| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Beacon Pointe Advisors, LLC | $32.0M | 847K | ▲+89% Added · +400K sh | Q1 2026 | |
| 2 | TECTONIC ADVISORS LLC | $22.7M | 611K | ▼−0.3% Reduced · −2K sh | Q2 2026 | |
| 3 | LPL Financial LLC | $9.8M | 261K | ▲+21% Added · +46K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $9.5M | 252K | ▲34× Added · +244K sh | Q1 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $7.1M | 189K | ▲+2.0% Added · +4K sh | Q1 2026 | |
| 6 | OneDigital Investment Advisors LLC | $5.0M | 131K | ▼−0.9% Reduced · −1K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $1.7M | 44K | ▼~0% Reduced · −7 sh | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $944K | 25K | ▲New +25K sh | Q1 2026 | |
| 9 | Castleview Partners, LLC | $763K | 21K | ▲+4.3% Added · +841 sh | Q2 2026 | |
| 10 | CIBC WORLD MARKET INC. | $378K | 10K | —Held | Q1 2026 | |
| 11 | GWN SECURITIES INC. | $325K | 9K | ▼−0.8% Reduced · −67 sh | Q1 2026 | |
| 12 | CITADEL ADVISORS LLC | $284K | 8K | ▼−56% Reduced · −9K sh | Q1 2026 | |
| 13 | &PARTNERS | $213K | 6K | ▲New +6K sh | Q1 2026 | |
| 14 | JONES FINANCIAL COMPANIES LLLP | $16K | 415 | ▲New +415 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 | 4 funds | $4.1B |
| ISHARES CORE S&P 500 ETFIVV | 4 funds | $3.8B |
| APPLE INCAAPL | 4 funds | $2.6B |
| AMAZON.COM INCAMZN | 4 funds | $2.2B |
| MICROSOFT CORPMSFT | 4 funds | $1.8B |
| BROADCOM INCAVGO | 4 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 4 funds | $1.4B |
| ALPHABET INC-CL AGOOGL | 4 funds | $1.3B |
| JPMORGAN CHASE & COJPM | 4 funds | $1.1B |
| TESLA INCTSLA | 4 funds | $914.3M |
| ALPHABET INC-CL CGOOG | 4 funds | $904.3M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 4 funds | $854.0M |
Ranked by how many of ABEQ'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/ABEQ/capital-change-brief"
Use Arkolith's capital_change_brief for ABEQ. 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 ABEQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.