Among active 13F managers last quarter, 1 opened and 2 added, while none reduced or exited; the largest holder to move was Coston, McIsaac & Partners (+3.1%).
6 tracked 13F filers disclose a position in AWSHX as of the latest SEC 13F filings, a combined $2.3M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Arvest Bank Trust Division | 14K | $954K | ▼−21% Reduced · −4K sh | Q2 2026 | |
| 2 | Coston, McIsaac & Partners | 13K | $869K | ▲+3.1% Added · +386 sh | Q2 2026 | |
| 3 | Emprise Bank | 3K | $225K | ▼−0.3% Reduced · −10 sh | Q2 2026 | |
| 4 | Westside Investment Management, Inc. | 3K | $209K | ▲+0.5% Added · +16 sh | Q2 2026 | |
| 5 | McIlrath & Eck, LLC | 247 | $16K | ▲New +247 sh | Q1 2026 | |
| 6 | McMillan Office, Inc. | 200 | $13K | —Held | 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, 1 fund opened a new position in AWSHX and 2 added to an existing one, while none reduced or exited. 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 | 4 funds | $155.8M |
| Alphabet Inc-CL AGOOGL | 4 funds | $136.4M |
| Microsoft CorpMSFT | 4 funds | $104.1M |
| Invesco QQQ Trust Series 1QQQ | 4 funds | $96.6M |
| Alphabet Inc-CL CGOOG | 4 funds | $80.4M |
| Vanguard Growth ETFVUG | 4 funds | $72.9M |
| Amazon.com IncAMZN | 4 funds | $55.1M |
| Meta Platforms Inc-Class AMETA | 4 funds | $52.6M |
| Vanguard Total Stock MKT ETFVTI | 4 funds | $47.0M |
| Berkshire Hathaway Inc-CL BBRK/B | 4 funds | $28.3M |
| Abbvie IncABBV | 4 funds | $24.3M |
| Johnson & JohnsonJNJ | 4 funds | $23.5M |
Ranked by how many of AWSHX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AWSHX.
| Class | 13F holders | Value held |
|---|---|---|
| WMFFXOPEN END TAXABLE LOAD FUND | 9 funds | $9.5M |
| AWSHXthis pageOPEN END TAXABLE LOAD FUND | 6 funds | $2.3M |
| FWMIXOPEN END TAXABLE NO LOAD FUND | 6 funds | $2.2M |
| 939330742OPEN END - NO LOAD FUND 529 | 1 funds | $627K |
| 939330403COM | 1 funds | $17K |
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 AWSHX
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/AWSHX/capital-change-brief"
Use Arkolith's capital_change_brief for AWSHX. 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 AWSHX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.