168 tracked 13F filers disclose a position in ADX as of the latest SEC 13F filings, a combined $400.1M 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 | LAZARD ASSET MANAGEMENT LLC | $78.1M | 3.6M | ▼−0.6% Reduced · −22K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $28.3M | 1.3M | ▼−3.9% Reduced · −53K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $25.5M | 1.2M | ▼−37% Reduced · −696K sh | Q1 2026 | |
| 4 | Bensler, LLC | $28.9M | 1.1M | ▲+7.1% Added · +75K sh | Q2 2026 | |
| 5 | ROYAL BANK OF CANADA | $21.5M | 980K | ▲+4.7% Added · +44K sh | Q1 2026 | |
| 6 | STIFEL FINANCIAL CORP | $9.1M | 418K | ▲+3.5% Added · +14K sh | Q1 2026 | |
| 7 | Advisors Asset Management, Inc. | $8.7M | 399K | ▲+3.0% Added · +12K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $8.5M | 387K | ▼−11% Reduced · −45K sh | Q1 2026 | |
| 9 | Allspring Global Investments Holdings, LLC | $8.4M | 382K | ▼−4.6% Reduced · −18K sh | Q1 2026 | |
| 10 | Waterfront Wealth Inc. | $9.0M | 345K | ▼−9.0% Reduced · −34K sh | Q2 2026 | |
| 11 | ARQ WEALTH ADVISORS, LLC | $8.8M | 335K | ▲+49% Added · +110K sh | Q2 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $6.9M | 317K | ▲+174% Added · +202K sh | Q1 2026 | |
| 13 | 1607 Capital Partners, LLC | $6.9M | 316K | ▼−38% Reduced · −193K sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $6.4M | 291K | ▲+32% Added · +71K sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $6.2M | 284K | ▲+1.0% Added · +3K sh | Q1 2026 | |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.3M | 279K | ▲+2.9% Added · +8K sh | Q2 2026 | |
| 17 | Hennion & Walsh Asset Management, Inc. | $7.0M | 276K | ▼−8.4% Reduced · −25K sh | Q2 2026 | |
| 18 | GatePass Capital, LLC | $6.0M | 235K | ▼−19% Reduced · −54K sh | Q2 2026 | |
| 19 | UMB Bank, n.a. | $4.6M | 208K | ▼−2.7% Reduced · −6K sh | Q1 2026 | |
| 20 | RB Capital Management, LLC | $4.6M | 207K | ▼−0.7% Reduced · −1K sh | Q1 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $4.3M | 198K | ▲+9.0% Added · +16K sh | Q1 2026 | |
| 22 | Uncommon Cents Investing LLC | $4.6M | 181K | ▼−0.3% Reduced · −635 sh | Q2 2026 | |
| 23 | JONES FINANCIAL COMPANIES LLLP | $3.4M | 161K | ▲+33% Added · +40K sh | Q1 2026 | |
| 24 | Cetera Investment Advisers | $3.2M | 147K | ▼−2.5% Reduced · −4K sh | Q1 2026 | |
| 25 | D.A. DAVIDSON & CO. | $3.7M | 146K | ▲+0.3% Added · +469 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.
Last quarter, 4 funds opened a new position in ADX and 22 added to an existing one, while 12 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 85 funds | $36.6B |
| APPLE INCAAPL | 84 funds | $43.2B |
| NVIDIA CORPNVDA | 83 funds | $51.4B |
| AMAZON.COM INCAMZN | 83 funds | $24.6B |
| JPMORGAN CHASE & COJPM | 83 funds | $9.2B |
| ALPHABET INC-CL AGOOGL | 81 funds | $20.8B |
| BROADCOM INCAVGO | 81 funds | $18.6B |
| META PLATFORMS INC-CLASS AMETA | 81 funds | $12.4B |
| JOHNSON & JOHNSONJNJ | 81 funds | $7.6B |
| WALMART INCWMT | 81 funds | $5.8B |
| CISCO SYSTEMS INCCSCO | 81 funds | $4.9B |
| CHEVRON CORPCVX | 81 funds | $3.2B |
Ranked by how many of ADX's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for ADX
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/ADX/capital-change-brief"
Use Arkolith's capital_change_brief for ADX. 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 ADX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.