Among active 13F managers last quarter, 7 opened and 7 added, while 1 reduced; the largest holder to move was Landscape Capital Management, L.L.C. (new position).
47 tracked 13F filers disclose a position in CIK as of the latest SEC 13F filings, a combined $13.1M 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 | LPL Financial LLC | 1.2M | $3.2M | ▼−11% Reduced · −159K sh | Q1 2026 | |
| 2 | Landscape Capital Management, L.L.C. | 1.2M | $2.9M | ▲New +1.2M sh | Q2 2026 | |
| 3 | Shaker Financial Services, LLC | 868K | $2.2M | ▲+204% Added · +583K sh | Q2 2026 | |
| 4 | Fiera Capital Corp | 411K | $1.0M | ▲+2.9% Added · +11K sh | Q2 2026 | |
| 5 | Bank Of America Corp | 237K | $607K | ▼−26% Reduced · −83K sh | Q1 2026 | |
| 6 | Wells Fargo & Company | 138K | $352K | ▲+153% Added · +83K sh | Q1 2026 | |
| 7 | Citadel Advisors LLC | 106K | $262K | ▲+194% Added · +70K sh | Q2 2026 | |
| 8 | Osaic Holdings, Inc. | 81K | $207K | ▲+9.3% Added · +7K sh | Q1 2026 | |
| 9 | Dynamic Advisor Solutions LLC | 73K | $182K | ▲+9.0% Added · +6K sh | Q2 2026 | |
| 10 | Commonwealth Equity Services, LLC | 64K | $165K | ▼−14% Reduced · −10K sh | Q1 2026 | |
| 11 | Almitas Capital LLC | 63K | $155K | ▲New +63K sh | Q2 2026 | |
| 12 | Northwestern Mutual Wealth Management Co | 60K | $153K | ▼−3.0% Reduced · −2K sh | Q1 2026 | |
| 13 | Clearstead Advisors, LLC | 53K | $132K | ▲New +53K sh | Q2 2026 | |
| 14 | Boothbay Fund Management, LLC | 51K | $128K | ▲+52% Added · +18K sh | Q2 2026 | |
| 15 | Gladstone Institutional Advisory LLC | 46K | $114K | ▲New +46K sh | Q2 2026 | |
| 16 | Susquehanna International Group, LLP | 44K | $113K | ▼−39% Reduced · −28K sh | Q1 2026 | |
| 17 | Morgan Stanley | 43K | $111K | ▼−13% Reduced · −7K sh | Q1 2026 | |
| 18 | Melfa Wealth Management, Inc. | 43K | $107K | —Held | Q2 2026 | |
| 19 | MML Investors Services, LLC | 32K | $80K | ▲+1.8% Added · +555 sh | Q2 2026 | |
| 20 | Sigma Planning Corp | 32K | $78K | ▲+0.5% Added · +152 sh | Q2 2026 | |
| 21 | Two Sigma Securities, LLC | 31K | $78K | ▲New +31K sh | Q2 2026 | |
| 22 | Stifel Financial Corp | 31K | $79K | ▼−52% Reduced · −34K sh | Q1 2026 | |
| 23 | Royal Bank Of Canada | 29K | $74K | ▲+1.0% Added · +283 sh | Q1 2026 | |
| 24 | XTX Topco Ltd | 26K | $67K | ▲New +26K sh | Q1 2026 | |
| 25 | Envestnet Asset Management Inc | 26K | $66K | ▲+13% Added · +3K 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 CIK and 7 added to an existing one, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
Connected entities for CIK
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/CIK/capital-change-brief"
Use Arkolith's capital_change_brief for CIK. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for CIK. Filings are public domain, sourced to SEC EDGAR.