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/DSI/capital-change-brief"
Use Arkolith's capital_change_brief for DSI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $481.3M | 4.0M | ▲+2.7% Added · +105K sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $215.0M | 1.8M | ▼−6.2% Reduced · −117K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $180.7M | 1.5M | ▼−11% Reduced · −191K sh | Q1 2026 | |
| 4 | Bank of New York Mellon Corp | $152.0M | 1.3M | ▲+58% Added · +459K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $149.4M | 1.2M | ▼−2.0% Reduced · −26K sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $139.9M | 1.2M | ▼−2.8% Reduced · −35K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $101.1M | 835K | ▼−3.3% Reduced · −28K sh | Q1 2026 | |
| 8 | UBS Group AG | $50.4M | 416K | ▼−0.5% Reduced · −2K sh | Q1 2026 | |
| 9 | Mariner, LLC | $40.6M | 335K | ▼−3.3% Reduced · −11K sh | Q1 2026 | |
| 10 | Envestnet Portfolio Solutions, Inc. | $39.5M | 326K | ▼−10% Reduced · −38K sh | Q1 2026 | |
| 11 | US BANCORP \DE\ | $39.2M | 323K | ▼−1.2% Reduced · −4K sh | Q1 2026 | |
| 12 | Rockefeller Capital Management L.P. | $36.4M | 301K | ▲+1.2% Added · +3K sh | Q1 2026 | |
| 13 | SEI INVESTMENTS CO | $34.2M | 283K | ▼−0.9% Reduced · −3K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $29.9M | 247K | ▲+27% Added · +53K sh | Q1 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $27.7M | 228K | ▲+3.9% Added · +9K sh | Q1 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $26.8M | 221K | ▼−13% Reduced · −33K sh | Q1 2026 | |
| 17 | Creative Planning | $26.2M | 216K | ▲+22% Added · +39K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $24.7M | 204K | ▼−5.5% Reduced · −12K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $21.4M | 177K | ▼−11% Reduced · −21K sh | Q1 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $21.1M | 174K | ▼−15% Reduced · −32K sh | Q1 2026 | |
| 21 | National Philanthropic Trust | $19.9M | 164K | ▲+71% Added · +68K sh | Q1 2026 | |
| 22 | Cerity Partners LLC | $19.8M | 164K | ▲+22% Added · +29K sh | Q1 2026 | |
| 23 | TRUIST FINANCIAL CORP | $19.0M | 157K | ▲+1.3% Added · +2K sh | Q1 2026 | |
| 24 | Beacon Pointe Advisors, LLC | $17.6M | 145K | ▲+40% Added · +42K sh | Q1 2026 | |
| 25 | Gemmer Asset Management LLC | $19.9M | 139K | ▲+0.6% Added · +764 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 172 funds | $35.4B |
| MICROSOFT CORPMSFT | 172 funds | $32.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 172 funds | $23.8B |
| ALPHABET INC-CL AGOOGL | 172 funds | $21.7B |
| BROADCOM INCAVGO | 172 funds | $14.0B |
| JPMORGAN CHASE & COJPM | 172 funds | $13.5B |
| META PLATFORMS INC-CLASS AMETA | 172 funds | $11.9B |
| JOHNSON & JOHNSONJNJ | 172 funds | $9.6B |
| VISA INC-CLASS A SHARESV | 172 funds | $7.7B |
| COSTCO WHOLESALE CORPCOST | 172 funds | $7.2B |
| ALPHABET INC-CL CGOOG | 171 funds | $14.7B |
| ELI LILLY & COLLY | 171 funds | $8.8B |
Ranked by how many of DSI'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 DSI. 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.