26 tracked 13F filers disclose a position in AIFD as of the latest SEC 13F filings, a combined $17.6M 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 | TCW GROUP INC | $3.6M | 94K | ▲+127% Added · +53K sh | Q1 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 68K | ▼−1.5% Reduced · −1K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $1.7M | 44K | ▲+38% Added · +12K sh | Q1 2026 | |
| 4 | JANE STREET GROUP, LLC | $1.5M | 40K | ▲New +40K sh | Q1 2026 | |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 28K | ▲New +28K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $950K | 25K | ▲+5.7% Added · +1K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $644K | 17K | ▼−9.7% Reduced · −2K sh | Q1 2026 | |
| 8 | Mesirow Financial Investment Management, Inc. | $750K | 14K | ▲+117% Added · +7K sh | Q2 2026 | |
| 9 | Sigma Planning Corp | $514K | 13K | ▼−8.5% Reduced · −1K sh | Q1 2026 | |
| 10 | KPP Advisory Services LLC | $689K | 12K | ▲New +12K sh | Q2 2026 | |
| 11 | Mutual Advisors, LLC | $392K | 10K | —Held | Q1 2026 | |
| 12 | HighTower Advisors, LLC | $379K | 10K | —Held | Q1 2026 | |
| 13 | GK Wealth Management LLC | $437K | 8K | ▲New +8K sh | Q2 2026 | |
| 14 | MML INVESTORS SERVICES, LLC | $279K | 7K | ▲New +7K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $273K | 7K | ▼−6.1% Reduced · −463 sh | Q1 2026 | |
| 16 | Corient Private Wealth LLC | $270K | 7K | —Held | Q1 2026 | |
| 17 | CITADEL ADVISORS LLC | $266K | 7K | ▼−39% Reduced · −4K sh | Q1 2026 | |
| 18 | TRUIST FINANCIAL CORP | $249K | 6K | ▲New +6K sh | Q1 2026 | |
| 19 | J.W. COLE ADVISORS, INC. | $327K | 6K | —Held | Q2 2026 | |
| 20 | Revisor Wealth Management LLC | $308K | 6K | ▲New +6K sh | Q2 2026 | |
| 21 | Cyndeo Wealth Partners, LLC | $241K | 4K | ▲New +4K sh | Q2 2026 | |
| 22 | MORGAN STANLEY | $28K | 733 | —Held | Q1 2026 | |
| 23 | FMR LLC | $28K | 723 | —Held | Q1 2026 | |
| 24 | HARBOUR INVESTMENTS, INC. | $23K | 606 | —Held | Q1 2026 | |
| 25 | Larson Financial Group LLC | $12K | 307 | —Held | 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, 1 fund opened a new position in AIFD and 2 added to an existing one, while 2 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 |
|---|---|---|
| NVIDIA CORPNVDA | 7 funds | $4.4B |
| APPLE INCAAPL | 7 funds | $2.9B |
| AMAZON.COM INCAMZN | 7 funds | $2.5B |
| MICROSOFT CORPMSFT | 7 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 7 funds | $1.6B |
| SS SPDR DOW JONES INDUS AVGDIA | 7 funds | $1.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 7 funds | $1.5B |
| META PLATFORMS INC-CLASS AMETA | 7 funds | $1.4B |
| ALPHABET INC-CL AGOOGL | 7 funds | $1.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 7 funds | $1.4B |
| BROADCOM INCAVGO | 7 funds | $1.4B |
| ALPHABET INC-CL CGOOG | 7 funds | $1.2B |
Ranked by how many of AIFD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| FLXRmc | 120 funds | $1.7B |
| PWRDmc | 111 funds | $1.9B |
| VOTETRANSFRM 500 ETF | 85 funds | $458.7M |
| AIFDthis pageETF | 26 funds | $17.6M |
| GRWETF | 21 funds | $36.9M |
| 29287L809SENIOR LOAN ETF | 12 funds | $202.3M |
| HYBXHIGH YIELD BOND | 10 funds | $6.7M |
| ACLOETF | 6 funds | $450.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
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/AIFD/capital-change-brief"
Use Arkolith's capital_change_brief for AIFD. 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 AIFD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.