Among active 13F managers last quarter, 10 opened and 18 added, while 10 reduced; the largest holder to move was Guggenheim Capital LLC (−8.3%).
95 tracked 13F filers disclose a position in DSU as of the latest SEC 13F filings, a combined $124.6M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 4.5M | $42.9M | ▲+3.1% Added · +136K sh | Q1 2026 | |
| 2 | Guggenheim Capital LLC | 1.5M | $14.0M | ▼−8.3% Reduced · −133K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 706K | $6.8M | ▼−3.9% Reduced · −29K sh | Q1 2026 | |
| 4 | Oak Hill Advisors LP | 579K | $5.6M | —Held | Q2 2026 | |
| 5 | Bank Of America Corp | 507K | $4.9M | ▲+8.8% Added · +41K sh | Q1 2026 | |
| 6 | Elevated Capital Advisors, LLC | 463K | $4.5M | ▲+1.6% Added · +7K sh | Q2 2026 | |
| 7 | Ameriprise Financial Inc | 407K | $3.9M | ▲+12% Added · +44K sh | Q1 2026 | |
| 8 | Greenup Street Wealth Management LLC | 396K | $3.8M | ▲+35% Added · +103K sh | Q2 2026 | |
| 9 | Advisors Asset Management, Inc. | 351K | $3.4M | ▼−2.5% Reduced · −9K sh | Q2 2026 | |
| 10 | Strategic Wealth Partners, Ltd. | 329K | $3.2M | —Held | Q2 2026 | |
| 11 | GraniteShares Advisors LLC | 272K | $2.6M | ▲+15% Added · +36K sh | Q2 2026 | |
| 12 | Raymond James Financial Inc | 239K | $2.3M | ▼−3.9% Reduced · −10K sh | Q1 2026 | |
| 13 | Wells Fargo & Company | 232K | $2.2M | ▼−0.1% Reduced · −319 sh | Q1 2026 | |
| 14 | Smith Asset Management Co., LLC | 194K | $1.9M | ▼−2.7% Reduced · −5K sh | Q2 2026 | |
| 15 | Bison Wealth, LLC | 187K | $1.8M | ▲+41% Added · +54K sh | Q2 2026 | |
| 16 | PMG Family Office LLC | 168K | $1.6M | ▲+12% Added · +18K sh | Q2 2026 | |
| 17 | Royal Bank Of Canada | 126K | $1.2M | ▲+3.2% Added · +4K sh | Q1 2026 | |
| 18 | UBS Group AG | 118K | $1.1M | ▼−19% Reduced · −27K sh | Q1 2026 | |
| 19 | Commonwealth Equity Services, LLC | 113K | $1.1M | ▲+70% Added · +46K sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | 113K | $1.1M | ▲+2.6% Added · +3K sh | Q1 2026 | |
| 21 | Whipplewood Advisors, LLC | 99K | $960K | ▼−3.7% Reduced · −4K sh | Q2 2026 | |
| 22 | NewEdge Advisors, LLC | 86K | $829K | ▼−3.3% Reduced · −3K sh | Q2 2026 | |
| 23 | Ethos Financial Group, LLC | 84K | $816K | ▼−0.5% Reduced · −440 sh | Q2 2026 | |
| 24 | Osaic Holdings, Inc. | 78K | $747K | ▼−16% Reduced · −15K sh | Q1 2026 | |
| 25 | Ausdal Financial Partners, Inc. | 74K | $715K | ▼−7.7% Reduced · −6K 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, 10 funds opened a new position in DSU and 18 added to an existing one, while 10 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 42 funds | $1.8B |
| Apple IncAAPL | 41 funds | $3.6B |
| Amazon.com IncAMZN | 41 funds | $1.7B |
| Alphabet Inc-CL AGOOGL | 41 funds | $1.4B |
| Nvidia CorpNVDA | 40 funds | $2.9B |
| Broadcom IncAVGO | 40 funds | $1.1B |
| Walmart IncWMT | 40 funds | $786.2M |
| Advanced Micro DevicesAMD | 40 funds | $610.2M |
| Eli Lilly & CoLLY | 40 funds | $555.0M |
| Meta Platforms Inc-Class AMETA | 39 funds | $844.3M |
| Berkshire Hathaway Inc-CL BBRK/B | 39 funds | $607.9M |
| JPMorgan Chase & CoJPM | 38 funds | $737.9M |
Ranked by how many of DSU's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DSU.
Connected entities for DSU
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/DSU/capital-change-brief"
Use Arkolith's capital_change_brief for DSU. 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 DSU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.