Among active 13F managers last quarter, 2 opened and none reduced or exited; the largest holder to move was SBI Securities Co., Ltd. (new position). Over the last 180 days, 4 insiders sold and none bought, a net -$9K in open-market trades.
The legs disagree, or only one of them leans.
5 tracked 13F filers disclose a position in DRCT as of the latest SEC 13F filings, a combined $19K 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management LLC | 7K | $19K | ▲New +7K sh | Q2 2026 | |
| 2 | BlackRock, Inc. | 33 | $90 | ▲New +33 sh | Q2 2026 | |
| 3 | Steward Partners Investment Advisory, LLC | 7 | $19 | ▲New +7 sh | Q2 2026 | |
| 4 | SBI Securities Co., Ltd. | 1 | $3 | ▲New +1 sh | Q2 2026 | |
| 5 | Caitong International Asset Management Co., Ltd | 1 | $3 | ▲New +1 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, 2 funds opened a new position in DRCT, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 2 funds | $474.1M |
| Apple IncAAPL | 2 funds | $161.8M |
| Micron Technology IncMU | 2 funds | $129.5M |
| Alphabet Inc-CL AGOOGL | 2 funds | $121.6M |
| Tesla IncTSLA | 2 funds | $114.9M |
| Amazon.com IncAMZN | 2 funds | $92.4M |
| Advanced Micro DevicesAMD | 2 funds | $85.0M |
| Alphabet Inc-CL CGOOG | 2 funds | $75.9M |
| Intel CorpINTC | 2 funds | $63.5M |
| Taiwan Semiconductor-SP ADRTSM | 2 funds | $43.4M |
| Corning IncGLW | 2 funds | $35.0M |
| Berkshire Hathaway Inc-CL BBRK/B | 2 funds | $35.0M |
Ranked by how many of DRCT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DRCT.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 2, 2026 | Walker Mark D | Chairman and CEO, Director | Sell (S) | 500 | $950 |
| Sep 1, 2026 | Walker Mark D | Chairman and CEO, Director | Sell (S) | 2K | $3K |
| Jun 12, 2026 | Leatherberry Antoinette Renee | Director | Sell (S) | 23 | $67 |
| Jun 12, 2026 | Cohen Richard | Director | Sell (S) | 25 | $73 |
| Jun 12, 2026 | Walker Mark D | Chairman and CEO, Director | Sell (S) | 1K | $4K |
| Jun 12, 2026 | Locke Mistelle | Director | Sell (S) | 25 | $73 |
| Jun 9, 2026 | Leatherberry Antoinette Renee | Director | Sell (S) | 67 | $198 |
| Jun 9, 2026 | Cohen Richard | Director | Sell (S) | 76 | $225 |
| Jun 9, 2026 | Locke Mistelle | Director | Sell (S) | 76 | $225 |
| Jan 16, 2026 | Locke Mistelle | Director | Sell (S) | 31 | $202 |
| Nov 14, 2025 | Smith W Keith | President, Director, 10% Owner | Sell (S) | 100K | $21K |
| Nov 14, 2025 | Walker Mark D | Chairman and CEO, Director, 10% Owner | Sell (S) | 245K | $51K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 0 | 0 | – |
Insiders Form 4 open-market | 0 | 4 | -$9K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| DRCTthis pageCOM | 5 funds | $19K |
| 25461T204CL A NEW | 3 funds | $24K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for DRCT
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/DRCT/capital-change-brief"
Use Arkolith's capital_change_brief for DRCT. 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 DRCT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.