Among active 13F managers last quarter, none opened or added and 3 reduced; the largest holder to move was Harbour Investments, Inc. (−40%).
14 tracked 13F filers disclose a position in TUG as of the latest SEC 13F filings, a combined $16.6M 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 | Harbour Investments, Inc. | 101K | $3.8M | ▼−40% Reduced · −66K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 82K | $3.1M | ▼−3.0% Reduced · −3K sh | Q1 2026 | |
| 3 | Transamerica Financial Advisors, LLC | 67K | $3.2M | ▼−4.3% Reduced · −3K sh | Q2 2026 | |
| 4 | Envestnet Asset Management Inc | 48K | $1.8M | ▲New +48K sh | Q1 2026 | |
| 5 | Goldman Sachs Group Inc | 40K | $1.5M | ▲+100% Added · +20K sh | Q1 2026 | |
| 6 | Independent Financial Group, LLC | 28K | $1.3M | ▼−26% Reduced · −10K sh | Q2 2026 | |
| 7 | Jane Street Group, LLC | 12K | $440K | ▲New +12K sh | Q1 2026 | |
| 8 | Susquehanna International Group, LLP | 11K | $403K | ▲New +11K sh | Q1 2026 | |
| 9 | Citadel Advisors LLC | 9K | $438K | ▼−21% Reduced · −2K sh | Q2 2026 | |
| 10 | International Assets Investment Management, LLC | 6K | $293K | —Held | Q2 2026 | |
| 11 | Geneos Wealth Management Inc. | 6K | $297K | —Held | Q2 2026 | |
| 12 | Morgan Stanley | 2K | $81K | —Held | Q1 2026 | |
| 13 | UBS Group AG | 168 | $6K | ▼−35% Reduced · −90 sh | Q1 2026 | |
| 14 | AE Wealth Management LLC | 40 | $1K | ▲+8.1% Added · +3 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, no active manager opened or added to a position in TUG, while 3 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 | 4 funds | $13.4B |
| Nvidia CorpNVDA | 4 funds | $2.9B |
| Amazon.com IncAMZN | 4 funds | $2.8B |
| Apple IncAAPL | 4 funds | $2.5B |
| Microsoft CorpMSFT | 4 funds | $1.6B |
| Broadcom IncAVGO | 4 funds | $1.3B |
| Eli Lilly & CoLLY | 4 funds | $1.2B |
| Warner Bros Discovery IncWBD | 4 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 4 funds | $1.2B |
| BlackRock IncBLK | 4 funds | $1.1B |
| Advanced Micro DevicesAMD | 4 funds | $998.6M |
| Alphabet Inc-CL CGOOG | 4 funds | $990.2M |
Ranked by how many of TUG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TUG.
| Class | 13F holders | Value held |
|---|---|---|
| INFLmc | 159 funds | $785.0M |
| HEGDSWAN HEDGED EQTY | 77 funds | $600.5M |
| METVmc | 72 funds | $101.0M |
| HLALmc | 59 funds | $38.1M |
| UMMAmc | 44 funds | $31.0M |
| OVLSHARES LAG CAP | 41 funds | $182.1M |
| SPRXUIT EXCHANGE TRADED | 39 funds | $65.6M |
| BETZmc | 35 funds | $4.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for TUG
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/TUG/capital-change-brief"
Use Arkolith's capital_change_brief for TUG. 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 TUG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.