23 tracked 13F filers disclose a position in ARLU as of the latest SEC 13F filings, a combined $43.0M 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 | ALLIANZ SE | $12.4M | 431K | ▲+850% Added · +386K sh | Q1 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $8.8M | 305K | ▼−5.3% Reduced · −17K sh | Q1 2026 | |
| 3 | RFG Advisory, LLC | $6.3M | 198K | ▲+4.0% Added · +8K sh | Q2 2026 | |
| 4 | STEPHENS INC /AR/ | $3.1M | 98K | ▲+6.6% Added · +6K sh | Q2 2026 | |
| 5 | Kestra Advisory Services, LLC | $2.7M | 86K | ▼−1.0% Reduced · −902 sh | Q2 2026 | |
| 6 | USA FINANCIAL FORMULAS | $2.4M | 74K | ▲New +74K sh | Q2 2026 | |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 62K | ▲+435% Added · +50K sh | Q1 2026 | |
| 8 | MML INVESTORS SERVICES, LLC | $752K | 24K | ▲New +24K sh | Q2 2026 | |
| 9 | Arax Advisory Partners | $643K | 20K | ▲+26% Added · +4K sh | Q2 2026 | |
| 10 | INDEPENDENT FINANCIAL GROUP, LLC | $545K | 17K | ▲+25% Added · +3K sh | Q2 2026 | |
| 11 | CITADEL ADVISORS LLC | $485K | 17K | ▲New +17K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $430K | 15K | ▼−22% Reduced · −4K sh | Q1 2026 | |
| 13 | First Heartland Consultants, Inc. | $443K | 14K | —Held | Q2 2026 | |
| 14 | JPMORGAN CHASE & CO | $355K | 13K | ▲+8.5% Added · +1K sh | Q1 2026 | |
| 15 | SILVER OAK SECURITIES, INCORPORATED | $396K | 12K | —Held | Q2 2026 | |
| 16 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $344K | 12K | —Held | Q1 2026 | |
| 17 | HARBOUR INVESTMENTS, INC. | $329K | 11K | —Held | Q1 2026 | |
| 18 | Patriot Financial Group Insurance Agency, LLC | $305K | 10K | ▼−50% Reduced · −10K sh | Q2 2026 | |
| 19 | Walser Wealth Management Company, A Ltd Liability Co | $260K | 8K | —Held | Q2 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $118K | 4K | —Held | Q1 2026 | |
| 21 | CREATIVE FINANCIAL DESIGNS INC /ADV | $94K | 3K | ▼−12% Reduced · −400 sh | Q2 2026 | |
| 22 | COUNTRY TRUST BANK | $4K | 125 | ▲New +125 sh | Q2 2026 | |
| 23 | BARCLAYS PLC | $1K | 51 | ▲10× Added · +46 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, 2 funds opened a new position in ARLU and 5 added to an existing one, while 1 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 12 funds | $4.6B |
| NVIDIA CORPNVDA | 12 funds | $4.5B |
| APPLE INCAAPL | 12 funds | $2.6B |
| AMAZON.COM INCAMZN | 12 funds | $2.4B |
| MICRON TECHNOLOGY INCMU | 12 funds | $1.8B |
| MICROSOFT CORPMSFT | 12 funds | $1.7B |
| BROADCOM INCAVGO | 12 funds | $1.5B |
| ALPHABET INC-CL AGOOGL | 12 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 12 funds | $1.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 12 funds | $1.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 12 funds | $1.1B |
| ALPHABET INC-CL CGOOG | 12 funds | $1.1B |
Ranked by how many of ARLU's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for ARLU
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/ARLU/capital-change-brief"
Use Arkolith's capital_change_brief for ARLU. 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 ARLU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.