13 tracked 13F filers disclose a position in WAGN as of the latest SEC 13F filings, a combined $5.1M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Old Port Advisors | $1.5M | 111K | ▲New +111K sh | Q2 2026 | |
| 2 | Belpointe Asset Management LLC | $774K | 55K | ▲New +55K sh | Q1 2026 | |
| 3 | STIFEL FINANCIAL CORP | $631K | 45K | ▲New +45K sh | Q1 2026 | |
| 4 | Wealthcare Advisory Partners LLC | $526K | 38K | ▲+33% Added · +9K sh | Q2 2026 | |
| 5 | NWF Advisory Services Inc. | $357K | 26K | ▲+18% Added · +4K sh | Q2 2026 | |
| 6 | CWM, LLC | $327K | 23K | ▲New +23K sh | Q1 2026 | |
| 7 | Tactive Advisors, LLC | $257K | 19K | ▲New +19K sh | Q2 2026 | |
| 8 | OneDigital Investment Advisors LLC | $231K | 16K | ▲New +16K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $171K | 12K | ▲New +12K sh | Q1 2026 | |
| 10 | INVESTMENT HOUSE LLC | $169K | 12K | —Held | Q2 2026 | |
| 11 | Glass Jacobson Investment Advisors llc | $130K | 9K | ▲+32% Added · +2K sh | Q2 2026 | |
| 12 | Hilltop National Bank | $37K | 3K | ▲New +3K sh | Q2 2026 | |
| 13 | Advisory Services Network, LLC | $12K | 871 | ▲New +871 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, 5 funds opened a new position in WAGN and 3 added to an existing one, while 0 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 |
|---|---|---|
| APPLE INCAAPL | 3 funds | $895.4M |
| NVIDIA CORPNVDA | 3 funds | $749.7M |
| MICROSOFT CORPMSFT | 3 funds | $555.3M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 3 funds | $553.8M |
| AMAZON.COM INCAMZN | 3 funds | $430.9M |
| ALPHABET INC-CL AGOOGL | 3 funds | $390.7M |
| SS SPDR BB 1-3M T-BILL ETFBIL | 3 funds | $245.2M |
| META PLATFORMS INC-CLASS AMETA | 3 funds | $242.1M |
| BROADCOM INCAVGO | 3 funds | $225.5M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 3 funds | $209.3M |
| ALPHABET INC-CL CGOOG | 3 funds | $202.3M |
| JOHNSON & JOHNSONJNJ | 3 funds | $201.8M |
Ranked by how many of WAGN's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/WAGN/capital-change-brief"
Use Arkolith's capital_change_brief for WAGN. 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 WAGN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.