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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Root Financial Partners, LLC | $76.8M | 1.5M | ▲+18% Added · +229K sh | Q1 2026 | |
| 2 | Vise Technologies, Inc. | $58.9M | 1.2M | —Held | Q1 2026 | |
| 3 | DiNuzzo Private Wealth, Inc. | $31.7M | 624K | ▲+9.8% Added · +56K sh | Q2 2026 | |
| 4 | Chicago Partners Investment Group LLC | $20.8M | 409K | ▼−19% Reduced · −96K sh | Q1 2026 | |
| 5 | Savant Capital, LLC | $20.7M | 409K | ▼−1.3% Reduced · −6K sh | Q1 2026 | |
| 6 | Rachor Investment Advisory Services, LLC | $19.9M | 392K | ▲+2.2% Added · +9K sh | Q2 2026 | |
| 7 | Hiley Hunt Wealth Management | $12.7M | 251K | ▲+8.2% Added · +19K sh | Q2 2026 | |
| 8 | Mariner, LLC | $12.1M | 239K | ▲+6.6% Added · +15K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $10.8M | 212K | ▲11× Added · +193K sh | Q1 2026 | |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.2M | 200K | ▲+122% Added · +110K sh | Q2 2026 | |
| 11 | New Dimensions Wealth Management, LLC | $10.0M | 198K | ▲+3.6% Added · +7K sh | Q1 2026 | |
| 12 | Financial Symmetry Inc | $9.8M | 193K | ▲+4.8% Added · +9K sh | Q2 2026 | |
| 13 | Shore Point Advisors, LLC | $7.7M | 155K | ▲+4.5% Added · +7K sh | Q2 2026 | |
| 14 | Creative Planning | $7.7M | 153K | ▲+48% Added · +49K sh | Q1 2026 | |
| 15 | Arkadios Wealth Advisors | $7.7M | 152K | ▼−10% Reduced · −18K sh | Q1 2026 | |
| 16 | CHOREO, LLC | $7.4M | 146K | ▲New +146K sh | Q1 2026 | |
| 17 | Prime Capital Investment Advisors, LLC | $6.6M | 129K | ▲18× Added · +122K sh | Q1 2026 | |
| 18 | Beacon Pointe Advisors, LLC | $6.4M | 126K | ▲+70% Added · +52K sh | Q1 2026 | |
| 19 | Index Fund Advisors, Inc. | $5.8M | 115K | ▲+14% Added · +14K sh | Q1 2026 | |
| 20 | JANE STREET GROUP, LLC | $5.0M | 98K | ▲+22% Added · +18K sh | Q1 2026 | |
| 21 | 3 FACTOR INDEXING, LLC | $4.9M | 97K | ▼−24% Reduced · −31K sh | Q2 2026 | |
| 22 | VANCE WEALTH, LLC | $4.8M | 96K | ▲+45% Added · +30K sh | Q1 2026 | |
| 23 | Dynamic Advisor Solutions LLC | $4.6M | 90K | ▼−1.2% Reduced · −1K sh | Q2 2026 | |
| 24 | CITADEL ADVISORS LLC | $4.5M | 88K | ▼−22% Reduced · −25K sh | Q1 2026 | |
| 25 | GREAT OAK CAPITAL PARTNERS, LLC | $4.4M | 87K | ▲+18% Added · +13K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 36 funds | $9.3B |
| APPLE INCAAPL | 36 funds | $8.9B |
| MICROSOFT CORPMSFT | 36 funds | $6.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 36 funds | $5.8B |
| JPMORGAN CHASE & COJPM | 36 funds | $3.1B |
| TESLA INCTSLA | 36 funds | $2.2B |
| JOHNSON & JOHNSONJNJ | 36 funds | $2.1B |
| EXXON MOBIL CORPXOM | 36 funds | $2.0B |
| COSTCO WHOLESALE CORPCOST | 36 funds | $1.7B |
| ELI LILLY & COLLY | 36 funds | $1.6B |
| CHEVRON CORPCVX | 36 funds | $1.5B |
| MERCK & CO. INC.MRK | 36 funds | $1.2B |
Ranked by how many of DUSB'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 DUSB. 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.