| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Beacon Pointe Advisors, LLC | $21.9M | 324K | ▲+4.2% Added · +13K sh | Q1 2026 | |
| 2 | Pure Financial Advisors, LLC | $10.2M | 152K | ▲+6.9% Added · +10K sh | Q1 2026 | |
| 3 | Versant Capital Management, Inc | $7.7M | 110K | ▲+125% Added · +61K sh | Q2 2026 | |
| 4 | Cordant, Inc. | $7.3M | 104K | ▲+28% Added · +23K sh | Q2 2026 | |
| 5 | CITADEL ADVISORS LLC | $5.0M | 74K | ▲+725% Added · +65K sh | Q1 2026 | |
| 6 | ASSETMARK, INC | $4.5M | 67K | ▲+8.6% Added · +5K sh | Q1 2026 | |
| 7 | JANE STREET GROUP, LLC | $3.8M | 57K | ▲New +57K sh | Q1 2026 | |
| 8 | MML INVESTORS SERVICES, LLC | $2.1M | 31K | ▼−21% Reduced · −8K sh | Q1 2026 | |
| 9 | Evanson Financial, LLC | $1.9M | 27K | ▲New +27K sh | Q2 2026 | |
| 10 | Evanson Asset Management, LLC | $1.7M | 25K | ▲+4.7% Added · +1K sh | Q1 2026 | |
| 11 | E-Wealth Partners, LLC | $1.7M | 25K | ▲+16% Added · +3K sh | Q1 2026 | |
| 12 | BIP Wealth, LLC | $861K | 13K | ▲+7.6% Added · +900 sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $729K | 11K | ▲+173% Added · +7K sh | Q1 2026 | |
| 14 | Prosperitas Financial LLC | $419K | 6K | ▲+7.7% Added · +443 sh | Q1 2026 | |
| 15 | STUDIO INVESTMENT MANAGEMENT LLC | $390K | 6K | ▲+28% Added · +1K sh | Q1 2026 | |
| 16 | OneDigital Investment Advisors LLC | $368K | 5K | ▲New +5K sh | Q1 2026 | |
| 17 | INTEGRITY ALLIANCE, LLC. | $316K | 5K | ▼−40% Reduced · −3K sh | Q1 2026 | |
| 18 | FIDUCIARY FINANCIAL GROUP, LLC | $323K | 5K | ▲+24% Added · +907 sh | Q2 2026 | |
| 19 | SAX WEALTH ADVISORS, LLC | $291K | 4K | ▲New +4K sh | Q2 2026 | |
| 20 | McIlrath & Eck, LLC | $260K | 4K | —Held | Q1 2026 | |
| 21 | HighTower Advisors, LLC | $216K | 3K | ▲New +3K sh | Q1 2026 | |
| 22 | Approach Retirement Advisors, LLC | $214K | 3K | —Held | Q2 2026 | |
| 23 | CARDIFF PARK ADVISORS, LLC | $119K | 2K | ▲+0.2% Added · +3 sh | Q1 2026 | |
| 24 | Farther Finance Advisors, LLC | $115K | 2K | ▲+87% Added · +779 sh | Q1 2026 | |
| 25 | UBS Group AG | $21K | 318 | ▲New +318 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 8 funds | $5.5B |
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $4.9B |
| APPLE INCAAPL | 8 funds | $3.5B |
| AMAZON.COM INCAMZN | 8 funds | $2.8B |
| MICROSOFT CORPMSFT | 8 funds | $2.6B |
| ALPHABET INC-CL AGOOGL | 8 funds | $2.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 8 funds | $1.9B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 8 funds | $1.7B |
| JPMORGAN CHASE & COJPM | 8 funds | $1.4B |
| ISHARES CORE MSCI EMERGINGIEMG | 8 funds | $1.3B |
| VANGUARD FTSE DEVELOPED ETFVEA | 8 funds | $1.3B |
| ALPHABET INC-CL CGOOG | 8 funds | $1.2B |
Ranked by how many of DXIV's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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 + end-of-day price history + the live filing stream, joined for DXIV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.