35 tracked 13F filers disclose a position in TAIL as of the latest SEC 13F filings, a combined $80.3M 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 | WELLS FARGO & COMPANY/MN | $22.6M | 1.9M | ▲+165% Added · +1.2M sh | Q1 2026 | |
| 2 | Focus Partners Wealth | $16.5M | 1.4M | ▲+0.9% Added · +13K sh | Q1 2026 | |
| 3 | HighTower Advisors, LLC | $15.9M | 1.4M | ▲+30% Added · +312K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $11.9M | 1.0M | ▼−28% Reduced · −402K sh | Q1 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $2.4M | 204K | ▲+557% Added · +173K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $2.2M | 184K | ▲+0.9% Added · +2K sh | Q1 2026 | |
| 7 | Soltis Investment Advisors LLC | $1.7M | 161K | ▼−71% Reduced · −401K sh | Q2 2026 | |
| 8 | Philip James Wealth Mangement, LLC | $1.2M | 112K | ▼−6.6% Reduced · −8K sh | Q2 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 99K | ▲+543% Added · +84K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $754K | 64K | ▲+115% Added · +34K sh | Q1 2026 | |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $741K | 63K | ▲+43% Added · +19K sh | Q1 2026 | |
| 12 | ZEGA Investments, LLC | $616K | 58K | ▲+47% Added · +19K sh | Q2 2026 | |
| 13 | CITIZENS FINANCIAL GROUP INC/RI | $456K | 39K | ▼−0.9% Reduced · −374 sh | Q1 2026 | |
| 14 | Fermata Advisors, LLC | $396K | 37K | ▲New +37K sh | Q2 2026 | |
| 15 | Dynamic Advisor Solutions LLC | $344K | 32K | ▲New +32K sh | Q2 2026 | |
| 16 | Southland Equity Partners LLC | $324K | 30K | ▲+76% Added · +13K sh | Q2 2026 | |
| 17 | Avestar Capital, LLC | $271K | 25K | ▲New +25K sh | Q2 2026 | |
| 18 | Gladstone Institutional Advisory LLC | $216K | 20K | ▲+0.1% Added · +20 sh | Q2 2026 | |
| 19 | &PARTNERS | $161K | 14K | ▼−14% Reduced · −2K sh | Q1 2026 | |
| 20 | MML INVESTORS SERVICES, LLC | $122K | 10K | ▼−2.6% Reduced · −275 sh | Q1 2026 | |
| 21 | BANK OF MONTREAL /CAN/ | $117K | 10K | —Held | Q1 2026 | |
| 22 | AdvisorNet Financial, Inc | $36K | 3K | —Held | Q2 2026 | |
| 23 | MORGAN STANLEY | $30K | 3K | ▲+363% Added · +2K sh | Q1 2026 | |
| 24 | Farther Finance Advisors, LLC | $25K | 2K | ▲195× Added · +2K sh | Q1 2026 | |
| 25 | Ancora Advisors LLC | $23K | 2K | —Held | 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, 3 funds opened a new position in TAIL and 4 added to an existing one, while 2 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 11 funds | $2.9B |
| AMAZON.COM INCAMZN | 11 funds | $2.2B |
| ALPHABET INC-CL AGOOGL | 11 funds | $2.1B |
| BROADCOM INCAVGO | 11 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 11 funds | $1.2B |
| JPMORGAN CHASE & COJPM | 11 funds | $1.1B |
| VANGUARD FTSE DEVELOPED ETFVEA | 11 funds | $823.3M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 11 funds | $793.9M |
| ELI LILLY & COLLY | 11 funds | $741.9M |
| JOHNSON & JOHNSONJNJ | 11 funds | $740.2M |
| STE STR SPDR PT S&P 500 ETFSPYM | 11 funds | $660.0M |
| VISA INC-CLASS A SHARESV | 11 funds | $650.8M |
Ranked by how many of TAIL'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/TAIL/capital-change-brief"
Use Arkolith's capital_change_brief for TAIL. 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 TAIL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.