Among active 13F managers last quarter, 2 opened and 6 added, while 3 reduced; the largest holder to move was Arax Advisory Partners (new position).
30 tracked 13F filers disclose a position in INEQ as of the latest SEC 13F filings, a combined $70.3M 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 | Private Advisor Group, LLC | 415K | $16.0M | ▲+105% Added · +212K sh | Q2 2026 | |
| 2 | Jane Street Group, LLC | 357K | $13.9M | ▲New +357K sh | Q1 2026 | |
| 3 | U.S. Capital Wealth Advisors, LLC | 180K | $7.0M | ▲New +180K sh | Q1 2026 | |
| 4 | Arax Advisory Partners | 175K | $6.7M | ▲New +175K sh | Q2 2026 | |
| 5 | LPL Financial LLC | 135K | $5.3M | ▲+51% Added · +45K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | 112K | $4.4M | ▲+74% Added · +48K sh | Q1 2026 | |
| 7 | Retirement Planning Group, LLC | 58K | $2.2M | ▲+15% Added · +7K sh | Q2 2026 | |
| 8 | Financial Insights, Inc. | 57K | $2.2M | ▲+1.8% Added · +992 sh | Q2 2026 | |
| 9 | Westside Investment Management, Inc. | 46K | $1.8M | ▼−1.1% Reduced · −521 sh | Q2 2026 | |
| 10 | LaSalle St. Investment Advisors, LLC | 44K | $1.7M | ▲+324% Added · +34K sh | Q2 2026 | |
| 11 | Benjamin Edwards Inc | 44K | $1.7M | ▼−5.5% Reduced · −3K sh | Q2 2026 | |
| 12 | Envestnet Asset Management Inc | 32K | $1.3M | ▲+46% Added · +10K sh | Q1 2026 | |
| 13 | Harbour Investments, Inc. | 29K | $1.1M | ▲2k× Added · +29K sh | Q1 2026 | |
| 14 | HBW Advisory Services LLC | 25K | $955K | ▲+5.5% Added · +1K sh | Q2 2026 | |
| 15 | Commonwealth Equity Services, LLC | 21K | $833K | ▲+223% Added · +15K sh | Q1 2026 | |
| 16 | Susquehanna International Group, LLP | 20K | $774K | —Held | Q1 2026 | |
| 17 | PNC Financial Services Group, Inc. | 18K | $693K | ▲+43% Added · +5K sh | Q1 2026 | |
| 18 | Axis Wealth Partners, LLC | 10K | $367K | ▲+64% Added · +4K sh | Q2 2026 | |
| 19 | VestGen Advisors, LLC | 7K | $270K | ▼−1.4% Reduced · −100 sh | Q2 2026 | |
| 20 | Legacy Financial Advisors, Inc. | 7K | $251K | ▲+5.7% Added · +348 sh | Q2 2026 | |
| 21 | Madison Wealth Partners, Inc | 6K | $219K | ▲New +6K sh | Q2 2026 | |
| 22 | Ameriprise Financial Inc | 6K | $220K | ▼−98% Reduced · −313K sh | Q1 2026 | |
| 23 | Capital Investment Advisory Services, LLC | 5K | $184K | ▲New +5K sh | Q2 2026 | |
| 24 | Osaic Holdings, Inc. | 2K | $80K | —Held | Q1 2026 | |
| 25 | AdvisorNet Financial, Inc | 2K | $78K | ▲+0.2% Added · +4 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 INEQ and 6 added to an existing one, while 3 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 | 12 funds | $1.3B |
| Ishares Core S&P 500 ETFIVV | 12 funds | $1.2B |
| Vanguard S&P 500 ETFVOO | 12 funds | $1.1B |
| Nvidia CorpNVDA | 12 funds | $985.3M |
| Invesco QQQ Trust Series 1QQQ | 12 funds | $804.9M |
| SS SPDR S&P 500 ETF Trust-USSPY | 12 funds | $794.8M |
| Microsoft CorpMSFT | 12 funds | $661.1M |
| Vanguard Total Stock MKT ETFVTI | 12 funds | $628.5M |
| Vanguard Growth ETFVUG | 12 funds | $611.8M |
| Amazon.com IncAMZN | 12 funds | $526.2M |
| Vanguard Ftse Developed ETFVEA | 12 funds | $470.8M |
| Vanguard Value ETFVTV | 12 funds | $457.8M |
Ranked by how many of INEQ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in INEQ.
| Class | 13F holders | Value held |
|---|---|---|
| RECSmc | 171 funds | $4.0B |
| MUSTmc | 75 funds | $467.7M |
| DIALmc | 51 funds | $267.3M |
| EQINUS EQUITY INCOME | 51 funds | $161.9M |
| CRUXSTOK | 44 funds | $1.3B |
| REVSmc | 34 funds | $214.9M |
| INEQthis pageINTL EQ INCO ETF | 30 funds | $70.3M |
| SBNDSHORT DURATION | 29 funds | $123.8M |
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 INEQ
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/INEQ/capital-change-brief"
Use Arkolith's capital_change_brief for INEQ. 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 INEQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.