57 tracked 13F filers disclose a position in IPO as of the latest SEC 13F filings, a combined $34.2M 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 | Tradition Wealth Management, LLC | $8.3M | 140K | ▲+1.1% Added · +1K sh | Q2 2026 | |
| 2 | GOLDMAN SACHS GROUP INC | $4.5M | 108K | ▼−21% Reduced · −29K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $3.7M | 88K | ▼−27% Reduced · −32K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $3.0M | 72K | ▲+8.7% Added · +6K sh | Q1 2026 | |
| 5 | U.S. Capital Wealth Advisors, LLC | $1.8M | 44K | ▲New +44K sh | Q1 2026 | |
| 6 | Arax Advisory Partners | $2.0M | 34K | ▲New +34K sh | Q2 2026 | |
| 7 | SFI Advisors, LLC | $1.2M | 20K | ▼−5.3% Reduced · −1K sh | Q2 2026 | |
| 8 | CITADEL ADVISORS LLC | $750K | 18K | ▲Added Added · +18K sh | Q1 2026 | |
| 9 | UBS Group AG | $718K | 17K | ▼−4.1% Reduced · −737 sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $597K | 14K | ▼−82% Reduced · −65K sh | Q1 2026 | |
| 11 | KESTRA PRIVATE WEALTH SERVICES, LLC | $774K | 13K | ▲+1.0% Added · +133 sh | Q2 2026 | |
| 12 | NTV ASSET MANAGEMENT LLC | $706K | 12K | ▼−5.2% Reduced · −650 sh | Q2 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $426K | 10K | ▲+15% Added · +1K sh | Q1 2026 | |
| 14 | Jefferies Financial Group Inc. | $604K | 10K | ▼−0.1% Reduced · −8 sh | Q2 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $422K | 10K | ▼−19% Reduced · −2K sh | Q1 2026 | |
| 16 | Wealthfront Advisers LLC | $441K | 7K | ▲+18% Added · +1K sh | Q2 2026 | |
| 17 | HighTower Advisors, LLC | $303K | 7K | ▲~0% Added · +1 sh | Q1 2026 | |
| 18 | NewEdge Wealth, LLC | $383K | 6K | ▲New +6K sh | Q2 2026 | |
| 19 | Elm3 Financial Group, LLC | $328K | 6K | ▲New +6K sh | Q2 2026 | |
| 20 | Tempo Wealth, LLC | $323K | 5K | ▲+0.1% Added · +3 sh | Q2 2026 | |
| 21 | StoneX Group Inc. | $306K | 5K | ▲Added Added · +5K sh | Q2 2026 | |
| 22 | TWIN PEAKS WEALTH ADVISORS, LLC | $302K | 5K | —Held | Q2 2026 | |
| 23 | JANE STREET GROUP, LLC | $213K | 5K | ▲New +5K sh | Q1 2026 | |
| 24 | IEQ CAPITAL, LLC | $294K | 5K | —Held | Q2 2026 | |
| 25 | GERBER, LLC | $238K | 4K | ▲Added Added · +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, 6 funds opened a new position in IPO and 5 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 | 21 funds | $3.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 21 funds | $1.3B |
| NVIDIA CORPNVDA | 20 funds | $4.8B |
| AMAZON.COM INCAMZN | 20 funds | $2.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 20 funds | $2.4B |
| MICROSOFT CORPMSFT | 20 funds | $2.0B |
| ALPHABET INC-CL AGOOGL | 20 funds | $1.6B |
| BROADCOM INCAVGO | 20 funds | $1.6B |
| META PLATFORMS INC-CLASS AMETA | 20 funds | $1.5B |
| ALPHABET INC-CL CGOOG | 20 funds | $1.2B |
| JPMORGAN CHASE & COJPM | 20 funds | $1.2B |
| APPLIED MATERIALS INCAMAT | 20 funds | $714.0M |
Ranked by how many of IPO's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| IPOthis pagemc | 57 funds | $34.2M |
| IPOSINTNTL IPO ETF | 6 funds | $3.5M |
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 IPO
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/IPO/capital-change-brief"
Use Arkolith's capital_change_brief for IPO. 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 IPO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.