Among active 13F managers last quarter, 5 opened and none reduced or exited; the largest holder to move was Foundations Investment Advisors, LLC (new position).
9 tracked 13F filers disclose a position in SFTY as of the latest SEC 13F filings, a combined $353.2M 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 | Bank of New York Mellon Corp | 12.2M | $330.0M | ▲+1.8% Added · +212K sh | Q1 2026 | |
| 2 | Foundations Investment Advisors, LLC | 644K | $19.8M | ▲New +644K sh | Q2 2026 | |
| 3 | J.M. Arbour, LLC | 57K | $1.8M | ▲New +57K sh | Q2 2026 | |
| 4 | CreativeOne Wealth, LLC | 24K | $726K | ▲New +24K sh | Q2 2026 | |
| 5 | Susquehanna International Group, LLP | 23K | $632K | ▲+61% Added · +9K sh | Q1 2026 | |
| 6 | AdvisorNet Financial, Inc | 4K | $130K | ▲New +4K sh | Q2 2026 | |
| 7 | Sittner & Nelson, LLC | 2K | $47K | ▲New +2K sh | Q2 2026 | |
| 8 | GeoWealth Management, LLC | 366 | $11K | ▲New +366 sh | Q2 2026 | |
| 9 | UBS Group AG | 275 | $7K | ▲92× Added · +272 sh | Q1 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, 5 funds opened a new position in SFTY, while none reduced or exited. 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 | 5 funds | $499.2M |
| Vanguard S&P 500 ETFVOO | 5 funds | $331.8M |
| Nvidia CorpNVDA | 5 funds | $250.0M |
| Apple IncAAPL | 5 funds | $243.8M |
| Vanguard Total Stock MKT ETFVTI | 5 funds | $202.4M |
| Microsoft CorpMSFT | 5 funds | $150.5M |
| Alphabet Inc-CL AGOOGL | 5 funds | $147.7M |
| Ishares Core Msci EmergingIEMG | 5 funds | $117.1M |
| Amazon.com IncAMZN | 5 funds | $110.8M |
| JPMorgan Chase & CoJPM | 5 funds | $98.9M |
| Vanguard Growth ETFVUG | 5 funds | $93.0M |
| Eli Lilly & CoLLY | 5 funds | $88.5M |
Ranked by how many of SFTY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SFTY.
| Class | 13F holders | Value held |
|---|---|---|
| HBTAMF Closed and MF Open | 21 funds | $195.3M |
| AFIFCOM | 17 funds | $102.2M |
| BENJLANDMARK ETF | 15 funds | $225.2M |
| SFTYthis pageMANAGED RISK ETF | 9 funds | $353.2M |
| YNOTMF Closed and MF Open | 9 funds | $59.6M |
| SFTXINTL MA RISK ETF | 6 funds | $381.3M |
| BNDYCORE BOND ETF | 6 funds | $187.0M |
| 44053A556MF Closed and MF Open | 6 funds | $84.7M |
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 SFTY
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/SFTY/capital-change-brief"
Use Arkolith's capital_change_brief for SFTY. 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 SFTY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.