24 tracked 13F filers disclose a position in TRPA as of the latest SEC 13F filings, a combined $80.5M 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 | Schorn Wealth LLC | $24.9M | 641K | ▲+0.8% Added · +5K sh | Q2 2026 | |
| 2 | LPL Financial LLC | $8.7M | 225K | ▼−5.5% Reduced · −13K sh | Q1 2026 | |
| 3 | Convergence Financial, LLC | $7.5M | 193K | ▲+101% Added · +97K sh | Q2 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $6.2M | 159K | ▲+75% Added · +68K sh | Q1 2026 | |
| 5 | Kestra Advisory Services, LLC | $4.8M | 125K | ▲+3.8% Added · +5K sh | Q2 2026 | |
| 6 | ROYAL BANK OF CANADA | $4.5M | 116K | ▲+12% Added · +13K sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 109K | ▲+5.3% Added · +5K sh | Q1 2026 | |
| 8 | EVERGREEN CAPITAL MANAGEMENT LLC | $3.4M | 86K | ▲+0.5% Added · +445 sh | Q2 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $2.9M | 75K | ▲+3.7% Added · +3K sh | Q1 2026 | |
| 10 | FLAGSHIP HARBOR ADVISORS, LLC | $2.6M | 67K | ▼−8.4% Reduced · −6K sh | Q2 2026 | |
| 11 | Private Advisor Group, LLC | $1.9M | 48K | ▲+54% Added · +17K sh | Q2 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $1.6M | 42K | ▼−74% Reduced · −116K sh | Q1 2026 | |
| 13 | JONES FINANCIAL COMPANIES LLLP | $1.5M | 39K | ▲+426% Added · +32K sh | Q1 2026 | |
| 14 | Mariner, LLC | $1.3M | 33K | ▼−58% Reduced · −46K sh | Q1 2026 | |
| 15 | Stratos Wealth Partners, LTD. | $1.2M | 31K | ▲+15% Added · +4K sh | Q1 2026 | |
| 16 | Aptus Capital Advisors, LLC | $1.0M | 26K | ▼−18% Reduced · −6K sh | Q1 2026 | |
| 17 | Regal Investment Advisors LLC | $738K | 19K | ▼−25% Reduced · −6K sh | Q1 2026 | |
| 18 | TRUIST FINANCIAL CORP | $688K | 18K | ▲+13% Added · +2K sh | Q1 2026 | |
| 19 | AXXCESS WEALTH MANAGEMENT, LLC | $248K | 6K | ▲Added Added · +6K sh | Q2 2026 | |
| 20 | Kingsview Wealth Management, LLC | $218K | 6K | ▲+0.9% Added · +52 sh | Q1 2026 | |
| 21 | OLD MISSION CAPITAL LLC | $215K | 6K | ▼−67% Reduced · −11K sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | $204K | 5K | ▼−8.2% Reduced · −474 sh | Q1 2026 | |
| 23 | PRIVATE TRUST CO NA | $19K | 500 | ▲New +500 sh | Q2 2026 | |
| 24 | MORGAN STANLEY | $123 | 3 | ▼−25% Reduced · −1 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, 0 funds opened a new position in TRPA and 2 added to an existing one, while 4 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| ISHARES CORE MSCI EMERGINGIEMG | 6 funds | $898.6M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 6 funds | $527.6M |
| NVIDIA CORPNVDA | 6 funds | $497.4M |
| VANGUARD S&P 500 ETFVOO | 6 funds | $271.1M |
| VANGUARD FTSE DEVELOPED ETFVEA | 6 funds | $239.6M |
| INVESCO QQQ TRUST SERIES 1QQQ | 6 funds | $178.3M |
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $163.5M |
| TESLA INCTSLA | 6 funds | $159.5M |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 6 funds | $103.1M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 6 funds | $90.5M |
| STE STR SPDR PT DW EU ETFSPDW | 6 funds | $70.5M |
| VANGUARD TOTAL BOND MARKETBND | 6 funds | $36.6M |
Ranked by how many of TRPA's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| HTRBTOTAL RTRN ETF | 104 funds | $1.3B |
| HMOPUIT EXCHANGE TRADED | 98 funds | $546.5M |
| HFSImc | 62 funds | $539.0M |
| HTABSCHRDRS TAX BD | 41 funds | $232.6M |
| ACVUHARTFORD QUALITY | 26 funds | $23.2M |
| TRPAthis pageETF | 24 funds | $80.5M |
| HCRBFUND | 21 funds | $150.0M |
| HFGOLARGE CAP GRWT | 12 funds | $24.4M |
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.