Among active 13F managers last quarter, 8 opened and 24 added, while 8 reduced; the largest holder to move was NWF Advisory Services Inc. (+6.3%).
82 tracked 13F filers disclose a position in YYY as of the latest SEC 13F filings, a combined $184.2M 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 | Morgan Stanley | 5.0M | $55.2M | ▲+37% Added · +1.4M sh | Q1 2026 | |
| 2 | LPL Financial LLC | 3.1M | $33.6M | ▲+7.1% Added · +204K sh | Q1 2026 | |
| 3 | Osaic Holdings, Inc. | 1.2M | $13.3M | ▲+15% Added · +156K sh | Q1 2026 | |
| 4 | NWF Advisory Services Inc. | 714K | $8.2M | ▲+6.3% Added · +42K sh | Q2 2026 | |
| 5 | Raymond James Financial Inc | 704K | $7.8M | ▲+45% Added · +218K sh | Q1 2026 | |
| 6 | Wells Fargo & Company | 651K | $7.2M | ▲+52% Added · +221K sh | Q1 2026 | |
| 7 | Thrive Capital Management, LLC | 562K | $6.5M | ▲+4.2% Added · +23K sh | Q2 2026 | |
| 8 | Intrua Financial, LLC | 427K | $4.9M | ▲+2.8% Added · +12K sh | Q2 2026 | |
| 9 | International Assets Investment Management, LLC | 419K | $4.8M | ▲+13% Added · +48K sh | Q2 2026 | |
| 10 | Envestnet Asset Management Inc | 362K | $4.0M | ▲+15% Added · +46K sh | Q1 2026 | |
| 11 | Larson Financial Group LLC | 243K | $2.8M | ▲+8.5% Added · +19K sh | Q2 2026 | |
| 12 | Cetera Investment Advisers | 242K | $2.7M | ▲+17% Added · +35K sh | Q1 2026 | |
| 13 | Principal Securities, Inc. | 217K | $2.5M | ▲+16% Added · +30K sh | Q2 2026 | |
| 14 | Kestra Advisory Services, LLC | 190K | $2.2M | ▲+1.2% Added · +2K sh | Q2 2026 | |
| 15 | Independent Wealth Network Inc. | 188K | $2.2M | ▲+3.1% Added · +6K sh | Q2 2026 | |
| 16 | CreativeOne Wealth, LLC | 155K | $1.8M | ▲+13% Added · +18K sh | Q2 2026 | |
| 17 | LJI Wealth Management, LLC | 148K | $1.7M | ▼−92% Reduced · −1.6M sh | Q2 2026 | |
| 18 | Commonwealth Equity Services, LLC | 137K | $1.5M | ▲+11% Added · +14K sh | Q1 2026 | |
| 19 | Insigneo Advisory Services, LLC | 126K | $1.4M | ▲New +126K sh | Q2 2026 | |
| 20 | J.W. Cole Advisors, Inc. | 112K | $1.3M | ▼−1.1% Reduced · −1K sh | Q2 2026 | |
| 21 | Seaview Investment Managers LLC | 105K | $1.2M | ▲+46% Added · +33K sh | Q2 2026 | |
| 22 | HighTower Advisors, LLC | 97K | $1.1M | ▼−22% Reduced · −27K sh | Q1 2026 | |
| 23 | Ausdal Financial Partners, Inc. | 95K | $1.1M | ▲+2.1% Added · +2K sh | Q2 2026 | |
| 24 | Susquehanna International Group, LLP | 92K | $1.0M | ▲+31% Added · +22K sh | Q1 2026 | |
| 25 | First Heartland Consultants, Inc. | 75K | $862K | ▲+9.9% Added · +7K 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, 8 funds opened a new position in YYY and 24 added to an existing one, while 8 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 |
|---|---|---|
| Apple IncAAPL | 45 funds | $3.5B |
| Nvidia CorpNVDA | 45 funds | $3.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 45 funds | $2.2B |
| Invesco QQQ Trust Series 1QQQ | 45 funds | $2.1B |
| Amazon.com IncAMZN | 45 funds | $1.7B |
| Microsoft CorpMSFT | 45 funds | $1.7B |
| Tesla IncTSLA | 45 funds | $748.0M |
| Vanguard S&P 500 ETFVOO | 44 funds | $2.0B |
| Alphabet Inc-CL AGOOGL | 44 funds | $1.2B |
| Broadcom IncAVGO | 44 funds | $940.9M |
| Meta Platforms Inc-Class AMETA | 44 funds | $817.7M |
| Taiwan Semiconductor-SP ADRTSM | 44 funds | $393.6M |
Ranked by how many of YYY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in YYY.
| Class | 13F holders | Value held |
|---|---|---|
| HACKmc | 375 funds | $593.8M |
| DIVOmc | 370 funds | $3.5B |
| BLOKmc | 243 funds | $401.3M |
| SILJmc | 212 funds | $952.5M |
| IDVOmc | 118 funds | $415.0M |
| MJmc | 112 funds | $12.4M |
| YYYthis pagecommon | 82 funds | $184.2M |
| IPAYmc | 69 funds | $38.1M |
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 YYY
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/YYY/capital-change-brief"
Use Arkolith's capital_change_brief for YYY. 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 YYY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.