102 tracked 13F filers disclose a position in DSEP as of the latest SEC 13F filings, a combined $135.0M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $13.1M | 299K | ▲+8.7% Added · +24K sh | Q1 2026 | |
| 2 | Spectrum Asset Management, Inc. | $12.1M | 255K | ▼−0.2% Reduced · −554 sh | Q2 2026 | |
| 3 | REAP Financial Group, LLC | $10.6M | 223K | ▼−2.2% Reduced · −5K sh | Q2 2026 | |
| 4 | Cetera Investment Advisers | $5.6M | 127K | ▲+8.5% Added · +10K sh | Q1 2026 | |
| 5 | Kestra Advisory Services, LLC | $6.0M | 126K | ▼−29% Reduced · −51K sh | Q2 2026 | |
| 6 | CWM, LLC | $5.5M | 126K | ▼−33% Reduced · −61K sh | Q1 2026 | |
| 7 | MML INVESTORS SERVICES, LLC | $5.5M | 117K | ▲+28% Added · +26K sh | Q2 2026 | |
| 8 | WINNOW WEALTH LLC | $5.2M | 110K | ▼−3.3% Reduced · −4K sh | Q2 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 88K | ▼−20% Reduced · −22K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $3.8M | 87K | ▼−0.5% Reduced · −401 sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $3.5M | 79K | ▼−21% Reduced · −21K sh | Q1 2026 | |
| 12 | Advyzon Investment Management, LLC | $3.4M | 72K | ▼−11% Reduced · −9K sh | Q2 2026 | |
| 13 | LPL Financial LLC | $3.0M | 68K | ▼−2.0% Reduced · −1K sh | Q1 2026 | |
| 14 | Maia Wealth LLC | $3.0M | 63K | ▼−2.7% Reduced · −2K sh | Q2 2026 | |
| 15 | TRUIST FINANCIAL CORP | $2.6M | 60K | ▲+3.0% Added · +2K sh | Q1 2026 | |
| 16 | LifeWealth Investments, LLC | $2.6M | 56K | ▼−1.1% Reduced · −596 sh | Q2 2026 | |
| 17 | HARBOUR INVESTMENTS, INC. | $2.4M | 55K | ▲+61% Added · +21K sh | Q1 2026 | |
| 18 | Jaffetilchin Investment Partners, LLC | $2.4M | 54K | —Held | Q1 2026 | |
| 19 | Hardworking Capital Advisors, LLC | $2.0M | 42K | ▼−6.8% Reduced · −3K sh | Q2 2026 | |
| 20 | Ignite Planners, LLC | $1.8M | 38K | —Held | Q2 2026 | |
| 21 | CARY STREET PARTNERS FINANCIAL LLC | $1.3M | 29K | ▲+5.5% Added · +2K sh | Q1 2026 | |
| 22 | Prospera Financial Services Inc | $1.3M | 27K | ▼−0.8% Reduced · −210 sh | Q2 2026 | |
| 23 | Rockefeller Capital Management L.P. | $1.2M | 27K | ▼−5.0% Reduced · −1K sh | Q1 2026 | |
| 24 | Kovack Advisors, Inc. | $1.2M | 26K | ▲+1.1% Added · +278 sh | Q2 2026 | |
| 25 | Signal Advisors Wealth, LLC | $1.2M | 25K | ▼−3.8% Reduced · −1K 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, 3 funds opened a new position in DSEP and 11 added to an existing one, while 21 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 53 funds | $6.2B |
| APPLE INCAAPL | 52 funds | $5.1B |
| AMAZON.COM INCAMZN | 52 funds | $3.4B |
| MICROSOFT CORPMSFT | 52 funds | $2.8B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 52 funds | $1.4B |
| ALPHABET INC-CL AGOOGL | 51 funds | $2.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 51 funds | $1.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 49 funds | $2.2B |
| VANGUARD S&P 500 ETFVOO | 49 funds | $1.9B |
| ALPHABET INC-CL CGOOG | 49 funds | $1.8B |
| WALMART INCWMT | 49 funds | $894.5M |
| ISHARES CORE S&P 500 ETFIVV | 48 funds | $6.3B |
Ranked by how many of DSEP's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for DSEP
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/DSEP/capital-change-brief"
Use Arkolith's capital_change_brief for DSEP. 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 DSEP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.