Among active 13F managers last quarter, 1 opened and 5 added, while 2 reduced; the largest holder to move was TCW Group Inc (+127%).
30 tracked 13F filers disclose a position in AIFD as of the latest SEC 13F filings, a combined $20.5M 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 | TCW Group Inc | 94K | $3.6M | ▲+127% Added · +53K sh | Q1 2026 | |
| 2 | Commonwealth Equity Services, LLC | 68K | $2.6M | ▼−1.5% Reduced · −1K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 44K | $1.7M | ▲+38% Added · +12K sh | Q1 2026 | |
| 4 | Jane Street Group, LLC | 40K | $1.5M | ▲New +40K sh | Q1 2026 | |
| 5 | Susquehanna International Group, LLP | 28K | $1.1M | ▲New +28K sh | Q1 2026 | |
| 6 | Raymond James Financial Inc | 25K | $950K | ▲+5.7% Added · +1K sh | Q1 2026 | |
| 7 | Global Retirement Partners, LLC | 22K | $1.2M | ▲+12% Added · +2K sh | Q2 2026 | |
| 8 | Envestnet Asset Management Inc | 17K | $644K | ▼−9.7% Reduced · −2K sh | Q1 2026 | |
| 9 | Lido Advisors, LLC | 14K | $799K | ▲New +14K sh | Q2 2026 | |
| 10 | Mesirow Financial Investment Management, Inc. | 14K | $750K | ▲+117% Added · +7K sh | Q2 2026 | |
| 11 | KPP Advisory Services LLC | 12K | $689K | ▲New +12K sh | Q2 2026 | |
| 12 | Sigma Planning Corp | 12K | $687K | ▼−7.0% Reduced · −940 sh | Q2 2026 | |
| 13 | Mutual Advisors, LLC | 10K | $555K | ▼−1.5% Reduced · −150 sh | Q2 2026 | |
| 14 | HighTower Advisors, LLC | 10K | $379K | —Held | Q1 2026 | |
| 15 | Citadel Advisors LLC | 10K | $544K | ▲+42% Added · +3K sh | Q2 2026 | |
| 16 | MML Investors Services, LLC | 9K | $514K | ▲+28% Added · +2K sh | Q2 2026 | |
| 17 | GK Wealth Management LLC | 8K | $437K | ▲New +8K sh | Q2 2026 | |
| 18 | Osaic Holdings, Inc. | 7K | $273K | ▼−6.1% Reduced · −463 sh | Q1 2026 | |
| 19 | Corient Private Wealth LP | 7K | $270K | —Held | Q1 2026 | |
| 20 | Truist Financial Corp | 6K | $249K | ▲New +6K sh | Q1 2026 | |
| 21 | J.W. Cole Advisors, Inc. | 6K | $327K | —Held | Q2 2026 | |
| 22 | Revisor Wealth Management LLC | 6K | $308K | ▲New +6K sh | Q2 2026 | |
| 23 | Cyndeo Wealth Partners, LLC | 4K | $241K | ▲New +4K sh | Q2 2026 | |
| 24 | FMR LLC | 848 | $47K | ▲+17% Added · +125 sh | Q2 2026 | |
| 25 | Morgan Stanley | 733 | $28K | —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 5 added to an existing one, while 2 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 |
|---|---|---|
| Nvidia CorpNVDA | 11 funds | $4.2B |
| Apple IncAAPL | 11 funds | $3.7B |
| Amazon.com IncAMZN | 11 funds | $3.6B |
| Microsoft CorpMSFT | 11 funds | $2.5B |
| Broadcom IncAVGO | 11 funds | $1.9B |
| Alphabet Inc-CL CGOOG | 11 funds | $1.8B |
| Alphabet Inc-CL AGOOGL | 11 funds | $1.6B |
| Eli Lilly & CoLLY | 11 funds | $1.4B |
| Berkshire Hathaway Inc-CL BBRK/B | 11 funds | $1.3B |
| JPMorgan Chase & CoJPM | 11 funds | $1.1B |
| Meta Platforms Inc-Class AMETA | 11 funds | $1.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 11 funds | $1.1B |
Ranked by how many of AIFD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AIFD.
| Class | 13F holders | Value held |
|---|---|---|
| FLXRmc | 156 funds | $2.0B |
| PWRDmc | 131 funds | $2.1B |
| VOTETRANSFRM 500 ETF | 105 funds | $493.7M |
| AIFDthis pageETF | 30 funds | $20.5M |
| GRWETF | 25 funds | $37.9M |
| SLNZSENIOR LOAN ETF | 12 funds | $202.3M |
| HYBXHIGH YIELD BOND | 10 funds | $9.5M |
| ACLOETF | 7 funds | $450.9M |
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.
Connected entities for AIFD
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.