Among active 13F managers last quarter, 5 opened and 1 added, while 2 reduced; the largest holder to move was Trek Financial, LLC (+8.6%).
15 tracked 13F filers disclose a position in ISTM as of the latest SEC 13F filings, a combined $17.6M 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 | AssetMark, Inc | 252K | $7.2M | ▲+4.8% Added · +11K sh | Q2 2026 | |
| 2 | BlackRock, Inc. | 184K | $5.3M | ▼−5.2% Reduced · −10K sh | Q2 2026 | |
| 3 | Trek Financial, LLC | 85K | $2.4M | ▲+8.6% Added · +7K sh | Q2 2026 | |
| 4 | Jane Street Group, LLC | 42K | $1.3M | ▲+88% Added · +20K sh | Q1 2026 | |
| 5 | AE Wealth Management LLC | 16K | $491K | ▲708× Added · +16K sh | Q1 2026 | |
| 6 | Susquehanna International Group, LLP | 14K | $416K | —Held | Q1 2026 | |
| 7 | Ehrlich Financial Group | 8K | $234K | ▲New +8K sh | Q2 2026 | |
| 8 | First Growth Capital LLC | 7K | $203K | ▲New +7K sh | Q2 2026 | |
| 9 | Kingdom Financial Group LLC. | 1K | $29K | ▼−1.0% Reduced · −10 sh | Q2 2026 | |
| 10 | Rossby Financial, LCC | 151 | $4K | —Held | Q2 2026 | |
| 11 | Montgomery Financial Services LLC | 144 | $4K | ▲New +144 sh | Q2 2026 | |
| 12 | Global Retirement Partners, LLC | 117 | $3K | ▲New +117 sh | Q2 2026 | |
| 13 | UBS Group AG | 94 | $3K | ▼−87% Reduced · −653 sh | Q1 2026 | |
| 14 | Lloyd Advisory Services, LLC. | 57 | $2K | ▼−94% Reduced · −956 sh | Q2 2026 | |
| 15 | Continuum Advisory, LLC | 29 | $833 | ▲New +29 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, 5 funds opened a new position in ISTM and 1 added to an existing one, while 2 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 | 9 funds | $261.9M |
| Ishares Core S&P 500 ETFIVV | 9 funds | $237.0M |
| Nvidia CorpNVDA | 9 funds | $208.8M |
| Vanguard S&P 500 ETFVOO | 9 funds | $139.2M |
| Microsoft CorpMSFT | 9 funds | $136.2M |
| Invesco QQQ Trust Series 1QQQ | 9 funds | $126.8M |
| Amazon.com IncAMZN | 9 funds | $108.8M |
| Alphabet Inc-CL AGOOGL | 9 funds | $103.2M |
| Broadcom IncAVGO | 9 funds | $74.8M |
| Alphabet Inc-CL CGOOG | 9 funds | $60.6M |
| JPMorgan Chase & CoJPM | 9 funds | $56.4M |
| Eli Lilly & CoLLY | 9 funds | $50.7M |
Ranked by how many of ISTM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ISTM.
| Class | 13F holders | Value held |
|---|---|---|
| NEARmc | 377 funds | $2.8B |
| MEARmc | 205 funds | $984.5M |
| COMTSHARES | 145 funds | $353.2M |
| IETCmc | 106 funds | $311.2M |
| LQDHINT RT HDG C B | 95 funds | $304.2M |
| HYGHmc | 95 funds | $198.6M |
| CMDYmc | 66 funds | $294.3M |
| IGBHINT RT HD LONG | 44 funds | $93.2M |
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 ISTM
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/ISTM/capital-change-brief"
Use Arkolith's capital_change_brief for ISTM. 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 ISTM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.