63 tracked 13F filers disclose a position in SIZE as of the latest SEC 13F filings, a combined $319.2M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $81.4M | 511K | ▲+1.0% Added · +5K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $56.2M | 352K | ▼−5.2% Reduced · −19K sh | Q1 2026 | |
| 3 | James Reed Financial Services, Inc. | $29.2M | 164K | ▼−0.1% Reduced · −85 sh | Q2 2026 | |
| 4 | Lido Advisors, LLC | $16.5M | 104K | ▼−5.7% Reduced · −6K sh | Q1 2026 | |
| 5 | Strategic Financial Services, Inc. | $16.2M | 102K | ▼−0.3% Reduced · −353 sh | Q1 2026 | |
| 6 | Trinity Wealth Management, LLC | $17.8M | 100K | ▼−10% Reduced · −11K sh | Q2 2026 | |
| 7 | Rockefeller Capital Management L.P. | $11.7M | 73K | ▼−1.2% Reduced · −925 sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $10.7M | 67K | ▲+8.1% Added · +5K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $10.3M | 65K | ▲+570% Added · +55K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $9.8M | 62K | ▼−14% Reduced · −10K sh | Q1 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $9.5M | 59K | ▼−12% Reduced · −8K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $7.4M | 47K | ▲+0.3% Added · +141 sh | Q1 2026 | |
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | $6.0M | 37K | ▼−3.9% Reduced · −2K sh | Q1 2026 | |
| 14 | LPL Financial LLC | $5.8M | 37K | ▲+3.4% Added · +1K sh | Q1 2026 | |
| 15 | JONES FINANCIAL COMPANIES LLLP | $5.4M | 35K | ▲+30% Added · +8K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $4.7M | 30K | ▲+7.7% Added · +2K sh | Q1 2026 | |
| 17 | Summit Trail Advisors, LLC | $1.7M | 11K | ▲New +11K sh | Q1 2026 | |
| 18 | JPMORGAN CHASE & CO | $1.4M | 9K | ▲+2.4% Added · +212 sh | Q1 2026 | |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 9K | ▲+269% Added · +6K sh | Q1 2026 | |
| 20 | G&S Capital LLC | $1.2M | 7K | ▲+5.4% Added · +357 sh | Q2 2026 | |
| 21 | Parallel Advisors, LLC | $936K | 6K | ▼−3.6% Reduced · −220 sh | Q1 2026 | |
| 22 | UBS Group AG | $930K | 6K | ▲+6.2% Added · +342 sh | Q1 2026 | |
| 23 | SAGESPRING WEALTH PARTNERS, LLC | $1.0M | 6K | —Held | Q2 2026 | |
| 24 | MERCER GLOBAL ADVISORS INC /ADV | $917K | 6K | ▼−15% Reduced · −1K sh | Q1 2026 | |
| 25 | RAYMOND JAMES FINANCIAL INC | $868K | 5K | ▲+7.7% Added · +391 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, 1 fund opened a new position in SIZE and 2 added to an existing one, while 9 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 21 funds | $2.3B |
| APPLE INCAAPL | 20 funds | $2.9B |
| ISHARES CORE S&P 500 ETFIVV | 20 funds | $2.0B |
| MICROSOFT CORPMSFT | 20 funds | $1.4B |
| AMAZON.COM INCAMZN | 20 funds | $1.2B |
| JPMORGAN CHASE & COJPM | 20 funds | $611.6M |
| VANGUARD GROWTH ETFVUG | 19 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 19 funds | $1.0B |
| VANGUARD VALUE ETFVTV | 19 funds | $983.8M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 19 funds | $947.2M |
| ALPHABET INC-CL CGOOG | 19 funds | $919.5M |
| BROADCOM INCAVGO | 19 funds | $861.4M |
Ranked by how many of SIZE's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for SIZE
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/SIZE/capital-change-brief"
Use Arkolith's capital_change_brief for SIZE. 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 SIZE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.