Among active 13F managers last quarter, 9 opened and 6 added, while 1 reduced; the largest holder to move was Family Manage LLC (−4.6%).
43 tracked 13F filers disclose a position in DSCO as of the latest SEC 13F filings, a combined $177.5M 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 | Family Manage LLC | 1.6M | $40.0M | ▼−4.6% Reduced · −78K sh | Q2 2026 | |
| 2 | Envestnet Asset Management Inc | 1.1M | $26.4M | ▲New +1.1M sh | Q1 2026 | |
| 3 | WJ Interests, LLC | 707K | $17.6M | ▲+16% Added · +96K sh | Q2 2026 | |
| 4 | Destiny Wealth Partners, LLC | 610K | $15.1M | ▲New +610K sh | Q2 2026 | |
| 5 | Osaic Holdings, Inc. | 455K | $11.3M | ▲New +455K sh | Q1 2026 | |
| 6 | Curated Wealth Partners LLC | 390K | $9.7M | ▲+6.8% Added · +25K sh | Q2 2026 | |
| 7 | Courier Capital LLC | 323K | $8.0M | ▲New +323K sh | Q2 2026 | |
| 8 | Foundations Investment Advisors, LLC | 269K | $6.7M | ▲New +269K sh | Q2 2026 | |
| 9 | Jacksonville Wealth Management, LLC | 223K | $5.6M | ▼−13% Reduced · −33K sh | Q2 2026 | |
| 10 | Jane Street Group, LLC | 219K | $5.4M | ▲+366% Added · +172K sh | Q1 2026 | |
| 11 | Auour Investments LLC | 178K | $4.4M | ▲New +178K sh | Q2 2026 | |
| 12 | Avaii Wealth Management, LLC | 147K | $3.7M | ▼−6.2% Reduced · −10K sh | Q2 2026 | |
| 13 | Pallas Capital Advisors LLC | 127K | $3.2M | ▲+246% Added · +90K sh | Q2 2026 | |
| 14 | Ashton Thomas Private Wealth, LLC | 105K | $2.6M | ▲New +105K sh | Q2 2026 | |
| 15 | SilverOak Wealth Management LLC | 91K | $2.3M | ▲+2.2% Added · +2K sh | Q2 2026 | |
| 16 | Corrado Advisors, LLC | 83K | $2.1M | ▲+0.3% Added · +292 sh | Q2 2026 | |
| 17 | Advisory Services Network, LLC | 83K | $2.1M | ▲New +83K sh | Q1 2026 | |
| 18 | Pettinga Financial Advisors LLC | 76K | $1.9M | ▲+270% Added · +55K sh | Q2 2026 | |
| 19 | Cushing Capital Partners, LLC | 49K | $1.2M | ▲+12% Added · +5K sh | Q2 2026 | |
| 20 | M Wealth Management, LLC | 38K | $953K | ▲+88% Added · +18K sh | Q2 2026 | |
| 21 | Ausdal Financial Partners, Inc. | 33K | $819K | ▲+1.4% Added · +449 sh | Q2 2026 | |
| 22 | Signal Advisors Wealth, LLC | 32K | $796K | ▼−17% Reduced · −6K sh | Q2 2026 | |
| 23 | UMB Bank, n.a. | 28K | $698K | ▲New +28K sh | Q2 2026 | |
| 24 | Citadel Advisors LLC | 20K | $495K | ▲New +20K sh | Q2 2026 | |
| 25 | Bank of New York Mellon Corp | 20K | $487K | ▲New +20K 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.
Last quarter, 9 funds opened a new position in DSCO and 6 added to an existing one, while 1 reduced. 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 |
|---|---|---|
| Microsoft CorpMSFT | 17 funds | $2.1B |
| JPMorgan Chase & CoJPM | 17 funds | $1.1B |
| Apple IncAAPL | 16 funds | $3.4B |
| Alphabet Inc-CL AGOOGL | 16 funds | $1.6B |
| Nvidia CorpNVDA | 15 funds | $3.6B |
| Amazon.com IncAMZN | 15 funds | $3.2B |
| Broadcom IncAVGO | 15 funds | $1.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 15 funds | $780.9M |
| Home Depot IncHD | 15 funds | $645.0M |
| Johnson & JohnsonJNJ | 15 funds | $558.6M |
| Vanguard S&P 500 ETFVOO | 15 funds | $529.6M |
| Intl Business Machines CorpIBM | 15 funds | $317.3M |
Ranked by how many of DSCO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DSCO.
| Class | 13F holders | Value held |
|---|---|---|
| DMBSUIE | 99 funds | $701.9M |
| DBNDOPPORTUNISTIC CO | 96 funds | $613.6M |
| DCREcommon | 76 funds | $372.9M |
| DSCOthis pagecommon | 43 funds | $177.5M |
| CAPESHILLER CAPE US EQTY | 37 funds | $117.4M |
| DABSFUND | 31 funds | $130.5M |
| DMXMULTI SECTOR INC | 16 funds | $70.9M |
| DCMTStock | 7 funds | $29.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for DSCO
This ETF 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/DSCO/capital-change-brief"
Use Arkolith's capital_change_brief for DSCO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DSCO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.