Among active 13F managers last quarter, 2 opened and 1 added, while 1 reduced; the largest holder to move was Exchange Traded Concepts, LLC (+41%).
5 tracked 13F filers disclose a position in TOAK as of the latest SEC 13F filings, a combined $46.9M 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 | Exchange Traded Concepts, LLC | 1.4M | $41.4M | ▲+41% Added · +415K sh | Q2 2026 | |
| 2 | Wealth Enhancement Advisory Services, LLC | 85K | $2.5M | ▲+11% Added · +9K sh | Q2 2026 | |
| 3 | Retirement Planning Co of New England, Inc. | 70K | $2.0M | ▼−17% Reduced · −15K sh | Q2 2026 | |
| 4 | Old Mission Capital LLC | 24K | $684K | ▲New +24K sh | Q1 2026 | |
| 5 | West Michigan Advisors, LLC | 10K | $301K | ▲New +10K 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, 2 funds opened a new position in TOAK and 1 added to an existing one, while 1 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 |
|---|---|---|
| Vanguard S&P 500 ETFVOO | 4 funds | $558.9M |
| Nvidia CorpNVDA | 4 funds | $363.6M |
| Invesco QQQ Trust Series 1QQQ | 4 funds | $136.8M |
| General Dynamics CorpGD | 4 funds | $18.2M |
| RTX CorpRTX | 4 funds | $9.7M |
| Western Digital CorpWDC | 3 funds | $1.1B |
| Ishares Core Msci EmergingIEMG | 3 funds | $709.7M |
| Micron Technology IncMU | 3 funds | $610.1M |
| SS SPDR S&P 500 ETF Trust-USSPY | 3 funds | $406.4M |
| Meta Platforms Inc-Class AMETA | 3 funds | $317.8M |
| Microsoft CorpMSFT | 3 funds | $297.5M |
| Tesla IncTSLA | 3 funds | $237.5M |
Ranked by how many of TOAK's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TOAK.
No filings captured for this ticker in the live stream yet.
Connected entities for TOAK
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.