DSI

Ishares Esg Msci KLD 400 ETFETF
UnclassifiedUSCUSIP 464288570◍ Confluence graph
Tracked 13F Holders
583
-79 QoQ
13F Value (tracked)
$3.0B
13F Moves · latest Q
17 added
22 trimmed
Recent Filings
0

Who owns DSI?

583 tracked 13F filers

583 tracked 13F filers disclose a position in DSI as of the latest SEC 13F filings, a combined $3.0B 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.

1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$481.3M
4.0M
+2.7%
Added · +105K sh
Q1 2026
2ENVESTNET ASSET MANAGEMENT INC
$215.0M
1.8M
−6.2%
Reduced · −117K sh
Q1 2026
3BANK OF AMERICA CORP /DE/
$180.7M
1.5M
−11%
Reduced · −191K sh
Q1 2026
4Bank of New York Mellon Corp
$152.0M
1.3M
+58%
Added · +459K sh
Q1 2026
5LPL Financial LLC
$149.4M
1.2M
−2.0%
Reduced · −26K sh
Q1 2026
6JPMORGAN CHASE & CO
$139.9M
1.2M
−2.8%
Reduced · −35K sh
Q1 2026
7AMERIPRISE FINANCIAL INC
$101.1M
835K
−3.3%
Reduced · −28K sh
Q1 2026
8IMA Advisory Services, Inc.
$63.0M
445K
+7.8%
Added · +32K sh
Q2 2026
9UBS Group AG
$50.4M
416K
−0.5%
Reduced · −2K sh
Q1 2026
10Mariner, LLC
$40.6M
335K
−3.3%
Reduced · −11K sh
Q1 2026
11US BANCORP \DE\
$39.2M
323K
−1.2%
Reduced · −4K sh
Q1 2026
12Envestnet Portfolio Solutions, Inc.
$45.4M
319K
−2.2%
Reduced · −7K sh
Q2 2026
13Rockefeller Capital Management L.P.
$36.4M
301K
+1.2%
Added · +3K sh
Q1 2026
14SEI INVESTMENTS CO
$34.2M
283K
−0.9%
Reduced · −3K sh
Q1 2026
15NORTHSTAR ASSET MANAGEMENT INC
$39.9M
280K
+32%
Added · +68K sh
Q2 2026
16GOLDMAN SACHS GROUP INC
$29.9M
247K
+27%
Added · +53K sh
Q1 2026
17COMMONWEALTH EQUITY SERVICES, LLC
$27.7M
228K
+3.9%
Added · +9K sh
Q1 2026
18Global Retirement Partners, LLC
$31.5M
222K
−0.2%
Reduced · −427 sh
Q2 2026
19WELLS FARGO & COMPANY/MN
$26.8M
221K
−13%
Reduced · −33K sh
Q1 2026
20Creative Planning
$26.2M
216K
+22%
Added · +39K sh
Q1 2026
21Cetera Investment Advisers
$24.7M
204K
−5.5%
Reduced · −12K sh
Q1 2026
22ROYAL BANK OF CANADA
$21.4M
177K
−11%
Reduced · −21K sh
Q1 2026
23RAYMOND JAMES FINANCIAL INC
$21.1M
174K
−15%
Reduced · −32K sh
Q1 2026
24National Philanthropic Trust
$19.9M
164K
+71%
Added · +68K sh
Q1 2026
25Cerity Partners LLC
$19.8M
164K
+22%
Added · +29K 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.

Is DSI being bought or sold by institutions?

Last quarter, 0 funds opened a new position in DSI and 17 added to an existing one, while 22 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).

Opened (NEW)
0
funds
Added
17
funds
Reduced
22
funds
Exited
0
funds

Funds that own DSI also own

CompanyCo-held byCombined value
APPLE INCAAPL333 funds$77.4B
MICROSOFT CORPMSFT324 funds$67.8B
NVIDIA CORPNVDA322 funds$89.2B
AMAZON.COM INCAMZN321 funds$47.4B
ALPHABET INC-CL AGOOGL317 funds$43.2B
SS SPDR S&P 500 ETF TRUST-USSPY316 funds$13.9B
ISHARES CORE S&P 500 ETFIVV313 funds$25.5B
ALPHABET INC-CL CGOOG309 funds$30.1B
JPMORGAN CHASE & COJPM307 funds$19.8B
BERKSHIRE HATHAWAY INC-CL BBRK/B305 funds$12.3B
JOHNSON & JOHNSONJNJ304 funds$13.8B
META PLATFORMS INC-CLASS AMETA297 funds$22.9B

Ranked by how many of DSI's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

441 funds+59 since Q3 2024
0265530Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $816.4M · 1 values withheld

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Keep exploring

Connected entities for DSI

Browse more

Build

Ask your agent what changed in DSI

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DSI/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DSI.
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 DSI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.