33 tracked 13F filers disclose a position in FUND as of the latest SEC 13F filings, a combined $178.8M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SPROTT INC. | $148.3M | 15.6M | ▲+0.7% Added · +107K sh | Q2 2026 | |
| 2 | ROYAL BANK OF CANADA | $7.7M | 802K | ▲+15% Added · +107K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $5.1M | 538K | ▲+2.3% Added · +12K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $2.4M | 250K | ▼−12% Reduced · −36K sh | Q1 2026 | |
| 5 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $2.3M | 238K | ▲+10% Added · +22K sh | Q2 2026 | |
| 6 | Essex Financial Services, Inc. | $2.1M | 219K | ▲+0.1% Added · +303 sh | Q2 2026 | |
| 7 | Integrated Wealth Concepts LLC | $1.5M | 156K | ▼−33% Reduced · −78K sh | Q2 2026 | |
| 8 | EVOLVE PRIVATE WEALTH, LLC | $1.4M | 146K | ▼−3.1% Reduced · −5K sh | Q2 2026 | |
| 9 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $1.3M | 139K | —Held | Q1 2026 | |
| 10 | Shaker Financial Services, LLC | $1.2M | 127K | ▼−38% Reduced · −76K sh | Q2 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $1.0M | 108K | ▲+2.6% Added · +3K sh | Q1 2026 | |
| 12 | 1607 Capital Partners, LLC | $1.0M | 106K | ▼−31% Reduced · −47K sh | Q2 2026 | |
| 13 | SAPIENT CAPITAL LLC | $767K | 81K | ▼−1.4% Reduced · −1K sh | Q2 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $479K | 50K | ▲+7.0% Added · +3K sh | Q1 2026 | |
| 15 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $276K | 29K | —Held | Q2 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $272K | 29K | ▼−34% Reduced · −15K sh | Q1 2026 | |
| 17 | LEVEL FOUR ADVISORY SERVICES, LLC | $256K | 27K | ▲+1.6% Added · +414 sh | Q2 2026 | |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $254K | 27K | ▲+13% Added · +3K sh | Q1 2026 | |
| 19 | CoreCap Advisors, LLC | $216K | 23K | ▲+1.5% Added · +333 sh | Q1 2026 | |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $189K | 20K | ▲+1.5% Added · +289 sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $174K | 18K | ▲+0.7% Added · +132 sh | Q1 2026 | |
| 22 | Pekin Hardy Strauss, Inc. | $111K | 12K | ▲New +12K sh | Q2 2026 | |
| 23 | Waverly Advisors, LLC | $107K | 11K | ▲+1.5% Added · +163 sh | Q1 2026 | |
| 24 | Mraz, Amerine & Associates, Inc. | $102K | 11K | —Held | Q2 2026 | |
| 25 | Hara Capital LLC | $80K | 8K | ▼−21% Reduced · −2K sh | 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, 2 funds opened a new position in FUND and 6 added to an existing one, while 4 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 13 funds | $1.1B |
| MICROSOFT CORPMSFT | 13 funds | $550.5M |
| NVIDIA CORPNVDA | 12 funds | $538.9M |
| ALPHABET INC-CL AGOOGL | 12 funds | $503.3M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 12 funds | $368.8M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 12 funds | $311.3M |
| VANGUARD HIGH DVD YIELD ETFVYM | 12 funds | $146.0M |
| PROCTER & GAMBLE CO/THEPG | 12 funds | $110.9M |
| CHEVRON CORPCVX | 12 funds | $108.1M |
| ABBOTT LABORATORIESABT | 12 funds | $25.6M |
| ELI LILLY & COLLY | 11 funds | $1.9B |
| AMAZON.COM INCAMZN | 11 funds | $394.3M |
Ranked by how many of FUND's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for FUND
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/FUND/capital-change-brief"
Use Arkolith's capital_change_brief for FUND. 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 FUND. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.