3 tracked 13F filers disclose a position in TRIO as of the latest SEC 13F filings, a combined $110.3M 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 | KINTRA WEALTH, LLC | $110.1M | 1.8M | ▲+1.9% Added · +33K sh | Q1 2026 | |
| 2 | Facet Wealth, Inc. | $225K | 3K | ▲New +3K sh | Q2 2026 | |
| 3 | UBS Group AG | $7K | 116 | ▲New +116 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.
| Class | 13F holders | Value held |
|---|---|---|
| AAEQExchange Traded Fund | 38 funds | $298.1M |
| AAUACom | 33 funds | $233.2M |
| USEWExchange Traded Fund | 33 funds | $126.9M |
| ORRMILITIA LONG/SHO | 33 funds | $78.2M |
| AAUSETF | 25 funds | $332.6M |
| GEWETF | 24 funds | $62.8M |
| FMTMmc | 24 funds | $36.5M |
| GEQETF | 22 funds | $56.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for TRIO
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/TRIO/capital-change-brief"
Use Arkolith's capital_change_brief for TRIO. 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 TRIO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.