22 tracked 13F filers disclose a position in ASCE as of the latest SEC 13F filings, a combined $74.4M 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 | VestGen Advisors, LLC | $15.5M | 442K | ▼−1.1% Reduced · −5K sh | Q2 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $10.4M | 373K | ▲+11% Added · +36K sh | Q1 2026 | |
| 3 | Crescent Grove Advisors, LLC | $11.8M | 336K | ▲+127% Added · +188K sh | Q2 2026 | |
| 4 | &PARTNERS | $9.9M | 282K | ▲+24% Added · +54K sh | Q2 2026 | |
| 5 | Snowden Capital Advisors LLC | $5.1M | 184K | ▼−3.7% Reduced · −7K sh | Q1 2026 | |
| 6 | Kingsview Wealth Management, LLC | $5.2M | 147K | ▼−47% Reduced · −128K sh | Q2 2026 | |
| 7 | CENTAURUS FINANCIAL, INC. | $4.2M | 120K | ▲+1.8% Added · +2K sh | Q2 2026 | |
| 8 | Embree Financial Group | $3.5M | 101K | ▲+26% Added · +21K sh | Q2 2026 | |
| 9 | TRUIST FINANCIAL CORP | $1.4M | 50K | ▲New +50K sh | Q1 2026 | |
| 10 | Atlas Wealth LLC | $1.5M | 44K | ▲New +44K sh | Q2 2026 | |
| 11 | Meridian Wealth Management, LLC | $1.0M | 36K | ▲+91% Added · +17K sh | Q1 2026 | |
| 12 | Allspring Global Investments Holdings, LLC | $1.0M | 29K | ▲New +29K sh | Q2 2026 | |
| 13 | QTR Family Wealth, LLC | $915K | 26K | ▲+1.6% Added · +403 sh | Q2 2026 | |
| 14 | GTS SECURITIES LLC | $654K | 23K | ▲+76% Added · +10K sh | Q1 2026 | |
| 15 | HighPoint Advisor Group LLC | $586K | 17K | ▲New +17K sh | Q2 2026 | |
| 16 | Sanctuary Advisors, LLC | $410K | 12K | ▲New +12K sh | Q2 2026 | |
| 17 | Steward Partners Investment Advisory, LLC | $331K | 9K | ▲249× Added · +9K sh | Q2 2026 | |
| 18 | COFG Advisors, LLC | $311K | 9K | —Held | Q2 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $236K | 8K | ▲New +8K sh | Q1 2026 | |
| 20 | CITADEL ADVISORS LLC | $229K | 8K | ▲New +8K sh | Q1 2026 | |
| 21 | Arax Advisory Partners | $135K | 4K | ▲New +4K sh | Q2 2026 | |
| 22 | FIFTH THIRD BANCORP | $6K | 205 | —Held | 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, 4 funds opened a new position in ASCE and 4 added to an existing one, while 2 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 |
|---|---|---|
| NVIDIA CORPNVDA | 11 funds | $5.8B |
| APPLE INCAAPL | 11 funds | $3.7B |
| ISHARES CORE S&P 500 ETFIVV | 11 funds | $3.7B |
| AMAZON.COM INCAMZN | 11 funds | $3.2B |
| MICROSOFT CORPMSFT | 11 funds | $2.5B |
| BROADCOM INCAVGO | 11 funds | $2.4B |
| MICRON TECHNOLOGY INCMU | 11 funds | $2.2B |
| ALPHABET INC-CL AGOOGL | 11 funds | $2.1B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 11 funds | $1.9B |
| ALPHABET INC-CL CGOOG | 11 funds | $1.7B |
| META PLATFORMS INC-CLASS AMETA | 11 funds | $1.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 11 funds | $1.2B |
Ranked by how many of ASCE's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| ASCEthis pageSMID CORE ETF | 22 funds | $74.4M |
| APLUETF | 19 funds | $333.8M |
| AFIXFUND | 13 funds | $224.8M |
| ASLVSPECIAL LARG VAL | 9 funds | $206.0M |
| AINPINCOME PLUS ETF | 9 funds | $186.9M |
| AUSMULTRA SRT MUNI | 6 funds | $24.2M |
| AGRWLT LARGE GRW ETF | 4 funds | $109.2M |
| ALRGLT LARGE CORE ET | 3 funds | $6.2M |
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 ASCE
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/ASCE/capital-change-brief"
Use Arkolith's capital_change_brief for ASCE. 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 ASCE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.