3 tracked 13F filers disclose a position in TOAK as of the latest SEC 13F filings, a combined $32.3M 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 | EXCHANGE TRADED CONCEPTS, LLC | $29.2M | 1.0M | ▲+200% Added · +680K sh | Q1 2026 | |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.5M | 85K | ▲+11% Added · +9K sh | Q2 2026 | |
| 3 | OLD MISSION CAPITAL LLC | $684K | 24K | ▲New +24K sh | 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 TOAK and 1 added to an existing one, while 0 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 | 2 funds | $2.9B |
| ISHARES CORE U.S. AGGREGATEAGG | 2 funds | $1.7B |
| MICROSOFT CORPMSFT | 2 funds | $1.1B |
| AMAZON.COM INCAMZN | 2 funds | $815.5M |
| ALPHABET INC-CL AGOOGL | 2 funds | $733.3M |
| VANGUARD FTSE EMERGING MARKEVWO | 2 funds | $693.1M |
| VANGUARD S&P 500 ETFVOO | 2 funds | $685.1M |
| STE STR SPDR PT S&P 500 ETFSPYM | 2 funds | $665.6M |
| AVANTIS US LARGE CAP VALUEAVLV | 2 funds | $621.2M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 2 funds | $495.2M |
| META PLATFORMS INC-CLASS AMETA | 2 funds | $456.6M |
| INVESCO S&P 500 QUALITY ETFSPHQ | 2 funds | $415.8M |
Ranked by how many of TOAK's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/TOAK/capital-change-brief"
Use Arkolith's capital_change_brief for TOAK. 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 TOAK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.