57 tracked 13F filers disclose a position in DSM as of the latest SEC 13F filings, a combined $79.3M 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 | Pathstone Holdings, LLC | $19.2M | 3.2M | ▼−3.0% Reduced · −100K sh | Q1 2026 | |
| 2 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $10.0M | 1.7M | ▲+99% Added · +825K sh | Q1 2026 | |
| 3 | Hennion & Walsh Asset Management, Inc. | $9.1M | 1.5M | ▲+88% Added · +690K sh | Q2 2026 | |
| 4 | GUGGENHEIM CAPITAL LLC | $6.1M | 1.0M | ▼−18% Reduced · −218K sh | Q1 2026 | |
| 5 | Karpus Management, Inc. | $5.7M | 940K | ▼−1.2% Reduced · −11K sh | Q1 2026 | |
| 6 | Almitas Capital LLC | $5.6M | 926K | —Held | Q1 2026 | |
| 7 | LPL Financial LLC | $3.4M | 574K | ▼−1.6% Reduced · −9K sh | Q1 2026 | |
| 8 | VAN ECK ASSOCIATES CORP | Withheld | 417K | ▲+13% Added · +47K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $2.5M | 408K | ▲+0.8% Added · +3K sh | Q1 2026 | |
| 10 | Advisors Asset Management, Inc. | $2.0M | 328K | ▼−0.7% Reduced · −2K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $1.7M | 281K | ▼−22% Reduced · −81K sh | Q1 2026 | |
| 12 | Fiera Capital Corp | $1.6M | 269K | ▲New +269K sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 192K | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 14 | CAPSTONE INVESTMENT ADVISORS, LLC | $1.1M | 188K | —Held | Q1 2026 | |
| 15 | 1607 Capital Partners, LLC | $958K | 159K | —Held | Q1 2026 | |
| 16 | Nuveen, LLC | $818K | 136K | —Held | Q1 2026 | |
| 17 | Summit Trail Advisors, LLC | $702K | 117K | ▲New +117K sh | Q1 2026 | |
| 18 | PFS Partners, LLC | $573K | 93K | ▲+1.4% Added · +1K sh | Q2 2026 | |
| 19 | Bridgewater Advisors Inc. | $571K | 93K | —Held | Q1 2026 | |
| 20 | UBS Group AG | $556K | 93K | ▼−18% Reduced · −20K sh | Q1 2026 | |
| 21 | Palogic Value Management, L.P. | $429K | 72K | ▲+33% Added · +18K sh | Q1 2026 | |
| 22 | Opal Wealth Advisors, LLC | $437K | 71K | ▲+2.3% Added · +2K sh | Q2 2026 | |
| 23 | Bank of New York Mellon Corp | $423K | 70K | ▲New +70K sh | Q1 2026 | |
| 24 | Noble Wealth Management PBC | $404K | 66K | ▲+7.2% Added · +4K sh | Q2 2026 | |
| 25 | RAYMOND JAMES FINANCIAL INC | $375K | 62K | ▲+31% Added · +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.
Last quarter, 4 funds opened a new position in DSM and 5 added to an existing one, while 5 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 | 22 funds | $6.2B |
| APPLE INCAAPL | 21 funds | $5.9B |
| ORACLE CORPORCL | 21 funds | $501.6M |
| ISHARES CORE S&P 500 ETFIVV | 20 funds | $7.2B |
| ALPHABET INC-CL AGOOGL | 20 funds | $4.5B |
| VANGUARD S&P 500 ETFVOO | 20 funds | $4.4B |
| AMAZON.COM INCAMZN | 20 funds | $4.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 20 funds | $4.3B |
| JOHNSON & JOHNSONJNJ | 20 funds | $1.5B |
| VISA INC-CLASS A SHARESV | 20 funds | $1.1B |
| WALMART INCWMT | 20 funds | $1.1B |
| TJX COMPANIES INCTJX | 20 funds | $1.1B |
Ranked by how many of DSM's institutional holders also hold each name, a cross-fund conviction signal.
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/DSM/capital-change-brief"
Use Arkolith's capital_change_brief for DSM. 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 DSM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.