151 tracked 13F filers disclose a position in DSL as of the latest SEC 13F filings, a combined $253.2M 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 | McGowan Group Asset Management, Inc. | $32.5M | 2.9M | ▲+0.8% Added · +23K sh | Q2 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $28.7M | 2.6M | ▲+13% Added · +295K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $25.1M | 2.3M | ▼−15% Reduced · −399K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $17.5M | 1.6M | ▲+256% Added · +1.2M sh | Q1 2026 | |
| 5 | UBS Group AG | $10.3M | 947K | ▼−9.3% Reduced · −97K sh | Q1 2026 | |
| 6 | AMERIPRISE FINANCIAL INC | $10.1M | 933K | ▲+5.5% Added · +48K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $9.6M | 889K | ▲+15% Added · +115K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $8.2M | 758K | ▲+22% Added · +139K sh | Q1 2026 | |
| 9 | D.A. DAVIDSON & CO. | $7.4M | 672K | ▲+44% Added · +204K sh | Q2 2026 | |
| 10 | LPL Financial LLC | $6.2M | 577K | ▲+1.1% Added · +7K sh | Q1 2026 | |
| 11 | GUGGENHEIM CAPITAL LLC | $5.9M | 543K | ▲+31% Added · +130K sh | Q1 2026 | |
| 12 | Intellectus Partners, LLC | $4.7M | 423K | ▼−8.4% Reduced · −39K sh | Q2 2026 | |
| 13 | HighTower Advisors, LLC | $4.5M | 415K | ▼−4.3% Reduced · −18K sh | Q1 2026 | |
| 14 | Shaker Financial Services, LLC | $3.9M | 356K | ▼−7.4% Reduced · −28K sh | Q2 2026 | |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $3.9M | 352K | ▼−3.9% Reduced · −14K sh | Q2 2026 | |
| 16 | STIFEL FINANCIAL CORP | $3.5M | 320K | ▼−18% Reduced · −71K sh | Q1 2026 | |
| 17 | 1607 Capital Partners, LLC | $3.5M | 315K | ▼−43% Reduced · −242K sh | Q2 2026 | |
| 18 | Trinity Legacy Partners, LLC | $3.0M | 277K | ▼−1.8% Reduced · −5K sh | Q2 2026 | |
| 19 | Parallel Advisors, LLC | $2.8M | 255K | ▲+22% Added · +46K sh | Q1 2026 | |
| 20 | Stratos Wealth Advisors, LLC | $2.7M | 247K | ▲+2.7% Added · +6K sh | Q2 2026 | |
| 21 | Cetera Investment Advisers | $2.7M | 247K | ▼−0.6% Reduced · −2K sh | Q1 2026 | |
| 22 | Journey Advisory Group, LLC | $2.5M | 230K | ▼−0.6% Reduced · −1K sh | Q2 2026 | |
| 23 | Strategic Wealth Partners, Ltd. | $2.1M | 189K | ▼−4.5% Reduced · −9K sh | Q2 2026 | |
| 24 | NewEdge Advisors, LLC | $2.0M | 177K | ▼−5.8% Reduced · −11K sh | Q2 2026 | |
| 25 | Rareview Capital LLC | $2.0M | 166K | ▲+118% Added · +90K 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, 4 funds opened a new position in DSL and 30 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 71 funds | $5.0B |
| APPLE INCAAPL | 69 funds | $8.6B |
| NVIDIA CORPNVDA | 69 funds | $8.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 67 funds | $3.5B |
| AMAZON.COM INCAMZN | 66 funds | $4.2B |
| ALPHABET INC-CL AGOOGL | 66 funds | $3.6B |
| JPMORGAN CHASE & COJPM | 65 funds | $2.0B |
| META PLATFORMS INC-CLASS AMETA | 65 funds | $2.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 65 funds | $1.7B |
| JOHNSON & JOHNSONJNJ | 64 funds | $1.4B |
| CHEVRON CORPCVX | 64 funds | $823.6M |
| INVESCO QQQ TRUST SERIES 1QQQ | 63 funds | $3.0B |
Ranked by how many of DSL's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for DSL
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/DSL/capital-change-brief"
Use Arkolith's capital_change_brief for DSL. 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 DSL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.