| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $23.3M | 614.4K | Added | Q1 2026 |
| 2 | Robertson Stephens Wealth Management, LLC | $22.9M | 602.9K | New | Q1 2026 |
| 3 | Stratos Wealth Advisors, LLC | $19.2M | 506.6K | Added | Q1 2026 |
| 4 | Arkadios Wealth Advisors | $9.7M | 256.8K | New | Q1 2026 |
| 5 | Tidal Investments LLC | $5.8M | 152.6K | Added | Q1 2026 |
| 6 | Perigon Wealth Management, LLC | $4.0M | 106.3K | New | Q1 2026 |
| 7 | Vontobel Holding Ltd. | $3.4M | 88.3K | Added | Q1 2026 |
| 8 | Capital Wealth Planning, LLC | $3.3M | 85.9K | Added | Q1 2026 |
| 9 | J. Safra Sarasin Holding AG | $2.3M | 60.5K | Added | Q1 2026 |
| 10 | OPPENHEIMER & CO INC | $1.7M | 46.0K | Added | Q1 2026 |
| 11 | Stratos Wealth Partners, LTD. | $1.1M | 29.7K | Added | Q1 2026 |
| 12 | Integrated Advisors Network LLC | $1.1M | 28.4K | New | Q1 2026 |
| 13 | BLAIR WILLIAM & CO/IL | $744K | 19.6K | Added | Q1 2026 |
| 14 | Dynamic Advisor Solutions LLC | $728K | 19.2K | New | Q1 2026 |
| 15 | GROUP ONE TRADING LLC | $640K | 16.9K | Reduced | Q1 2026 |
| 16 | Nicholas Hoffman & Company, LLC. | $634K | 16.7K | Held | Q1 2026 |
| 17 | Kovack Advisors, Inc. | $487K | 12.9K | Reduced | Q1 2026 |
| 18 | Sepio Capital, LP | $484K | 12.8K | Added | Q1 2026 |
| 19 | Beacon Pointe Advisors, LLC | $441K | 11.6K | Added | Q1 2026 |
| 20 | Arax Advisory Partners | $394K | 10.4K | Held | Q1 2026 |
| 21 | SPROTT INC. | $379K | 10.0K | New | Q1 2026 |
| 22 | CITIZENS FINANCIAL GROUP INC/RI | $296K | 7.8K | Reduced | Q1 2026 |
| 23 | Waverly Advisors, LLC | $280K | 7.4K | Reduced | Q1 2026 |
| 24 | Ancora Advisors LLC | $266K | 7.0K | New | Q1 2026 |
| 25 | Pallas Capital Advisors LLC | $266K | 7.0K | New | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Amazon Com IncAMZN | 45 funds | $9.4B |
| Berkshire Hathaway Inc BBRK/B | 45 funds | $3.9B |
| Tesla IncTSLA | 45 funds | $3.2B |
| Chevron CorpCVX | 45 funds | $2.9B |
| SPDR Gold ShareGLD | 45 funds | $1.5B |
| Lam Research CorpLRCX | 45 funds | $1.2B |
| Apple IncAAPL | 44 funds | $14.0B |
| Microsoft CorpMSFT | 44 funds | $12.4B |
| JPMorgan Chase & CoJPM | 44 funds | $6.3B |
| Broadcom LtdAVGO | 44 funds | $5.5B |
| Alphabet CGOOG | 44 funds | $4.7B |
| Visa Inc AV | 44 funds | $3.2B |
Ranked by how many of SH'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 SH. 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.