| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CARY STREET PARTNERS FINANCIAL LLC | $74.7M | 2.5M | ▲+1.4% Added · +33K sh | Q1 2026 | |
| 2 | UBS Group AG | $58.7M | 1.9M | ▲+0.8% Added · +16K sh | Q1 2026 | |
| 3 | STIFEL FINANCIAL CORP | $22.4M | 735K | ▲+0.5% Added · +3K sh | Q1 2026 | |
| 4 | Mariner, LLC | $7.3M | 241K | ▼−26% Reduced · −86K sh | Q1 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $4.3M | 143K | ▼−1.3% Reduced · −2K sh | Q1 2026 | |
| 6 | NewEdge Advisors, LLC | $2.8M | 91K | ▲+6.5% Added · +6K sh | Q1 2026 | |
| 7 | HighTower Advisors, LLC | $2.7M | 89K | ▼~0% Reduced · −34 sh | Q1 2026 | |
| 8 | MISSION WEALTH MANAGEMENT, LP | $2.0M | 63K | ▼−16% Reduced · −12K sh | Q2 2026 | |
| 9 | FMA Wealth Management, LLC | $1.6M | 51K | ▼−1.2% Reduced · −636 sh | Q2 2026 | |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $612K | 20K | ▲+216% Added · +14K sh | Q1 2026 | |
| 11 | Williams & Novak, LLC | $608K | 19K | ▼−17% Reduced · −4K sh | Q2 2026 | |
| 12 | LPL Financial LLC | $572K | 19K | ▲+16% Added · +3K sh | Q1 2026 | |
| 13 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | $545K | 17K | ▼−1.9% Reduced · −341 sh | Q2 2026 | |
| 14 | Sigma Planning Corp | $397K | 13K | ▼−1.3% Reduced · −177 sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $307K | 10K | —Held | Q1 2026 | |
| 16 | Wealthcare Advisory Partners LLC | $308K | 10K | ▼−6.5% Reduced · −683 sh | Q2 2026 | |
| 17 | Dakota Wealth Management | $280K | 9K | ▼−13% Reduced · −1K sh | Q1 2026 | |
| 18 | FIFTH THIRD BANCORP | $272K | 9K | ▲New +9K sh | Q1 2026 | |
| 19 | D.A. DAVIDSON & CO. | $244K | 8K | —Held | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $123K | 4K | —Held | Q1 2026 | |
| 21 | WELLS FARGO & COMPANY/MN | $69K | 2K | ▲~0% Added · +1 sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $42K | 1K | ▲+258% Added · +1K sh | Q1 2026 | |
| 23 | MORGAN STANLEY | $9K | 282 | ▼−56% Reduced · −365 sh | Q1 2026 | |
| 24 | Advisory Services Network, LLC | $6K | 201 | ▲New +201 sh | Q1 2026 | |
| 25 | IFP Advisors, Inc | $5K | 150 | —Held | Q2 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 8 funds | $2.0B |
| MICROSOFT CORPMSFT | 8 funds | $1.7B |
| VANGUARD GROWTH ETFVUG | 8 funds | $1.5B |
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $1.4B |
| NVIDIA CORPNVDA | 8 funds | $1.3B |
| AMAZON.COM INCAMZN | 8 funds | $965.4M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 8 funds | $754.3M |
| JPMORGAN CHASE & COJPM | 8 funds | $708.8M |
| ALPHABET INC-CL AGOOGL | 8 funds | $704.3M |
| ISHARES CORE U.S. AGGREGATEAGG | 8 funds | $702.2M |
| VANGUARD S&P 500 ETFVOO | 8 funds | $686.3M |
| BROADCOM INCAVGO | 8 funds | $658.3M |
Ranked by how many of TACK's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/TACK/capital-change-brief"
Use Arkolith's capital_change_brief for TACK. 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 TACK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.