| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Obermeyer Wealth Partners | $69.7M | 1.40M | Added | Q1 2026 |
| 2 | Private Advisor Group, LLC | $51.8M | 1.04M | Added | Q1 2026 |
| 3 | BENJAMIN EDWARDS INC | $51.3M | 1.03M | Added | Q1 2026 |
| 4 | Stratos Wealth Partners, LTD. | $44.8M | 897.5K | Added | Q1 2026 |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $42.4M | 849.6K | Reduced | Q1 2026 |
| 6 | JOURNEY STRATEGIC WEALTH LLC | $41.5M | 832.6K | Reduced | Q1 2026 |
| 7 | Equitable Holdings, Inc. | $38.8M | 777.9K | Added | Q1 2026 |
| 8 | Integrated Wealth Concepts LLC | $30.9M | 619.2K | Added | Q1 2026 |
| 9 | MML INVESTORS SERVICES, LLC | $30.9M | 618.8K | Reduced | Q1 2026 |
| 10 | Steward Partners Investment Advisory, LLC | $27.9M | 559.5K | Added | Q1 2026 |
| 11 | FLPUTNAM INVESTMENT MANAGEMENT CO | $20.7M | 415.4K | Added | Q1 2026 |
| 12 | Kestra Advisory Services, LLC | $20.4M | 410.0K | Added | Q1 2026 |
| 13 | SCOTIA CAPITAL INC. | $17.3M | 347.9K | Reduced | Q1 2026 |
| 14 | Tidal Investments LLC | $16.0M | 320.8K | Added | Q1 2026 |
| 15 | Avidian Wealth Enterprises, LLC | $14.2M | 285.8K | Reduced | Q1 2026 |
| 16 | Pinnacle Financial Partners, Inc. | $13.5M | 271.2K | Added | Q1 2026 |
| 17 | EP Wealth Advisors, LLC | $10.7M | 213.9K | Added | Q1 2026 |
| 18 | MONEY CONCEPTS CAPITAL CORP | $8.7M | 175.2K | Added | Q1 2026 |
| 19 | Wealthspire Retirement, LLC | $8.1M | 161.7K | Added | Q1 2026 |
| 20 | CITADEL ADVISORS LLC | $8.0M | 160.7K | New | Q2 2025 |
| 21 | RFG Advisory, LLC | $7.7M | 153.6K | Added | Q1 2026 |
| 22 | &PARTNERS | $7.1M | 142.5K | Added | Q1 2026 |
| 23 | Apella Capital, LLC | $6.7M | 134.2K | New | Q1 2026 |
| 24 | Arax Advisory Partners | $5.4M | 108.3K | New | Q1 2026 |
| 25 | Jaffetilchin Investment Partners, LLC | $5.3M | 106.9K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia Corp ComNVDA | 87 funds | $19.1B |
| iShares Core S&P 500 ETFIVV | 87 funds | $17.1B |
| Microsoft CorpMSFT | 87 funds | $16.6B |
| TATE STR SPDR S&P 500 ETF TSPY | 87 funds | $13.9B |
| Vanguard S&P 500 ETFVOO | 87 funds | $9.0B |
| Jpmorgan Chase & CoJPM | 87 funds | $7.6B |
| Broadcom LimitedAVGO | 87 funds | $7.5B |
| LPHABET INCGOOG | 87 funds | $6.6B |
| Meta Platforms, Inc.META | 87 funds | $6.3B |
| Vanguard GrowthVUG | 87 funds | $6.2B |
| Johnson & JohnsonJNJ | 87 funds | $6.2B |
| Vanguard ValueVTV | 87 funds | $5.8B |
Ranked by how many of TBIL's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TBIL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.