Arkolith/Funds/Arrow Investment Advisors, LLC

Arrow Investment Advisors, LLC

CIK 1378410
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

Arrow Investment Advisors, LLC holds a concentrated book of 75 stocks worth $103.4M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened First Trust Small Cap Core A and trimmed Ishares Msci USA Value Facto. Their largest long position is Arrow Reserve Cap Mgmt ETF at 40% of the equity book.

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
60%
Top 10 holdings
78%
Top 20 holdings
86%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

12% mapped to company sectors

No sector on file yet
88%
Real Estate
4%
Energy
2%
Industrials
2%
Utilities
1%
Financials
1%
Materials
1%
Consumer Discretionary
1%

+1 sector below the cut, under 0.5% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Arrow Investment Advisors, LLC

Manager / fundShared namesTheir $ in those
Heronetta Management, L.P.7 / 75$69.0M
Fractal Investments LLC16 / 75$542.6M
RR Advisors, LLC9 / 75$170.0M
Longfellow Investment Management Co LLC11 / 75$223.0M
Blackstone Inc.20 / 75$10.8B
Kayne Anderson Capital Advisors LP11 / 75$2.1B
Tortoise Capital Advisors, L.L.C.13 / 75$3.5B
Energy Income Partners, LLC10 / 75$1.8B

Ranked by the share of each fund's own book sitting in the names it shares with Arrow Investment Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

75 positions
#SecurityValueShares% PortLast moveHistory
1Arrow Invts TR
RESV CAP ETF
$40.9M409.0K
39.6%
Held
2Ishares TR
MSCI USA VALUE
$6.4M31.9K
6.2%
−1.7%
Reduced · −549 sh
3Ishares TR
MSCI EMG MKT ETF
$5.4M78.9K
5.2%
−1.7%
Reduced · −1K sh
4Select Sector SPDR TR
ST STR INDL ETF
$5.0M27.0K
4.8%
−1.6%
Reduced · −454 sh
5Ishares Inc
MSCI EURZONE ETF
$4.8M68.4K
4.6%
−1.8%
Reduced · −1K sh
6First TR Exchange-Traded Alp
COM SHS
$4.7M32.4K
4.5%
New
New position
7Arrow ETF TR
ARROW DJ GLB YLD
$4.1M285.6K
3.9%
New
New position
8Ishares TR
EUROPE ETF
$4.1M55.7K
3.9%
−1.7%
Reduced · −956 sh
9Arrow Invts TR
VALTORO ETF
$2.8M155.0K
2.7%
Held
10Ishares TR
1 3 YR TREAS BD
$2.2M27.3K
2.2%
+131%
Added · +16K sh
11SPDR Series Trust
ST STR CONV ETF
$1.3M12.1K
1.3%
Held
12Ishares TR
TIPS BD ETF
$1.3M11.6K
1.2%
Held
13Invesco DB Commdy Indx TRCK
UNIT
$1.2M46.4K
1.2%
−1.4%
Reduced · −677 sh
14Ishares TR
IBOXX INV CP ETF
$1.2M10.9K
1.1%
Held
15Vanguard Index FDS
SML CP GRW ETF
$807K2.2K
0.8%
−2.3%
Reduced · −51 sh
16Ishares TR
IBOXX HI YD ETF
$753K9.4K
0.7%
−28%
Reduced · −4K sh
17Vanguard Index FDS
VALUE ETF
$750K3.4K
0.7%
−1.5%
Reduced · −54 sh
18Ishares Inc
MSCI STH KOR ETF
$693K3.4K
0.7%
−8.3%
Reduced · −312 sh
19Ishares Inc
MSCI ISRAEL ETF
$535K4.4K
0.5%
−1.4%
Reduced · −61 sh
20Ishares Inc
MSCI TAIWAN ETF
$527K4.8K
0.5%
New
New position
21Ishares TR
MSCI PERU GL ETF
$467K5.6K
0.5%
+6.2%
Added · +324 sh
22Ishares Inc
MSCI SPAIN ETF
$446K7.5K
0.4%
−3.7%
Reduced · −290 sh
23Ishares TR
MSCI POLAND ETF
$442K11.4K
0.4%
−2.5%
Reduced · −294 sh
24Ishares Inc
MSCI SINGPOR ETF
$439K14.8K
0.4%
−2.8%
Reduced · −423 sh
25Ishares Inc
MSCI ITALY ETF
$437K7.4K
0.4%
Held
26Global X FDS
MSCI GREECE ETF
$423K5.6K
0.4%
−3.3%
Reduced · −189 sh
27Ishares Inc
MSCI STH AFR ETF
$380K6.0K
0.4%
+0.6%
Added · +36 sh
28Robert Half Inc.
COM
$338K11.0K
0.3%
New
New position
29RLJ Lodging TR
COM
$327K27.6K
0.3%
New
New position
30Cal Maine Foods Inc
COM NEW
$284K3.5K
0.3%
New
New position
31Park Hotels & Resorts Inc
COM
$279K19.6K
0.3%
+5.4%
Added · +1K sh
32Apple Hospitality REIT Inc
COM NEW
$270K16.1K
0.3%
New
New position
33Highwoods Pptys Inc
COM
$265K8.8K
0.3%
New
New position
34Host Hotels & Resorts Inc
COM
$263K11.1K
0.3%
New
New position
35SL Green Rlty Corp
COM
$260K5.0K
0.3%
New
New position
36Hasbro Inc
COM
$247K3.0K
0.2%
+16%
Added · +403 sh
37Freeport McMoran Inc
CL B
$247K3.9K
0.2%
+4.5%
Added · +171 sh
38Ternium Sa
SPONSORED ADS
$243K5.7K
0.2%
+8.4%
Added · +441 sh
39Innovative Indl Pptys Inc
COM
$243K3.9K
0.2%
New
New position
40Community Healthcare TR Inc
COM
$237K13.0K
0.2%
+11%
Added · +1K sh
41Easterly Govt Pptys Inc
COM SHS
$236K9.5K
0.2%
New
New position
42Epr Pptys
COM SH BEN INT
$236K4.1K
0.2%
New
New position
43Telus Corporation
COM
$234K22.2K
0.2%
New
New position
44Chiron Real Estate Inc
COM NEW
$234K6.2K
0.2%
New
New position
45Antero Midstream Corp
COM
$233K10.2K
0.2%
+0.7%
Added · +69 sh
46Western Un Co
COM
$226K29.3K
0.2%
New
New position
47Brandywine Rlty TR
SH BEN INT NEW
$226K71.2K
0.2%
+9.3%
Added · +6K sh
48Western Midstream Partners L
COM UNIT LP INT
$222K5.1K
0.2%
New
New position
49Kinetik Holdings Inc
COM NEW CL A
$221K4.6K
0.2%
−11%
Reduced · −540 sh
50Global Net Lease Inc
COM NEW
$219K24.5K
0.2%
+8.1%
Added · +2K sh
Showing 50 of 75 positions
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Filing history

As-of date vs the date the SEC received each filing

$103.4M · Q2 2026Q3 2025 · $90.6MQ2 2026 · $103.4M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 202635d75$103.4M13F-HR
Q1 2026Mar 31, 2026May 4, 202634d59$93.9M13F-HR
Q4 2025Dec 31, 2025Feb 9, 202640d49$90.0M13F-HR
Q3 2025Sep 30, 2025Oct 30, 202530d53$90.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.