| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | CWM, LLC | $345.3M | 3.74M | Reduced | Q1 2026 |
| 2 | NewEdge Advisors, LLC | $123.3M | 1.34M | New | Q1 2026 |
| 3 | Sand Hill Global Advisors, LLC | $98.3M | 1.07M | Added | Q1 2026 |
| 4 | Waverly Advisors, LLC | $94.3M | 1.02M | Added | Q1 2026 |
| 5 | GREAT VALLEY ADVISOR GROUP, INC. | $88.2M | 956.1K | Reduced | Q1 2026 |
| 6 | CreativeOne Wealth, LLC | $68.2M | 738.8K | Added | Q1 2026 |
| 7 | Gotham Asset Management, LLC | $59.4M | 643.2K | Added | Q1 2026 |
| 8 | EVOLVE PRIVATE WEALTH, LLC | $48.6M | 526.5K | Added | Q1 2026 |
| 9 | Advocacy Wealth Management, LLC | $38.2M | 410.7K | New | Q4 2025 |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $28.5M | 309.3K | Reduced | Q1 2026 |
| 11 | Kestra Advisory Services, LLC | $27.5M | 297.5K | Reduced | Q1 2026 |
| 12 | RFG Advisory, LLC | $26.1M | 283.0K | Added | Q1 2026 |
| 13 | Cornerstone Wealth Management, LLC | $26.0M | 281.9K | Added | Q1 2026 |
| 14 | Private Advisor Group, LLC | $24.9M | 270.0K | Added | Q1 2026 |
| 15 | Berger Financial Group, Inc | $22.2M | 240.8K | Added | Q1 2026 |
| 16 | EXCHANGE TRADED CONCEPTS, LLC | $19.4M | 210.4K | Reduced | Q1 2026 |
| 17 | Stratos Wealth Partners, LTD. | $18.7M | 202.2K | Added | Q1 2026 |
| 18 | Atria Investments, Inc | $18.0M | 195.5K | Added | Q1 2026 |
| 19 | ELEVATION POINT WEALTH PARTNERS, LLC | $18.0M | 194.9K | Added | Q1 2026 |
| 20 | Vestmark Advisory Solutions, Inc. | $18.0M | 194.6K | Added | Q1 2026 |
| 21 | MML INVESTORS SERVICES, LLC | $16.3M | 176.3K | Reduced | Q1 2026 |
| 22 | Bleakley Financial Group, LLC | $15.1M | 163.6K | Reduced | Q1 2026 |
| 23 | Envestnet Portfolio Solutions, Inc. | $14.9M | 161.6K | Reduced | Q1 2026 |
| 24 | AdvisorNet Financial, Inc | $14.9M | 161.0K | Added | Q1 2026 |
| 25 | Stratos Wealth Advisors, LLC | $13.4M | 144.9K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia CorpNVDA | 148 funds | $32.1B |
| Microsoft CorpMSFT | 148 funds | $26.3B |
| Alphabet Inc. Class CGOOG | 148 funds | $11.7B |
| Johnson & JohnsonJNJ | 148 funds | $7.5B |
| Exxon Mobil CorpXOM | 148 funds | $7.1B |
| Walmart Inc.WMT | 148 funds | $6.9B |
| Lilly Eli & CoLLY | 148 funds | $6.7B |
| The Home Depot IncHD | 148 funds | $4.8B |
| Abbvie IncABBV | 148 funds | $4.4B |
| Procter & Gamble Co.PG | 148 funds | $3.8B |
| Mcdonalds CorpMCD | 148 funds | $3.1B |
| iShares Core S&P 500 ETFIVV | 147 funds | $27.5B |
Ranked by how many of BOND's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BOND. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.