Among active 13F managers last quarter, 6 opened and 7 added, while 5 reduced; the largest holder to move was CoreCap Advisors, LLC (+7.8%).
71 tracked 13F filers disclose a position in THW as of the latest SEC 13F filings, a combined $55.9M 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 | Morgan Stanley | 1.1M | $13.0M | ▼−0.1% Reduced · −2K sh | Q1 2026 | |
| 2 | Royal Bank Of Canada | 463K | $5.4M | ▲+3.6% Added · +16K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 281K | $3.3M | ▼−13% Reduced · −43K sh | Q1 2026 | |
| 4 | Raymond James Financial Inc | 272K | $3.2M | ▲+6.2% Added · +16K sh | Q1 2026 | |
| 5 | CoreCap Advisors, LLC | 257K | $3.0M | ▲+7.8% Added · +19K sh | Q1 2026 | |
| 6 | Commonwealth Equity Services, LLC | 237K | $2.8M | ▲+1.8% Added · +4K sh | Q1 2026 | |
| 7 | Steward Partners Investment Advisory, LLC | 169K | $2.3M | ▲+2.6% Added · +4K sh | Q2 2026 | |
| 8 | International Assets Investment Management, LLC | 139K | $1.9M | ▲+3.4% Added · +5K sh | Q2 2026 | |
| 9 | J.W. Cole Advisors, Inc. | 109K | $1.5M | ▲Added Added · +109K sh | Q2 2026 | |
| 10 | NewEdge Wealth, LLC | 87K | $1.2M | —Held | Q2 2026 | |
| 11 | UBS Group AG | 86K | $1.0M | ▼−15% Reduced · −15K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | 86K | $1.0M | ▲+7.1% Added · +6K sh | Q1 2026 | |
| 13 | Osaic Holdings, Inc. | 80K | $939K | ▼−38% Reduced · −49K sh | Q1 2026 | |
| 14 | Stifel Financial Corp | 71K | $828K | ▲+7.1% Added · +5K sh | Q1 2026 | |
| 15 | NewEdge Advisors, LLC | 69K | $930K | ▼−1.4% Reduced · −1K sh | Q2 2026 | |
| 16 | AlphaCore Capital LLC | 56K | $755K | ▲+1.8% Added · +984 sh | Q2 2026 | |
| 17 | Kestra Advisory Services, LLC | 53K | $714K | ▲+2.4% Added · +1K sh | Q2 2026 | |
| 18 | Wealth Quarterback LLC | 53K | $711K | ▼−6.5% Reduced · −4K sh | Q2 2026 | |
| 19 | Millennium Management LLC | 50K | $585K | ▲New +50K sh | Q1 2026 | |
| 20 | Samalin Investment Counsel, LLC | 47K | $629K | ▼−29% Reduced · −19K sh | Q2 2026 | |
| 21 | Summit Financial, LLC | 47K | $624K | ▼−16% Reduced · −9K sh | Q2 2026 | |
| 22 | Stockman Wealth Management, Inc. | 43K | $571K | —Held | Q2 2026 | |
| 23 | Rockefeller Capital Management L.P. | 41K | $473K | —Held | Q1 2026 | |
| 24 | Lionhunter Capital Management, LLC | 40K | $536K | ▲New +40K sh | Q2 2026 | |
| 25 | Wealth Effects LLC | 40K | $536K | ▼−0.2% Reduced · −100 sh | 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, 6 funds opened a new position in THW and 7 added to an existing one, while 5 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 |
|---|---|---|
| Apple IncAAPL | 24 funds | $3.2B |
| Microsoft CorpMSFT | 24 funds | $2.0B |
| Amazon.com IncAMZN | 24 funds | $1.5B |
| SS SPDR S&P 500 ETF Trust-USSPY | 24 funds | $1.2B |
| Eli Lilly & CoLLY | 24 funds | $627.4M |
| Chevron CorpCVX | 24 funds | $549.9M |
| Walmart IncWMT | 24 funds | $514.0M |
| Nvidia CorpNVDA | 23 funds | $3.3B |
| Meta Platforms Inc-Class AMETA | 23 funds | $1.6B |
| Broadcom IncAVGO | 23 funds | $1.1B |
| JPMorgan Chase & CoJPM | 23 funds | $834.8M |
| Cisco Systems IncCSCO | 23 funds | $497.8M |
Ranked by how many of THW's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in THW.
Connected entities for THW
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/THW/capital-change-brief"
Use Arkolith's capital_change_brief for THW. 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 THW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.