78 tracked 13F filers disclose a position in DSU as of the latest SEC 13F filings, a combined $116.0M 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 | MORGAN STANLEY | $42.9M | 4.5M | ▲+3.1% Added · +136K sh | Q1 2026 | |
| 2 | GUGGENHEIM CAPITAL LLC | $14.0M | 1.5M | ▼−8.3% Reduced · −133K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $6.8M | 706K | ▼−3.9% Reduced · −29K sh | Q1 2026 | |
| 4 | OAK HILL ADVISORS LP | $5.6M | 579K | —Held | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $4.9M | 507K | ▲+8.8% Added · +41K sh | Q1 2026 | |
| 6 | Elevated Capital Advisors, LLC | $4.5M | 463K | ▲+1.6% Added · +7K sh | Q2 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $3.9M | 407K | ▲+12% Added · +44K sh | Q1 2026 | |
| 8 | GREENUP STREET WEALTH MANAGEMENT LLC | $3.8M | 396K | ▲+35% Added · +103K sh | Q2 2026 | |
| 9 | Advisors Asset Management, Inc. | $3.5M | 361K | ▼−3.5% Reduced · −13K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $2.3M | 239K | ▼−3.9% Reduced · −10K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $2.2M | 232K | ▼−0.1% Reduced · −319 sh | Q1 2026 | |
| 12 | Smith Asset Management Co., LLC | $1.9M | 194K | ▼−2.7% Reduced · −5K sh | Q2 2026 | |
| 13 | Bison Wealth, LLC | $1.8M | 187K | ▲+41% Added · +54K sh | Q2 2026 | |
| 14 | PMG Family Office LLC | $1.6M | 168K | ▲+12% Added · +18K sh | Q2 2026 | |
| 15 | ROYAL BANK OF CANADA | $1.2M | 126K | ▲+3.2% Added · +4K sh | Q1 2026 | |
| 16 | UBS Group AG | $1.1M | 118K | ▼−19% Reduced · −27K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 113K | ▲+70% Added · +46K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $1.1M | 113K | ▲+2.6% Added · +3K sh | Q1 2026 | |
| 19 | Whipplewood Advisors, LLC | $960K | 99K | ▼−3.7% Reduced · −4K sh | Q2 2026 | |
| 20 | NewEdge Advisors, LLC | $848K | 88K | ▲+4.5% Added · +4K sh | Q1 2026 | |
| 21 | Ausdal Financial Partners, Inc. | $765K | 80K | ▼−30% Reduced · −33K sh | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $747K | 78K | ▼−16% Reduced · −15K sh | Q1 2026 | |
| 23 | Modern Wealth Management, LLC | $675K | 70K | ▼−14% Reduced · −11K sh | Q1 2026 | |
| 24 | Creative Planning | $577K | 60K | ▲+0.2% Added · +134 sh | Q1 2026 | |
| 25 | Equitable Holdings, Inc. | $580K | 57K | ▲+73% Added · +24K 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, 6 funds opened a new position in DSU and 14 added to an existing one, while 8 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 | 32 funds | $1.5B |
| AMAZON.COM INCAMZN | 32 funds | $1.4B |
| APPLE INCAAPL | 31 funds | $2.8B |
| NVIDIA CORPNVDA | 31 funds | $2.2B |
| ALPHABET INC-CL AGOOGL | 31 funds | $1.1B |
| BROADCOM INCAVGO | 31 funds | $835.0M |
| WALMART INCWMT | 31 funds | $702.4M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 31 funds | $448.0M |
| ADVANCED MICRO DEVICESAMD | 31 funds | $394.3M |
| JPMORGAN CHASE & COJPM | 30 funds | $560.2M |
| ELI LILLY & COLLY | 30 funds | $402.3M |
| VISA INC-CLASS A SHARESV | 30 funds | $380.0M |
Ranked by how many of DSU's institutional holders also hold each name, a cross-fund conviction signal.
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.