112 tracked 13F filers disclose a position in DWX as of the latest SEC 13F filings, a combined $245.9M 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 | $38.9M | 852K | ▲+0.2% Added · +2K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $32.2M | 707K | ▼−0.6% Reduced · −4K sh | Q1 2026 | |
| 3 | UBS Group AG | $17.9M | 392K | ▼−15% Reduced · −68K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $16.3M | 357K | ▼−44% Reduced · −279K sh | Q1 2026 | |
| 5 | Concord Wealth Partners | $12.1M | 263K | ▲+3.5% Added · +9K sh | Q2 2026 | |
| 6 | Baker Avenue Asset Management, LP | $11.8M | 256K | ▼−1.7% Reduced · −5K sh | Q2 2026 | |
| 7 | Concord Asset Management, LLC/VA | $11.6M | 252K | ▲+1.4% Added · +4K sh | Q2 2026 | |
| 8 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $10.2M | 221K | ▲+0.5% Added · +1K sh | Q2 2026 | |
| 9 | LPL Financial LLC | $8.7M | 190K | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 10 | Focus Partners Wealth | $6.8M | 149K | ▲~0% Added · +5 sh | Q1 2026 | |
| 11 | Allen Capital Group, LLC | $6.4M | 138K | ▼−0.6% Reduced · −781 sh | Q2 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $5.4M | 119K | ▲+26% Added · +25K sh | Q1 2026 | |
| 13 | STIFEL FINANCIAL CORP | $4.8M | 105K | ▼−11% Reduced · −14K sh | Q1 2026 | |
| 14 | ROYAL BANK OF CANADA | $4.7M | 103K | ▼−0.4% Reduced · −409 sh | Q1 2026 | |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.7M | 82K | ▲+14% Added · +10K sh | Q1 2026 | |
| 16 | MML INVESTORS SERVICES, LLC | $3.5M | 76K | ▼−9.3% Reduced · −8K sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $3.1M | 69K | ▲+20% Added · +11K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $3.1M | 68K | ▼−32% Reduced · −31K sh | Q1 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 57K | ▼−64% Reduced · −102K sh | Q1 2026 | |
| 20 | BIP Wealth, LLC | $2.3M | 50K | ▲New +50K sh | Q2 2026 | |
| 21 | MERCER GLOBAL ADVISORS INC /ADV | $2.1M | 46K | ▼−6.0% Reduced · −3K sh | Q1 2026 | |
| 22 | Private Advisor Group, LLC | $2.1M | 46K | ▲+6.7% Added · +3K sh | Q2 2026 | |
| 23 | Equitable Holdings, Inc. | $1.8M | 41K | ▲+3.4% Added · +1K sh | Q1 2026 | |
| 24 | JONES FINANCIAL COMPANIES LLLP | $1.8M | 40K | ▲+5.9% Added · +2K sh | Q1 2026 | |
| 25 | McAdam, LLC | $1.7M | 37K | ▲+0.7% Added · +248 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, 5 funds opened a new position in DWX and 10 added to an existing one, while 13 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 | 44 funds | $33.0B |
| MICROSOFT CORPMSFT | 44 funds | $27.4B |
| AMAZON.COM INCAMZN | 44 funds | $19.1B |
| PROCTER & GAMBLE CO/THEPG | 44 funds | $3.1B |
| NVIDIA CORPNVDA | 43 funds | $40.8B |
| ALPHABET INC-CL AGOOGL | 43 funds | $15.7B |
| ELI LILLY & COLLY | 43 funds | $8.0B |
| JPMORGAN CHASE & COJPM | 43 funds | $7.9B |
| JOHNSON & JOHNSONJNJ | 43 funds | $5.9B |
| HOME DEPOT INCHD | 43 funds | $4.0B |
| COCA-COLA CO/THEKO | 43 funds | $4.0B |
| CISCO SYSTEMS INCCSCO | 43 funds | $3.7B |
Ranked by how many of DWX'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 DWX
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/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 + Form 4 insider transactions + 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.