| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | SOFI WEALTH, LLC | $219.0M | 1.75M | Added | Q1 2026 |
| 2 | Advisors Capital Management, LLC | $7.2M | 57.8K | Reduced | Q1 2026 |
| 3 | CITADEL ADVISORS LLC | $4.7M | 37.9K | Added | Q1 2026 |
| 4 | Concurrent Investment Advisors, LLC | $1.0M | 8.2K | Added | Q1 2026 |
| 5 | Joel Isaacson & Co., LLC | $520K | 4.2K | Held | Q1 2026 |
| 6 | NewEdge Advisors, LLC | $267K | 2.1K | New | Q1 2026 |
| 7 | Financial Engines Advisors L.L.C. | $205K | 1.6K | Reduced | Q1 2026 |
| 8 | VANGUARD ADVISERS INC | $159K | 1.3K | New | Q1 2026 |
| 9 | ASSETMARK, INC | $80K | 643 | Reduced | Q1 2026 |
| 10 | HUNTINGTON NATIONAL BANK | $50K | 400 | Held | Q1 2026 |
| 11 | Root Financial Partners, LLC | $26K | 207 | Reduced | Q1 2026 |
| 12 | IFP Advisors, Inc | $7K | 57 | New | Q1 2026 |
| 13 | Rockefeller Capital Management L.P. | $5K | 40 | New | Q4 2025 |
| 14 | Geneos Wealth Management Inc. | $5K | 38 | New | Q4 2025 |
| 15 | Smartleaf Asset Management LLC | $2K | 13 | Held | Q1 2026 |
| 16 | CWM, LLC | $749 | 6 | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES TRIVV | 17 funds | $6.7B |
| VANGUARD TAX-MANAGED INTL FDVEA | 17 funds | $1.8B |
| ISHARES TRMUB | 17 funds | $726.6M |
| NVIDIA CORPORATION COMNVDA | 16 funds | $9.5B |
| APPLE INC COMAAPL | 16 funds | $7.7B |
| MICROSOFT CORP COMMSFT | 16 funds | $6.6B |
| AMAZON.COM INCAMZN | 16 funds | $5.6B |
| BROADCOM INC COMAVGO | 16 funds | $4.3B |
| STATE STREET SPDR S&P 500 ETFSPY | 16 funds | $3.6B |
| META PLATFORMS INC CL AMETA | 16 funds | $3.4B |
| JPMORGAN CHASE & CO.JPM | 16 funds | $3.3B |
| ALPHABET INC CAP STK CL CGOOG | 16 funds | $2.5B |
Ranked by how many of SFY'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 SFY. 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.