| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Sound Income Strategies, LLC | $21.8M | 790.2K | Reduced | Q1 2026 |
| 2 | Atria Investments, Inc | $1.0M | 36.5K | Added | Q1 2026 |
| 3 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $334K | 12.1K | New | Q1 2026 |
| 4 | CITADEL ADVISORS LLC | $308K | 11.2K | New | Q1 2026 |
| 5 | VANGUARD ADVISERS INC | $56 | 2 | New | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPORATION COMNVDA | 5 funds | $3.6B |
| ISHARES TRIVV | 5 funds | $3.0B |
| VANGUARD TOTAL INTERNATIONAL BOND ETFBNDX | 5 funds | $2.6B |
| AMAZON COM INC COMAMZN | 5 funds | $1.9B |
| STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTDIA | 5 funds | $1.6B |
| MICRON TECHNOLOGY INC COMMU | 5 funds | $1.6B |
| APPLE INC COMAAPL | 5 funds | $1.6B |
| MICROSOFT CORP COMMSFT | 5 funds | $1.2B |
| META PLATFORMS INC CL AMETA | 5 funds | $1.2B |
| BROADCOM INC COMAVGO | 5 funds | $1.1B |
| TESLA INC COMTSLA | 5 funds | $849.4M |
| JPMORGAN CHASE & CO COMJPM | 5 funds | $842.4M |
Ranked by how many of DIVY'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 DIVY. 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.