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.
| # | 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 | Kestra Advisory Services, LLC | $7.8M | 177K | ▼−1.2% Reduced · −2K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $5.6M | 127K | ▲+8.5% Added · +10K sh | Q1 2026 | |
| 4 | CWM, LLC | $5.5M | 126K | ▼−33% Reduced · −61K sh | Q1 2026 | |
| 5 | WINNOW WEALTH LLC | $5.0M | 114K | ▼−7.2% Reduced · −9K sh | Q1 2026 | |
| 6 | MML INVESTORS SERVICES, LLC | $4.0M | 91K | ▼−20% Reduced · −22K sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 88K | ▼−20% Reduced · −22K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $3.8M | 87K | ▼−0.5% Reduced · −401 sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $3.5M | 79K | ▼−21% Reduced · −21K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $3.0M | 68K | ▼−2.0% Reduced · −1K sh | Q1 2026 | |
| 11 | TRUIST FINANCIAL CORP | $2.6M | 60K | ▲+3.0% Added · +2K sh | Q1 2026 | |
| 12 | LifeWealth Investments, LLC | $2.6M | 56K | ▼−1.1% Reduced · −596 sh | Q2 2026 | |
| 13 | HARBOUR INVESTMENTS, INC. | $2.4M | 55K | ▲+61% Added · +21K sh | Q1 2026 | |
| 14 | Jaffetilchin Investment Partners, LLC | $2.4M | 54K | —Held | Q1 2026 | |
| 15 | 1ST SOURCE BANK | $1.3M | 29K | —Held | Q1 2026 | |
| 16 | CARY STREET PARTNERS FINANCIAL LLC | $1.3M | 29K | ▲+5.5% Added · +2K sh | Q1 2026 | |
| 17 | Prospera Financial Services Inc | $1.3M | 27K | ▼−0.8% Reduced · −210 sh | Q2 2026 | |
| 18 | Rockefeller Capital Management L.P. | $1.2M | 27K | ▼−5.0% Reduced · −1K sh | Q1 2026 | |
| 19 | Kovack Advisors, Inc. | $1.1M | 25K | —Held | Q1 2026 | |
| 20 | Mutual Advisors, LLC | $1.1M | 24K | ▼−1.6% Reduced · −400 sh | Q1 2026 | |
| 21 | OLD MISSION CAPITAL LLC | $1.1M | 24K | ▼−20% Reduced · −6K sh | Q1 2026 | |
| 22 | Nova Wealth Management, Inc. | $818K | 17K | ▼−0.7% Reduced · −117 sh | Q2 2026 | |
| 23 | CITADEL ADVISORS LLC | $750K | 17K | ▲New +17K sh | Q1 2026 | |
| 24 | McKinley Carter Wealth Services, Inc. | $744K | 17K | —Held | Q1 2026 | |
| 25 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $679K | 15K | ▼−50% Reduced · −15K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 38 funds | $12.7B |
| MICROSOFT CORPMSFT | 38 funds | $9.2B |
| ALPHABET INC-CL AGOOGL | 38 funds | $6.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 38 funds | $5.8B |
| BROADCOM INCAVGO | 38 funds | $5.0B |
| META PLATFORMS INC-CLASS AMETA | 38 funds | $4.6B |
| JPMORGAN CHASE & COJPM | 38 funds | $4.4B |
| ALPHABET INC-CL CGOOG | 38 funds | $3.8B |
| VANGUARD VALUE ETFVTV | 38 funds | $2.6B |
| TESLA INCTSLA | 38 funds | $2.6B |
| ELI LILLY & COLLY | 38 funds | $2.5B |
| EXXON MOBIL CORPXOM | 38 funds | $2.5B |
Ranked by how many of DSEP'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 + 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. Every panel above is one call to the Arkolith API & MCP server.