Among active 13F managers last quarter, 1 opened and 1 added, while 1 reduced; the largest holder to move was Citadel Advisors LLC (+670%).
10 tracked 13F filers disclose a position in SOFR as of the latest SEC 13F filings, a combined $360.4M 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 | Capital Wealth Planning, LLC | 3.5M | $353.7M | ▲+8.1% Added · +264K sh | Q2 2026 | |
| 2 | LPL Financial LLC | 22K | $2.2M | ▲+55% Added · +8K sh | Q1 2026 | |
| 3 | Citadel Advisors LLC | 22K | $2.2M | ▲+670% Added · +19K sh | Q2 2026 | |
| 4 | Steward Partners Investment Advisory, LLC | 9K | $885K | ▼−1.8% Reduced · −166 sh | Q2 2026 | |
| 5 | Stifel Financial Corp | 6K | $551K | ▲+103% Added · +3K sh | Q1 2026 | |
| 6 | MML Investors Services, LLC | 4K | $384K | ▲+65% Added · +2K sh | Q2 2026 | |
| 7 | Fig Financial Advisory Services Inc | 2K | $232K | ▼−69% Reduced · −5K sh | Q2 2026 | |
| 8 | Osaic Holdings, Inc. | 2K | $150K | ▲+200% Added · +1K sh | Q1 2026 | |
| 9 | Harbour Investments, Inc. | 624 | $62K | ▲New +624 sh | Q1 2026 | |
| 10 | UBS Group AG | 31 | $3K | ▼−74% Reduced · −88 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 SOFR and 1 added to an existing one, while 1 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 |
|---|---|---|
| Alphabet Inc-CL AGOOGL | 3 funds | $1.1B |
| Walmart IncWMT | 3 funds | $640.0M |
| ExxonMobil Holdings CorpXOM | 3 funds | $581.0M |
| Echostar Corp-ASATS | 3 funds | $346.3M |
| Nokia Corp-Spon ADRNOK | 3 funds | $270.2M |
| Entergy CorpETR | 3 funds | $257.0M |
| Roivant Sciences LtdROIV | 3 funds | $198.1M |
| Citizens Financial GroupCFG | 3 funds | $191.2M |
| Hilton Worldwide Holdings InHLT | 3 funds | $180.3M |
| Nebius Group NVNBIS | 3 funds | $164.9M |
| Cboe Global Markets IncCBOE | 3 funds | $155.0M |
| Welltower IncWELL | 3 funds | $130.8M |
Ranked by how many of SOFR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SOFR.
No filings captured for this ticker in the live stream yet.
Connected entities for SOFR
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/SOFR/capital-change-brief"
Use Arkolith's capital_change_brief for SOFR. 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 SOFR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.