| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Bleakley Financial Group, LLC | $200.1M | 4.19M | Reduced | Q1 2026 |
| 2 | Weiss Asset Management LP | $83.0M | 1.74M | New | Q1 2026 |
| 3 | Evelyn Partners Investment Management LLP | $38.1M | 797.6K | Reduced | Q1 2026 |
| 4 | SPROTT INC. | $31.0M | 648.7K | Reduced | Q1 2026 |
| 5 | Cannell & Spears LLC | $23.0M | 483.0K | New | Q1 2026 |
| 6 | CITADEL ADVISORS LLC | $18.3M | 384.4K | Added | Q1 2026 |
| 7 | EVERGREEN CAPITAL MANAGEMENT LLC | $17.2M | 359.9K | Reduced | Q1 2026 |
| 8 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $16.2M | 339.5K | New | Q1 2026 |
| 9 | 3EDGE Asset Management, LP | $13.0M | 287.7K | Reduced | Q1 2026 |
| 10 | Private Advisor Group, LLC | $12.9M | 269.9K | Reduced | Q1 2026 |
| 11 | NewEdge Wealth, LLC | $12.1M | 253.9K | Held | Q1 2026 |
| 12 | Federation des caisses Desjardins du Quebec | $11.4M | 283.8K | Added | Q1 2026 |
| 13 | SAPIENT CAPITAL LLC | $11.3M | 237.8K | Held | Q1 2026 |
| 14 | Kestra Advisory Services, LLC | $10.2M | 213.7K | Added | Q1 2026 |
| 15 | IFP Advisors, Inc | $9.4M | 197.6K | New | Q1 2026 |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.3M | 198.2K | Reduced | Q1 2026 |
| 17 | FLAGSHIP HARBOR ADVISORS, LLC | $8.3M | 181.3K | New | Q4 2025 |
| 18 | Arkadios Wealth Advisors | $8.3M | 173.7K | Reduced | Q1 2026 |
| 19 | TD Waterhouse Canada Inc. | $8.2M | 171.3K | Added | Q1 2026 |
| 20 | LEVEL FOUR ADVISORY SERVICES, LLC | $7.7M | 161.7K | Reduced | Q1 2026 |
| 21 | Chicago Capital, LLC | $7.4M | 155.4K | Held | Q1 2026 |
| 22 | Beacon Pointe Advisors, LLC | $6.7M | 141.3K | Added | Q1 2026 |
| 23 | &PARTNERS | $6.4M | 133.9K | Reduced | Q1 2026 |
| 24 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $6.1M | 128.0K | Reduced | Q1 2026 |
| 25 | Atria Investments, Inc | $5.7M | 119.2K | New | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia CorpNVDA | 147 funds | $34.9B |
| Tesla IncTSLA | 147 funds | $6.0B |
| Chevron CorpCVX | 146 funds | $5.3B |
| Netflix IncNFLX | 146 funds | $3.6B |
| Apple IncAAPL | 145 funds | $38.3B |
| Microsoft CorpMSFT | 145 funds | $30.0B |
| TATE STR SPDR S&P 500 ETF TSPY | 145 funds | $19.6B |
| Broadcom IncAVGO | 145 funds | $14.6B |
| Meta Platforms Inc Cl AMETA | 145 funds | $11.5B |
| Exxon Mobil CorpXOM | 145 funds | $7.3B |
| ONOCOPHILLIPSCOP | 145 funds | $1.4B |
| Amazon.com IncAMZN | 144 funds | $21.4B |
Ranked by how many of CEF'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 CEF. 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.