57 tracked 13F filers disclose a position in ARDC as of the latest SEC 13F filings, a combined $84.6M 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 | WELLS FARGO & COMPANY/MN | $19.3M | 1.6M | ▼−4.3% Reduced · −72K sh | Q1 2026 | |
| 2 | AdvisorNet Financial, Inc | $7.6M | 601K | ▲+20% Added · +98K sh | Q2 2026 | |
| 3 | MORGAN STANLEY | $6.2M | 509K | ▲+2.9% Added · +15K sh | Q1 2026 | |
| 4 | Advisors Asset Management, Inc. | $7.0M | 428K | ▲+88% Added · +200K sh | Q3 2026 | |
| 5 | GUGGENHEIM CAPITAL LLC | $5.1M | 416K | ▼−6.7% Reduced · −30K sh | Q1 2026 | |
| 6 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $4.6M | 380K | ▼−12% Reduced · −50K sh | Q1 2026 | |
| 7 | United Advisor Group, LLC | $4.5M | 354K | ▼−1.3% Reduced · −5K sh | Q2 2026 | |
| 8 | NewEdge Wealth, LLC | $3.2M | 250K | ▼−2.9% Reduced · −8K sh | Q2 2026 | |
| 9 | Hennion & Walsh Asset Management, Inc. | $2.8M | 219K | ▼−12% Reduced · −30K sh | Q2 2026 | |
| 10 | Logan Stone Capital, LLC | $2.4M | 198K | ▲+82% Added · +89K sh | Q1 2026 | |
| 11 | Huntleigh Advisors, Inc. | $2.2M | 175K | ▼−23% Reduced · −52K sh | Q2 2026 | |
| 12 | Thomas J. Herzfeld Advisors, Inc. | $1.9M | 151K | ▲New +151K sh | Q2 2026 | |
| 13 | Farther Finance Advisors, LLC | $1.8M | 146K | ▲+39% Added · +41K sh | Q1 2026 | |
| 14 | READYSTATE ASSET MANAGEMENT LP | $1.8M | 146K | ▼−14% Reduced · −23K sh | Q1 2026 | |
| 15 | Curated Wealth Partners LLC | Withheld | 146K | ▲+65% Added · +58K sh | Q2 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $1.6M | 131K | ▲+90% Added · +62K sh | Q1 2026 | |
| 17 | BALYASNY ASSET MANAGEMENT L.P. | $1.4M | 115K | ▲+4.8% Added · +5K sh | Q1 2026 | |
| 18 | Shaker Financial Services, LLC | $1.3M | 104K | ▼−69% Reduced · −228K sh | Q2 2026 | |
| 19 | ICON ADVISERS INC/CO | $1.2M | 97K | ▲New +97K sh | Q2 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $986K | 81K | ▼−39% Reduced · −51K sh | Q1 2026 | |
| 21 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $779K | 62K | ▲+1.5% Added · +913 sh | Q2 2026 | |
| 22 | ROYAL BANK OF CANADA | $600K | 49K | ▼−5.6% Reduced · −3K sh | Q1 2026 | |
| 23 | LPL Financial LLC | $593K | 49K | ▲+20% Added · +8K sh | Q1 2026 | |
| 24 | &PARTNERS | $520K | 41K | ▲+3.1% Added · +1K sh | Q2 2026 | |
| 25 | STIFEL FINANCIAL CORP | $490K | 40K | ▼−78% Reduced · −142K 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, 5 funds opened a new position in ARDC and 10 added to an existing one, while 11 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 23 funds | $5.6B |
| META PLATFORMS INC-CLASS AMETA | 23 funds | $2.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 23 funds | $961.3M |
| INVESCO QQQ TRUST SERIES 1QQQ | 23 funds | $658.1M |
| NVIDIA CORPNVDA | 22 funds | $7.6B |
| APPLE INCAAPL | 22 funds | $6.6B |
| AMAZON.COM INCAMZN | 22 funds | $5.5B |
| ALPHABET INC-CL AGOOGL | 22 funds | $4.1B |
| BROADCOM INCAVGO | 22 funds | $2.1B |
| ELI LILLY & COLLY | 22 funds | $2.0B |
| CISCO SYSTEMS INCCSCO | 22 funds | $738.0M |
| BOEING CO/THEBA | 22 funds | $654.8M |
Ranked by how many of ARDC's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for ARDC
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/ARDC/capital-change-brief"
Use Arkolith's capital_change_brief for ARDC. 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 ARDC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.