| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Summit Trail Advisors, LLC | $499.8M | 9.93M | Added | Q1 2026 |
| 2 | NewEdge Wealth, LLC | $384.2M | 7.63M | Reduced | Q1 2026 |
| 3 | BIP Wealth, LLC | $256.7M | 5.10M | Reduced | Q1 2026 |
| 4 | Private Advisor Group, LLC | $116.6M | 2.32M | Added | Q1 2026 |
| 5 | Kestra Advisory Services, LLC | $101.2M | 2.01M | Added | Q1 2026 |
| 6 | IHT Wealth Management, LLC | $89.7M | 1.78M | Reduced | Q1 2026 |
| 7 | Cardinal Point Capital Management ULC | $74.2M | 1.47M | Added | Q1 2026 |
| 8 | Rockefeller Capital Management L.P. | $65.0M | 1.29M | New | Q4 2025 |
| 9 | DAVENPORT & Co LLC | $63.7M | 1.27M | Added | Q1 2026 |
| 10 | Steward Partners Investment Advisory, LLC | $48.4M | 961.4K | Added | Q1 2026 |
| 11 | NewEdge Advisors, LLC | $46.4M | 922.4K | New | Q1 2026 |
| 12 | Lido Advisors, LLC | $45.0M | 894.5K | Reduced | Q1 2026 |
| 13 | MISSION WEALTH MANAGEMENT, LP | $43.7M | 868.2K | Added | Q1 2026 |
| 14 | BLAIR WILLIAM & CO/IL | $43.3M | 861.1K | Reduced | Q1 2026 |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | $40.8M | 810.9K | Reduced | Q1 2026 |
| 16 | AlphaCore Capital LLC | $38.5M | 764.1K | Reduced | Q1 2026 |
| 17 | Cresset Asset Management, LLC | $37.4M | 743.4K | Added | Q1 2026 |
| 18 | Arkadios Wealth Advisors | $36.3M | 721.9K | Added | Q1 2026 |
| 19 | LEVEL FOUR ADVISORY SERVICES, LLC | $32.9M | 653.9K | Added | Q1 2026 |
| 20 | ASSETMARK, INC | $31.4M | 623.1K | Added | Q1 2026 |
| 21 | INTEGRITY ALLIANCE, LLC. | $30.2M | 599.0K | Reduced | Q1 2026 |
| 22 | Gladstone Institutional Advisory LLC | $27.1M | 538.6K | Reduced | Q1 2026 |
| 23 | &PARTNERS | $25.3M | 502.5K | Added | Q1 2026 |
| 24 | ELEVATION POINT WEALTH PARTNERS, LLC | $25.0M | 495.9K | Added | Q1 2026 |
| 25 | Vestmark Advisory Solutions, Inc. | $24.5M | 486.3K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Jpmorgan Chase & CoJPM | 155 funds | $11.9B |
| Nvidia CorpNVDA | 154 funds | $35.1B |
| Microsoft CorpMSFT | 154 funds | $26.4B |
| Amazon.com IncAMZN | 154 funds | $20.1B |
| Broadcom IncAVGO | 154 funds | $13.0B |
| LPHABET INCGOOG | 154 funds | $11.0B |
| Exxon Mobil CorpXOM | 154 funds | $7.1B |
| Johnson & JohnsonJNJ | 154 funds | $6.9B |
| Merck & Company Inc NewMRK | 154 funds | $3.4B |
| Pepsico IncPEP | 154 funds | $2.6B |
| Apple IncAAPL | 153 funds | $35.8B |
| TATE STR SPDR S&P 500 ETF TSPY | 153 funds | $29.1B |
Ranked by how many of USFR's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for USFR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.