79 tracked 13F filers disclose a position in AWP as of the latest SEC 13F filings, a combined $40.3M 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 | MORGAN STANLEY | $11.6M | 1.0M | ▼−71% Reduced · −2.5M sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $4.9M | 439K | ▼−67% Reduced · −872K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $2.3M | 210K | ▼−62% Reduced · −341K sh | Q1 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $2.1M | 187K | ▼−67% Reduced · −383K sh | Q1 2026 | |
| 5 | NWF Advisory Services Inc. | $1.6M | 133K | ▼−6.8% Reduced · −10K sh | Q2 2026 | |
| 6 | ROYAL BANK OF CANADA | $1.3M | 118K | ▲New +118K sh | Q1 2026 | |
| 7 | J.W. COLE ADVISORS, INC. | $1.3M | 111K | ▲New +111K sh | Q2 2026 | |
| 8 | AlphaCore Capital LLC | $983K | 83K | ▲+2.1% Added · +2K sh | Q2 2026 | |
| 9 | OneAscent Financial Services LLC | $978K | 83K | ▲+1.3% Added · +1K sh | Q2 2026 | |
| 10 | Advisory Advocates, LLC | $929K | 79K | ▲+1.8% Added · +1K sh | Q2 2026 | |
| 11 | LPL Financial LLC | $860K | 78K | ▼−70% Reduced · −178K sh | Q1 2026 | |
| 12 | Kestra Advisory Services, LLC | $914K | 77K | ▲+29% Added · +18K sh | Q2 2026 | |
| 13 | Samalin Investment Counsel, LLC | $787K | 66K | ▼−37% Reduced · −39K sh | Q2 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $727K | 66K | ▼−54% Reduced · −79K sh | Q1 2026 | |
| 15 | OPPENHEIMER & CO INC | $725K | 61K | ▼−0.8% Reduced · −509 sh | Q2 2026 | |
| 16 | Mezzasalma Advisors, LLC | $568K | 48K | ▲+2.9% Added · +1K sh | Q2 2026 | |
| 17 | Baird Financial Group, Inc. | $522K | 47K | ▲New +47K sh | Q1 2026 | |
| 18 | Marshall & Sterling Wealth Advisors Inc. | $480K | 41K | ▼−0.9% Reduced · −377 sh | Q2 2026 | |
| 19 | Private Advisor Group, LLC | $476K | 40K | ▼−9.2% Reduced · −4K sh | Q2 2026 | |
| 20 | IHT Wealth Management, LLC | $422K | 36K | ▲New +36K sh | Q2 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $349K | 32K | ▼−66% Reduced · −62K sh | Q1 2026 | |
| 22 | UBS Group AG | $318K | 29K | ▼−76% Reduced · −90K sh | Q1 2026 | |
| 23 | Total Wealth Planning & Management, Inc. | $340K | 29K | ▲New +29K sh | Q2 2026 | |
| 24 | Abel Hall, LLC | $332K | 28K | —Held | Q2 2026 | |
| 25 | AMERIPRISE FINANCIAL INC | $281K | 25K | ▼−73% Reduced · −68K 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, 7 funds opened a new position in AWP and 10 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 | 36 funds | $3.8B |
| NVIDIA CORPNVDA | 36 funds | $3.0B |
| MICROSOFT CORPMSFT | 36 funds | $1.9B |
| AMAZON.COM INCAMZN | 36 funds | $1.5B |
| ALPHABET INC-CL AGOOGL | 36 funds | $1.3B |
| JPMORGAN CHASE & COJPM | 36 funds | $825.0M |
| META PLATFORMS INC-CLASS AMETA | 36 funds | $790.0M |
| JOHNSON & JOHNSONJNJ | 36 funds | $512.4M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 35 funds | $1.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 35 funds | $1.3B |
| ALPHABET INC-CL CGOOG | 35 funds | $1.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 35 funds | $739.9M |
Ranked by how many of AWP's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| AWPthis pageMUTUAL FUND | 79 funds | $40.3M |
| XAWPXEXCHANGE TRADED | 1 funds | $12 |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for AWP
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/AWP/capital-change-brief"
Use Arkolith's capital_change_brief for AWP. 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 AWP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.