| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $82.5M | 3.41M | Added | Q1 2026 |
| 2 | STATE STREET CORP | $75.2M | 3.10M | Held | Q1 2026 |
| 3 | Wealthfront Advisers LLC | $72.3M | 2.98M | Reduced | Q1 2026 |
| 4 | MCF Advisors LLC | $66.9M | 2.76M | Added | Q1 2026 |
| 5 | Midwest Trust Co | $44.8M | 1.85M | Added | Q1 2026 |
| 6 | Waverly Advisors, LLC | $36.9M | 1.52M | Added | Q1 2026 |
| 7 | DAVENPORT & Co LLC | $36.2M | 1.49M | Reduced | Q1 2026 |
| 8 | Willis Johnson & Associates, Inc. | $35.4M | 1.46M | Added | Q1 2026 |
| 9 | MAI Capital Management | $33.1M | 1.37M | Added | Q1 2026 |
| 10 | LEAVELL INVESTMENT MANAGEMENT, INC. | $33.1M | 1.36M | Added | Q1 2026 |
| 11 | Kestra Investment Management, LLC | $29.3M | 1.21M | New | Q1 2026 |
| 12 | AdvisorNet Financial, Inc | $18.9M | 780.2K | Reduced | Q1 2026 |
| 13 | Fund Evaluation Group, LLC | $18.8M | 772.9K | Held | Q1 2026 |
| 14 | Avidian Wealth Enterprises, LLC | $15.5M | 637.8K | Added | Q1 2026 |
| 15 | Pure Financial Advisors, LLC | $15.3M | 628.8K | New | Q1 2026 |
| 16 | DIVERSIFY WEALTH MANAGEMENT, LLC | $12.9M | 534.4K | Added | Q1 2026 |
| 17 | CHOREO, LLC | $12.8M | 528.6K | New | Q1 2026 |
| 18 | Savant Capital, LLC | $11.0M | 451.8K | Added | Q1 2026 |
| 19 | Mutual Advisors, LLC | $10.3M | 425.6K | Reduced | Q1 2026 |
| 20 | MML INVESTORS SERVICES, LLC | $10.1M | 418.0K | Reduced | Q1 2026 |
| 21 | Stratos Wealth Advisors, LLC | $10.1M | 417.4K | Reduced | Q1 2026 |
| 22 | MGO ONE SEVEN LLC | $9.1M | 376.1K | Added | Q1 2026 |
| 23 | Private Advisor Group, LLC | $7.2M | 298.4K | Added | Q1 2026 |
| 24 | Beacon Pointe Advisors, LLC | $6.9M | 282.4K | Added | Q1 2026 |
| 25 | ASSOCIATED BANC-CORP | $6.7M | 274.7K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia Corp ComNVDA | 163 funds | $209.4B |
| Microsoft CorporationMSFT | 163 funds | $143.3B |
| Apple IncAAPL | 162 funds | $191.6B |
| JPMorgan Chase & CoJPM | 162 funds | $49.7B |
| Exxon Mobil CorporationXOM | 162 funds | $44.5B |
| Johnson & JohnsonJNJ | 162 funds | $40.1B |
| iShares Core S&P 500 ETFIVV | 162 funds | $33.3B |
| Walmart IncWMT | 162 funds | $30.9B |
| TATE STR SPDR S&P 500 ETF TSPY | 162 funds | $23.7B |
| Amazon.com IncAMZN | 161 funds | $103.8B |
| Broadcom LimitedAVGO | 161 funds | $73.2B |
| LPHABET INCGOOG | 161 funds | $67.3B |
Ranked by how many of SCHO'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 SCHO. 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.