Among active 13F managers last quarter, 3 opened and 25 added, while 11 reduced; the largest holder to move was Lazard Asset Management LLC (−0.6%).
200 tracked 13F filers disclose a position in ADX as of the latest SEC 13F filings, a combined $437.3M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Lazard Asset Management LLC | 3.6M | $78.1M | ▼−0.6% Reduced · −22K sh | Q1 2026 | |
| 2 | Raymond James Financial Inc | 1.3M | $28.3M | ▼−3.9% Reduced · −53K sh | Q1 2026 | |
| 3 | Morgan Stanley | 1.2M | $25.5M | ▼−37% Reduced · −696K sh | Q1 2026 | |
| 4 | Bensler, LLC | 1.1M | $28.9M | ▲+7.1% Added · +75K sh | Q2 2026 | |
| 5 | Royal Bank Of Canada | 980K | $21.5M | ▲+4.7% Added · +44K sh | Q1 2026 | |
| 6 | Blue Bell Private Wealth Management, LLC | 846K | $21.6M | ▼−5.3% Reduced · −48K sh | Q2 2026 | |
| 7 | Stifel Financial Corp | 418K | $9.1M | ▲+3.5% Added · +14K sh | Q1 2026 | |
| 8 | Advisors Asset Management, Inc. | 402K | $10.3M | ▲+0.7% Added · +3K sh | Q2 2026 | |
| 9 | LPL Financial LLC | 387K | $8.5M | ▼−11% Reduced · −45K sh | Q1 2026 | |
| 10 | Waterfront Wealth Inc. | 345K | $9.0M | ▼−9.0% Reduced · −34K sh | Q2 2026 | |
| 11 | Arq Wealth Advisors, LLC | 335K | $8.8M | ▲+49% Added · +110K sh | Q2 2026 | |
| 12 | Ameriprise Financial Inc | 317K | $6.9M | ▲+174% Added · +202K sh | Q1 2026 | |
| 13 | Wells Fargo & Company | 291K | $6.4M | ▲+32% Added · +71K sh | Q1 2026 | |
| 14 | Bank Of America Corp | 284K | $6.2M | ▲+1.0% Added · +3K sh | Q1 2026 | |
| 15 | Wealth Enhancement Advisory Services, LLC | 279K | $7.3M | ▲+2.9% Added · +8K sh | Q2 2026 | |
| 16 | Hennion & Walsh Asset Management, Inc. | 276K | $7.0M | ▼−8.4% Reduced · −25K sh | Q2 2026 | |
| 17 | GatePass Capital, LLC | 235K | $6.0M | ▼−19% Reduced · −54K sh | Q2 2026 | |
| 18 | MAI Capital Management | 221K | $5.7M | ▲New +221K sh | Q2 2026 | |
| 19 | RB Capital Management, LLC | 211K | $5.4M | ▲+2.0% Added · +4K sh | Q2 2026 | |
| 20 | Fca Corp | 200K | $5.1M | ▲+8.8% Added · +16K sh | Q2 2026 | |
| 21 | Osaic Holdings, Inc. | 198K | $4.3M | ▲+9.0% Added · +16K sh | Q1 2026 | |
| 22 | UMB Bank, n.a. | 193K | $4.9M | ▼−7.5% Reduced · −16K sh | Q2 2026 | |
| 23 | Uncommon Cents Investing Inc | 181K | $4.6M | ▼−0.3% Reduced · −635 sh | Q2 2026 | |
| 24 | Jones Financial Companies LLLP | 161K | $3.4M | ▲+33% Added · +40K sh | Q1 2026 | |
| 25 | Cetera Investment Advisers | 147K | $3.2M | ▼−2.5% Reduced · −4K 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, 3 funds opened a new position in ADX and 25 added to an existing one, while 11 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 103 funds | $37.2B |
| Apple IncAAPL | 101 funds | $45.8B |
| Amazon.com IncAMZN | 101 funds | $26.9B |
| Nvidia CorpNVDA | 100 funds | $53.2B |
| Meta Platforms Inc-Class AMETA | 100 funds | $12.7B |
| JPMorgan Chase & CoJPM | 100 funds | $10.2B |
| Alphabet Inc-CL AGOOGL | 98 funds | $21.7B |
| Johnson & JohnsonJNJ | 98 funds | $8.0B |
| Broadcom IncAVGO | 96 funds | $19.3B |
| Alphabet Inc-CL CGOOG | 96 funds | $16.6B |
| Eli Lilly & CoLLY | 96 funds | $11.2B |
| Cisco Systems IncCSCO | 96 funds | $5.4B |
Ranked by how many of ADX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ADX.
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.