| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $115.1M | 4.8M | ▲+21% Added · +849K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $73.2M | 3.1M | ▲+79% Added · +1.3M sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $58.0M | 2.4M | ▲+29% Added · +552K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $41.0M | 1.7M | ▲+48% Added · +558K sh | Q1 2026 | |
| 5 | UBS Group AG | $28.4M | 1.2M | ▲+202% Added · +793K sh | Q1 2026 | |
| 6 | HighTower Advisors, LLC | $19.2M | 801K | ▲+30% Added · +184K sh | Q1 2026 | |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $17.5M | 732K | ▲+37% Added · +198K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $11.7M | 488K | ▲+16% Added · +68K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $8.9M | 370K | ▲+56% Added · +133K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $8.8M | 367K | ▲+59% Added · +136K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $8.2M | 341K | ▲+115% Added · +183K sh | Q1 2026 | |
| 12 | Foguth Wealth Management, LLC. | $10.5M | 334K | ▼−0.8% Reduced · −3K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $7.5M | 313K | ▲+17% Added · +46K sh | Q1 2026 | |
| 14 | Private Advisor Group, LLC | $6.7M | 281K | ▲+38% Added · +77K sh | Q1 2026 | |
| 15 | Mirae Asset Global Investments Co., Ltd. | $6.3M | 263K | ▼−2.2% Reduced · −6K sh | Q1 2026 | |
| 16 | Mariner, LLC | $5.8M | 240K | ▲+11% Added · +23K sh | Q1 2026 | |
| 17 | MML INVESTORS SERVICES, LLC | $5.1M | 212K | ▲+81% Added · +95K sh | Q1 2026 | |
| 18 | S. R. Schill & Associates | $5.5M | 182K | ▼−4.1% Reduced · −8K sh | Q2 2026 | |
| 19 | Stratos Wealth Partners, LTD. | $3.8M | 157K | ▲+0.7% Added · +1K sh | Q1 2026 | |
| 20 | INDEPENDENT FINANCIAL GROUP, LLC | $4.3M | 142K | ▲+42% Added · +42K sh | Q2 2026 | |
| 21 | Kestra Advisory Services, LLC | $3.3M | 139K | ▲+370% Added · +109K sh | Q1 2026 | |
| 22 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $3.7M | 121K | ▲+136% Added · +70K sh | Q2 2026 | |
| 23 | AVALON CAPITAL MANAGEMENT | $3.6M | 120K | ▲+0.3% Added · +395 sh | Q2 2026 | |
| 24 | Anderson Financial Strategies, LLC | $2.9M | 98K | ▼−14% Reduced · −15K sh | Q1 2026 | |
| 25 | B. Riley Wealth Advisors, Inc. | $2.9M | 96K | ▲+0.1% Added · +147 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 62 funds | $15.2B |
| BROADCOM INCAVGO | 62 funds | $7.4B |
| JPMORGAN CHASE & COJPM | 62 funds | $6.5B |
| TESLA INCTSLA | 62 funds | $4.4B |
| ELI LILLY & COLLY | 62 funds | $4.0B |
| VISA INC-CLASS A SHARESV | 62 funds | $3.5B |
| COSTCO WHOLESALE CORPCOST | 62 funds | $3.4B |
| MICRON TECHNOLOGY INCMU | 62 funds | $3.3B |
| SPDR GOLD SHARESGLD | 62 funds | $3.3B |
| CHEVRON CORPCVX | 62 funds | $2.9B |
| CATERPILLAR INCCAT | 62 funds | $2.5B |
| PALANTIR TECHNOLOGIES INC-APLTR | 62 funds | $2.1B |
Ranked by how many of DTCR's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/DTCR/capital-change-brief"
Use Arkolith's capital_change_brief for DTCR. 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 DTCR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.