Among active 13F managers last quarter, 1 opened and 3 added, while 10 reduced; the largest holder to move was James Reed Financial Services, Inc. (−0.1%).
68 tracked 13F filers disclose a position in SIZE as of the latest SEC 13F filings, a combined $325.6M 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 America Corp | 511K | $81.4M | ▲+1.0% Added · +5K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | 324K | $57.7M | ▼−8.2% Reduced · −29K sh | Q2 2026 | |
| 3 | James Reed Financial Services, Inc. | 164K | $29.2M | ▼−0.1% Reduced · −85 sh | Q2 2026 | |
| 4 | Lido Advisors, LLC | 109K | $19.4M | ▲+5.1% Added · +5K sh | Q2 2026 | |
| 5 | Trinity Wealth Management, LLC | 100K | $17.8M | ▼−10% Reduced · −11K sh | Q2 2026 | |
| 6 | Strategic Financial Services, Inc. | 99K | $17.6M | ▼−2.8% Reduced · −3K sh | Q2 2026 | |
| 7 | Rockefeller Capital Management L.P. | 73K | $11.7M | ▼−1.2% Reduced · −925 sh | Q1 2026 | |
| 8 | Ameriprise Financial Inc | 67K | $10.7M | ▲+8.1% Added · +5K sh | Q1 2026 | |
| 9 | Wells Fargo & Company | 65K | $10.3M | ▲+570% Added · +55K sh | Q1 2026 | |
| 10 | Envestnet Asset Management Inc | 62K | $9.8M | ▼−14% Reduced · −10K sh | Q1 2026 | |
| 11 | Goldman Sachs Group Inc | 59K | $9.5M | ▼−12% Reduced · −8K sh | Q1 2026 | |
| 12 | Osaic Holdings, Inc. | 47K | $7.4M | ▲+0.3% Added · +141 sh | Q1 2026 | |
| 13 | PNC Financial Services Group, Inc. | 37K | $6.0M | ▼−3.9% Reduced · −2K sh | Q1 2026 | |
| 14 | LPL Financial LLC | 37K | $5.8M | ▲+3.4% Added · +1K sh | Q1 2026 | |
| 15 | Jones Financial Companies LLLP | 35K | $5.4M | ▲+30% Added · +8K sh | Q1 2026 | |
| 16 | Morgan Stanley | 30K | $4.7M | ▲+7.7% Added · +2K sh | Q1 2026 | |
| 17 | Summit Trail Advisors, LLC | 11K | $1.9M | —Held | Q2 2026 | |
| 18 | JPMorgan Chase & Co | 9K | $1.4M | ▲+2.4% Added · +212 sh | Q1 2026 | |
| 19 | Susquehanna International Group, LLP | 9K | $1.4M | ▲+269% Added · +6K sh | Q1 2026 | |
| 20 | G&S Capital LLC | 7K | $1.2M | ▲+5.4% Added · +357 sh | Q2 2026 | |
| 21 | Parallel Advisors, LLC | 6K | $936K | ▼−3.6% Reduced · −220 sh | Q1 2026 | |
| 22 | UBS Group AG | 6K | $930K | ▲+6.2% Added · +342 sh | Q1 2026 | |
| 23 | Sagespring Wealth Partners, LLC | 6K | $1.0M | —Held | Q2 2026 | |
| 24 | Mercer Global Advisors Inc | 6K | $917K | ▼−15% Reduced · −1K sh | Q1 2026 | |
| 25 | Raymond James Financial Inc | 5K | $868K | ▲+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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 1 fund opened a new position in SIZE and 3 added to an existing one, while 10 reduced. 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 |
|---|---|---|
| Nvidia CorpNVDA | 26 funds | $2.8B |
| Ishares Core S&P 500 ETFIVV | 25 funds | $2.7B |
| Microsoft CorpMSFT | 25 funds | $1.6B |
| JPMorgan Chase & CoJPM | 25 funds | $759.5M |
| Apple IncAAPL | 24 funds | $3.8B |
| Amazon.com IncAMZN | 24 funds | $1.4B |
| Alphabet Inc-CL AGOOGL | 24 funds | $1.3B |
| Alphabet Inc-CL CGOOG | 24 funds | $1.2B |
| Broadcom IncAVGO | 24 funds | $1.1B |
| Vanguard Total Stock MKT ETFVTI | 24 funds | $1.0B |
| Vanguard Ftse Developed ETFVEA | 24 funds | $873.1M |
| Meta Platforms Inc-Class AMETA | 24 funds | $675.4M |
Ranked by how many of SIZE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SIZE.
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.