92 tracked 13F filers disclose a position in AIS as of the latest SEC 13F filings, a combined $217.1M 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 | Gradient Investments LLC | $33.8M | 396K | ▲New +396K sh | Q2 2026 | |
| 2 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $28.9M | 339K | ▲New +339K sh | Q2 2026 | |
| 3 | Beaumont Financial Advisors, LLC | $27.3M | 320K | ▼−8.8% Reduced · −31K sh | Q2 2026 | |
| 4 | Tyche Wealth Partners LLC | $12.2M | 143K | ▲+5.2% Added · +7K sh | Q2 2026 | |
| 5 | JANE STREET GROUP, LLC | $4.2M | 100K | ▲+618% Added · +86K sh | Q1 2026 | |
| 6 | NewEdge Advisors, LLC | $8.5M | 99K | ▲+83% Added · +45K sh | Q2 2026 | |
| 7 | GTS SECURITIES LLC | $4.0M | 95K | ▲New +95K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $3.7M | 88K | ▲+276% Added · +64K sh | Q1 2026 | |
| 9 | MML INVESTORS SERVICES, LLC | $7.0M | 82K | ▲+3.4% Added · +3K sh | Q2 2026 | |
| 10 | SFI Advisors, LLC | $6.8M | 80K | ▼−2.9% Reduced · −2K sh | Q2 2026 | |
| 11 | Carter Financial Group, INC. | $6.7M | 78K | ▲+149% Added · +47K sh | Q2 2026 | |
| 12 | MATHER GROUP, LLC. | $2.6M | 61K | ▲New +61K sh | Q1 2026 | |
| 13 | Noble Wealth Management PBC | $5.0M | 58K | ▲+147% Added · +35K sh | Q2 2026 | |
| 14 | Mattson Financial Services, LLC | $3.9M | 58K | ▲New +58K sh | Q2 2026 | |
| 15 | Berbice Capital Management LLC | $4.0M | 47K | ▲+70% Added · +19K sh | Q2 2026 | |
| 16 | U.S. Capital Wealth Advisors, LLC | $1.9M | 46K | ▲+9.4% Added · +4K sh | Q1 2026 | |
| 17 | Kingsview Wealth Management, LLC | $3.9M | 45K | ▲New +45K sh | Q2 2026 | |
| 18 | Brookwood Investment Group LLC | $3.5M | 42K | ▲+85% Added · +19K sh | Q2 2026 | |
| 19 | Arax Advisory Partners | $3.3M | 39K | ▲New +39K sh | Q2 2026 | |
| 20 | Bleakley Financial Group, LLC | $3.2M | 38K | ▲New +38K sh | Q2 2026 | |
| 21 | Kestra Advisory Services, LLC | $3.2M | 37K | ▲+48% Added · +12K sh | Q2 2026 | |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.5M | 32K | ▲New +32K sh | Q2 2026 | |
| 23 | Gladstone Institutional Advisory LLC | $2.7M | 31K | ▲+48% Added · +10K sh | Q2 2026 | |
| 24 | Client First Investment Management LLC | $2.6M | 31K | ▲New +31K sh | Q2 2026 | |
| 25 | SILVER OAK SECURITIES, INCORPORATED | $2.2M | 26K | ▲New +26K 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, 36 funds opened a new position in AIS and 12 added to an existing one, while 5 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 |
|---|---|---|
| APPLE INCAAPL | 57 funds | $6.8B |
| MICROSOFT CORPMSFT | 57 funds | $4.2B |
| NVIDIA CORPNVDA | 56 funds | $10.1B |
| AMAZON.COM INCAMZN | 56 funds | $5.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 55 funds | $2.7B |
| ALPHABET INC-CL CGOOG | 54 funds | $2.6B |
| ISHARES CORE S&P 500 ETFIVV | 53 funds | $23.9B |
| ALPHABET INC-CL AGOOGL | 53 funds | $3.9B |
| BROADCOM INCAVGO | 53 funds | $3.2B |
| META PLATFORMS INC-CLASS AMETA | 53 funds | $2.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 52 funds | $2.4B |
| JPMORGAN CHASE & COJPM | 52 funds | $1.5B |
Ranked by how many of AIS's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| AISthis pagemc | 92 funds | $217.1M |
| GRNJUIE | 74 funds | $267.3M |
| OMAHmc | 67 funds | $68.6M |
| NACPSecurities Issued by Registered Investment Companies or Business Development Companies | 44 funds | $27.4M |
| WOMNcommon | 40 funds | $13.9M |
| SNTHMRP SYNTHEQUITY | 31 funds | $138.5M |
| RMOPROCKEFELLER OPP | 27 funds | $412.4M |
| GRNIFUNDSTRAT GRANNY | 17 funds | $12.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for AIS
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/AIS/capital-change-brief"
Use Arkolith's capital_change_brief for AIS. 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 AIS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.