| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | $6.2M | 875K | ▲+27% Added · +188K sh | Q1 2026 | |
| 2 | Aquamarine Financial (Cayman) Ltd | $5.1M | 722K | ▲New +722K sh | Q1 2026 | |
| 3 | Apella Capital, LLC | $4.9M | 382K | —Held | Q2 2026 | |
| 4 | ARK Investment Management LLC | $2.1M | 292K | ▲New +292K sh | Q1 2026 | |
| 5 | UBS Group AG | $2.0M | 287K | ▲14× Added · +266K sh | Q1 2026 | |
| 6 | NorthCoast Asset Management LLC | $1.0M | 147K | ▼−6.8% Reduced · −11K sh | Q1 2026 | |
| 7 | Mariner, LLC | $1.0M | 146K | ▲+17% Added · +21K sh | Q1 2026 | |
| 8 | Gem Investment Advisors, LLC | $804K | 114K | ▼−22% Reduced · −32K sh | Q1 2026 | |
| 9 | JANE STREET GROUP, LLC | $534K | 76K | ▲New +76K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $378K | 53K | ▲+41% Added · +16K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $349K | 49K | ▲+110% Added · +26K sh | Q1 2026 | |
| 12 | Private Advisor Group, LLC | $336K | 48K | —Held | Q1 2026 | |
| 13 | MILLENNIUM MANAGEMENT LLC | $328K | 46K | ▼−57% Reduced · −61K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $293K | 41K | ▼−6.2% Reduced · −3K sh | Q1 2026 | |
| 15 | RENAISSANCE TECHNOLOGIES LLC | $286K | 40K | ▲New +40K sh | Q1 2026 | |
| 16 | CITADEL ADVISORS LLC | $250K | 35K | ▲Added Added · +35K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $236K | 33K | ▼−1.2% Reduced · −412 sh | Q1 2026 | |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $231K | 33K | ▲New +33K sh | Q1 2026 | |
| 19 | Focus Partners Wealth | $228K | 32K | —Held | Q1 2026 | |
| 20 | Cerity Partners LLC | $226K | 32K | ▲New +32K sh | Q1 2026 | |
| 21 | Summit Financial, LLC | $212K | 30K | ▼−32% Reduced · −14K sh | Q1 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $185K | 26K | ▲New +26K sh | Q1 2026 | |
| 23 | Tidal Investments LLC | $177K | 25K | ▲New +25K sh | Q1 2026 | |
| 24 | MORGAN STANLEY | $173K | 24K | ▲+28% Added · +5K sh | Q1 2026 | |
| 25 | Aptus Capital Advisors, LLC | $141K | 20K | ▼−8.9% Reduced · −2K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 15 funds | $5.1B |
| MICROSOFT CORPMSFT | 15 funds | $4.8B |
| BROADCOM INCAVGO | 15 funds | $2.9B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 15 funds | $2.8B |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $2.6B |
| TESLA INCTSLA | 15 funds | $2.5B |
| ELI LILLY & COLLY | 15 funds | $1.2B |
| PALANTIR TECHNOLOGIES INC-APLTR | 15 funds | $1.2B |
| ADVANCED MICRO DEVICESAMD | 15 funds | $1.2B |
| INTUITIVE SURGICAL INCISRG | 15 funds | $870.7M |
| CATERPILLAR INCCAT | 15 funds | $789.0M |
| SHOPIFY INC - CLASS ASHOP | 15 funds | $779.9M |
Ranked by how many of DRTS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 6, 2026 | Levy Raphi | Chief Financial Officer | Sell (S) | 2K | $32K |
| Jul 2, 2026 | Levy Raphi | Chief Financial Officer | Sell (S) | 18K | $232K |
| Jul 1, 2026 | Levy Raphi | Chief Financial Officer | Sell (S) | 2K | $28K |
| Jun 30, 2026 | Levy Raphi | Chief Financial Officer | Sell (S) | 20K | $240K |
| Jun 25, 2026 | Levy Raphi | Chief Financial Officer | Sell (S) | 4K | $46K |
| Jun 25, 2026 | Levy Raphi | Chief Financial Officer | Sell (S) | 16K | $174K |
| Jun 23, 2026 | Levy Raphi | Chief Financial Officer | Sell (S) | 15K | $142K |
| Jun 23, 2026 | Levy Raphi | Chief Financial Officer | Sell (S) | 3K | $25K |
| Jun 3, 2026 | Levy Raphi | Chief Financial Officer | Sell (S) | 18K | $191K |
| Jun 3, 2026 | Levy Raphi | Chief Financial Officer | Sell (S) | 15K | $161K |
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/DRTS/capital-change-brief"
Use Arkolith's capital_change_brief for DRTS. 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 DRTS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.