| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | CWA Asset Management Group, LLC | $1.6M | 629.5K | Added | Q1 2026 |
| 2 | STATE STREET CORP | $139K | 56.0K | Held | Q1 2026 |
| 3 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $134K | 53.9K | Held | Q1 2026 |
| 4 | Proficio Capital Partners LLC | $109K | 43.8K | Held | Q1 2026 |
| 5 | MAI Capital Management | $92K | 37.0K | Held | Q1 2026 |
| 6 | KESTRA PRIVATE WEALTH SERVICES, LLC | $44K | 17.8K | Reduced | Q1 2026 |
| 7 | CITADEL ADVISORS LLC | $37K | 15.1K | Reduced | Q1 2026 |
| 8 | SBI Securities Co., Ltd. | $268 | 108 | Held | Q1 2026 |
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 3, 2026 | Gator Capital Management, LLC | 10% Owner | Buy (P) | 330 | $858 |
| Jun 3, 2026 | Pilecki Derek Steven | Insider | Buy (P) | 330 | $858 |
| Jun 2, 2026 | Gator Capital Management, LLC | 10% Owner | Buy (P) | 20.5K | $53K |
| Jun 2, 2026 | Pilecki Derek Steven | Insider | Buy (P) | 20.5K | $53K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CorpNVDA | 9 funds | $178.8B |
| Apple IncAAPL | 9 funds | $156.1B |
| Microsoft CorpMSFT | 9 funds | $116.0B |
| Amazon Com IncAMZN | 9 funds | $84.3B |
| Alphabet AGOOGL | 9 funds | $67.2B |
| Broadcom LtdAVGO | 9 funds | $61.0B |
| LPHABET INCGOOG | 9 funds | $54.4B |
| Meta Platforms Inc AMETA | 9 funds | $52.3B |
| Tesla IncTSLA | 9 funds | $43.9B |
| JPMorgan Chase & CoJPM | 9 funds | $37.7B |
| Exxon Mobil CorpXOM | 9 funds | $37.0B |
| Berkshire Hathaway Inc BBRK/B | 9 funds | $36.5B |
Ranked by how many of GROW's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for GROW. 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.