Among active 13F managers last quarter, 3 added and 2 reduced; the largest holder to move was Citadel Advisors LLC (+23%).
23 tracked 13F filers disclose a position in DWMF as of the latest SEC 13F filings, a combined $11.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 95K | $3.2M | ▼−3.3% Reduced · −3K sh | Q1 2026 | |
| 2 | Cetera Investment Advisers | 75K | $2.5M | ▲+15% Added · +10K sh | Q1 2026 | |
| 3 | Susquehanna International Group, LLP | 36K | $1.2M | ▲+1.0% Added · +365 sh | Q1 2026 | |
| 4 | Stratos Wealth Partners, LTD. | 23K | $788K | ▼−2.3% Reduced · −541 sh | Q2 2026 | |
| 5 | Citadel Advisors LLC | 23K | $780K | ▲+23% Added · +4K sh | Q2 2026 | |
| 6 | Breakwater Capital Group | 15K | $508K | ▲+12% Added · +2K sh | Q2 2026 | |
| 7 | Jane Street Group, LLC | 14K | $477K | ▲+8.4% Added · +1K sh | Q1 2026 | |
| 8 | Creative Planning | 11K | $362K | ▼−16% Reduced · −2K sh | Q1 2026 | |
| 9 | Insight Wealth Strategies, LLC | 10K | $328K | ▲+5.1% Added · +470 sh | Q2 2026 | |
| 10 | Retirement Planning Group, LLC | 9K | $301K | —Held | Q2 2026 | |
| 11 | Nova Wealth Management, Inc. | 6K | $220K | ▼−5.9% Reduced · −405 sh | Q2 2026 | |
| 12 | Arkadios Wealth Advisors | 6K | $220K | ▼−5.0% Reduced · −342 sh | Q2 2026 | |
| 13 | EPG Wealth Management LLC | 3K | $115K | ▲+1.7% Added · +57 sh | Q2 2026 | |
| 14 | CoreCap Advisors, LLC | 3K | $96K | ▲+0.1% Added · +3 sh | Q1 2026 | |
| 15 | Morgan Stanley | 760 | $26K | —Held | Q1 2026 | |
| 16 | Breakwater Investment Management | 613 | $21K | ▼−9.1% Reduced · −61 sh | Q2 2026 | |
| 17 | Harbour Investments, Inc. | 331 | $11K | —Held | Q1 2026 | |
| 18 | UBS Group AG | 215 | $7K | ▼−69% Reduced · −481 sh | Q1 2026 | |
| 19 | Sankala Group LLC | 135 | $5K | ▼−59% Reduced · −196 sh | Q2 2026 | |
| 20 | Lanark Financial, Inc. | 90 | $3K | —Held | Q2 2026 | |
| 21 | Smartleaf Asset Management LLC | 1 | $51 | —Held | Q2 2026 | |
| 22 | FMR LLC | 1 | $34 | ▲New +1 sh | Q2 2026 | |
| 23 | Vanguard Advisers Inc | 1 | $34 | —Held | 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, 3 funds added to an existing position in DWMF, while 2 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 9 funds | $3.5B |
| Ishares Core S&P 500 ETFIVV | 9 funds | $2.9B |
| Amazon.com IncAMZN | 9 funds | $1.8B |
| Apple IncAAPL | 9 funds | $1.7B |
| Micron Technology IncMU | 9 funds | $1.6B |
| Microsoft CorpMSFT | 9 funds | $1.1B |
| Meta Platforms Inc-Class AMETA | 9 funds | $1.1B |
| Broadcom IncAVGO | 9 funds | $1.1B |
| Alphabet Inc-CL AGOOGL | 9 funds | $910.8M |
| Tesla IncTSLA | 9 funds | $826.3M |
| JPMorgan Chase & CoJPM | 9 funds | $784.3M |
| Alphabet Inc-CL CGOOG | 9 funds | $762.4M |
Ranked by how many of DWMF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DWMF.
| Class | 13F holders | Value held |
|---|---|---|
| USFRmc | 562 funds | $9.7B |
| WTAImc | 149 funds | $217.1M |
| QGRWmc | 148 funds | $1.9B |
| NTSXmc | 102 funds | $744.9M |
| WCLDFUND | 87 funds | $129.1M |
| USMFUS MULTIFACTOR ETF | 68 funds | $203.9M |
| GCCmc | 66 funds | $144.0M |
| GDEmc | 64 funds | $240.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for DWMF
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/DWMF/capital-change-brief"
Use Arkolith's capital_change_brief for DWMF. 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 DWMF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.