| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | CREATIVE FINANCIAL DESIGNS INC /ADV | $23.9M | 987.2K | New | Q4 2025 |
| 2 | OneAscent Financial Services LLC | $15.8M | 663.9K | Added | Q1 2026 |
| 3 | CreativeOne Wealth, LLC | $13.5M | 566.8K | Added | Q1 2026 |
| 4 | CITADEL ADVISORS LLC | $5.5M | 228.8K | Added | Q1 2026 |
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $5.4M | 225.9K | Added | Q1 2026 |
| 6 | ASSETMARK, INC | $5.1M | 212.1K | Added | Q1 2026 |
| 7 | Valmark Advisers, Inc. | $4.4M | 186.5K | Reduced | Q1 2026 |
| 8 | Kestra Advisory Services, LLC | $1.9M | 80.2K | Added | Q1 2026 |
| 9 | IFP Advisors, Inc | $1.9M | 79.7K | New | Q1 2026 |
| 10 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.8M | 75.8K | Added | Q1 2026 |
| 11 | Cyndeo Wealth Partners, LLC | $583K | 24.5K | Added | Q1 2026 |
| 12 | Merit Financial Group, LLC | $583K | 24.5K | Added | Q1 2026 |
| 13 | JOHNSON INVESTMENT COUNSEL INC | $538K | 22.5K | New | Q1 2026 |
| 14 | CWM, LLC | $478K | 20.0K | Reduced | Q1 2026 |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $456K | 19.1K | New | Q1 2026 |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $439K | 18.3K | Reduced | Q1 2026 |
| 17 | BENJAMIN EDWARDS INC | $434K | 18.2K | Added | Q1 2026 |
| 18 | RFG Advisory, LLC | $411K | 17.2K | New | Q1 2026 |
| 19 | Blue Trust, Inc. | $407K | 17.1K | Reduced | Q1 2026 |
| 20 | Trek Financial, LLC | $372K | 15.6K | Added | Q1 2026 |
| 21 | Waverly Advisors, LLC | $352K | 14.7K | Added | Q1 2026 |
| 22 | Atria Investments, Inc | $351K | 14.7K | Added | Q1 2026 |
| 23 | Sanctuary Advisors, LLC | $276K | 11.6K | Reduced | Q1 2026 |
| 24 | Gateway Wealth Partners, LLC | $248K | 10.4K | New | Q1 2026 |
| 25 | MML INVESTORS SERVICES, LLC | $213K | 8.9K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES TRIVV | 36 funds | $14.2B |
| NVIDIA CORPORATION COMNVDA | 36 funds | $9.7B |
| MICROSOFT CORP COMMSFT | 36 funds | $7.1B |
| GOOGLE INCGOOGL | 36 funds | $5.0B |
| STATE STREET SPDR S&P 500 ETFSPY | 36 funds | $4.1B |
| BROADCOM INC COMAVGO | 36 funds | $3.7B |
| VANGUARD VALUE ETFVTV | 36 funds | $3.7B |
| META PLATFORMS INC CL AMETA | 36 funds | $3.3B |
| VANGUARD TAX-MANAGED FDSVEA | 36 funds | $3.2B |
| ISHARES TRAGG | 36 funds | $3.2B |
| JPMORGAN CHASE & CO. COMJPM | 36 funds | $3.0B |
| ALPHABET INC CAP STK CL CGOOG | 36 funds | $2.9B |
Ranked by how many of IBD'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 IBD. 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.