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/DUBS/capital-change-brief"
Use Arkolith's capital_change_brief for DUBS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | $137.3M | 3.8M | ▲+25% Added · +759K sh | Q1 2026 | |
| 2 | Integrated Wealth Concepts LLC | $92.2M | 2.6M | ▲+23% Added · +484K sh | Q1 2026 | |
| 3 | Second Line Capital, LLC | $19.9M | 498K | ▲+58% Added · +182K sh | Q1 2026 | |
| 4 | GUARDIAN WEALTH ADVISORS, LLC / NC | $17.3M | 480K | ▲+5.5% Added · +25K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $17.2M | 476K | ▲New +476K sh | Q1 2026 | |
| 6 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $3.7M | 89K | ▲+15% Added · +11K sh | Q2 2026 | |
| 7 | Atria Investments, Inc | $2.6M | 71K | ▲+13% Added · +8K sh | Q1 2026 | |
| 8 | Prime Capital Investment Advisors, LLC | $2.5M | 69K | ▲+20% Added · +12K sh | Q1 2026 | |
| 9 | Tailwinds Wealth, LLC | $2.7M | 64K | ▲New +64K sh | Q2 2026 | |
| 10 | MARIPAU WEALTH MANAGEMENT LLC | $2.2M | 61K | ▲+8.2% Added · +5K sh | Q1 2026 | |
| 11 | Regal Investment Advisors LLC | $1.8M | 49K | ▲+63% Added · +19K sh | Q1 2026 | |
| 12 | LPL Financial LLC | $774K | 21K | ▼−47% Reduced · −19K sh | Q1 2026 | |
| 13 | RFG Advisory, LLC | $812K | 19K | ▼−48% Reduced · −18K sh | Q2 2026 | |
| 14 | JANE STREET GROUP, LLC | $480K | 13K | ▼−35% Reduced · −7K sh | Q1 2026 | |
| 15 | Town Capital LLC | $314K | 9K | ▼−32% Reduced · −4K sh | Q1 2026 | |
| 16 | Valeo Financial Advisors, LLC | $345K | 8K | ▲New +8K sh | Q2 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $269K | 7K | ▼−4.4% Reduced · −345 sh | Q1 2026 | |
| 18 | Advisory Services Network, LLC | $241K | 7K | ▲New +7K sh | Q1 2026 | |
| 19 | Farther Finance Advisors, LLC | $100K | 3K | ▲New +3K sh | Q1 2026 | |
| 20 | HARBOUR INVESTMENTS, INC. | $97K | 3K | ▲+279% Added · +2K sh | Q1 2026 | |
| 21 | WHITTIER TRUST CO | $38K | 1K | —Held | Q1 2026 | |
| 22 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $15K | 415 | ▲+0.5% Added · +2 sh | Q1 2026 | |
| 23 | JPMORGAN CHASE & CO | $12K | 353 | —Held | Q1 2026 | |
| 24 | Allworth Financial LP | $10K | 269 | —Held | Q1 2026 | |
| 25 | SIGNATUREFD, LLC | $10K | 266 | ▲New +266 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 12 funds | $5.0B |
| NVIDIA CORPNVDA | 12 funds | $4.5B |
| MICROSOFT CORPMSFT | 12 funds | $4.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 12 funds | $3.2B |
| AMAZON.COM INCAMZN | 12 funds | $2.9B |
| ISHARES CORE S&P 500 ETFIVV | 12 funds | $2.5B |
| ALPHABET INC-CL AGOOGL | 12 funds | $2.5B |
| VANGUARD S&P 500 ETFVOO | 12 funds | $2.2B |
| BROADCOM INCAVGO | 12 funds | $2.2B |
| ALPHABET INC-CL CGOOG | 12 funds | $2.0B |
| JPMORGAN CHASE & COJPM | 12 funds | $1.9B |
| META PLATFORMS INC-CLASS AMETA | 12 funds | $1.6B |
Ranked by how many of DUBS'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 DUBS. 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.