Among active 13F managers last quarter, 5 opened and 27 added, while 17 reduced; the largest holder to move was Rivernorth Capital Management, LLC (−17%).
205 tracked 13F filers disclose a position in USA as of the latest SEC 13F filings, a combined $292.1M 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 | Raymond James Financial Inc | 5.5M | $30.2M | ▲+13% Added · +641K sh | Q1 2026 | |
| 2 | Morgan Stanley | 4.7M | $26.0M | ▲+56% Added · +1.7M sh | Q1 2026 | |
| 3 | Rivernorth Capital Management, LLC | 4.3M | $25.2M | ▼−17% Reduced · −863K sh | Q2 2026 | |
| 4 | LPL Financial LLC | 3.4M | $18.9M | ▼−10% Reduced · −384K sh | Q1 2026 | |
| 5 | Karpus Management, Inc. | 3.3M | $19.0M | ▲+5.0% Added · +155K sh | Q2 2026 | |
| 6 | Royal Bank Of Canada | 2.3M | $12.6M | ▲+15% Added · +297K sh | Q1 2026 | |
| 7 | Man Group plc | 2.1M | $12.3M | ▲+60% Added · +792K sh | Q2 2026 | |
| 8 | Shaker Financial Services, LLC | 1.6M | $9.6M | ▲+74% Added · +698K sh | Q2 2026 | |
| 9 | Ameriprise Financial Inc | 1.5M | $8.5M | ▼−13% Reduced · −223K sh | Q1 2026 | |
| 10 | 1607 Capital Partners, LLC | 1.5M | $8.6M | ▲+11% Added · +147K sh | Q2 2026 | |
| 11 | Allspring Global Investments Holdings, LLC | 1.4M | $8.0M | ▲+124% Added · +760K sh | Q2 2026 | |
| 12 | Wells Fargo & Company | 1.1M | $6.4M | ▲+12% Added · +119K sh | Q1 2026 | |
| 13 | Guggenheim Capital LLC | 1.1M | $6.1M | ▲+13% Added · +130K sh | Q1 2026 | |
| 14 | Quarry LP | 1.0M | $6.1M | ▼−2.0% Reduced · −21K sh | Q2 2026 | |
| 15 | Osaic Holdings, Inc. | 815K | $4.5M | ▼−0.8% Reduced · −7K sh | Q1 2026 | |
| 16 | Almitas Capital LLC | 798K | $4.6M | ▲+102% Added · +403K sh | Q2 2026 | |
| 17 | City Of London Investment Management Co Ltd | 659K | $3.8M | ▲+2.7% Added · +17K sh | Q2 2026 | |
| 18 | Two Sigma Investments, LP | 617K | $3.4M | —Held | Q1 2026 | |
| 19 | Cetera Investment Advisers | 558K | $3.1M | ▲+13% Added · +66K sh | Q1 2026 | |
| 20 | Logan Stone Capital, LLC | 447K | $2.6M | ▲Added Added · +447K sh | Q2 2026 | |
| 21 | PNC Financial Services Group, Inc. | 438K | $2.4M | ▲+5.7% Added · +24K sh | Q1 2026 | |
| 22 | Independent Financial Group, LLC | 413K | $2.4M | ▼−7.3% Reduced · −32K sh | Q2 2026 | |
| 23 | Private Advisor Group, LLC | 378K | $2.2M | ▼−0.5% Reduced · −2K sh | Q2 2026 | |
| 24 | HighTower Advisors, LLC | 373K | $2.1M | ▼−1.1% Reduced · −4K sh | Q1 2026 | |
| 25 | Kestra Advisory Services, LLC | 373K | $2.2M | ▲+17% Added · +53K 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 USA and 27 added to an existing one, while 17 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 |
|---|---|---|
| Microsoft CorpMSFT | 105 funds | $36.7B |
| Nvidia CorpNVDA | 103 funds | $57.5B |
| SS SPDR S&P 500 ETF Trust-USSPY | 102 funds | $6.1B |
| Apple IncAAPL | 101 funds | $46.5B |
| Amazon.com IncAMZN | 100 funds | $26.6B |
| Johnson & JohnsonJNJ | 100 funds | $7.7B |
| Alphabet Inc-CL AGOOGL | 99 funds | $22.6B |
| Broadcom IncAVGO | 99 funds | $20.7B |
| Meta Platforms Inc-Class AMETA | 99 funds | $13.2B |
| JPMorgan Chase & CoJPM | 99 funds | $10.3B |
| Chevron CorpCVX | 99 funds | $3.6B |
| Abbvie IncABBV | 98 funds | $5.2B |
Ranked by how many of USA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in USA.
Connected entities for USA
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.