Among active 13F managers last quarter, 4 opened and 7 added, while 1 reduced; the largest holder to move was Price T Rowe Associates Inc (+17%).
35 tracked 13F filers disclose a position in TAGG as of the latest SEC 13F filings, a combined $2.0B 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 | Price T Rowe Associates Inc | 45.7M | $1.9B | ▲+17% Added · +6.8M sh | Q2 2026 | |
| 2 | Kickstand Ventures, LLC. | 563K | $23.9M | ▲New +563K sh | Q2 2026 | |
| 3 | Morgan Stanley | 390K | $16.6M | ▲New +390K sh | Q1 2026 | |
| 4 | Raymond James Financial Inc | 371K | $15.8M | ▲+607% Added · +318K sh | Q1 2026 | |
| 5 | Towerpoint Wealth, LLC | 325K | $13.8M | ▲+5.8% Added · +18K sh | Q2 2026 | |
| 6 | Bank of New York Mellon Corp | 168K | $7.1M | ▲+97% Added · +83K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | 80K | $3.4M | ▲+62% Added · +31K sh | Q1 2026 | |
| 8 | Envestnet Asset Management Inc | 57K | $2.4M | ▲+44% Added · +18K sh | Q1 2026 | |
| 9 | Citadel Advisors LLC | 56K | $2.4M | ▲+159% Added · +34K sh | Q2 2026 | |
| 10 | Rothschild Investment LLC | 50K | $2.1M | ▲+47% Added · +16K sh | Q2 2026 | |
| 11 | Commonwealth Equity Services, LLC | 40K | $1.7M | ▲+23% Added · +8K sh | Q1 2026 | |
| 12 | Davenport & Co LLC | 36K | $1.5M | ▲+2.5% Added · +899 sh | Q2 2026 | |
| 13 | Jones Financial Companies LLLP | 36K | $1.5M | ▲+375% Added · +28K sh | Q1 2026 | |
| 14 | D.A. Davidson & Co. | 33K | $1.4M | ▲+1.9% Added · +601 sh | Q2 2026 | |
| 15 | Truist Financial Corp | 28K | $1.2M | ▲New +28K sh | Q1 2026 | |
| 16 | Osaic Holdings, Inc. | 23K | $997K | ▲+407% Added · +19K sh | Q1 2026 | |
| 17 | Steward Partners Investment Advisory, LLC | 18K | $759K | ▲+18% Added · +3K sh | Q2 2026 | |
| 18 | IFP Advisors, Inc | 15K | $646K | ▲+1.1% Added · +163 sh | Q2 2026 | |
| 19 | Fifth Third Bancorp | 12K | $511K | ▲New +12K sh | Q1 2026 | |
| 20 | GeoWealth Management, LLC | 10K | $429K | ▲+31% Added · +2K sh | Q2 2026 | |
| 21 | Savvy Advisors, Inc. | 8K | $339K | ▼−2.7% Reduced · −221 sh | Q1 2026 | |
| 22 | Jane Street Group, LLC | 7K | $288K | ▲New +7K sh | Q1 2026 | |
| 23 | COFG Advisors, LLC | 7K | $276K | —Held | Q2 2026 | |
| 24 | Brown Brothers Harriman & Co | 6K | $259K | ▲New +6K sh | Q2 2026 | |
| 25 | 1900 Wealth Management LLC | 6K | $242K | ▼−7.4% Reduced · −456 sh | 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.
Last quarter, 4 funds opened a new position in TAGG and 7 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 |
|---|---|---|
| Nvidia CorpNVDA | 13 funds | $77.7B |
| Apple IncAAPL | 13 funds | $49.9B |
| Alphabet Inc-CL AGOOGL | 13 funds | $37.9B |
| Microsoft CorpMSFT | 13 funds | $34.9B |
| Broadcom IncAVGO | 13 funds | $32.9B |
| Amazon.com IncAMZN | 13 funds | $29.3B |
| Micron Technology IncMU | 13 funds | $17.3B |
| Ishares Core S&P 500 ETFIVV | 13 funds | $15.2B |
| Lam Research CorpLRCX | 13 funds | $11.4B |
| Applied Materials IncAMAT | 13 funds | $10.0B |
| Kla CorpKLAC | 13 funds | $6.1B |
| Bank Of America CorpBAC | 13 funds | $5.3B |
Ranked by how many of TAGG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TAGG.
| Class | 13F holders | Value held |
|---|---|---|
| TCAFmc | 328 funds | $4.6B |
| TCHPmc | 170 funds | $1.4B |
| TMSLmc | 157 funds | $1.4B |
| TDVGmc | 127 funds | $871.1M |
| TSPAmc | 126 funds | $1.8B |
| TFLRmc | 112 funds | $352.7M |
| TBUXULTRA SHRT TRM | 110 funds | $378.1M |
| TOUSMF Closed and MF Open | 75 funds | $1.2B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for TAGG
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/TAGG/capital-change-brief"
Use Arkolith's capital_change_brief for TAGG. 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 TAGG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.