41 tracked 13F filers disclose a position in TXUE as of the latest SEC 13F filings, a combined $292.9M 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 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $75.1M | 2.2M | ▲+16% Added · +295K sh | Q2 2026 | |
| 2 | HighTower Advisors, LLC | $44.9M | 1.4M | ▲+23% Added · +258K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $22.0M | 683K | ▲+262% Added · +494K sh | Q1 2026 | |
| 4 | CHANNEL WEALTH LLC | $20.5M | 593K | ▲+7.8% Added · +43K sh | Q2 2026 | |
| 5 | IFC Advisors LLC | $17.6M | 509K | ▲+4.3% Added · +21K sh | Q2 2026 | |
| 6 | D.A. DAVIDSON & CO. | $16.8M | 487K | ▲+4.0% Added · +19K sh | Q2 2026 | |
| 7 | OPPENHEIMER & CO INC | $11.4M | 331K | ▲+8.6% Added · +26K sh | Q2 2026 | |
| 8 | ROYAL BANK OF CANADA | $10.5M | 326K | ▼−2.4% Reduced · −8K sh | Q1 2026 | |
| 9 | Cooper Capital Advisors LLC | $11.0M | 319K | ▲+1.7% Added · +5K sh | Q2 2026 | |
| 10 | Financial Designs Corp | $9.3M | 269K | ▼−2.8% Reduced · −8K sh | Q2 2026 | |
| 11 | One Charles Private Wealth Services, LLC | $7.0M | 203K | ▼−0.8% Reduced · −2K sh | Q2 2026 | |
| 12 | Private Advisor Group, LLC | $5.6M | 163K | ▲New +163K sh | Q2 2026 | |
| 13 | Fermata Advisors, LLC | $5.2M | 149K | ▼−1.2% Reduced · −2K sh | Q2 2026 | |
| 14 | GREAT VALLEY ADVISOR GROUP, INC. | $4.5M | 139K | ▲+75% Added · +60K sh | Q1 2026 | |
| 15 | Bank of New York Mellon Corp | $3.6M | 111K | ▲+49% Added · +37K sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $3.3M | 102K | ▲New +102K sh | Q1 2026 | |
| 17 | LPL Financial LLC | $3.2M | 99K | ▲+48% Added · +32K sh | Q1 2026 | |
| 18 | Sanctuary Advisors, LLC | $2.8M | 87K | ▲+102% Added · +44K sh | Q1 2026 | |
| 19 | Noble Wealth Management PBC | $2.7M | 77K | ▼−3.9% Reduced · −3K sh | Q2 2026 | |
| 20 | CITADEL ADVISORS LLC | $2.3M | 72K | ▼−6.3% Reduced · −5K sh | Q1 2026 | |
| 21 | Dana Investment Advisors, Inc. | $1.7M | 52K | ▲+0.9% Added · +447 sh | Q1 2026 | |
| 22 | Mariner, LLC | $1.6M | 51K | ▲New +51K sh | Q1 2026 | |
| 23 | JANE STREET GROUP, LLC | $1.6M | 49K | ▼−50% Reduced · −49K sh | Q1 2026 | |
| 24 | CASCADE INVESTMENT GROUP, INC. | $1.4M | 42K | ▲+48% Added · +14K sh | Q2 2026 | |
| 25 | LAUREL OAK WEALTH MANAGEMENT, LLC | $1.4M | 40K | ▲+126% Added · +22K 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, 5 funds opened a new position in TXUE and 11 added to an existing one, while 3 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 |
|---|---|---|
| NVIDIA CORPNVDA | 20 funds | $4.5B |
| APPLE INCAAPL | 20 funds | $2.9B |
| AMAZON.COM INCAMZN | 20 funds | $2.5B |
| ALPHABET INC-CL AGOOGL | 19 funds | $1.5B |
| JPMORGAN CHASE & COJPM | 19 funds | $1.2B |
| ALPHABET INC-CL CGOOG | 19 funds | $1.2B |
| ISHARES CORE S&P 500 ETFIVV | 18 funds | $3.1B |
| MICROSOFT CORPMSFT | 18 funds | $2.0B |
| BROADCOM INCAVGO | 18 funds | $1.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 18 funds | $1.0B |
| JOHNSON & JOHNSONJNJ | 18 funds | $823.6M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 18 funds | $586.8M |
Ranked by how many of TXUE's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| TXUEthis pageMF Closed and MF Open | 41 funds | $292.9M |
| TMBmc | 26 funds | $185.7M |
| 88521L108CORE PLUS BD ETF | 4 funds | $7.3M |
| 88521L405INTL GROWTH ETF | 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 TXUE
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/TXUE/capital-change-brief"
Use Arkolith's capital_change_brief for TXUE. 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 TXUE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.