Among active 13F managers last quarter, 2 opened and 18 added, while 14 reduced; the largest holder to move was Baker Avenue Asset Management, LP (−1.7%).
127 tracked 13F filers disclose a position in DWX as of the latest SEC 13F filings, a combined $255.6M 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 | Morgan Stanley | 852K | $38.9M | ▲+0.2% Added · +2K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 707K | $32.2M | ▼−0.6% Reduced · −4K sh | Q1 2026 | |
| 3 | UBS Group AG | 392K | $17.9M | ▼−15% Reduced · −68K sh | Q1 2026 | |
| 4 | Wells Fargo & Company | 357K | $16.3M | ▼−44% Reduced · −279K sh | Q1 2026 | |
| 5 | Concord Wealth Partners | 263K | $12.1M | ▲+3.5% Added · +9K sh | Q2 2026 | |
| 6 | Baker Avenue Asset Management, LP | 256K | $11.8M | ▼−1.7% Reduced · −5K sh | Q2 2026 | |
| 7 | Concord Asset Management, LLC | 252K | $11.6M | ▲+1.4% Added · +4K sh | Q2 2026 | |
| 8 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 221K | $10.2M | ▲+0.5% Added · +1K sh | Q2 2026 | |
| 9 | LPL Financial LLC | 190K | $8.7M | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 10 | Focus Partners Wealth | 149K | $6.8M | ▲~0% Added · +5 sh | Q1 2026 | |
| 11 | Allen Capital Group, LLC | 138K | $6.4M | ▼−0.6% Reduced · −781 sh | Q2 2026 | |
| 12 | MML Investors Services, LLC | 119K | $5.5M | ▲+56% Added · +43K sh | Q2 2026 | |
| 13 | Osaic Holdings, Inc. | 119K | $5.4M | ▲+26% Added · +25K sh | Q1 2026 | |
| 14 | Stifel Financial Corp | 105K | $4.8M | ▼−11% Reduced · −14K sh | Q1 2026 | |
| 15 | Royal Bank Of Canada | 103K | $4.7M | ▼−0.4% Reduced · −409 sh | Q1 2026 | |
| 16 | Northwestern Mutual Wealth Management Co | 82K | $3.7M | ▲+14% Added · +10K sh | Q1 2026 | |
| 17 | Raymond James Financial Inc | 69K | $3.1M | ▲+20% Added · +11K sh | Q1 2026 | |
| 18 | Mount Lucas Management LP | 68K | $3.1M | ▲+5.5% Added · +4K sh | Q2 2026 | |
| 19 | Cetera Investment Advisers | 68K | $3.1M | ▼−32% Reduced · −31K sh | Q1 2026 | |
| 20 | Envestnet Asset Management Inc | 57K | $2.6M | ▼−64% Reduced · −102K sh | Q1 2026 | |
| 21 | BIP Wealth, LLC | 50K | $2.3M | ▲New +50K sh | Q2 2026 | |
| 22 | Mercer Global Advisors Inc | 46K | $2.1M | ▼−6.0% Reduced · −3K sh | Q1 2026 | |
| 23 | Private Advisor Group, LLC | 46K | $2.1M | ▲+6.7% Added · +3K sh | Q2 2026 | |
| 24 | Equitable Holdings, Inc. | 42K | $1.9M | ▲+3.6% Added · +1K sh | Q2 2026 | |
| 25 | Jones Financial Companies LLLP | 40K | $1.8M | ▲+5.9% Added · +2K 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.
Last quarter, 2 funds opened a new position in DWX and 18 added to an existing one, while 14 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 |
|---|---|---|
| Apple IncAAPL | 56 funds | $34.7B |
| Microsoft CorpMSFT | 56 funds | $28.2B |
| Amazon.com IncAMZN | 56 funds | $20.4B |
| Nvidia CorpNVDA | 55 funds | $40.5B |
| Johnson & JohnsonJNJ | 55 funds | $5.9B |
| Cisco Systems IncCSCO | 55 funds | $4.0B |
| Vanguard S&P 500 ETFVOO | 55 funds | $3.9B |
| Procter & Gamble CoPG | 55 funds | $3.5B |
| Alphabet Inc-CL AGOOGL | 54 funds | $16.3B |
| Broadcom IncAVGO | 54 funds | $15.0B |
| Eli Lilly & CoLLY | 54 funds | $9.1B |
| JPMorgan Chase & CoJPM | 54 funds | $8.1B |
Ranked by how many of DWX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DWX.
| Class | 13F holders | Value held |
|---|---|---|
| SPDWcs | 1137 funds | $29.4B |
| SPEMcs | 955 funds | $11.0B |
| FEZcommon | 320 funds | $2.1B |
| GNRmc | 273 funds | $3.5B |
| CWIcommon | 256 funds | $2.1B |
| GWXcs | 246 funds | $558.0M |
| EDIVmc | 200 funds | $808.6M |
| RWOcs | 197 funds | $922.2M |
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 DWX
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/DWX/capital-change-brief"
Use Arkolith's capital_change_brief for DWX. 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 DWX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.