27 tracked 13F filers disclose a position in TBLU as of the latest SEC 13F filings, a combined $11.6M 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 | WCG Wealth Advisors LLC | $3.5M | 70K | ▲+3.9% Added · +3K sh | Q1 2026 | |
| 2 | Phoenix Wealth Advisors | $917K | 18K | ▲+0.4% Added · +78 sh | Q2 2026 | |
| 3 | LPL Financial LLC | $834K | 17K | ▼−4.4% Reduced · −768 sh | Q1 2026 | |
| 4 | Equitable Holdings, Inc. | $817K | 16K | ▲+0.1% Added · +16 sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $802K | 16K | ▲+3.0% Added · +471 sh | Q1 2026 | |
| 6 | Meramec Financial Planners, LLC | $777K | 15K | ▼−2.2% Reduced · −344 sh | Q2 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $647K | 13K | ▲New +13K sh | Q1 2026 | |
| 8 | Mariner, LLC | $639K | 13K | ▲+0.3% Added · +40 sh | Q1 2026 | |
| 9 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $467K | 9K | ▲+1.0% Added · +88 sh | Q2 2026 | |
| 10 | CIBC Bancorp USA Inc. | $424K | 8K | ▲New +8K sh | Q1 2026 | |
| 11 | Focus Partners Wealth | $324K | 6K | ▲+1.4% Added · +90 sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $260K | 5K | ▲+5.7% Added · +276 sh | Q1 2026 | |
| 13 | Orion Porfolio Solutions, LLC | $257K | 5K | ▼−10% Reduced · −591 sh | Q1 2026 | |
| 14 | MENORA MIVTACHIM HOLDINGS LTD. | $203K | 4K | ▼−11% Reduced · −512 sh | Q1 2026 | |
| 15 | Octavia Wealth Advisors, LLC | $204K | 4K | ▲New +4K sh | Q2 2026 | |
| 16 | MORGAN STANLEY | $123K | 2K | ▲+4.3% Added · +100 sh | Q1 2026 | |
| 17 | Key FInancial Inc | $81K | 2K | —Held | Q2 2026 | |
| 18 | Ameritas Investment Partners, Inc. | $70K | 1K | ▲+2.5% Added · +34 sh | Q1 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $51K | 1K | ▼−38% Reduced · −627 sh | Q1 2026 | |
| 20 | UBS Group AG | $50K | 997 | ▼−18% Reduced · −215 sh | Q1 2026 | |
| 21 | FMR LLC | $33K | 657 | ▼−11% Reduced · −80 sh | Q1 2026 | |
| 22 | CWM, LLC | $22K | 432 | ▼−53% Reduced · −484 sh | Q1 2026 | |
| 23 | Parallel Advisors, LLC | $16K | 320 | —Held | Q1 2026 | |
| 24 | Farther Finance Advisors, LLC | $9K | 178 | —Held | Q1 2026 | |
| 25 | LANARK FINANCIAL, INC. | $5K | 100 | —Held | 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, 0 funds opened a new position in TBLU and 3 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 11 funds | $1.9B |
| APPLE INCAAPL | 11 funds | $1.3B |
| NVIDIA CORPNVDA | 11 funds | $1.1B |
| VANGUARD GROWTH ETFVUG | 11 funds | $903.6M |
| MICROSOFT CORPMSFT | 11 funds | $797.9M |
| AMAZON.COM INCAMZN | 11 funds | $677.4M |
| INVESCO QQQ TRUST SERIES 1QQQ | 11 funds | $623.7M |
| ALPHABET INC-CL AGOOGL | 11 funds | $573.9M |
| VANGUARD S&P 500 ETFVOO | 11 funds | $535.9M |
| VANGUARD FTSE DEVELOPED ETFVEA | 11 funds | $495.6M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 11 funds | $479.2M |
| VANGUARD VALUE ETFVTV | 11 funds | $450.1M |
Ranked by how many of TBLU's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| TPYPNORTH AMRCN PIPE | 117 funds | $576.4M |
| TNGYFUND | 71 funds | $305.7M |
| TCAIETF | 37 funds | $43.3M |
| TBLUthis pageGLOBAL WATER FD | 27 funds | $11.6M |
| TPZFUND | 26 funds | $26.8M |
| 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.