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/DUSA/capital-change-brief"
Use Arkolith's capital_change_brief for DUSA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $224.2M | 4.4M | ▲+2.5% Added · +106K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $82.8M | 1.6M | ▲+6.1% Added · +94K sh | Q1 2026 | |
| 3 | Kestra Advisory Services, LLC | $46.3M | 912K | ▼−1.1% Reduced · −10K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $45.1M | 888K | ▲+104% Added · +453K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $39.2M | 772K | ▲+81% Added · +345K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $33.4M | 659K | ▼−2.0% Reduced · −14K sh | Q1 2026 | |
| 7 | UBS Group AG | $30.0M | 591K | ▲+4.7% Added · +26K sh | Q1 2026 | |
| 8 | Next Level Private LLC | $25.9M | 462K | ▲+6.1% Added · +27K sh | Q2 2026 | |
| 9 | Melone Private Wealth, LLC | $18.4M | 328K | ▲+3.2% Added · +10K sh | Q2 2026 | |
| 10 | KESTRA PRIVATE WEALTH SERVICES, LLC | $8.6M | 170K | ▲+6.6% Added · +11K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $8.1M | 159K | ▲+3.6% Added · +5K sh | Q1 2026 | |
| 12 | STIFEL FINANCIAL CORP | $7.6M | 149K | ▲+12% Added · +16K sh | Q1 2026 | |
| 13 | D.A. DAVIDSON & CO. | $7.1M | 140K | ▼−1.4% Reduced · −2K sh | Q1 2026 | |
| 14 | LEVEL FOUR ADVISORY SERVICES, LLC | $7.0M | 137K | ▼−9.4% Reduced · −14K sh | Q1 2026 | |
| 15 | JANE STREET GROUP, LLC | $6.2M | 122K | ▲+209% Added · +83K sh | Q1 2026 | |
| 16 | Geneos Wealth Management Inc. | $5.4M | 107K | ▼−12% Reduced · −14K sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $4.0M | 79K | ▲+16% Added · +11K sh | Q1 2026 | |
| 18 | Rockefeller Capital Management L.P. | $2.7M | 54K | ▲+1.1% Added · +564 sh | Q1 2026 | |
| 19 | HighPoint Advisor Group LLC | $2.7M | 53K | ▲+16% Added · +7K sh | Q1 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.6M | 51K | ▲+447% Added · +42K sh | Q1 2026 | |
| 21 | Private Advisor Group, LLC | $1.8M | 35K | ▲+0.7% Added · +250 sh | Q1 2026 | |
| 22 | Lantz Financial LLC | $1.8M | 32K | ▲+9.8% Added · +3K sh | Q2 2026 | |
| 23 | Sanctuary Advisors, LLC | $1.6M | 31K | ▲+31% Added · +7K sh | Q1 2026 | |
| 24 | Dorato Capital Management | $1.8M | 31K | —Held | Q2 2026 | |
| 25 | Mariner, LLC | $1.5M | 30K | ▲+347% Added · +23K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 28 funds | $12.9B |
| MICROSOFT CORPMSFT | 28 funds | $9.4B |
| ALPHABET INC-CL AGOOGL | 28 funds | $6.6B |
| BROADCOM INCAVGO | 28 funds | $5.2B |
| JPMORGAN CHASE & COJPM | 28 funds | $4.8B |
| ALPHABET INC-CL CGOOG | 28 funds | $4.0B |
| VANGUARD VALUE ETFVTV | 28 funds | $3.1B |
| JOHNSON & JOHNSONJNJ | 28 funds | $2.8B |
| COSTCO WHOLESALE CORPCOST | 28 funds | $2.8B |
| VISA INC-CLASS A SHARESV | 28 funds | $2.7B |
| EXXON MOBIL CORPXOM | 28 funds | $2.7B |
| ELI LILLY & COLLY | 28 funds | $2.4B |
Ranked by how many of DUSA'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 DUSA. 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.