2 tracked 13F filers disclose a position in TRAIX as of the latest SEC 13F filings, a combined $11.1M 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 | Kelleher Financial Advisors | 289K | $11.0M | ▲+89% Added · +136K sh | Q2 2026 | |
| 2 | NBT Bank, N.A. | 3K | $126K | ▲New +3K 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.
| Class | 13F holders | Value held |
|---|---|---|
| PRWCXNTF EQUITY FUNDS | 3 funds | $608K |
| TRAIXthis pageMutual Fund | 2 funds | $11.1M |
| PACLXMutual Fund | 1 funds | $1.2M |
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 TRAIX
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/TRAIX/capital-change-brief"
Use Arkolith's capital_change_brief for TRAIX. 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 TRAIX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.