Among active 13F managers last quarter, 6 opened and 3 added, while 1 reduced; the largest holder to move was Thayer Partners, LLC / MA (+1.8%).
47 tracked 13F filers disclose a position in ITEQ as of the latest SEC 13F filings, a combined $18.6M 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 | LPL Financial LLC | 126K | $7.2M | ▲+1.6% Added · +2K sh | Q1 2026 | |
| 2 | Jane Street Group, LLC | 89K | $5.1M | ▲+178% Added · +57K sh | Q1 2026 | |
| 3 | Susquehanna International Group, LLP | 18K | $1.0M | ▲New +18K sh | Q1 2026 | |
| 4 | Thayer Partners, LLC / MA | 11K | $736K | ▲+1.8% Added · +192 sh | Q2 2026 | |
| 5 | Bluespring Wealth Management, LLC | 8K | $531K | ▲New +8K sh | Q2 2026 | |
| 6 | Citadel Advisors LLC | 6K | $389K | ▼−33% Reduced · −3K sh | Q2 2026 | |
| 7 | Certuity, LLC | 6K | $384K | —Held | Q2 2026 | |
| 8 | Pathstone Holdings, LLC | 6K | $382K | —Held | Q2 2026 | |
| 9 | RVW Wealth, LLC | 5K | $303K | ▼−4.7% Reduced · −224 sh | Q2 2026 | |
| 10 | HighTower Advisors, LLC | 4K | $244K | ▲New +4K sh | Q1 2026 | |
| 11 | Raymond James Financial Inc | 4K | $234K | ▲+9.5% Added · +352 sh | Q1 2026 | |
| 12 | Vontobel Holding Ltd. | 4K | $256K | ▲New +4K sh | Q2 2026 | |
| 13 | Ausdal Financial Partners, Inc. | 4K | $245K | ▲New +4K sh | Q2 2026 | |
| 14 | Great Valley Advisor Group, Inc. | 3K | $227K | ▲New +3K sh | Q2 2026 | |
| 15 | Northwestern Mutual Wealth Management Co | 3K | $189K | —Held | Q1 2026 | |
| 16 | Harbour Investments, Inc. | 2K | $117K | ▲New +2K sh | Q1 2026 | |
| 17 | Morgan Stanley | 2K | $114K | ▼−2.0% Reduced · −40 sh | Q1 2026 | |
| 18 | IFP Advisors, Inc | 2K | $127K | ▲+6.8% Added · +123 sh | Q2 2026 | |
| 19 | Glassman Wealth Services | 2K | $111K | —Held | Q2 2026 | |
| 20 | Bank Of Montreal | 1K | $74K | —Held | Q1 2026 | |
| 21 | Royal Bank Of Canada | 1K | $69K | ▲+94% Added · +578 sh | Q1 2026 | |
| 22 | UBS Group AG | 1K | $64K | ▲New +1K sh | Q1 2026 | |
| 23 | Osaic Holdings, Inc. | 1K | $60K | ▼−23% Reduced · −302 sh | Q1 2026 | |
| 24 | Blair William & Co | 1K | $66K | —Held | Q2 2026 | |
| 25 | TD Waterhouse Canada Inc. | 703 | $47K | —Held | 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 ITEQ and 3 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 22 funds | $14.3B |
| Nvidia CorpNVDA | 22 funds | $5.0B |
| Amazon.com IncAMZN | 22 funds | $4.2B |
| Apple IncAAPL | 22 funds | $4.1B |
| Microsoft CorpMSFT | 22 funds | $3.0B |
| Alphabet Inc-CL AGOOGL | 22 funds | $2.5B |
| Alphabet Inc-CL CGOOG | 22 funds | $1.9B |
| Micron Technology IncMU | 22 funds | $1.6B |
| Eli Lilly & CoLLY | 22 funds | $1.6B |
| Vanguard S&P 500 ETFVOO | 22 funds | $1.4B |
| JPMorgan Chase & CoJPM | 22 funds | $1.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 22 funds | $1.2B |
Ranked by how many of ITEQ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ITEQ.
| Class | 13F holders | Value held |
|---|---|---|
| HACKmc | 375 funds | $593.8M |
| DIVOmc | 370 funds | $3.5B |
| BLOKmc | 243 funds | $401.3M |
| SILJmc | 212 funds | $952.5M |
| IDVOmc | 118 funds | $415.0M |
| MJmc | 112 funds | $12.4M |
| YYYcommon | 82 funds | $184.2M |
| IPAYmc | 69 funds | $38.1M |
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 ITEQ
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/ITEQ/capital-change-brief"
Use Arkolith's capital_change_brief for ITEQ. 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 ITEQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.