The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query DWM owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/DWM"
Use Arkolith to show who owns DWM, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Valmark Advisers, Inc. | $21.6M | 310K | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $14.7M | 208K | ▼−37% Reduced · −124K sh | Q1 2026 | |
| 3 | Kestra Advisory Services, LLC | $7.5M | 108K | ▼−16% Reduced · −21K sh | Q1 2026 | |
| 4 | MML INVESTORS SERVICES, LLC | $4.5M | 64K | ▼−28% Reduced · −25K sh | Q1 2026 | |
| 5 | MISSION WEALTH MANAGEMENT, LP | $4.0M | 57K | ▼−0.7% Reduced · −410 sh | Q1 2026 | |
| 6 | Merit Financial Group, LLC | $4.0M | 57K | ▲+20% Added · +10K sh | Q1 2026 | |
| 7 | HBK Sorce Advisory LLC | $3.9M | 53K | ▼−2.4% Reduced · −1K sh | Q1 2026 | |
| 8 | COURIER CAPITAL LLC | $1.9M | 27K | ▲+0.2% Added · +57 sh | Q1 2026 | |
| 9 | Geneos Wealth Management Inc. | $1.9M | 27K | ▲+0.7% Added · +184 sh | Q1 2026 | |
| 10 | Stratos Wealth Advisors, LLC | $1.7M | 24K | ▲+15% Added · +3K sh | Q1 2026 | |
| 11 | &PARTNERS | $1.7M | 24K | ▲~0% Added · +1 sh | Q1 2026 | |
| 12 | DAVENPORT & Co LLC | $981K | 14K | ▼−1.0% Reduced · −141 sh | Q1 2026 | |
| 13 | OneAscent Financial Services LLC | $964K | 14K | ▲+7.6% Added · +980 sh | Q1 2026 | |
| 14 | Modera Wealth Management, LLC | $830K | 12K | —Held | Q1 2026 | |
| 15 | Robertson Stephens Wealth Management, LLC | $823K | 12K | ▼−19% Reduced · −3K sh | Q1 2026 | |
| 16 | Steward Partners Investment Advisory, LLC | $657K | 9K | —Held | Q1 2026 | |
| 17 | Kingsview Wealth Management, LLC | $645K | 9K | —Held | Q1 2026 | |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | $620K | 9K | ▲+24% Added · +2K sh | Q1 2026 | |
| 19 | Beacon Pointe Advisors, LLC | $615K | 9K | ▲New +9K sh | Q1 2026 | |
| 20 | Private Advisor Group, LLC | $408K | 6K | ▲+12% Added · +624 sh | Q1 2026 | |
| 21 | Waverly Advisors, LLC | $399K | 6K | ▲New +6K sh | Q1 2026 | |
| 22 | NewEdge Advisors, LLC | $389K | 6K | ▲+8.7% Added · +445 sh | Q1 2026 | |
| 23 | CWM, LLC | $310K | 4K | ▲+0.1% Added · +5 sh | Q1 2026 | |
| 24 | Sanctuary Advisors, LLC | $270K | 4K | ▲~0% Added · +1 sh | Q1 2026 | |
| 25 | Pathstone Holdings, LLC | $225K | 3K | —Held | 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 38 funds | $14.5B |
| NVIDIA CORPNVDA | 38 funds | $12.1B |
| MICROSOFT CORPMSFT | 38 funds | $11.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 38 funds | $8.6B |
| ALPHABET INC-CL AGOOGL | 38 funds | $7.5B |
| VANGUARD S&P 500 ETFVOO | 38 funds | $7.4B |
| JPMORGAN CHASE & COJPM | 38 funds | $5.8B |
| VANGUARD FTSE DEVELOPED ETFVEA | 38 funds | $5.7B |
| BROADCOM INCAVGO | 38 funds | $5.2B |
| VANGUARD GROWTH ETFVUG | 38 funds | $4.9B |
| ALPHABET INC-CL CGOOG | 38 funds | $4.9B |
| META PLATFORMS INC-CLASS AMETA | 38 funds | $4.3B |
Ranked by how many of DWM'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DWM. 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.