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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Resonant Capital Advisors, LLC | $11.1M | 295K | ▼−15% Reduced · −53K sh | Q1 2026 | |
| 2 | Rockefeller Capital Management L.P. | $7.9M | 212K | ▼~0% Reduced · −49 sh | Q1 2026 | |
| 3 | Aspect Partners, LLC | $7.6M | 190K | ▲+15% Added · +24K sh | Q2 2026 | |
| 4 | Madison Asset Management, LLC | $2.3M | 62K | ▲+2.6% Added · +2K sh | Q1 2026 | |
| 5 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $1.3M | 33K | ▼−26% Reduced · −12K sh | Q2 2026 | |
| 6 | Tidal Investments LLC | $934K | 25K | ▼−14% Reduced · −4K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $697K | 19K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 8 | National Philanthropic Trust | $636K | 17K | —Held | Q1 2026 | |
| 9 | Crumly & Associates Inc. | $582K | 14K | ▼−4.2% Reduced · −639 sh | Q2 2026 | |
| 10 | Focus Partners Wealth | $440K | 12K | ▼−9.8% Reduced · −1K sh | Q1 2026 | |
| 11 | GTS SECURITIES LLC | $390K | 10K | ▼−25% Reduced · −4K sh | Q1 2026 | |
| 12 | Accurate Wealth Management, LLC | $407K | 10K | ▼−62% Reduced · −16K sh | Q2 2026 | |
| 13 | US BANCORP \DE\ | $51K | 1K | ▼−23% Reduced · −400 sh | Q1 2026 | |
| 14 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $43K | 1K | ▼−40% Reduced · −754 sh | Q1 2026 | |
| 15 | Essential Partners LLC | $13K | 359 | —Held | Q1 2026 | |
| 16 | HARBOUR INVESTMENTS, INC. | $12K | 308 | ▲New +308 sh | Q1 2026 | |
| 17 | UBS Group AG | $8K | 209 | ▲+190% Added · +137 sh | Q1 2026 | |
| 18 | Geneos Wealth Management Inc. | $7K | 200 | —Held | Q1 2026 | |
| 19 | WELLS FARGO & COMPANY/MN | $3K | 72 | ▲72× Added · +71 sh | Q1 2026 | |
| 20 | MORGAN STANLEY | $39 | 1 | ▼−99% Reduced · −85 sh | Q1 2026 | |
| 21 | FMR LLC | $37 | 1 | ▲New +1 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.
| Class | 13F holders | Value held |
|---|---|---|
| BGIGmc | 64 funds | $454.1M |
| SMIGFUND | 48 funds | $775.7M |
| IDUBcommon | 33 funds | $394.8M |
| JUCYMF Closed and MF Open | 30 funds | $221.8M |
| TRFMETP | 27 funds | $105.6M |
| DUBScommon | 26 funds | $302.7M |
| DSMCthis pageETF | 21 funds | $34.5M |
| RIETHOYA CAPT HI DIV | 21 funds | $5.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 10 funds | $5.8B |
| APPLE INCAAPL | 10 funds | $4.4B |
| MICROSOFT CORPMSFT | 10 funds | $3.9B |
| ALPHABET INC-CL AGOOGL | 10 funds | $3.8B |
| AMAZON.COM INCAMZN | 10 funds | $3.3B |
| ISHARES CORE S&P 500 ETFIVV | 10 funds | $2.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $2.8B |
| BROADCOM INCAVGO | 10 funds | $2.4B |
| VANGUARD S&P 500 ETFVOO | 10 funds | $1.7B |
| ALPHABET INC-CL CGOOG | 10 funds | $1.7B |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $1.6B |
| JPMORGAN CHASE & COJPM | 10 funds | $1.4B |
Ranked by how many of DSMC'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 DSMC. 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.