18 tracked 13F filers disclose a position in TBG as of the latest SEC 13F filings, a combined $93.4M 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 | HighTower Advisors, LLC | $78.4M | 2.3M | ▲+3.2% Added · +71K sh | Q1 2026 | |
| 2 | EverSource Wealth Advisors, LLC | $3.6M | 105K | ▲+23% Added · +20K sh | Q1 2026 | |
| 3 | Stokes Capital Advisors, LLC | $2.9M | 80K | ▲+19% Added · +13K sh | Q2 2026 | |
| 4 | Boyer Financial Services, Inc. | $2.7M | 71K | ▲+13% Added · +8K sh | Q2 2026 | |
| 5 | STIFEL FINANCIAL CORP | $1.8M | 50K | ▲+4.7% Added · +2K sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 42K | ▼−0.8% Reduced · −333 sh | Q1 2026 | |
| 7 | Geneos Wealth Management Inc. | $565K | 16K | ▲+139% Added · +9K sh | Q1 2026 | |
| 8 | JANE STREET GROUP, LLC | $283K | 8K | ▼−21% Reduced · −2K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $274K | 8K | ▲+0.2% Added · +17 sh | Q1 2026 | |
| 10 | CITADEL ADVISORS LLC | $273K | 8K | ▲New +8K sh | Q1 2026 | |
| 11 | Traynor Capital Management, Inc. | $260K | 7K | —Held | Q2 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $239K | 7K | ▲New +7K sh | Q1 2026 | |
| 13 | Keel Point, LLC | $230K | 7K | ▲+3.9% Added · +249 sh | Q1 2026 | |
| 14 | CWM, LLC | $207K | 6K | ▼−12% Reduced · −810 sh | Q1 2026 | |
| 15 | Inspire Advisors, LLC | $204K | 6K | ▲New +6K sh | Q1 2026 | |
| 16 | Hilltop National Bank | $14K | 396 | —Held | Q2 2026 | |
| 17 | MORGAN STANLEY | $4K | 103 | ▲103× Added · +102 sh | Q1 2026 | |
| 18 | Steward Partners Investment Advisory, LLC | $1K | 34 | ▲New +34 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 TBG and 3 added to an existing one, while 0 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 | 5 funds | $4.8B |
| ISHARES CORE S&P 500 ETFIVV | 5 funds | $4.2B |
| APPLE INCAAPL | 5 funds | $2.8B |
| AMAZON.COM INCAMZN | 5 funds | $2.6B |
| MICROSOFT CORPMSFT | 5 funds | $1.9B |
| ALPHABET INC-CL AGOOGL | 5 funds | $1.7B |
| MICRON TECHNOLOGY INCMU | 5 funds | $1.7B |
| META PLATFORMS INC-CLASS AMETA | 5 funds | $1.6B |
| BROADCOM INCAVGO | 5 funds | $1.5B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 5 funds | $1.4B |
| JPMORGAN CHASE & COJPM | 5 funds | $1.2B |
| ALPHABET INC-CL CGOOG | 5 funds | $1.0B |
Ranked by how many of TBG'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/TBG/capital-change-brief"
Use Arkolith's capital_change_brief for TBG. 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 TBG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.