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/DVY/capital-change-brief"
Use Arkolith's capital_change_brief for DVY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $1.2B | 8.1M | ▼−1.3% Reduced · −104K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $987.0M | 6.5M | ▲+0.2% Added · +12K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $576.6M | 3.8M | ▲~0% Added · +272 sh | Q1 2026 | |
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | $531.0M | 3.5M | ▼−1.3% Reduced · −47K sh | Q1 2026 | |
| 5 | NORTHERN TRUST CORP | $470.4M | 3.1M | ▲+1.7% Added · +51K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $415.8M | 2.7M | ▼−11% Reduced · −327K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $271.3M | 1.8M | ▲+0.1% Added · +2K sh | Q1 2026 | |
| 8 | Bank of New York Mellon Corp | $243.6M | 1.6M | ▼−5.1% Reduced · −87K sh | Q1 2026 | |
| 9 | JPMORGAN CHASE & CO | $230.6M | 1.5M | ▼−6.7% Reduced · −110K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $225.2M | 1.5M | ▲+6.1% Added · +86K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $179.3M | 1.2M | ▲+1.2% Added · +14K sh | Q1 2026 | |
| 12 | UBS Group AG | $176.2M | 1.2M | ▼−2.2% Reduced · −26K sh | Q1 2026 | |
| 13 | US BANCORP \DE\ | $167.0M | 1.1M | ▼−0.8% Reduced · −8K sh | Q1 2026 | |
| 14 | TRUIST FINANCIAL CORP | $166.4M | 1.1M | ▼−3.2% Reduced · −36K sh | Q1 2026 | |
| 15 | Howard Capital Management Inc. | $153.1M | 1.0M | —Held | Q1 2026 | |
| 16 | BANK OF MONTREAL /CAN/ | $116.4M | 768K | ▼−1.4% Reduced · −11K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $104.9M | 693K | ▼−0.2% Reduced · −1K sh | Q1 2026 | |
| 18 | Northside Capital Management, LLC | $101.8M | 651K | ▼−0.4% Reduced · −3K sh | Q2 2026 | |
| 19 | FIFTH THIRD BANCORP | $97.8M | 646K | ▲+179% Added · +414K sh | Q1 2026 | |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $89.4M | 591K | ▼−2.6% Reduced · −16K sh | Q1 2026 | |
| 21 | Rockefeller Capital Management L.P. | $83.5M | 551K | ▲+8.6% Added · +44K sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | $81.7M | 540K | ▲+5.9% Added · +30K sh | Q1 2026 | |
| 23 | AMERIPRISE FINANCIAL INC | $76.2M | 504K | ▼−8.8% Reduced · −49K sh | Q1 2026 | |
| 24 | OSAIC HOLDINGS, INC. | $73.5M | 485K | ▲+27% Added · +104K sh | Q1 2026 | |
| 25 | Focus Partners Wealth | $70.5M | 466K | ▼−0.1% Reduced · −526 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 | 292 funds | $126.5B |
| AMAZON.COM INCAMZN | 292 funds | $81.0B |
| NVIDIA CORPNVDA | 291 funds | $151.4B |
| MICROSOFT CORPMSFT | 291 funds | $114.4B |
| ALPHABET INC-CL AGOOGL | 291 funds | $73.1B |
| META PLATFORMS INC-CLASS AMETA | 291 funds | $45.9B |
| EXXON MOBIL CORPXOM | 291 funds | $28.5B |
| ALPHABET INC-CL CGOOG | 290 funds | $49.6B |
| JPMORGAN CHASE & COJPM | 290 funds | $35.8B |
| JOHNSON & JOHNSONJNJ | 290 funds | $23.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 288 funds | $27.0B |
| COSTCO WHOLESALE CORPCOST | 287 funds | $19.9B |
Ranked by how many of DVY'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 DVY. 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.