148 tracked 13F filers disclose a position in ALLW as of the latest SEC 13F filings, a combined $482.0M 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 | AE Wealth Management LLC | $62.7M | 2.2M | ▲+76% Added · +936K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $38.2M | 1.3M | ▲+120% Added · +723K sh | Q1 2026 | |
| 3 | JANE STREET GROUP, LLC | $31.9M | 1.1M | ▲+342% Added · +854K sh | Q1 2026 | |
| 4 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | $31.7M | 1.1M | —Held | Q2 2026 | |
| 5 | Rockefeller Capital Management L.P. | $21.0M | 729K | ▲+316% Added · +554K sh | Q1 2026 | |
| 6 | CATALYST PRIVATE WEALTH, LLC | $16.9M | 577K | ▲+0.8% Added · +5K sh | Q2 2026 | |
| 7 | National Philanthropic Trust | $14.9M | 517K | ▲New +517K sh | Q1 2026 | |
| 8 | Pinnacle Wealth Management, LLC | $13.6M | 464K | ▲+0.1% Added · +424 sh | Q2 2026 | |
| 9 | Marshall Financial Group, LLC | $13.1M | 447K | ▲+3.6% Added · +16K sh | Q2 2026 | |
| 10 | Crusonia Wealth Advisors LLC | $12.2M | 418K | ▲New +418K sh | Q2 2026 | |
| 11 | Astoria Portfolio Advisors LLC. | $9.7M | 333K | ▲+28% Added · +72K sh | Q2 2026 | |
| 12 | FLAGSHIP HARBOR ADVISORS, LLC | $9.7M | 330K | ▲+7.5% Added · +23K sh | Q2 2026 | |
| 13 | Family Manage LLC | $9.1M | 317K | ▲+5.1% Added · +15K sh | Q1 2026 | |
| 14 | Owl Creek Wealth Partners LLC | $8.7M | 298K | ▲New +298K sh | Q2 2026 | |
| 15 | Stratos Investment Management, LLC | $8.5M | 291K | ▲+46% Added · +92K sh | Q2 2026 | |
| 16 | MML INVESTORS SERVICES, LLC | $7.9M | 269K | ▲+34% Added · +69K sh | Q2 2026 | |
| 17 | Mariner, LLC | $7.6M | 263K | ▲+6.6% Added · +16K sh | Q1 2026 | |
| 18 | Hobbs Group Advisors, LLC | $7.0M | 238K | ▲+7.8% Added · +17K sh | Q2 2026 | |
| 19 | Alpha Financial Partners LLC | $6.6M | 225K | ▲+7.0% Added · +15K sh | Q2 2026 | |
| 20 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $6.4M | 223K | ▼−7.1% Reduced · −17K sh | Q1 2026 | |
| 21 | Atria Investments, Inc | $6.5M | 221K | ▲+30% Added · +50K sh | Q2 2026 | |
| 22 | SMART Wealth LLC | $6.4M | 217K | ▲+100% Added · +109K sh | Q2 2026 | |
| 23 | Fortis Group Advisors, LLC | $5.1M | 173K | ▲+0.1% Added · +182 sh | Q2 2026 | |
| 24 | Savvy Advisors, Inc. | $4.3M | 148K | ▲New +148K sh | Q1 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $4.1M | 142K | ▲+122% Added · +78K 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, 10 funds opened a new position in ALLW and 35 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 |
|---|---|---|
| NVIDIA CORPNVDA | 78 funds | $15.3B |
| APPLE INCAAPL | 78 funds | $10.5B |
| MICROSOFT CORPMSFT | 78 funds | $8.4B |
| AMAZON.COM INCAMZN | 77 funds | $7.3B |
| BROADCOM INCAVGO | 77 funds | $5.0B |
| ALPHABET INC-CL AGOOGL | 76 funds | $6.2B |
| META PLATFORMS INC-CLASS AMETA | 76 funds | $3.3B |
| JPMORGAN CHASE & COJPM | 76 funds | $2.6B |
| ALPHABET INC-CL CGOOG | 75 funds | $4.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 75 funds | $4.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 75 funds | $3.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 75 funds | $2.7B |
Ranked by how many of ALLW's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| ALLWthis pagemc | 148 funds | $482.2M |
| XLSRmc | 129 funds | $864.2M |
| HYBLmc | 92 funds | $412.2M |
| STOTSTATE STREET DOU | 69 funds | $260.3M |
| FISRSTATE STREET FIX | 66 funds | $422.8M |
| EMTLmc | 44 funds | $70.6M |
| PRIVUIT EXCHANGE TRADED | 23 funds | $793.2M |
| MYCFSTATE STREET MY | 22 funds | $25.0M |
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.
Connected entities for ALLW
This stock 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/ALLW/capital-change-brief"
Use Arkolith's capital_change_brief for ALLW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ALLW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.