89 tracked 13F filers disclose a position in DXYZ as of the latest SEC 13F filings, a combined $55.4M 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 | Newtyn Management, LLC | $9.2M | 345K | ▲New +345K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $6.0M | 224K | ▲+158% Added · +137K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $5.6M | 208K | ▲+188% Added · +136K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $4.5M | 168K | ▲+404% Added · +135K sh | Q1 2026 | |
| 5 | Kestra Advisory Services, LLC | $3.8M | 140K | ▲+158% Added · +86K sh | Q1 2026 | |
| 6 | JANE STREET GROUP, LLC | $3.7M | 139K | ▼−63% Reduced · −238K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $2.7M | 101K | ▲+139% Added · +59K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 63K | ▲+366% Added · +50K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 58K | ▲+194% Added · +39K sh | Q1 2026 | |
| 10 | AA Financial Advisors, LLC | $1.5M | 58K | ▼−4.9% Reduced · −3K sh | Q2 2026 | |
| 11 | Noble Wealth Management PBC | $1.0M | 40K | ▲133× Added · +40K sh | Q2 2026 | |
| 12 | UBS Group AG | $916K | 34K | ▲+79% Added · +15K sh | Q1 2026 | |
| 13 | Marex Group plc | $786K | 29K | ▲New +29K sh | Q1 2026 | |
| 14 | Sowell Financial Services LLC | $738K | 29K | ▲New +29K sh | Q2 2026 | |
| 15 | STIFEL FINANCIAL CORP | $764K | 29K | ▼−32% Reduced · −14K sh | Q1 2026 | |
| 16 | Merit Financial Group, LLC | $655K | 25K | ▲+110% Added · +13K sh | Q2 2026 | |
| 17 | Niles Investment Management, LLC | $650K | 24K | ▲New +24K sh | Q1 2026 | |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | $645K | 24K | ▲New +24K sh | Q1 2026 | |
| 19 | Point72 Asset Management, L.P. | $609K | 23K | ▲New +23K sh | Q1 2026 | |
| 20 | Private Advisor Group, LLC | $546K | 20K | ▲+35% Added · +5K sh | Q1 2026 | |
| 21 | Stratos Wealth Partners, LTD. | $527K | 20K | ▲+54% Added · +7K sh | Q1 2026 | |
| 22 | &PARTNERS | $520K | 19K | ▲+62% Added · +7K sh | Q1 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $498K | 19K | ▲+53% Added · +6K sh | Q1 2026 | |
| 24 | Creative Planning | $459K | 17K | ▲+46% Added · +5K sh | Q1 2026 | |
| 25 | WCG Wealth Advisors LLC | $419K | 16K | ▲New +16K 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, 18 funds opened a new position in DXYZ and 5 added to an existing one, while 6 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 |
|---|---|---|
| NVIDIA CORPNVDA | 31 funds | $8.9B |
| MICROSOFT CORPMSFT | 31 funds | $6.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 31 funds | $6.6B |
| AMAZON.COM INCAMZN | 31 funds | $5.7B |
| ALPHABET INC-CL AGOOGL | 31 funds | $4.5B |
| ALPHABET INC-CL CGOOG | 31 funds | $3.3B |
| COSTCO WHOLESALE CORPCOST | 31 funds | $2.0B |
| VISA INC-CLASS A SHARESV | 31 funds | $1.9B |
| ELI LILLY & COLLY | 31 funds | $1.8B |
| EXXON MOBIL CORPXOM | 31 funds | $1.7B |
| VANGUARD FTSE DEVELOPED ETFVEA | 31 funds | $1.5B |
| HOME DEPOT INCHD | 31 funds | $1.5B |
Ranked by how many of DXYZ's institutional holders also hold each name, a cross-fund conviction signal.
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/DXYZ/capital-change-brief"
Use Arkolith's capital_change_brief for DXYZ. 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 DXYZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.