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/DYNF/capital-change-brief"
Use Arkolith's capital_change_brief for DYNF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $6.3B | 109.0M | ▼−1.5% Reduced · −1.6M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $2.5B | 43.8M | ▼−2.9% Reduced · −1.3M sh | Q1 2026 | |
| 3 | First Command Advisory Services, Inc. | $1.7B | 29.2M | ▲+29% Added · +6.6M sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $1.4B | 24.6M | ▲+9.7% Added · +2.2M sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $1.3B | 23.1M | ▼−5.7% Reduced · −1.4M sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $1.0B | 17.4M | ▲+4.8% Added · +787K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $933.0M | 16.0M | ▲+4.5% Added · +688K sh | Q1 2026 | |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $770.8M | 13.2M | ▲+18% Added · +2.1M sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $679.7M | 11.7M | ▼−1.1% Reduced · −133K sh | Q1 2026 | |
| 10 | Dynasty Wealth Management, LLC | $643.6M | 11.1M | ▲+16% Added · +1.5M sh | Q1 2026 | |
| 11 | CWM, LLC | $455.6M | 7.8M | ▼−2.3% Reduced · −185K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $433.4M | 7.4M | ▼−4.7% Reduced · −363K sh | Q1 2026 | |
| 13 | MML INVESTORS SERVICES, LLC | $421.1M | 7.2M | ▼−16% Reduced · −1.4M sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $413.9M | 7.1M | ▲+26% Added · +1.5M sh | Q1 2026 | |
| 15 | Envestnet Portfolio Solutions, Inc. | $382.2M | 6.6M | ▼−20% Reduced · −1.7M sh | Q1 2026 | |
| 16 | SAGESPRING WEALTH PARTNERS, LLC | $364.7M | 6.3M | ▼−3.1% Reduced · −202K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $272.4M | 4.7M | ▲+10% Added · +429K sh | Q1 2026 | |
| 18 | WELLS FARGO & COMPANY/MN | $259.3M | 4.5M | ▲+8.1% Added · +333K sh | Q1 2026 | |
| 19 | NewEdge Advisors, LLC | $254.3M | 4.4M | ▼−7.8% Reduced · −371K sh | Q1 2026 | |
| 20 | OneDigital Investment Advisors LLC | $220.2M | 3.8M | ▼−12% Reduced · −515K sh | Q1 2026 | |
| 21 | SOFI WEALTH, LLC | $210.2M | 3.6M | ▲+6.6% Added · +223K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $208.1M | 3.6M | ▼−11% Reduced · −448K sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $200.4M | 3.4M | ▼−0.5% Reduced · −17K sh | Q1 2026 | |
| 24 | Merit Financial Group, LLC | $195.1M | 3.4M | ▲+15% Added · +431K sh | Q1 2026 | |
| 25 | OpenArc Corporate Advisory, LLC | $193.3M | 3.3M | ▲+0.3% Added · +12K 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 | 177 funds | $33.0B |
| MICROSOFT CORPMSFT | 177 funds | $26.7B |
| JPMORGAN CHASE & COJPM | 177 funds | $11.7B |
| WALMART INCWMT | 177 funds | $7.3B |
| ABBVIE INCABBV | 177 funds | $5.0B |
| ISHARES CORE S&P 500 ETFIVV | 176 funds | $29.8B |
| VANGUARD S&P 500 ETFVOO | 176 funds | $19.6B |
| AMAZON.COM INCAMZN | 176 funds | $18.9B |
| ALPHABET INC-CL AGOOGL | 176 funds | $17.8B |
| BROADCOM INCAVGO | 176 funds | $13.2B |
| JOHNSON & JOHNSONJNJ | 176 funds | $8.6B |
| CHEVRON CORPCVX | 176 funds | $5.0B |
Ranked by how many of DYNF'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 DYNF. 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.