| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $105.7M | 1.09M | Reduced | Q1 2026 |
| 2 | NorthRock Partners, LLC | $65.9M | 682.3K | Added | Q1 2026 |
| 3 | Diversified Enterprises, LLC | $52.1M | 539.3K | Added | Q1 2026 |
| 4 | Avantax Planning Partners, Inc. | $32.2M | 333.5K | Added | Q1 2026 |
| 5 | Savant Capital, LLC | $30.4M | 314.3K | Reduced | Q1 2026 |
| 6 | OpenArc Corporate Advisory, LLC | $20.4M | 210.9K | Reduced | Q1 2026 |
| 7 | Klingman & Associates, LLC | $19.7M | 204.1K | Reduced | Q1 2026 |
| 8 | Equitable Holdings, Inc. | $17.2M | 182.2K | Reduced | Q1 2026 |
| 9 | Private Advisor Group, LLC | $15.3M | 158.6K | Reduced | Q1 2026 |
| 10 | CWM, LLC | $13.3M | 137.3K | Reduced | Q1 2026 |
| 11 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $11.7M | 121.4K | New | Q1 2026 |
| 12 | Integrated Wealth Concepts LLC | $10.2M | 106.0K | Added | Q1 2026 |
| 13 | Csenge Advisory Group | $10.1M | 104.3K | Reduced | Q1 2026 |
| 14 | BIP Wealth, LLC | $9.1M | 94.2K | Reduced | Q1 2026 |
| 15 | MAI Capital Management | $8.2M | 84.6K | Reduced | Q1 2026 |
| 16 | Mutual Advisors, LLC | $8.0M | 82.4K | Reduced | Q1 2026 |
| 17 | Aptus Capital Advisors, LLC | $7.1M | 73.9K | Added | Q1 2026 |
| 18 | Pathstone Holdings, LLC | $6.9M | 71.9K | Added | Q1 2026 |
| 19 | Wealthcare Advisory Partners LLC | $6.9M | 71.5K | Reduced | Q1 2026 |
| 20 | Fragasso Financial Advisors Inc | $6.6M | 67.0K | Reduced | Q1 2026 |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.7M | 57.8K | Reduced | Q1 2026 |
| 22 | ASSETMARK, INC | $5.5M | 56.7K | Added | Q1 2026 |
| 23 | Summit Financial, LLC | $5.0M | 51.9K | Added | Q1 2026 |
| 24 | MML INVESTORS SERVICES, LLC | $4.9M | 50.5K | Reduced | Q1 2026 |
| 25 | Geneos Wealth Management Inc. | $4.6M | 49.2K | New | Q4 2025 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| iShares Core S&P 500 ETFIVV | 133 funds | $27.1B |
| Nvidia CorpNVDA | 133 funds | $25.3B |
| Microsoft CorpMSFT | 133 funds | $22.9B |
| Vanguard Total Stock Market ETFVTI | 133 funds | $21.0B |
| Vanguard S&P 500 ETFVOO | 133 funds | $18.6B |
| Vanguard Growth ETFVUG | 133 funds | $12.5B |
| Broadcom IncAVGO | 133 funds | $10.5B |
| Jpmorgan Chase & CoJPM | 133 funds | $10.3B |
| Vanguard FTSE Developed Markets ETFVEA | 133 funds | $10.1B |
| LPHABET INCGOOG | 133 funds | $10.1B |
| Exxon Mobil CorpXOM | 133 funds | $6.6B |
| Walmart Inc.WMT | 133 funds | $6.0B |
Ranked by how many of SLYG'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 SLYG. 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.