Among active 13F managers last quarter, 1 opened and 1 added, while none reduced or exited; the largest holder to move was Ethos Financial Group, LLC (+2.5%).
3 tracked 13F filers disclose a position in TRBCX as of the latest SEC 13F filings, a combined $1.3M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | 3K | $620K | —Held | Q2 2026 | |
| 2 | Ethos Financial Group, LLC | 3K | $526K | ▲+2.5% Added · +66 sh | Q2 2026 | |
| 3 | McIlrath & Eck, LLC | 619 | $116K | ▲New +619 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 TRBCX and 1 added to an existing one, while none reduced or exited. 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 Growth ETFVUG | 2 funds | $75.6M |
| Strive Total Return Bond ETFSTXT | 2 funds | $74.0M |
| Vanguard Value ETFVTV | 2 funds | $61.5M |
| Microsoft CorpMSFT | 2 funds | $55.2M |
| Schwab US Broad Market ETFSCHB | 2 funds | $50.8M |
| Apple IncAAPL | 2 funds | $43.5M |
| Vanguard S&P 500 ETFVOO | 2 funds | $42.1M |
| Vanguard Large-Cap ETFVV | 2 funds | $40.1M |
| Strive Enhanced Income ShortBUXX | 2 funds | $38.1M |
| Abrdn Physical Gold SharesSGOL | 2 funds | $35.8M |
| Vanguard Tot World STK ETFVT | 2 funds | $34.8M |
| SS SPDR S&P 500 ETF Trust-USSPY | 2 funds | $32.7M |
Ranked by how many of TRBCX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TRBCX.
| Class | 13F holders | Value held |
|---|---|---|
| TBCIXMutual Funds | 7 funds | $4.8M |
| TRBCXthis pageOPEN END TAXABLE NO LOAD FUND | 3 funds | $1.3M |
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 TRBCX
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/TRBCX/capital-change-brief"
Use Arkolith's capital_change_brief for TRBCX. 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 TRBCX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.