63 tracked 13F filers disclose a position in YYY as of the latest SEC 13F filings, a combined $156.1M 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 | MORGAN STANLEY | $55.2M | 5.0M | ▲+37% Added · +1.4M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $33.6M | 3.1M | ▲+7.1% Added · +204K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $13.3M | 1.2M | ▲+15% Added · +156K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $7.8M | 704K | ▲+45% Added · +218K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $7.2M | 651K | ▲+52% Added · +221K sh | Q1 2026 | |
| 6 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $4.8M | 419K | ▲+13% Added · +48K sh | Q2 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $4.0M | 362K | ▲+15% Added · +46K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $2.7M | 242K | ▲+17% Added · +35K sh | Q1 2026 | |
| 9 | Larson Financial Group LLC | $2.5M | 223K | ▲+8.0% Added · +17K sh | Q1 2026 | |
| 10 | Kestra Advisory Services, LLC | $2.1M | 188K | ▲+3.6% Added · +7K sh | Q1 2026 | |
| 11 | Independent Wealth Network Inc. | $2.2M | 188K | ▲+3.1% Added · +6K sh | Q2 2026 | |
| 12 | PRINCIPAL SECURITIES, INC. | $2.1M | 187K | ▲+3.9% Added · +7K sh | Q1 2026 | |
| 13 | CreativeOne Wealth, LLC | $1.5M | 137K | ▲+21% Added · +23K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 137K | ▲+11% Added · +14K sh | Q1 2026 | |
| 15 | J.W. COLE ADVISORS, INC. | $1.3M | 112K | ▼−1.1% Reduced · −1K sh | Q2 2026 | |
| 16 | SEAVIEW INVESTMENT MANAGERS LLC | $1.2M | 105K | ▲+46% Added · +33K sh | Q2 2026 | |
| 17 | HighTower Advisors, LLC | $1.1M | 97K | ▼−22% Reduced · −27K sh | Q1 2026 | |
| 18 | Ausdal Financial Partners, Inc. | $1.0M | 94K | ▲+1.4% Added · +1K sh | Q1 2026 | |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 92K | ▲+31% Added · +22K sh | Q1 2026 | |
| 20 | First Heartland Consultants, Inc. | $862K | 75K | ▲+9.9% Added · +7K sh | Q2 2026 | |
| 21 | PFG Investments, LLC | $723K | 66K | ▲+491% Added · +54K sh | Q1 2026 | |
| 22 | NewEdge Advisors, LLC | $651K | 59K | ▼−6.8% Reduced · −4K sh | Q1 2026 | |
| 23 | VectorGlobal IAG, Inc. | $631K | 57K | ▲New +57K sh | Q1 2026 | |
| 24 | Bison Wealth, LLC | $495K | 43K | ▼−3.2% Reduced · −1K sh | Q2 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $467K | 42K | ▼−5.8% Reduced · −3K 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 YYY and 19 added to an existing one, while 4 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 | 31 funds | $7.8B |
| NVIDIA CORPNVDA | 31 funds | $6.8B |
| MICROSOFT CORPMSFT | 31 funds | $4.9B |
| AMAZON.COM INCAMZN | 31 funds | $3.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 31 funds | $3.8B |
| ALPHABET INC-CL AGOOGL | 31 funds | $2.9B |
| INVESCO QQQ TRUST SERIES 1QQQ | 31 funds | $2.7B |
| VANGUARD S&P 500 ETFVOO | 31 funds | $2.5B |
| JPMORGAN CHASE & COJPM | 31 funds | $2.5B |
| ALPHABET INC-CL CGOOG | 31 funds | $2.4B |
| BROADCOM INCAVGO | 31 funds | $2.3B |
| VANGUARD FTSE DEVELOPED ETFVEA | 31 funds | $2.0B |
Ranked by how many of YYY'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/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.