| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Linscomb Wealth, Inc. | $83.0M | 1.58M | Reduced | Q1 2026 |
| 2 | COLDSTREAM CAPITAL MANAGEMENT INC | $24.5M | 466.0K | Reduced | Q1 2026 |
| 3 | Trajan Wealth LLC | $19.2M | 365.0K | Added | Q1 2026 |
| 4 | Kestra Advisory Services, LLC | $19.2M | 364.8K | Reduced | Q1 2026 |
| 5 | MAI Capital Management | $17.3M | 328.9K | Reduced | Q1 2026 |
| 6 | HUNTINGTON NATIONAL BANK | $17.0M | 324.1K | Added | Q1 2026 |
| 7 | Rockefeller Capital Management L.P. | $14.2M | 275.0K | New | Q4 2025 |
| 8 | Lido Advisors, LLC | $13.3M | 253.8K | Reduced | Q1 2026 |
| 9 | Atlantic Union Bankshares Corp | $12.7M | 241.9K | Reduced | Q1 2026 |
| 10 | Destination Wealth Management | $12.4M | 236.4K | Reduced | Q1 2026 |
| 11 | Avantax Planning Partners, Inc. | $12.2M | 233.1K | Added | Q1 2026 |
| 12 | Avidian Wealth Enterprises, LLC | $12.1M | 231.2K | New | Q1 2026 |
| 13 | Dynamic Advisor Solutions LLC | $8.5M | 161.0K | Added | Q1 2026 |
| 14 | Curi Capital, LLC | $8.2M | 155.4K | Added | Q1 2026 |
| 15 | Cornerstone Wealth Management, LLC | $7.5M | 142.8K | Added | Q1 2026 |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.6M | 124.7K | Reduced | Q1 2026 |
| 17 | Atria Investments, Inc | $6.5M | 123.5K | Reduced | Q1 2026 |
| 18 | D.A. DAVIDSON & CO. | $6.2M | 118.7K | Added | Q1 2026 |
| 19 | Equitable Holdings, Inc. | $6.1M | 117.9K | Reduced | Q1 2026 |
| 20 | SEGALL BRYANT & HAMILL, LLC | $6.1M | 114.4K | New | Q1 2026 |
| 21 | Modera Wealth Management, LLC | $5.8M | 110.4K | Reduced | Q1 2026 |
| 22 | Focus Partners Advisor Solutions, LLC | $5.3M | 101.8K | Reduced | Q1 2026 |
| 23 | TD Waterhouse Canada Inc. | $5.2M | 99.0K | Reduced | Q1 2026 |
| 24 | SouthState Bank Corp | $4.6M | 87.4K | Reduced | Q1 2026 |
| 25 | MML INVESTORS SERVICES, LLC | $4.5M | 86.3K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia CorpNVDA | 139 funds | $31.1B |
| Microsoft CorpMSFT | 139 funds | $27.2B |
| Jpmorgan Chase & CoJPM | 139 funds | $12.3B |
| LPHABET INCGOOG | 139 funds | $11.3B |
| Johnson & JohnsonJNJ | 139 funds | $7.2B |
| Walmart IncWMT | 139 funds | $6.4B |
| Merck & Company Inc NewMRK | 139 funds | $3.3B |
| Verizon Communications IncVZ | 139 funds | $2.4B |
| Apple IncAAPL | 138 funds | $34.6B |
| Amazon.com IncAMZN | 138 funds | $19.5B |
| Exxon Mobil CorpXOM | 138 funds | $7.1B |
| Mastercard Inc Class AMA | 138 funds | $4.8B |
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.