Among active 13F managers last quarter, 1 opened and 3 added, while 2 reduced; the largest holder to move was Equitable Holdings, Inc. (+2.9%).
31 tracked 13F filers disclose a position in TBLU as of the latest SEC 13F filings, a combined $11.8M 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 | WCG Wealth Advisors LLC | 70K | $3.5M | ▲+3.9% Added · +3K sh | Q1 2026 | |
| 2 | Phoenix Wealth Advisors | 18K | $917K | ▲+0.4% Added · +78 sh | Q2 2026 | |
| 3 | Equitable Holdings, Inc. | 17K | $854K | ▲+2.9% Added · +461 sh | Q2 2026 | |
| 4 | LPL Financial LLC | 17K | $834K | ▼−4.4% Reduced · −768 sh | Q1 2026 | |
| 5 | Raymond James Financial Inc | 16K | $802K | ▲+3.0% Added · +471 sh | Q1 2026 | |
| 6 | Meramec Financial Planners, LLC | 15K | $777K | ▼−2.2% Reduced · −344 sh | Q2 2026 | |
| 7 | Envestnet Asset Management Inc | 13K | $647K | ▲New +13K sh | Q1 2026 | |
| 8 | Mariner, LLC | 13K | $639K | ▲+0.3% Added · +40 sh | Q1 2026 | |
| 9 | Signature Estate & Investment Advisors LLC | 9K | $467K | ▲+1.0% Added · +88 sh | Q2 2026 | |
| 10 | CIBC Bancorp USA Inc. | 8K | $424K | ▲New +8K sh | Q1 2026 | |
| 11 | Menora Mivtachim Holdings LTD. | 8K | $424K | ▲+104% Added · +4K sh | Q2 2026 | |
| 12 | Focus Partners Wealth | 6K | $324K | ▲+1.4% Added · +90 sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | 5K | $260K | ▲+5.7% Added · +276 sh | Q1 2026 | |
| 14 | Orion Porfolio Solutions, LLC | 4K | $221K | ▼−16% Reduced · −808 sh | Q2 2026 | |
| 15 | Octavia Wealth Advisors, LLC | 4K | $204K | ▲New +4K sh | Q2 2026 | |
| 16 | Morgan Stanley | 2K | $123K | ▲+4.3% Added · +100 sh | Q1 2026 | |
| 17 | Key FInancial Inc | 2K | $81K | —Held | Q2 2026 | |
| 18 | Ameritas Investment Partners, Inc. | 1K | $73K | ▲+0.9% Added · +13 sh | Q2 2026 | |
| 19 | Osaic Holdings, Inc. | 1K | $51K | ▼−38% Reduced · −627 sh | Q1 2026 | |
| 20 | UBS Group AG | 997 | $50K | ▼−18% Reduced · −215 sh | Q1 2026 | |
| 21 | FMR LLC | 602 | $31K | ▼−8.4% Reduced · −55 sh | Q2 2026 | |
| 22 | CWM, LLC | 432 | $22K | ▼−53% Reduced · −484 sh | Q1 2026 | |
| 23 | Parallel Advisors, LLC | 320 | $16K | —Held | Q1 2026 | |
| 24 | Global Retirement Partners, LLC | 303 | $16K | —Held | Q2 2026 | |
| 25 | Farther Finance Advisors, LLC | 178 | $9K | —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, 1 fund opened a new position in TBLU and 3 added to an existing one, while 2 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 14 funds | $2.3B |
| Apple IncAAPL | 14 funds | $1.6B |
| Nvidia CorpNVDA | 14 funds | $1.3B |
| Vanguard Growth ETFVUG | 14 funds | $990.1M |
| Microsoft CorpMSFT | 14 funds | $842.5M |
| Invesco QQQ Trust Series 1QQQ | 14 funds | $801.5M |
| Amazon.com IncAMZN | 14 funds | $785.6M |
| Alphabet Inc-CL AGOOGL | 14 funds | $707.6M |
| Vanguard S&P 500 ETFVOO | 14 funds | $689.2M |
| Vanguard Ftse Developed ETFVEA | 14 funds | $603.1M |
| Vanguard Value ETFVTV | 14 funds | $587.2M |
| Vanguard Total Stock MKT ETFVTI | 14 funds | $564.3M |
Ranked by how many of TBLU's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TBLU.
| Class | 13F holders | Value held |
|---|---|---|
| TPYPNORTH AMRCN PIPE | 132 funds | $597.0M |
| TNGYUIT EXCHANGE TRADED | 84 funds | $317.3M |
| TCAIETF | 43 funds | $54.1M |
| TPZFUND | 32 funds | $32.3M |
| TBLUthis pageGLOBAL WATER FD | 31 funds | $11.8M |
| TMLPMLP ETF | 11 funds | $25.9M |
| 890930878NUCLEAR RENAISSA | 2 funds | $506K |
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 TBLU
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/TBLU/capital-change-brief"
Use Arkolith's capital_change_brief for TBLU. 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 TBLU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.