Among active 13F managers last quarter, 4 opened and 8 added, while 1 reduced; the largest holder to move was Liberty Atlantic Advisors LLC (+10%).
29 tracked 13F filers disclose a position in IFLR as of the latest SEC 13F filings, a combined $67.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VanWeelden Wealth Management, LLC | 348K | $18.5M | ▲+206% Added · +235K sh | Q2 2026 | |
| 2 | Liberty Atlantic Advisors LLC | 171K | $9.1M | ▲+10% Added · +16K sh | Q2 2026 | |
| 3 | Envestnet Asset Management Inc | 112K | $5.6M | ▲New +112K sh | Q1 2026 | |
| 4 | NewEdge Advisors, LLC | 110K | $5.8M | ▲New +110K sh | Q2 2026 | |
| 5 | NewCorp Financial Services, Inc. | 74K | $3.9M | ▲+9.2% Added · +6K sh | Q2 2026 | |
| 6 | Independent Financial Group, LLC | 73K | $3.9M | ▲+55% Added · +26K sh | Q2 2026 | |
| 7 | Commonwealth Equity Services, LLC | 70K | $3.6M | ▲New +70K sh | Q1 2026 | |
| 8 | Concurrent Investment Advisors, LLC | 63K | $3.3M | ▲+11% Added · +6K sh | Q2 2026 | |
| 9 | IHT Wealth Management, LLC | 38K | $2.0M | ▲New +38K sh | Q2 2026 | |
| 10 | Winnacle Wealth LLC | 35K | $1.9M | ▲+1.6% Added · +536 sh | Q2 2026 | |
| 11 | Signaturefd, LLC | 29K | $1.5M | ▼−1.7% Reduced · −505 sh | Q1 2026 | |
| 12 | WorthPointe, LLC | 24K | $1.3M | ▲+18% Added · +4K sh | Q2 2026 | |
| 13 | Jane Street Group, LLC | 21K | $1.0M | ▼−65% Reduced · −38K sh | Q1 2026 | |
| 14 | ATX Financial Planning, LLC | 20K | $1.0M | ▲+302% Added · +15K sh | Q2 2026 | |
| 15 | Occidental Asset Management, LLC | 13K | $693K | ▲+92% Added · +6K sh | Q2 2026 | |
| 16 | Worth Financial Advisory Group, LLC | 13K | $666K | ▲New +13K sh | Q2 2026 | |
| 17 | Signal Advisors Wealth, LLC | 12K | $657K | ▲New +12K sh | Q2 2026 | |
| 18 | Arax Advisory Partners | 11K | $563K | ▲+58% Added · +4K sh | Q2 2026 | |
| 19 | Wealth Enhancement Advisory Services, LLC | 9K | $474K | ▲New +9K sh | Q2 2026 | |
| 20 | Balance Wealth Partners LLC | 8K | $437K | ▲+4.9% Added · +386 sh | Q2 2026 | |
| 21 | Farther Finance Advisors, LLC | 8K | $408K | ▲New +8K sh | Q1 2026 | |
| 22 | Harbour Investments, Inc. | 7K | $342K | ▲New +7K sh | Q1 2026 | |
| 23 | GWN Securities Inc. | 6K | $316K | ▲New +6K sh | Q2 2026 | |
| 24 | Amicus Financial Advisors, LLC | 4K | $237K | ▲New +4K sh | Q2 2026 | |
| 25 | Beacon Financial Strategies CORP | 4K | $214K | ▲New +4K 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, 4 funds opened a new position in IFLR and 8 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).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 13 funds | $1.5B |
| Microsoft CorpMSFT | 13 funds | $792.5M |
| Amazon.com IncAMZN | 13 funds | $679.4M |
| Alphabet Inc-CL AGOOGL | 13 funds | $504.1M |
| Nvidia CorpNVDA | 12 funds | $1.5B |
| Vanguard S&P 500 ETFVOO | 12 funds | $1.0B |
| Invesco QQQ Trust Series 1QQQ | 12 funds | $844.7M |
| Alphabet Inc-CL CGOOG | 12 funds | $448.5M |
| JPMorgan Chase & CoJPM | 12 funds | $309.6M |
| Meta Platforms Inc-Class AMETA | 12 funds | $291.1M |
| Home Depot IncHD | 12 funds | $137.6M |
| Innovator Eqty MGD Floor ETFSFLR | 12 funds | $69.3M |
Ranked by how many of IFLR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IFLR.
| Class | 13F holders | Value held |
|---|---|---|
| ZFEBmc | 94 funds | $83.9M |
| ZMARmc | 82 funds | $50.5M |
| ZDEKmc | 77 funds | $64.0M |
| ZJUNmc | 73 funds | $63.3M |
| ZSEPmc | 71 funds | $85.3M |
| ZNOVmc | 68 funds | $54.2M |
| ZOCTmc | 67 funds | $62.1M |
| KDECmc | 63 funds | $63.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for IFLR
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/IFLR/capital-change-brief"
Use Arkolith's capital_change_brief for IFLR. 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 IFLR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.