83 tracked 13F filers disclose a position in YEAR as of the latest SEC 13F filings, a combined $1.3B 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 | ALLIANCEBERNSTEIN L.P. | $704.8M | 14.0M | ▼−0.8% Reduced · −118K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $163.9M | 3.2M | ▲+3.8% Added · +119K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $50.8M | 1.0M | ▲+5.3% Added · +51K sh | Q1 2026 | |
| 4 | BOS Asset Management, LLC | $47.5M | 943K | ▼−1.1% Reduced · −11K sh | Q2 2026 | |
| 5 | Kensington Asset Management, LLC | $43.8M | 870K | ▲+21% Added · +150K sh | Q2 2026 | |
| 6 | IHT Wealth Management, LLC | $37.8M | 751K | ▲+11% Added · +72K sh | Q2 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $37.5M | 743K | ▼−0.5% Reduced · −4K sh | Q1 2026 | |
| 8 | D.A. DAVIDSON & CO. | $14.0M | 278K | ▼−0.4% Reduced · −1K sh | Q2 2026 | |
| 9 | Global Retirement Partners, LLC | $13.7M | 272K | ▲+347% Added · +211K sh | Q2 2026 | |
| 10 | TRUIST FINANCIAL CORP | $12.8M | 253K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $11.9M | 236K | ▲+344% Added · +182K sh | Q1 2026 | |
| 12 | Private Advisor Group, LLC | $10.2M | 203K | ▼−34% Reduced · −107K sh | Q2 2026 | |
| 13 | STIFEL FINANCIAL CORP | $9.1M | 180K | ▲+15% Added · +23K sh | Q1 2026 | |
| 14 | Kingsview Wealth Management, LLC | $9.0M | 178K | ▲+6.3% Added · +11K sh | Q2 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $8.9M | 177K | ▼−14% Reduced · −29K sh | Q1 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 170K | ▼−3.8% Reduced · −7K sh | Q1 2026 | |
| 17 | Ausdal Financial Partners, Inc. | $8.4M | 168K | ▲+7.8% Added · +12K sh | Q2 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $8.3M | 165K | ▼−3.0% Reduced · −5K sh | Q1 2026 | |
| 19 | Mariner, LLC | $7.8M | 154K | ▼−43% Reduced · −115K sh | Q1 2026 | |
| 20 | HighPoint Advisor Group LLC | $6.7M | 133K | ▼−2.1% Reduced · −3K sh | Q2 2026 | |
| 21 | PMG Wealth Management, Inc. | $4.9M | 99K | ▲+5.2% Added · +5K sh | Q2 2026 | |
| 22 | &PARTNERS | $4.1M | 82K | ▲+366% Added · +64K sh | Q2 2026 | |
| 23 | Cooper Financial Group | $3.6M | 72K | ▲+11% Added · +7K sh | Q2 2026 | |
| 24 | Kestra Advisory Services, LLC | $2.9M | 58K | ▲+0.1% Added · +73 sh | Q2 2026 | |
| 25 | Concurrent Investment Advisors, LLC | $2.7M | 55K | ▲+102% Added · +28K 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, 3 funds opened a new position in YEAR and 10 added to an existing one, while 19 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 |
|---|---|---|
| VANGUARD TOTAL STOCK MKT ETFVTI | 37 funds | $1.8B |
| MICROSOFT CORPMSFT | 36 funds | $17.6B |
| APPLE INCAAPL | 36 funds | $15.0B |
| AMAZON.COM INCAMZN | 36 funds | $14.7B |
| NVIDIA CORPNVDA | 35 funds | $21.6B |
| ALPHABET INC-CL CGOOG | 35 funds | $13.2B |
| ELI LILLY & COLLY | 35 funds | $5.4B |
| ALPHABET INC-CL AGOOGL | 35 funds | $4.6B |
| VANGUARD S&P 500 ETFVOO | 35 funds | $3.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 35 funds | $3.0B |
| COSTCO WHOLESALE CORPCOST | 35 funds | $3.0B |
| JPMORGAN CHASE & COJPM | 35 funds | $2.6B |
Ranked by how many of YEAR's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| FWDcommon | 103 funds | $1.7B |
| TAFITAX AWARE SHRT | 94 funds | $1.0B |
| SYFISHORT DURATION H | 84 funds | $720.3M |
| YEARthis pageULTRA SHORT INCM | 83 funds | $1.3B |
| HYFIMF Closed and MF Open | 57 funds | $237.3M |
| ILOWMF Closed and MF Open | 54 funds | $1.6B |
| TAFMTAX AWARE INTERM | 46 funds | $563.9M |
| CAMMF Closed and MF Open | 44 funds | $976.2M |
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 YEAR
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/YEAR/capital-change-brief"
Use Arkolith's capital_change_brief for YEAR. 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 YEAR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.