 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, 5 funds opened a new position in DOL and 10 added to an existing one, while 13 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 43 funds | $6.1B |
| APPLE INCAAPL | 43 funds | $5.9B |
| MICROSOFT CORPMSFT | 43 funds | $3.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 43 funds | $1.8B |
| JPMORGAN CHASE & COJPM | 42 funds | $1.8B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 42 funds | $1.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 42 funds | $1.5B |
| CISCO SYSTEMS INCCSCO | 42 funds | $556.6M |
| NVIDIA CORPNVDA | 41 funds | $6.5B |
| AMAZON.COM INCAMZN | 41 funds | $3.5B |
| ALPHABET INC-CL AGOOGL | 41 funds | $2.5B |
| TESLA INCTSLA | 41 funds | $1.5B |
Ranked by how many of DOL's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for DOL
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.
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.