| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | IHT Wealth Management, LLC | $55.0M | 719.1K | Added | Q1 2026 |
| 2 | Arax Advisory Partners | $46.0M | 1.01M | Added | Q1 2026 |
| 3 | Financial Engines Advisors L.L.C. | $34.1M | 751.4K | Added | Q1 2026 |
| 4 | ASSETMARK, INC | $31.9M | 703.3K | Added | Q1 2026 |
| 5 | Wealthcare Advisory Partners LLC | $22.2M | 489.1K | Reduced | Q1 2026 |
| 6 | Foster Group, Inc. | $21.6M | 476.4K | Added | Q1 2026 |
| 7 | One Capital Management, LLC | $18.9M | 416.2K | New | Q1 2026 |
| 8 | OpenArc Corporate Advisory, LLC | $16.1M | 355.4K | Reduced | Q1 2026 |
| 9 | TD PRIVATE CLIENT WEALTH LLC | $14.5M | 319.6K | Added | Q1 2026 |
| 10 | Dynasty Wealth Management, LLC | $13.0M | 286.2K | Added | Q1 2026 |
| 11 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $12.1M | 267.6K | Reduced | Q1 2026 |
| 12 | Avidian Wealth Enterprises, LLC | $8.3M | 182.2K | Reduced | Q1 2026 |
| 13 | MML INVESTORS SERVICES, LLC | $8.0M | 177.3K | Reduced | Q1 2026 |
| 14 | Crestwood Advisors Group, LLC | $7.4M | 163.1K | Reduced | Q1 2026 |
| 15 | McAdam, LLC | $7.1M | 155.9K | Added | Q1 2026 |
| 16 | &PARTNERS | $6.6M | 145.7K | Added | Q1 2026 |
| 17 | Waverly Advisors, LLC | $5.9M | 130.9K | Added | Q1 2026 |
| 18 | Sanctuary Advisors, LLC | $5.3M | 117.9K | Added | Q1 2026 |
| 19 | CULLEN/FROST BANKERS, INC. | $5.1M | 113.1K | Reduced | Q1 2026 |
| 20 | Rockefeller Capital Management L.P. | $4.7M | 103.5K | New | Q4 2025 |
| 21 | GREAT VALLEY ADVISOR GROUP, INC. | $4.5M | 98.5K | Added | Q1 2026 |
| 22 | CITADEL ADVISORS LLC | $4.5M | 98.2K | Added | Q1 2026 |
| 23 | Private Advisor Group, LLC | $3.5M | 76.5K | Added | Q1 2026 |
| 24 | Beacon Pointe Advisors, LLC | $3.4M | 74.6K | Reduced | Q1 2026 |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.3M | 72.4K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia CorporationNVDA | 107 funds | $25.9B |
| iShares Core S&P 500 ETFIVV | 107 funds | $25.3B |
| Microsoft CorpMSFT | 107 funds | $20.9B |
| Vanguard FTSE Developed Markets ETFVEA | 107 funds | $13.1B |
| Broadcom Inc ComAVGO | 107 funds | $10.0B |
| Jpmorgan Chase & CoJPM | 107 funds | $9.3B |
| ExxonMobilXOM | 107 funds | $5.2B |
| Johnson & JohnsonJNJ | 107 funds | $5.2B |
| Walmart Inc.WMT | 107 funds | $5.1B |
| iShares National Muni Bond ETFMUB | 107 funds | $3.9B |
| Nextera Energy IncNEE | 107 funds | $2.0B |
| Vanguard Total Stock Market ETFVTI | 106 funds | $27.6B |
Ranked by how many of TFI'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 TFI. 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.