Among active 13F managers last quarter, 3 opened and 10 added, while 3 reduced; the largest holder to move was Versant Capital Management, Inc (+125%).
37 tracked 13F filers disclose a position in DXIV as of the latest SEC 13F filings, a combined $86.1M 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 | Beacon Pointe Advisors, LLC | 335K | $23.4M | ▲+3.5% Added · +11K sh | Q2 2026 | |
| 2 | FMB Wealth Management | 202K | $14.1M | ▼−0.6% Reduced · −1K sh | Q2 2026 | |
| 3 | Pure Financial Advisors, LLC | 157K | $11.0M | ▲+3.2% Added · +5K sh | Q2 2026 | |
| 4 | Versant Capital Management, Inc | 110K | $7.7M | ▲+125% Added · +61K sh | Q2 2026 | |
| 5 | Cordant, Inc. | 104K | $7.3M | ▲+28% Added · +23K sh | Q2 2026 | |
| 6 | AssetMark, Inc | 69K | $4.8M | ▲+2.9% Added · +2K sh | Q2 2026 | |
| 7 | Jane Street Group, LLC | 57K | $3.8M | ▲New +57K sh | Q1 2026 | |
| 8 | Evanson Financial, LLC | 27K | $1.9M | ▲New +27K sh | Q2 2026 | |
| 9 | Evanson Asset Management, LLC | 25K | $1.7M | ▲+4.7% Added · +1K sh | Q1 2026 | |
| 10 | E-Wealth Partners, LLC | 24K | $1.7M | ▼−3.6% Reduced · −891 sh | Q2 2026 | |
| 11 | MML Investors Services, LLC | 16K | $1.1M | ▼−49% Reduced · −15K sh | Q2 2026 | |
| 12 | BIP Wealth, LLC | 16K | $1.1M | ▲+22% Added · +3K sh | Q2 2026 | |
| 13 | Discipline Wealth Solutions, LLC | 13K | $903K | ▲+72% Added · +5K sh | Q2 2026 | |
| 14 | Royal Bank Of Canada | 11K | $729K | ▲+173% Added · +7K sh | Q1 2026 | |
| 15 | Vestia Personal Wealth Advisors | 8K | $541K | ▲+12% Added · +815 sh | Q2 2026 | |
| 16 | Applied Capital LLC | 8K | $539K | ▲+14% Added · +928 sh | Q2 2026 | |
| 17 | Studio Investment Management LLC | 7K | $465K | ▲+15% Added · +873 sh | Q2 2026 | |
| 18 | Prosperitas Financial LLC | 6K | $422K | ▼−2.9% Reduced · −177 sh | Q2 2026 | |
| 19 | Integrity Alliance, LLC. | 6K | $412K | ▲+26% Added · +1K sh | Q2 2026 | |
| 20 | OneDigital Investment Advisors LLC | 5K | $368K | ▲New +5K sh | Q1 2026 | |
| 21 | Fiduciary Financial Group, LLC | 5K | $323K | ▲+24% Added · +907 sh | Q2 2026 | |
| 22 | Sax Wealth Advisors, LLC | 4K | $291K | ▲New +4K sh | Q2 2026 | |
| 23 | McIlrath & Eck, LLC | 4K | $260K | —Held | Q1 2026 | |
| 24 | HighTower Advisors, LLC | 3K | $216K | ▲New +3K sh | Q1 2026 | |
| 25 | Approach Retirement Advisors, LLC | 3K | $214K | —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 opened a new position in DXIV and 10 added to an existing one, while 3 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 | 20 funds | $2.6B |
| Microsoft CorpMSFT | 20 funds | $1.7B |
| Vanguard Value ETFVTV | 20 funds | $420.6M |
| Amazon.com IncAMZN | 19 funds | $2.2B |
| Alphabet Inc-CL AGOOGL | 19 funds | $1.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 19 funds | $621.5M |
| Vanguard Total Stock MKT ETFVTI | 19 funds | $597.6M |
| Vanguard Ftse Developed ETFVEA | 19 funds | $570.7M |
| Dimensional International VaDFIV | 19 funds | $443.8M |
| Chevron CorpCVX | 19 funds | $411.5M |
| Nvidia CorpNVDA | 18 funds | $4.3B |
| Taiwan Semiconductor-SP ADRTSM | 18 funds | $1.5B |
Ranked by how many of DXIV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DXIV.
| Class | 13F holders | Value held |
|---|---|---|
| DFACmc | 1121 funds | $34.8B |
| DFASmc | 842 funds | $11.4B |
| DFIVmc | 818 funds | $15.1B |
| DFUSmc | 809 funds | $16.1B |
| DFATmc | 775 funds | $10.9B |
| DFAImc | 766 funds | $13.5B |
| DFUVmc | 727 funds | $11.6B |
| DFAEmc | 660 funds | $7.5B |
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 DXIV
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/DXIV/capital-change-brief"
Use Arkolith's capital_change_brief for DXIV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for DXIV. Filings are public domain, sourced to SEC EDGAR.