29 tracked 13F filers disclose a position in TAGG as of the latest SEC 13F filings, a combined $1.8B 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 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.7B | 38.9M | ▲+20% Added · +6.6M sh | Q1 2026 | |
| 2 | KICKSTAND VENTURES, LLC. | $23.9M | 563K | ▲New +563K sh | Q2 2026 | |
| 3 | MORGAN STANLEY | $16.6M | 390K | ▲New +390K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $15.8M | 371K | ▲+607% Added · +318K sh | Q1 2026 | |
| 5 | Towerpoint Wealth, LLC | $13.8M | 325K | ▲+5.8% Added · +18K sh | Q2 2026 | |
| 6 | Bank of New York Mellon Corp | $7.1M | 168K | ▲+97% Added · +83K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | $3.4M | 80K | ▲+62% Added · +31K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $2.4M | 57K | ▲+44% Added · +18K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 40K | ▲+23% Added · +8K sh | Q1 2026 | |
| 10 | DAVENPORT & Co LLC | $1.5M | 36K | ▲+2.5% Added · +899 sh | Q2 2026 | |
| 11 | JONES FINANCIAL COMPANIES LLLP | $1.5M | 36K | ▲+375% Added · +28K sh | Q1 2026 | |
| 12 | ROTHSCHILD INVESTMENT LLC | $1.4M | 34K | ▲+82% Added · +15K sh | Q1 2026 | |
| 13 | D.A. DAVIDSON & CO. | $1.4M | 33K | ▲+1.9% Added · +601 sh | Q2 2026 | |
| 14 | TRUIST FINANCIAL CORP | $1.2M | 28K | ▲New +28K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $997K | 23K | ▲+407% Added · +19K sh | Q1 2026 | |
| 16 | CITADEL ADVISORS LLC | $920K | 22K | ▲New +22K sh | Q1 2026 | |
| 17 | IFP Advisors, Inc | $646K | 15K | ▲+1.1% Added · +163 sh | Q2 2026 | |
| 18 | Steward Partners Investment Advisory, LLC | $643K | 15K | ▲+35% Added · +4K sh | Q1 2026 | |
| 19 | FIFTH THIRD BANCORP | $511K | 12K | ▲New +12K sh | Q1 2026 | |
| 20 | GeoWealth Management, LLC | $429K | 10K | ▲+31% Added · +2K sh | Q2 2026 | |
| 21 | Savvy Advisors, Inc. | $339K | 8K | ▼−2.7% Reduced · −221 sh | Q1 2026 | |
| 22 | JANE STREET GROUP, LLC | $288K | 7K | ▲New +7K sh | Q1 2026 | |
| 23 | 1900 WEALTH MANAGEMENT LLC | $242K | 6K | ▼−7.4% Reduced · −456 sh | Q2 2026 | |
| 24 | LPL Financial LLC | $237K | 6K | ▼−14% Reduced · −880 sh | Q1 2026 | |
| 25 | PRINCIPAL SECURITIES, INC. | $210K | 5K | ▲New +5K 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 6 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 |
|---|---|---|
| NVIDIA CORPNVDA | 11 funds | $68.9B |
| APPLE INCAAPL | 11 funds | $53.5B |
| MICROSOFT CORPMSFT | 11 funds | $45.2B |
| AMAZON.COM INCAMZN | 11 funds | $27.9B |
| BROADCOM INCAVGO | 11 funds | $27.6B |
| ALPHABET INC-CL AGOOGL | 11 funds | $24.5B |
| BANK OF AMERICA CORPBAC | 11 funds | $5.0B |
| ISHARES CORE S&P 500 ETFIVV | 11 funds | $4.5B |
| ARISTA NETWORKS INCANET | 11 funds | $3.7B |
| THERMO FISHER SCIENTIFIC INCTMO | 11 funds | $3.6B |
| CITIGROUP INCC | 11 funds | $3.6B |
| MICRON TECHNOLOGY INCMU | 11 funds | $3.5B |
Ranked by how many of TAGG's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| TCAFmc | 275 funds | $4.3B |
| TCHPmc | 147 funds | $1.3B |
| TMSLmc | 142 funds | $1.2B |
| TDVGmc | 108 funds | $814.0M |
| TSPAmc | 106 funds | $1.6B |
| TFLRmc | 95 funds | $319.3M |
| TBUXULTRA SHRT TRM | 90 funds | $325.4M |
| TOUSMF Closed and MF Open | 65 funds | $1.1B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
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.