141 tracked 13F filers disclose a position in USA as of the latest SEC 13F filings, a combined $253.8M 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 | RAYMOND JAMES FINANCIAL INC | $30.2M | 5.5M | ▲+13% Added · +641K sh | Q1 2026 | |
| 2 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $28.8M | 5.2M | ▼−7.7% Reduced · −436K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $26.0M | 4.7M | ▲+56% Added · +1.7M sh | Q1 2026 | |
| 4 | LPL Financial LLC | $18.9M | 3.4M | ▼−10% Reduced · −384K sh | Q1 2026 | |
| 5 | Karpus Management, Inc. | $17.3M | 3.1M | ▲+70% Added · +1.3M sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $12.6M | 2.3M | ▲+15% Added · +297K sh | Q1 2026 | |
| 7 | Shaker Financial Services, LLC | $9.6M | 1.6M | ▲+74% Added · +698K sh | Q2 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $8.5M | 1.5M | ▼−13% Reduced · −223K sh | Q1 2026 | |
| 9 | 1607 Capital Partners, LLC | $6.4M | 1.3M | ▼−1.1% Reduced · −16K sh | Q1 2026 | |
| 10 | Man Group plc | $7.3M | 1.3M | ▲+104% Added · +673K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $6.4M | 1.1M | ▲+12% Added · +119K sh | Q1 2026 | |
| 12 | GUGGENHEIM CAPITAL LLC | $6.1M | 1.1M | ▲+13% Added · +130K sh | Q1 2026 | |
| 13 | Quarry LP | $5.9M | 1.1M | —Held | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $4.5M | 815K | ▼−0.8% Reduced · −7K sh | Q1 2026 | |
| 15 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $3.6M | 642K | ▲+57% Added · +233K sh | Q1 2026 | |
| 16 | TWO SIGMA INVESTMENTS, LP | $3.4M | 617K | —Held | Q1 2026 | |
| 17 | Allspring Global Investments Holdings, LLC | $3.4M | 614K | ▲+52% Added · +211K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $3.1M | 558K | ▲+13% Added · +66K sh | Q1 2026 | |
| 19 | PNC FINANCIAL SERVICES GROUP, INC. | $2.4M | 438K | ▲+5.7% Added · +24K sh | Q1 2026 | |
| 20 | INDEPENDENT FINANCIAL GROUP, LLC | $2.4M | 413K | ▼−7.3% Reduced · −32K sh | Q2 2026 | |
| 21 | Almitas Capital LLC | $2.2M | 395K | ▼−51% Reduced · −409K sh | Q1 2026 | |
| 22 | Private Advisor Group, LLC | $2.1M | 380K | ▲+9.3% Added · +32K sh | Q1 2026 | |
| 23 | HighTower Advisors, LLC | $2.1M | 373K | ▼−1.1% Reduced · −4K sh | Q1 2026 | |
| 24 | Integrated Wealth Concepts LLC | $2.1M | 373K | ▼−0.7% Reduced · −3K sh | Q1 2026 | |
| 25 | UBS Group AG | $2.0M | 358K | ▼−6.5% Reduced · −25K 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, 3 funds opened a new position in USA and 29 added to an existing one, while 12 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 74 funds | $18.0B |
| APPLE INCAAPL | 72 funds | $23.2B |
| BROADCOM INCAVGO | 72 funds | $9.3B |
| META PLATFORMS INC-CLASS AMETA | 72 funds | $8.2B |
| TESLA INCTSLA | 72 funds | $4.4B |
| JOHNSON & JOHNSONJNJ | 72 funds | $4.3B |
| HOME DEPOT INCHD | 72 funds | $2.8B |
| NETFLIX INCNFLX | 72 funds | $2.3B |
| ORACLE CORPORCL | 72 funds | $1.6B |
| MEDTRONIC PLCMDT | 72 funds | $881.0M |
| NVIDIA CORPNVDA | 71 funds | $23.9B |
| AMAZON.COM INCAMZN | 71 funds | $14.5B |
Ranked by how many of USA's institutional holders also hold each name, a cross-fund conviction signal.
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/USA/capital-change-brief"
Use Arkolith's capital_change_brief for USA. 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 USA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.