Among active 13F managers last quarter, 1 opened and 2 added, while 5 reduced; the largest holder to move was Convergence Financial, LLC (+101%).
26 tracked 13F filers disclose a position in TRPA as of the latest SEC 13F filings, a combined $85.1M 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 | Schorn Wealth LLC | 641K | $24.9M | ▲+0.8% Added · +5K sh | Q2 2026 | |
| 2 | LPL Financial LLC | 225K | $8.7M | ▼−5.5% Reduced · −13K sh | Q1 2026 | |
| 3 | Convergence Financial, LLC | 193K | $7.5M | ▲+101% Added · +97K sh | Q2 2026 | |
| 4 | Raymond James Financial Inc | 159K | $6.2M | ▲+75% Added · +68K sh | Q1 2026 | |
| 5 | Kestra Advisory Services, LLC | 125K | $4.8M | ▲+3.8% Added · +5K sh | Q2 2026 | |
| 6 | Royal Bank Of Canada | 116K | $4.5M | ▲+12% Added · +13K sh | Q1 2026 | |
| 7 | Commonwealth Equity Services, LLC | 109K | $4.2M | ▲+5.3% Added · +5K sh | Q1 2026 | |
| 8 | Evergreen Capital Management LLC | 86K | $3.4M | ▲+0.5% Added · +445 sh | Q2 2026 | |
| 9 | Osaic Holdings, Inc. | 75K | $2.9M | ▲+3.7% Added · +3K sh | Q1 2026 | |
| 10 | Flagship Harbor Advisors, LLC | 67K | $2.6M | ▼−8.4% Reduced · −6K sh | Q2 2026 | |
| 11 | ForthRight Wealth Management, LLC | 65K | $2.5M | ▼−12% Reduced · −9K sh | Q2 2026 | |
| 12 | Private Advisor Group, LLC | 48K | $1.9M | ▲+54% Added · +17K sh | Q2 2026 | |
| 13 | Goldman Sachs Group Inc | 42K | $1.6M | ▼−74% Reduced · −116K sh | Q1 2026 | |
| 14 | Jones Financial Companies LLLP | 39K | $1.5M | ▲+426% Added · +32K sh | Q1 2026 | |
| 15 | Citadel Advisors LLC | 35K | $1.4M | ▲New +35K sh | Q2 2026 | |
| 16 | Mariner, LLC | 33K | $1.3M | ▼−58% Reduced · −46K sh | Q1 2026 | |
| 17 | Stratos Wealth Partners, LTD. | 32K | $1.2M | ▲+3.5% Added · +1K sh | Q2 2026 | |
| 18 | Aptus Capital Advisors, LLC | 25K | $991K | ▼−2.2% Reduced · −583 sh | Q2 2026 | |
| 19 | Garden State Investment Advisory Services LLC | 24K | $950K | ▼−11% Reduced · −3K sh | Q2 2026 | |
| 20 | Regal Investment Advisors LLC | 18K | $690K | ▼−6.7% Reduced · −1K sh | Q2 2026 | |
| 21 | Truist Financial Corp | 18K | $688K | ▲+13% Added · +2K sh | Q1 2026 | |
| 22 | Axxcess Wealth Management, LLC | 6K | $248K | ▲Added Added · +6K sh | Q2 2026 | |
| 23 | Old Mission Capital LLC | 6K | $215K | ▼−67% Reduced · −11K sh | Q1 2026 | |
| 24 | Cetera Investment Advisers | 5K | $204K | ▼−8.2% Reduced · −474 sh | Q1 2026 | |
| 25 | Private Trust Co Na | 500 | $19K | ▲New +500 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, 1 fund opened a new position in TRPA and 2 added to an existing one, while 5 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 8 funds | $13.5B |
| Nvidia CorpNVDA | 8 funds | $2.9B |
| SS SPDR S&P 500 ETF Trust-USSPY | 8 funds | $884.2M |
| Tesla IncTSLA | 8 funds | $687.8M |
| RTX CorpRTX | 8 funds | $394.4M |
| Taiwan Semiconductor-SP ADRTSM | 8 funds | $363.3M |
| Vanguard S&P 500 ETFVOO | 8 funds | $359.6M |
| Vanguard Ftse Developed ETFVEA | 8 funds | $266.0M |
| Invesco QQQ Trust Series 1QQQ | 8 funds | $249.4M |
| Amazon.com IncAMZN | 7 funds | $2.9B |
| Apple IncAAPL | 7 funds | $2.7B |
| Microsoft CorpMSFT | 7 funds | $1.8B |
Ranked by how many of TRPA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TRPA.
| Class | 13F holders | Value held |
|---|---|---|
| HTRBTOTAL RTRN ETF | 119 funds | $1.8B |
| HMOPUIT EXCHANGE TRADED | 114 funds | $570.7M |
| HFSImc | 77 funds | $638.6M |
| HTABSCHRDRS TAX BD | 45 funds | $236.7M |
| ACVUHARTFORD QUALITY | 29 funds | $24.3M |
| TRPAthis pageETF | 26 funds | $85.1M |
| HCRBFUND | 23 funds | $351.5M |
| HFGOLARGE CAP GRWT | 15 funds | $123.9M |
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 TRPA
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/TRPA/capital-change-brief"
Use Arkolith's capital_change_brief for TRPA. 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 TRPA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.