| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | $191.8M | 8.46M | Added | Q1 2026 |
| 2 | Advisory Services Network, LLC | $7.7M | 337.0K | New | Q4 2025 |
| 3 | CITADEL ADVISORS LLC | $7.1M | 312.0K | New | Q1 2026 |
| 4 | BLAIR WILLIAM & CO/IL | $5.0M | 218.7K | Reduced | Q1 2026 |
| 5 | Mutual Advisors, LLC | $4.8M | 212.1K | Added | Q1 2026 |
| 6 | Vident Advisory, LLC | $4.1M | 179.3K | Reduced | Q1 2026 |
| 7 | Sanctuary Advisors, LLC | $2.5M | 108.8K | Added | Q1 2026 |
| 8 | Equitable Holdings, Inc. | $2.1M | 92.7K | New | Q1 2026 |
| 9 | MML INVESTORS SERVICES, LLC | $1.9M | 83.6K | Reduced | Q1 2026 |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.7M | 74.3K | Reduced | Q1 2026 |
| 11 | INTEGRITY ALLIANCE, LLC. | $1.6M | 69.6K | Reduced | Q1 2026 |
| 12 | CreativeOne Wealth, LLC | $1.5M | 68.2K | Added | Q1 2026 |
| 13 | Advisors Capital Management, LLC | $1.5M | 65.7K | Added | Q1 2026 |
| 14 | Savant Capital, LLC | $1.3M | 59.2K | Added | Q1 2026 |
| 15 | Kestra Advisory Services, LLC | $1.2M | 53.0K | Added | Q1 2026 |
| 16 | Orion Porfolio Solutions, LLC | $1.1M | 46.9K | Reduced | Q1 2026 |
| 17 | Main Street Research LLC | $1.0M | 44.3K | Added | Q1 2026 |
| 18 | ASSETMARK, INC | $915K | 40.3K | Reduced | Q1 2026 |
| 19 | CREATIVE FINANCIAL DESIGNS INC /ADV | $763K | 33.2K | New | Q4 2025 |
| 20 | Avidian Wealth Enterprises, LLC | $748K | 33.0K | Added | Q1 2026 |
| 21 | Sigma Planning Corp | $700K | 30.9K | New | Q1 2026 |
| 22 | MONEY CONCEPTS CAPITAL CORP | $673K | 29.7K | Added | Q1 2026 |
| 23 | Trilogy Capital Inc. | $592K | 26.1K | Added | Q1 2026 |
| 24 | NewEdge Advisors, LLC | $527K | 23.2K | New | Q1 2026 |
| 25 | Sequoia Financial Advisors, LLC | $525K | 23.1K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| TATE STR SPDR S&P 500 ETF TSPY | 75 funds | $9.7B |
| Broadcom IncAVGO | 75 funds | $8.2B |
| Apple IncAAPL | 74 funds | $22.1B |
| Nvidia CorpNVDA | 74 funds | $20.4B |
| iShares Core S&P 500 ETFIVV | 74 funds | $20.2B |
| Microsoft CorpMSFT | 74 funds | $17.4B |
| GOOGLE INCGOOGL | 74 funds | $11.0B |
| LPHABET INCGOOG | 74 funds | $9.0B |
| JPMorgan Chase & CoJPM | 74 funds | $8.3B |
| Meta Platforms Inc Class AMETA | 74 funds | $7.4B |
| Invesco QQQ TrustQQQ | 74 funds | $5.2B |
| Johnson & JohnsonJNJ | 74 funds | $4.9B |
Ranked by how many of SCHI'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 SCHI. 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.