Among active 13F managers last quarter, 4 opened and 5 added, while 7 reduced; the largest holder to move was Cantor Fitzgerald Investment Advisors L.P. (−0.0%).
37 tracked 13F filers disclose a position in ARB as of the latest SEC 13F filings, a combined $101.2M 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 | Cantor Fitzgerald Investment Advisors L.P. | 621K | $18.4M | ▼~0% Reduced · −299 sh | Q2 2026 | |
| 2 | New York Life Investment Management LLC | 493K | $14.6M | ▲+37% Added · +134K sh | Q2 2026 | |
| 3 | EP Wealth Advisors, LLC | 395K | $11.7M | ▼−0.2% Reduced · −851 sh | Q2 2026 | |
| 4 | Envestnet Asset Management Inc | 245K | $7.2M | ▲+5.5% Added · +13K sh | Q1 2026 | |
| 5 | Legend Financial Advisors, Inc. | 189K | $5.6M | ▲+0.9% Added · +2K sh | Q2 2026 | |
| 6 | Orion Porfolio Solutions, LLC | 158K | $4.7M | ▼−2.8% Reduced · −5K sh | Q2 2026 | |
| 7 | HighTower Advisors, LLC | 141K | $4.1M | ▲+8.4% Added · +11K sh | Q1 2026 | |
| 8 | Diversify Wealth Management, LLC | 129K | $3.8M | ▲+0.9% Added · +1K sh | Q2 2026 | |
| 9 | Diversify Advisory Services, LLC | 129K | $3.8M | ▲Added Added · +129K sh | Q2 2026 | |
| 10 | Dynamic Advisor Solutions LLC | 89K | $2.6M | ▲+24% Added · +17K sh | Q2 2026 | |
| 11 | PFG Advisors | 86K | $2.5M | ▼−1.5% Reduced · −1K sh | Q2 2026 | |
| 12 | Collaborative Fund Advisors, LLC | 76K | $2.3M | ▲New +76K sh | Q2 2026 | |
| 13 | Raymond James Financial Inc | 76K | $2.2M | ▼−25% Reduced · −25K sh | Q1 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | 73K | $2.2M | ▲+14% Added · +9K sh | Q2 2026 | |
| 15 | Advisory Services Network, LLC | 64K | $1.9M | ▲+12% Added · +7K sh | Q1 2026 | |
| 16 | Osaic Holdings, Inc. | 59K | $1.7M | ▲+1.8% Added · +1K sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | 54K | $1.6M | ▲+8.8% Added · +4K sh | Q1 2026 | |
| 18 | Citadel Advisors LLC | 54K | $1.6M | ▼−76% Reduced · −170K sh | Q2 2026 | |
| 19 | Sonoma Allocations LLC | 40K | $1.2M | ▼−33% Reduced · −20K sh | Q2 2026 | |
| 20 | Oppenheimer & Co Inc | 37K | $1.1M | ▲New +37K sh | Q2 2026 | |
| 21 | Columbus Macro, LLC | 37K | $1.1M | ▲+13% Added · +4K sh | Q2 2026 | |
| 22 | Morgan Stanley | 30K | $878K | ▲+3.9% Added · +1K sh | Q1 2026 | |
| 23 | Bank Of America Corp | 30K | $869K | ▲+4.0% Added · +1K sh | Q1 2026 | |
| 24 | Jane Street Group, LLC | 28K | $818K | ▲New +28K sh | Q1 2026 | |
| 25 | AssetMark, Inc | 21K | $629K | ▲+0.8% Added · +175 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, 4 funds opened a new position in ARB and 5 added to an existing one, while 7 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 | 16 funds | $4.5B |
| Microsoft CorpMSFT | 16 funds | $2.8B |
| Alphabet Inc-CL AGOOGL | 16 funds | $2.1B |
| Broadcom IncAVGO | 16 funds | $1.9B |
| Alphabet Inc-CL CGOOG | 16 funds | $1.7B |
| JPMorgan Chase & CoJPM | 16 funds | $1.3B |
| Abbvie IncABBV | 16 funds | $1.1B |
| Walmart IncWMT | 16 funds | $1.1B |
| Applied Materials IncAMAT | 16 funds | $1.0B |
| ExxonMobil Holdings CorpXOM | 16 funds | $894.9M |
| Johnson & JohnsonJNJ | 16 funds | $770.3M |
| Cummins IncCMI | 16 funds | $200.0M |
Ranked by how many of ARB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ARB.
| Class | 13F holders | Value held |
|---|---|---|
| ARBthis pageMERGER ARBITRAGE | 36 funds | $101.0M |
| 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.
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.