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/DON/capital-change-brief"
Use Arkolith's capital_change_brief for DON. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $244.1M | 4.6M | ▼−0.7% Reduced · −32K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $125.6M | 2.4M | ▲+0.7% Added · +16K sh | Q1 2026 | |
| 3 | UBS Group AG | $98.9M | 1.9M | ▲+8.8% Added · +152K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $97.1M | 1.8M | ▼−5.2% Reduced · −102K sh | Q1 2026 | |
| 5 | JONES FINANCIAL COMPANIES LLLP | $85.8M | 1.7M | ▲+23% Added · +312K sh | Q1 2026 | |
| 6 | Linscomb Wealth, Inc. | $83.0M | 1.6M | ▼−14% Reduced · −266K sh | Q1 2026 | |
| 7 | Creative Planning | $79.8M | 1.5M | ▼~0% Reduced · −264 sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $71.1M | 1.4M | ▼−2.0% Reduced · −28K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $52.7M | 1.0M | ▼−10.0% Reduced · −111K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $52.6M | 1.0M | ▲+0.3% Added · +3K sh | Q1 2026 | |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | $37.5M | 713K | ▲+16% Added · +97K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $27.6M | 526K | ▼−7.9% Reduced · −45K sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $27.3M | 520K | ▼−11% Reduced · −67K sh | Q1 2026 | |
| 14 | KEYBANK NATIONAL ASSOCIATION/OH | $26.9M | 512K | ▲+0.8% Added · +4K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $24.5M | 467K | ▼−15% Reduced · −83K sh | Q1 2026 | |
| 16 | COLDSTREAM CAPITAL MANAGEMENT INC | $24.5M | 466K | ▼−5.0% Reduced · −25K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $21.3M | 406K | ▲+8.0% Added · +30K sh | Q1 2026 | |
| 18 | Stonebridge Financial Group, LLC | $22.4M | 397K | ▲+2.2% Added · +9K sh | Q2 2026 | |
| 19 | Trajan Wealth LLC | $19.2M | 365K | ▲+2.0% Added · +7K sh | Q1 2026 | |
| 20 | Kestra Advisory Services, LLC | $19.2M | 365K | ▼−34% Reduced · −185K sh | Q1 2026 | |
| 21 | AE Wealth Management LLC | $18.8M | 358K | ▲+6.8% Added · +23K sh | Q1 2026 | |
| 22 | HUNTINGTON NATIONAL BANK | $18.8M | 358K | ▲+6.2% Added · +21K sh | Q1 2026 | |
| 23 | Baird Financial Group, Inc. | $18.6M | 354K | ▲+3.4% Added · +12K sh | Q1 2026 | |
| 24 | MAI Capital Management | $17.3M | 329K | ▼−1.1% Reduced · −4K sh | Q1 2026 | |
| 25 | Marion Wealth Management | $18.0M | 318K | ▲+5.9% Added · +18K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 138 funds | $31.1B |
| MICROSOFT CORPMSFT | 138 funds | $27.1B |
| JPMORGAN CHASE & COJPM | 138 funds | $12.3B |
| ALPHABET INC-CL CGOOG | 138 funds | $11.4B |
| JOHNSON & JOHNSONJNJ | 138 funds | $7.1B |
| WALMART INCWMT | 138 funds | $6.4B |
| MERCK & CO. INC.MRK | 138 funds | $3.3B |
| VERIZON COMMUNICATIONS INCVZ | 138 funds | $2.4B |
| APPLE INCAAPL | 137 funds | $34.7B |
| AMAZON.COM INCAMZN | 137 funds | $19.5B |
| ALPHABET INC-CL AGOOGL | 137 funds | $17.5B |
| EXXON MOBIL CORPXOM | 137 funds | $7.2B |
Ranked by how many of DON'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 DON. 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.