Among active 13F managers last quarter, 2 opened and 2 added, while 1 reduced; the largest holder to move was Parallel Advisors, LLC (+40%).
33 tracked 13F filers disclose a position in AIEQ as of the latest SEC 13F filings, a combined $17.9M 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 | LPL Financial LLC | 200K | $8.6M | ▼−1.0% Reduced · −2K sh | Q1 2026 | |
| 2 | Wealth Enhancement Advisory Services, LLC | 86K | $4.3M | ▲+4.3% Added · +4K sh | Q2 2026 | |
| 3 | Goldman Sachs Group Inc | 31K | $1.3M | ▼−3.3% Reduced · −1K sh | Q1 2026 | |
| 4 | Susquehanna International Group, LLP | 22K | $948K | ▲+7.6% Added · +2K sh | Q1 2026 | |
| 5 | First International Bank of Israel Ltd. | 22K | $728K | ▲New +22K sh | Q2 2026 | |
| 6 | Integrated Wealth Concepts LLC | 17K | $848K | ▼−0.2% Reduced · −32 sh | Q2 2026 | |
| 7 | Osaic Holdings, Inc. | 5K | $226K | ▼−10% Reduced · −601 sh | Q1 2026 | |
| 8 | HCR Wealth Advisors | 5K | $230K | ▼−14% Reduced · −785 sh | Q2 2026 | |
| 9 | SOA Wealth Advisors, LLC. | 2K | $105K | —Held | Q2 2026 | |
| 10 | Bank Of Montreal | 2K | $75K | —Held | Q1 2026 | |
| 11 | TD Waterhouse Canada Inc. | 2K | $82K | —Held | Q2 2026 | |
| 12 | Morgan Stanley | 1K | $62K | ▲+7.5% Added · +100 sh | Q1 2026 | |
| 13 | Parallel Advisors, LLC | 1K | $61K | ▲+40% Added · +400 sh | Q1 2026 | |
| 14 | FMR LLC | 1K | $57K | ▲+42% Added · +345 sh | Q2 2026 | |
| 15 | UBS Group AG | 531 | $23K | ▲+44% Added · +163 sh | Q1 2026 | |
| 16 | Financial Perspectives, Inc | 512 | $25K | ▼−9.4% Reduced · −53 sh | Q2 2026 | |
| 17 | Farther Finance Advisors, LLC | 512 | $22K | ▲+82% Added · +231 sh | Q1 2026 | |
| 18 | Royal Bank Of Canada | 428 | $19K | ▼−82% Reduced · −2K sh | Q1 2026 | |
| 19 | Federation des caisses Desjardins du Quebec | 250 | $12K | —Held | Q2 2026 | |
| 20 | Vanguard Advisers Inc | 225 | $11K | ▼−0.9% Reduced · −2 sh | Q2 2026 | |
| 21 | Advisory Services Network, LLC | 225 | $10K | ▲New +225 sh | Q1 2026 | |
| 22 | Steward Partners Investment Advisory, LLC | 136 | $7K | ▲+4.6% Added · +6 sh | Q2 2026 | |
| 23 | Citigroup Inc | 107 | $5K | ▲New +107 sh | Q1 2026 | |
| 24 | AssetMark, Inc | 103 | $5K | ▲+56% Added · +37 sh | Q2 2026 | |
| 25 | Blair William & Co | 82 | $4K | ▼−29% Reduced · −34 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, 2 funds opened a new position in AIEQ and 2 added to an existing one, while 1 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 7 funds | $1.6B |
| Apple IncAAPL | 7 funds | $991.1M |
| Nvidia CorpNVDA | 7 funds | $838.2M |
| Microsoft CorpMSFT | 7 funds | $496.7M |
| Amazon.com IncAMZN | 7 funds | $400.3M |
| Vanguard S&P 500 ETFVOO | 7 funds | $398.1M |
| Vanguard Ftse Developed ETFVEA | 7 funds | $348.8M |
| Alphabet Inc-CL AGOOGL | 7 funds | $341.9M |
| SS SPDR S&P 500 ETF Trust-USSPY | 7 funds | $316.4M |
| Alphabet Inc-CL CGOOG | 7 funds | $315.6M |
| Invesco QQQ Trust Series 1QQQ | 7 funds | $312.7M |
| Vanguard Total Stock MKT ETFVTI | 7 funds | $278.0M |
Ranked by how many of AIEQ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AIEQ.
No filings captured for this ticker in the live stream yet.
Connected entities for AIEQ
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/AIEQ/capital-change-brief"
Use Arkolith's capital_change_brief for AIEQ. 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 AIEQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.