DVAL

Brandywineglobal Dyn US LCVETF$16.48 1.10%
UnclassifiedCUSIP 35473P462· EOD Sep 8, 2026

Among active 13F managers last quarter, 1 opened and 1 added, while 1 reduced; the largest holder to move was Franklin Templeton Inc (−55%).

Tracked 13F holders
10
1 in Q2 2026 filings
13F value (tracked)
$16.8M
13F moves · latest Q
2 added
1 reduced

Price & smart-money activity

$16.48 1.10%4Y +29.8%
$10.58$12.22$13.87$15.52$17.1620222023202420252026442222223
Hover for who · click for detailEnd-of-day closing prices52w $14.05 – $16.74

Who owns DVAL?

10 tracked 13F filers · ranked by shares held

10 tracked 13F filers disclose a position in DVAL as of the latest SEC 13F filings, a combined $16.8M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Franklin Templeton Inc669K
$9.9M
−55%
Reduced · −828K sh
Q1 2026
2Raymond James Financial Inc189K
$2.8M
−12%
Reduced · −27K sh
Q1 2026
3LPL Financial LLC162K
$2.4M
+2.0%
Added · +3K sh
Q1 2026
4Citadel Advisors LLC44K
$689K
+37%
Added · +12K sh
Q2 2026
5Northstar Asset Management Co40K
$638K
New
+40K sh
Q2 2026
6Susquehanna International Group, LLP16K
$235K
New
+16K sh
Q1 2026
7Jones Financial Companies LLLP5K
$66K
−17%
Reduced · −921 sh
Q1 2026
8EverSource Wealth Advisors, LLC4K
$54K
New
+4K sh
Q1 2026
9Osaic Holdings, Inc.2K
$26K
Held
Q1 2026
10UBS Group AG21
$310
New
+21 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.

Is DVAL being bought or sold by institutions?

Last quarter, 1 fund opened a new position in DVAL and 1 added to an existing one, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
1
fund took a first position
Added
1
added to an existing position
Reduced
1
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own DVAL also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA3 funds$19.2B
Microsoft CorpMSFT3 funds$15.6B
Apple IncAAPL3 funds$14.5B
Amazon.com IncAMZN3 funds$13.8B
Ishares Core S&P 500 ETFIVV3 funds$13.8B
Alphabet Inc-CL AGOOGL3 funds$11.4B
Broadcom IncAVGO3 funds$10.0B
ExxonMobil Holdings CorpXOM3 funds$7.6B
Meta Platforms Inc-Class AMETA3 funds$6.2B
Alphabet Inc-CL CGOOG3 funds$5.9B
Eli Lilly & CoLLY3 funds$5.2B
JPMorgan Chase & CoJPM3 funds$5.1B

Ranked by how many of DVAL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DVAL.

Institutional ownership over time

1 tracked filers in Q2 2026 filingsstill filing
0612Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $638K
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
FLMImc213 funds$1.4B
FLJPmc185 funds$1.8B
DIVImc176 funds$1.4B
FLQMmc154 funds$1.2B
FLINmc131 funds$962.3M
INCMmc112 funds$742.5M
FLBLmc110 funds$508.8M
FLQLmc92 funds$1.5B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in DVAL

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DVAL/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DVAL.
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 DVAL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.