Among active 13F managers last quarter, 1 opened and 1 added, while 4 reduced; the largest holder to move was Moneta Group Investment Advisors LLC (−0.3%).
18 tracked 13F filers disclose a position in AMID as of the latest SEC 13F filings, a combined $78.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Moneta Group Investment Advisors LLC | 1.8M | $58.0M | ▼−0.3% Reduced · −6K sh | Q1 2026 | |
| 2 | Orion Porfolio Solutions, LLC | 227K | $8.3M | ▼−2.3% Reduced · −5K sh | Q2 2026 | |
| 3 | Corient Private Wealth LP | 138K | $4.5M | ▲+112% Added · +73K sh | Q1 2026 | |
| 4 | Maia Wealth LLC | 82K | $3.0M | ▲+15% Added · +11K sh | Q2 2026 | |
| 5 | Krilogy Financial LLC | 46K | $1.6M | ▲New +46K sh | Q1 2026 | |
| 6 | GTS Securities LLC | 19K | $610K | ▲+192% Added · +12K sh | Q1 2026 | |
| 7 | Directional Asset Management | 18K | $657K | ▼−33% Reduced · −9K sh | Q2 2026 | |
| 8 | Raymond James Financial Inc | 15K | $476K | ▲+3.5% Added · +500 sh | Q1 2026 | |
| 9 | Argent Capital Management LLC | 12K | $434K | —Held | Q2 2026 | |
| 10 | Jane Street Group, LLC | 7K | $211K | ▲New +7K sh | Q1 2026 | |
| 11 | Wells Fargo & Company | 4K | $120K | ▲23× Added · +4K sh | Q1 2026 | |
| 12 | Global Retirement Partners, LLC | 2K | $87K | ▼−13% Reduced · −356 sh | Q2 2026 | |
| 13 | Osaic Holdings, Inc. | 2K | $48K | ▲+1.8% Added · +27 sh | Q1 2026 | |
| 14 | CWM, LLC | 509 | $16K | ▲New +509 sh | Q1 2026 | |
| 15 | MPWM Advisory Solutions, LLC | 189 | $7K | —Held | Q2 2026 | |
| 16 | Private Wealth Asset Management, LLC | 170 | $6K | —Held | Q2 2026 | |
| 17 | Northwestern Mutual Wealth Management Co | 9 | $289 | ▲New +9 sh | Q1 2026 | |
| 18 | UBS Group AG | 1 | $32 | ▲New +1 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, 1 fund opened a new position in AMID and 1 added to an existing one, while 4 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 |
|---|---|---|
| Apple IncAAPL | 8 funds | $822.0M |
| Nvidia CorpNVDA | 8 funds | $817.0M |
| Microsoft CorpMSFT | 8 funds | $557.7M |
| Alphabet Inc-CL AGOOGL | 8 funds | $546.5M |
| Amazon.com IncAMZN | 8 funds | $507.4M |
| Broadcom IncAVGO | 8 funds | $320.9M |
| JPMorgan Chase & CoJPM | 8 funds | $210.7M |
| Alphabet Inc-CL CGOOG | 8 funds | $198.7M |
| Berkshire Hathaway Inc-CL BBRK/B | 8 funds | $165.5M |
| Walmart IncWMT | 8 funds | $130.3M |
| Johnson & JohnsonJNJ | 8 funds | $122.1M |
| Costco Wholesale CorpCOST | 8 funds | $68.1M |
Ranked by how many of AMID's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AMID.
| Class | 13F holders | Value held |
|---|---|---|
| BOXXmc | 343 funds | $1.9B |
| FRDMmc | 289 funds | $2.2B |
| BSVOFUND | 123 funds | $2.1B |
| STRVmc | 123 funds | $381.3M |
| DRLLmc | 91 funds | $35.5M |
| QMOMmc | 65 funds | $196.3M |
| BBLUmc | 64 funds | $135.6M |
| BUXXSTRIVE ENHANCED | 63 funds | $280.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for AMID
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/AMID/capital-change-brief"
Use Arkolith's capital_change_brief for AMID. 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 AMID. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.