30 tracked 13F filers disclose a position in DSMC as of the latest SEC 13F filings, a combined $86.2M 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 | Kathmere Capital Management, LLC | $25.1M | 622K | ▲+7.7% Added · +45K sh | Q2 2026 | |
| 2 | Resonant Capital Advisors, LLC | $12.0M | 298K | ▲+0.9% Added · +3K sh | Q2 2026 | |
| 3 | Rothschild Wealth LLC | $10.1M | 249K | ▲+0.9% Added · +2K sh | Q2 2026 | |
| 4 | Rockefeller Capital Management L.P. | $7.9M | 212K | ▼~0% Reduced · −49 sh | Q1 2026 | |
| 5 | Indivisible Partners | $8.1M | 201K | ▲+0.8% Added · +2K sh | Q2 2026 | |
| 6 | Aspect Partners, LLC | $7.6M | 190K | ▲+15% Added · +24K sh | Q2 2026 | |
| 7 | Berkeley, Inc | $5.8M | 143K | ▼−2.3% Reduced · −3K sh | Q2 2026 | |
| 8 | Madison Asset Management, LLC | $2.6M | 64K | ▲+3.7% Added · +2K sh | Q2 2026 | |
| 9 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $1.3M | 33K | ▼−26% Reduced · −12K sh | Q2 2026 | |
| 10 | Tidal Investments LLC | $1.1M | 28K | ▲+13% Added · +3K sh | Q2 2026 | |
| 11 | LPL Financial LLC | $697K | 19K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 12 | National Philanthropic Trust | $636K | 17K | —Held | Q1 2026 | |
| 13 | Crumly & Associates Inc. | $582K | 14K | ▼−4.2% Reduced · −639 sh | Q2 2026 | |
| 14 | Focus Partners Wealth | $440K | 12K | ▼−9.8% Reduced · −1K sh | Q1 2026 | |
| 15 | Global View Capital Management LLC | $439K | 11K | ▼−21% Reduced · −3K sh | Q2 2026 | |
| 16 | GTS SECURITIES LLC | $390K | 10K | ▼−25% Reduced · −4K sh | Q1 2026 | |
| 17 | Accurate Wealth Management, LLC | $407K | 10K | ▼−62% Reduced · −16K sh | Q2 2026 | |
| 18 | Legacy Wealth Managment, LLC/ID | $251K | 8K | ▼−51% Reduced · −8K sh | Q1 2025 | |
| 19 | WealthCare Investment Partners, LLC | $238K | 6K | ▲+0.6% Added · +34 sh | Q2 2026 | |
| 20 | Abacus Planning Group, Inc. | $222K | 6K | ▲Added Added · +6K sh | Q2 2026 | |
| 21 | US BANCORP \DE\ | $51K | 1K | ▼−23% Reduced · −400 sh | Q1 2026 | |
| 22 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $42K | 1K | ▼−10% Reduced · −118 sh | Q2 2026 | |
| 23 | Orion Capital Management LLC | $25K | 628 | —Held | Q2 2026 | |
| 24 | Essential Partners LLC | $14K | 359 | —Held | Q2 2026 | |
| 25 | HARBOUR INVESTMENTS, INC. | $12K | 308 | ▲New +308 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, 1 fund opened a new position in DSMC and 7 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 |
|---|---|---|
| NVIDIA CORPNVDA | 16 funds | $2.8B |
| APPLE INCAAPL | 16 funds | $1.6B |
| AMAZON.COM INCAMZN | 16 funds | $1.1B |
| MICROSOFT CORPMSFT | 16 funds | $883.5M |
| ALPHABET INC-CL AGOOGL | 15 funds | $1.6B |
| BROADCOM INCAVGO | 15 funds | $926.3M |
| ALPHABET INC-CL CGOOG | 15 funds | $846.3M |
| VANGUARD S&P 500 ETFVOO | 15 funds | $766.2M |
| VISA INC-CLASS A SHARESV | 15 funds | $343.1M |
| JPMORGAN CHASE & COJPM | 15 funds | $340.1M |
| ISHARES CORE MSCI EAFE ETFIEFA | 15 funds | $275.0M |
| JOHNSON & JOHNSONJNJ | 15 funds | $255.1M |
Ranked by how many of DSMC's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BGIGmc | 94 funds | $483.8M |
| SMIGFUND | 66 funds | $809.1M |
| IDUBcommon | 49 funds | $625.7M |
| JUCYmc | 49 funds | $301.9M |
| TRFMETP | 39 funds | $115.1M |
| DUBScommon | 38 funds | $485.7M |
| JEDImc | 36 funds | $26.6M |
| DSMCthis pageETF | 30 funds | $86.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for DSMC
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/DSMC/capital-change-brief"
Use Arkolith's capital_change_brief for DSMC. 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 DSMC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.