178 tracked 13F filers disclose a position in DUSB as of the latest SEC 13F filings, a combined $1.2B 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 | Planning Center, Inc. | $186.8M | 3.7M | ▲+3.5% Added · +126K sh | Q2 2026 | |
| 2 | Root Financial Partners, LLC | $94.8M | 1.9M | ▲+23% Added · +352K sh | Q2 2026 | |
| 3 | Prudent Man Investment Management, Inc. | $79.6M | 1.6M | ▼−1.6% Reduced · −26K sh | Q2 2026 | |
| 4 | Vise Technologies, Inc. | $58.9M | 1.2M | —Held | Q1 2026 | |
| 5 | Savant Capital, LLC | $51.8M | 1.0M | ▲+149% Added · +610K sh | Q2 2026 | |
| 6 | SJS Investment Consulting Inc. | $37.5M | 738K | ▲~0% Added · +279 sh | Q2 2026 | |
| 7 | SC&H Financial Advisors, Inc. | $32.8M | 646K | ▲+6.3% Added · +39K sh | Q2 2026 | |
| 8 | DiNuzzo Private Wealth, Inc. | $31.7M | 624K | ▲+9.8% Added · +56K sh | Q2 2026 | |
| 9 | Financial Plan, Inc. | $29.8M | 587K | ▼−28% Reduced · −231K sh | Q2 2026 | |
| 10 | American Capital Advisory, LLC | $26.0M | 512K | ▲+5.9% Added · +28K sh | Q2 2026 | |
| 11 | Sterling Wealth Management, Inc. | $25.3M | 499K | ▲+0.8% Added · +4K sh | Q2 2026 | |
| 12 | Three Arch Wealth Management LLC | $21.6M | 425K | ▲+17% Added · +61K sh | Q2 2026 | |
| 13 | Rachor Investment Advisory Services, LLC | $19.9M | 392K | ▲+2.2% Added · +9K sh | Q2 2026 | |
| 14 | Pillar Financial Advisors, LLC | $19.6M | 386K | ▲+14% Added · +46K sh | Q2 2026 | |
| 15 | Chicago Partners Investment Group LLC | $19.4M | 384K | ▼−6.3% Reduced · −26K sh | Q2 2026 | |
| 16 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $18.4M | 362K | ▼−30% Reduced · −153K sh | Q2 2026 | |
| 17 | Aspen Capital Management, LLC | $17.8M | 351K | ▲+641% Added · +304K sh | Q2 2026 | |
| 18 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $17.8M | 350K | ▲+6.8% Added · +22K sh | Q2 2026 | |
| 19 | Avestar Capital, LLC | $15.1M | 297K | ▲+8.6% Added · +24K sh | Q2 2026 | |
| 20 | Foundry Financial LLC | $13.5M | 265K | ▲+10% Added · +25K sh | Q2 2026 | |
| 21 | Johnson Wealth Management, LLC | $13.1M | 258K | ▲+14% Added · +32K sh | Q2 2026 | |
| 22 | Hiley Hunt Wealth Management | $12.7M | 251K | ▲+8.2% Added · +19K sh | Q2 2026 | |
| 23 | Mariner, LLC | $12.1M | 239K | ▲+6.6% Added · +15K sh | Q1 2026 | |
| 24 | Babb Wealth Advisors LLC | $11.0M | 217K | ▲+3.3% Added · +7K sh | Q2 2026 | |
| 25 | Wolfstich Capital, LLC | $10.9M | 214K | ▲+54% Added · +75K 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, 0 funds opened a new position in DUSB and 32 added to an existing one, while 17 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 |
|---|---|---|
| APPLE INCAAPL | 84 funds | $5.8B |
| MICROSOFT CORPMSFT | 82 funds | $3.2B |
| NVIDIA CORPNVDA | 81 funds | $6.8B |
| AMAZON.COM INCAMZN | 80 funds | $3.6B |
| DIMENSIONAL US CORE EQUITY 2DFAC | 76 funds | $4.6B |
| ALPHABET INC-CL AGOOGL | 75 funds | $2.4B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 74 funds | $2.4B |
| VANGUARD S&P 500 ETFVOO | 72 funds | $2.7B |
| JPMORGAN CHASE & COJPM | 71 funds | $1.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 70 funds | $2.3B |
| ALPHABET INC-CL CGOOG | 69 funds | $2.3B |
| TESLA INCTSLA | 68 funds | $1.5B |
Ranked by how many of DUSB's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for DUSB
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/DUSB/capital-change-brief"
Use Arkolith's capital_change_brief for DUSB. 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 DUSB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.