18 tracked 13F filers disclose a position in TAFL as of the latest SEC 13F filings, a combined $38.7M 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 | ALLIANCEBERNSTEIN L.P. | $18.0M | 721K | ▼−18% Reduced · −154K sh | Q1 2026 | |
| 2 | HighTower Advisors, LLC | $5.5M | 220K | ▲+39% Added · +62K sh | Q1 2026 | |
| 3 | Heck Capital Advisors, LLC | $3.5M | 138K | ▲+0.6% Added · +807 sh | Q2 2026 | |
| 4 | Advisory Resource Group | $2.1M | 84K | ▲+4.8% Added · +4K sh | Q2 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 72K | ▲New +72K sh | Q1 2026 | |
| 6 | JANE STREET GROUP, LLC | $1.6M | 63K | ▲+37% Added · +17K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $1.1M | 43K | ▼−46% Reduced · −38K sh | Q1 2026 | |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.1M | 42K | ▲+0.4% Added · +152 sh | Q2 2026 | |
| 9 | Capital Investment Counsel, Inc | $1.1M | 42K | ▲+3.8% Added · +2K sh | Q2 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $779K | 31K | ▲+74% Added · +13K sh | Q1 2026 | |
| 11 | HB Wealth Management, LLC | $655K | 26K | ▼−0.5% Reduced · −130 sh | Q2 2026 | |
| 12 | TRUIST FINANCIAL CORP | $503K | 20K | ▲New +20K sh | Q1 2026 | |
| 13 | Beacon Pointe Advisors, LLC | $415K | 17K | ▲New +17K sh | Q1 2026 | |
| 14 | Spire Wealth Management | $328K | 13K | ▲New +13K sh | Q1 2026 | |
| 15 | CARY STREET PARTNERS FINANCIAL LLC | $201K | 8K | ▲New +8K sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $165K | 7K | —Held | Q1 2026 | |
| 17 | Capital Investment Advisory Services, LLC | $30K | 1K | —Held | Q2 2026 | |
| 18 | Advisory Services Network, LLC | $12K | 493 | ▲New +493 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, 2 funds opened a new position in TAFL and 3 added to an existing one, while 1 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 4 funds | $4.0B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 4 funds | $3.2B |
| APPLE INCAAPL | 4 funds | $1.7B |
| MICROSOFT CORPMSFT | 4 funds | $1.7B |
| ISHARES CORE U.S. AGGREGATEAGG | 4 funds | $1.7B |
| VANGUARD DIVIDEND APPREC ETFVIG | 4 funds | $1.7B |
| VANGUARD S&P 500 ETFVOO | 4 funds | $1.4B |
| AMAZON.COM INCAMZN | 4 funds | $1.2B |
| NVIDIA CORPNVDA | 4 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 4 funds | $1.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 4 funds | $955.1M |
| VANGUARD TOTAL INTL STOCKVXUS | 4 funds | $880.6M |
Ranked by how many of TAFL'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/TAFL/capital-change-brief"
Use Arkolith's capital_change_brief for TAFL. 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 TAFL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.