33 tracked 13F filers disclose a position in ARB as of the latest SEC 13F filings, a combined $97.9M 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 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $18.4M | 621K | ▼~0% Reduced · −299 sh | Q2 2026 | |
| 2 | EP Wealth Advisors, LLC | $11.6M | 396K | ▲New +396K sh | Q1 2026 | |
| 3 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $10.5M | 359K | ▼−3.5% Reduced · −13K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $7.2M | 245K | ▲+5.5% Added · +13K sh | Q1 2026 | |
| 5 | CITADEL ADVISORS LLC | $6.6M | 224K | ▲New +224K sh | Q1 2026 | |
| 6 | Legend Financial Advisors, Inc. | $5.6M | 189K | ▲+0.9% Added · +2K sh | Q2 2026 | |
| 7 | Orion Porfolio Solutions, LLC | $4.8M | 163K | ▼−12% Reduced · −22K sh | Q1 2026 | |
| 8 | HighTower Advisors, LLC | $4.1M | 141K | ▲+8.4% Added · +11K sh | Q1 2026 | |
| 9 | DIVERSIFY WEALTH MANAGEMENT, LLC | $3.8M | 129K | ▲+0.9% Added · +1K sh | Q2 2026 | |
| 10 | Dynamic Advisor Solutions LLC | $2.6M | 89K | ▲+24% Added · +17K sh | Q2 2026 | |
| 11 | PFG Advisors | $2.5M | 86K | ▼−1.5% Reduced · −1K sh | Q2 2026 | |
| 12 | Collaborative Fund Advisors, LLC | $2.3M | 76K | ▲New +76K sh | Q2 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $2.2M | 76K | ▼−25% Reduced · −25K sh | Q1 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | $1.9M | 64K | ▲+12% Added · +7K sh | Q1 2026 | |
| 15 | Advisory Services Network, LLC | $1.9M | 64K | ▲+12% Added · +7K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $1.7M | 59K | ▲+1.8% Added · +1K sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | $1.6M | 54K | ▲+8.8% Added · +4K sh | Q1 2026 | |
| 18 | Sonoma Allocations LLC | $1.2M | 40K | ▼−33% Reduced · −20K sh | Q2 2026 | |
| 19 | OPPENHEIMER & CO INC | $1.1M | 37K | ▲New +37K sh | Q2 2026 | |
| 20 | Columbus Macro, LLC | $1.1M | 37K | ▲+13% Added · +4K sh | Q2 2026 | |
| 21 | MORGAN STANLEY | $878K | 30K | ▲+3.9% Added · +1K sh | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $869K | 30K | ▲+4.0% Added · +1K sh | Q1 2026 | |
| 23 | JANE STREET GROUP, LLC | $818K | 28K | ▲New +28K sh | Q1 2026 | |
| 24 | ASSETMARK, INC | $629K | 21K | ▲+0.8% Added · +175 sh | Q2 2026 | |
| 25 | Apollon Wealth Management, LLC | $549K | 19K | ▲New +19K 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, 3 funds opened a new position in ARB and 3 added to an existing one, while 7 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 | 13 funds | $3.0B |
| MICROSOFT CORPMSFT | 13 funds | $2.1B |
| BROADCOM INCAVGO | 13 funds | $1.6B |
| ALPHABET INC-CL AGOOGL | 13 funds | $1.5B |
| ALPHABET INC-CL CGOOG | 13 funds | $1.2B |
| JPMORGAN CHASE & COJPM | 13 funds | $1.1B |
| JOHNSON & JOHNSONJNJ | 13 funds | $746.7M |
| APPLIED MATERIALS INCAMAT | 13 funds | $581.9M |
| WALMART INCWMT | 13 funds | $558.2M |
| EXXON MOBIL CORPXOM | 13 funds | $505.4M |
| ABBVIE INCABBV | 13 funds | $339.0M |
| CUMMINS INCCMI | 13 funds | $190.8M |
Ranked by how many of ARB's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| ARBthis pageMERGER ARBITRAGE | 32 funds | $97.7M |
| EVNTEVENT-DRIVEN ETF | 5 funds | $5.6M |
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 ARB
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/ARB/capital-change-brief"
Use Arkolith's capital_change_brief for ARB. 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 ARB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.