| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | EXCHANGE TRADED CONCEPTS, LLC | $105.0M | 4.22M | Added | Q1 2026 |
| 2 | Resonant Capital Advisors, LLC | $74.8M | 3.00M | Added | Q1 2026 |
| 3 | STATE STREET CORP | $72.2M | 2.90M | Held | Q1 2026 |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $64.2M | 2.58M | Reduced | Q1 2026 |
| 5 | Avidian Wealth Enterprises, LLC | $59.3M | 2.38M | Added | Q1 2026 |
| 6 | Clearstead Advisors, LLC | $48.7M | 1.95M | Added | Q1 2026 |
| 7 | Advisory Alpha, LLC | $38.1M | 1.53M | Reduced | Q1 2026 |
| 8 | DAVENPORT & Co LLC | $37.5M | 1.50M | Added | Q1 2026 |
| 9 | DIVERSIFY WEALTH MANAGEMENT, LLC | $31.8M | 1.28M | Added | Q1 2026 |
| 10 | Summit Financial, LLC | $22.8M | 916.8K | Added | Q1 2026 |
| 11 | Waverly Advisors, LLC | $19.8M | 794.9K | Added | Q1 2026 |
| 12 | Madison Asset Management, LLC | $19.4M | 780.0K | Reduced | Q1 2026 |
| 13 | Perigon Wealth Management, LLC | $14.8M | 592.9K | Added | Q1 2026 |
| 14 | EXENCIAL WEALTH ADVISORS, LLC | $13.9M | 559.6K | Added | Q1 2026 |
| 15 | Midwest Trust Co | $12.4M | 499.4K | Reduced | Q1 2026 |
| 16 | McAdam, LLC | $12.4M | 496.3K | Added | Q1 2026 |
| 17 | Tidal Investments LLC | $12.2M | 488.6K | New | Q1 2026 |
| 18 | Vident Advisory, LLC | $10.7M | 429.8K | Reduced | Q1 2026 |
| 19 | MML INVESTORS SERVICES, LLC | $9.4M | 377.3K | Reduced | Q1 2026 |
| 20 | Valmark Advisers, Inc. | $8.4M | 337.9K | Reduced | Q1 2026 |
| 21 | INTEGRITY ALLIANCE, LLC. | $6.6M | 265.8K | New | Q1 2026 |
| 22 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $6.6M | 264.1K | Added | Q1 2026 |
| 23 | Kestra Advisory Services, LLC | $6.0M | 242.4K | Added | Q1 2026 |
| 24 | CreativeOne Wealth, LLC | $6.0M | 241.2K | Added | Q1 2026 |
| 25 | IEQ CAPITAL, LLC | $4.2M | 170.1K | New | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia Corp ComNVDA | 129 funds | $202.1B |
| Apple IncAAPL | 129 funds | $185.4B |
| Microsoft CorpMSFT | 129 funds | $139.3B |
| LPHABET INCGOOG | 129 funds | $64.5B |
| Jpmorgan Chase & CoJPM | 129 funds | $47.1B |
| Johnson & JohnsonJNJ | 129 funds | $40.4B |
| Walmart IncWMT | 129 funds | $29.2B |
| TATE STR SPDR S&P 500 ETF TSPY | 129 funds | $15.6B |
| Amazon.com IncAMZN | 128 funds | $100.8B |
| GOOGLE INCGOOGL | 128 funds | $82.3B |
| Broadcom LimitedAVGO | 128 funds | $71.4B |
| Exxon Mobil CorporationXOM | 128 funds | $42.7B |
Ranked by how many of SCHR'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 SCHR. 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.