127 tracked 13F filers disclose a position in DWM as of the latest SEC 13F filings, a combined $387.9M 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 | MORGAN STANLEY | $66.4M | 950K | ▼−1.6% Reduced · −16K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $33.3M | 476K | ▼−0.1% Reduced · −588 sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $30.2M | 432K | ▲+7.2% Added · +29K sh | Q1 2026 | |
| 4 | LRI Investments, LLC | $28.3M | 386K | ▼~0% Reduced · −133 sh | Q2 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $26.9M | 385K | ▼−1.2% Reduced · −5K sh | Q1 2026 | |
| 6 | Valmark Advisers, Inc. | $22.6M | 309K | ▼−0.1% Reduced · −441 sh | Q2 2026 | |
| 7 | UBS Group AG | $15.4M | 221K | ▲+22% Added · +40K sh | Q1 2026 | |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $16.0M | 217K | ▲+4.1% Added · +9K sh | Q2 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $7.8M | 112K | ▼−15% Reduced · −19K sh | Q1 2026 | |
| 10 | MOLLER WEALTH PARTNERS | $7.2M | 98K | ▼−0.6% Reduced · −559 sh | Q2 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $6.2M | 89K | ▲+1.7% Added · +1K sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $6.2M | 89K | ▲+9.9% Added · +8K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $5.9M | 84K | ▲+5.9% Added · +5K sh | Q1 2026 | |
| 14 | Kestra Advisory Services, LLC | $6.0M | 82K | ▼−24% Reduced · −26K sh | Q2 2026 | |
| 15 | NewSquare Capital LLC | $5.8M | 79K | ▲+3.7% Added · +3K sh | Q2 2026 | |
| 16 | MML INVESTORS SERVICES, LLC | $5.4M | 74K | ▲+16% Added · +10K sh | Q2 2026 | |
| 17 | JFS WEALTH ADVISORS, LLC | $4.6M | 66K | ▼−8.2% Reduced · −6K sh | Q1 2026 | |
| 18 | Key FInancial Inc | $4.6M | 63K | ▼−1.7% Reduced · −1K sh | Q2 2026 | |
| 19 | Merit Financial Group, LLC | $4.4M | 60K | ▲+5.2% Added · +3K sh | Q2 2026 | |
| 20 | Smallwood Wealth Investment Management, LLC | $4.3M | 59K | ▲+2.4% Added · +1K sh | Q2 2026 | |
| 21 | MISSION WEALTH MANAGEMENT, LP | $4.2M | 57K | ▲+0.1% Added · +83 sh | Q2 2026 | |
| 22 | CIBC WORLD MARKET INC. | $3.8M | 54K | ▲+3.0% Added · +2K sh | Q1 2026 | |
| 23 | HBK Sorce Advisory LLC | $4.0M | 53K | —Held | Q2 2026 | |
| 24 | SEI INVESTMENTS CO | $2.9M | 41K | ▼−0.9% Reduced · −383 sh | Q1 2026 | |
| 25 | Falcon Wealth Planning | $3.0M | 41K | ▲+248% Added · +29K 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, 4 funds opened a new position in DWM and 13 added to an existing one, while 9 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 | 47 funds | $39.3B |
| MICROSOFT CORPMSFT | 46 funds | $32.9B |
| JPMORGAN CHASE & COJPM | 46 funds | $8.8B |
| JOHNSON & JOHNSONJNJ | 46 funds | $7.0B |
| VANGUARD SMALL-CAP ETFVB | 46 funds | $407.5M |
| NVIDIA CORPNVDA | 45 funds | $48.2B |
| AMAZON.COM INCAMZN | 45 funds | $22.4B |
| ALPHABET INC-CL AGOOGL | 45 funds | $18.6B |
| ALPHABET INC-CL CGOOG | 45 funds | $14.2B |
| ELI LILLY & COLLY | 44 funds | $8.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 44 funds | $6.4B |
| ABBVIE INCABBV | 44 funds | $4.4B |
Ranked by how many of DWM's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for DWM
This stock 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/DWM/capital-change-brief"
Use Arkolith's capital_change_brief for DWM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
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.