| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | CWM, LLC | $51.8M | 993.5K | Added | Q1 2026 |
| 2 | Dynasty Wealth Management, LLC | $30.9M | 592.2K | Reduced | Q1 2026 |
| 3 | Larson Financial Group LLC | $21.4M | 410.2K | Added | Q1 2026 |
| 4 | Quotient Wealth Partners, LLC | $18.0M | 345.5K | Added | Q1 2026 |
| 5 | DAVIS R M INC | $17.5M | 334.5K | Added | Q1 2026 |
| 6 | Clearstead Advisors, LLC | $14.3M | 273.2K | Added | Q1 2026 |
| 7 | Avantax Planning Partners, Inc. | $11.3M | 215.9K | Reduced | Q1 2026 |
| 8 | Beacon Pointe Advisors, LLC | $10.5M | 201.3K | Added | Q1 2026 |
| 9 | MML INVESTORS SERVICES, LLC | $10.0M | 191.6K | Reduced | Q1 2026 |
| 10 | BAILARD, INC. | $9.9M | 190.6K | Reduced | Q1 2026 |
| 11 | Kestra Investment Management, LLC | $9.9M | 188.9K | Reduced | Q1 2026 |
| 12 | SAGESPRING WEALTH PARTNERS, LLC | $9.5M | 181.8K | Reduced | Q1 2026 |
| 13 | Prosperity Consulting Group, LLC | $9.4M | 180.7K | Added | Q1 2026 |
| 14 | Dakota Wealth Management | $9.3M | 177.9K | Added | Q1 2026 |
| 15 | MAI Capital Management | $8.7M | 166.6K | Added | Q1 2026 |
| 16 | Rehmann Capital Advisory Group | $8.1M | 155.9K | Added | Q1 2026 |
| 17 | Bleakley Financial Group, LLC | $7.5M | 143.5K | Added | Q1 2026 |
| 18 | Goelzer Investment Management, Inc. | $7.4M | 141.6K | Reduced | Q1 2026 |
| 19 | Atlantic Union Bankshares Corp | $7.3M | 139.5K | Added | Q1 2026 |
| 20 | Integrated Wealth Concepts LLC | $6.3M | 121.4K | Added | Q1 2026 |
| 21 | Equitable Holdings, Inc. | $6.1M | 116.3K | Added | Q1 2026 |
| 22 | Kestra Advisory Services, LLC | $5.8M | 111.1K | Added | Q1 2026 |
| 23 | Lido Advisors, LLC | $5.8M | 110.6K | Reduced | Q1 2026 |
| 24 | Sequoia Financial Advisors, LLC | $5.1M | 98.5K | Reduced | Q1 2026 |
| 25 | TruWealth Advisors, LLC | $4.9M | 93.0K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Broadcom IncAVGO | 134 funds | $10.9B |
| SPDR Gold Shares ETFGLD | 134 funds | $4.7B |
| iShares Core S&P 500 ETFIVV | 133 funds | $28.5B |
| Nvidia CorpNVDA | 133 funds | $27.7B |
| Microsoft CorpMSFT | 133 funds | $22.6B |
| TATE STR SPDR S&P 500 ETF TSPY | 133 funds | $17.3B |
| Jpmorgan Chase & CoJPM | 133 funds | $10.4B |
| LPHABET INCGOOG | 133 funds | $9.3B |
| Exxon Mobil CorpXOM | 133 funds | $6.6B |
| Lilly Eli & CoLLY | 133 funds | $6.3B |
| Johnson & JohnsonJNJ | 133 funds | $5.9B |
| Walmart Inc.WMT | 133 funds | $5.7B |
Ranked by how many of MUNI's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MUNI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.