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/DXUV/capital-change-brief"
Use Arkolith's capital_change_brief for DXUV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Beacon Pointe Advisors, LLC | $44.7M | 753K | ▲+10.0% Added · +68K sh | Q1 2026 | |
| 2 | RFG Advisory, LLC | $21.0M | 315K | ▲+3.5% Added · +11K sh | Q2 2026 | |
| 3 | Pure Financial Advisors, LLC | $13.7M | 231K | ▲+16% Added · +31K sh | Q1 2026 | |
| 4 | Versant Capital Management, Inc | $11.4M | 171K | ▲+315% Added · +130K sh | Q2 2026 | |
| 5 | LVZ, Inc. | $7.3M | 110K | ▲+5.7% Added · +6K sh | Q2 2026 | |
| 6 | MML INVESTORS SERVICES, LLC | $4.5M | 75K | ▼−16% Reduced · −15K sh | Q1 2026 | |
| 7 | ASSETMARK, INC | $3.8M | 64K | ▲+6.8% Added · +4K sh | Q1 2026 | |
| 8 | Private Advisor Group, LLC | $3.3M | 56K | ▲+11% Added · +6K sh | Q1 2026 | |
| 9 | HARBOUR INVESTMENTS, INC. | $3.0M | 51K | ▲New +51K sh | Q1 2026 | |
| 10 | E-Wealth Partners, LLC | $2.3M | 38K | ▲+22% Added · +7K sh | Q1 2026 | |
| 11 | Rockwood Wealth Management, LLC | $1.9M | 29K | ▲+4.9% Added · +1K sh | Q2 2026 | |
| 12 | BIP Wealth, LLC | $1.5M | 25K | ▲+13% Added · +3K sh | Q1 2026 | |
| 13 | CreativeOne Wealth, LLC | $1.1M | 19K | —Held | Q1 2026 | |
| 14 | Evanson Asset Management, LLC | $899K | 15K | ▲+7.4% Added · +1K sh | Q1 2026 | |
| 15 | Evanson Financial, LLC | $983K | 15K | ▲New +15K sh | Q2 2026 | |
| 16 | Financial Symmetry Inc | $772K | 12K | —Held | Q2 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $648K | 11K | ▲+89% Added · +5K sh | Q1 2026 | |
| 18 | Apella Capital, LLC | $657K | 10K | ▲+0.1% Added · +14 sh | Q2 2026 | |
| 19 | BCO Wealth Management LLC | $551K | 8K | ▲+0.4% Added · +30 sh | Q2 2026 | |
| 20 | NWAM LLC | $443K | 7K | ▲+28% Added · +2K sh | Q1 2026 | |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $498K | 7K | ▲New +7K sh | Q2 2026 | |
| 22 | WINNOW WEALTH LLC | $287K | 5K | ▲+875% Added · +4K sh | Q1 2026 | |
| 23 | Signature Resources Capital Management, LLC | $310K | 5K | —Held | Q2 2026 | |
| 24 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $205K | 3K | ▲New +3K sh | Q1 2026 | |
| 25 | FIDUCIARY FINANCIAL GROUP, LLC | $202K | 3K | ▲New +3K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 15 funds | $4.8B |
| VANGUARD S&P 500 ETFVOO | 15 funds | $4.5B |
| NVIDIA CORPNVDA | 15 funds | $3.8B |
| ISHARES CORE MSCI EAFE ETFIEFA | 15 funds | $3.7B |
| MICROSOFT CORPMSFT | 15 funds | $3.5B |
| ISHARES CORE S&P 500 ETFIVV | 15 funds | $3.3B |
| VANGUARD FTSE DEVELOPED ETFVEA | 15 funds | $3.2B |
| VANGUARD GROWTH ETFVUG | 15 funds | $3.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 15 funds | $2.9B |
| VANGUARD VALUE ETFVTV | 15 funds | $2.9B |
| AMAZON.COM INCAMZN | 15 funds | $2.8B |
| ALPHABET INC-CL AGOOGL | 15 funds | $2.4B |
Ranked by how many of DXUV's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DXUV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.