Who Owns ALTSHARES TRUST (ARB)? -- Institutional Holders (2026-03-31)

35 institutions reported holding $95.0M of ALTSHARES TRUST (ARB) in SEC 13F filings for 2026-03-31. Largest institutional holders: CANTOR FITZGERALD INVESTMENT ADVISORS L.P. ($18.2M), EP Wealth Advisors, LLC ($11.6M), NEW YORK LIFE INVESTMENT MANAGEMENT LLC ($10.5M), ENVESTNET ASSET MANAGEMENT INC ($7.2M), CITADEL ADVISORS LLC ($6.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$18.2M620,886Added
2EP Wealth Advisors, LLC$11.6M395,986New
3NEW YORK LIFE INVESTMENT MANAGEMENT LLC$10.5M358,701Trimmed
4ENVESTNET ASSET MANAGEMENT INC$7.2M244,552Added
5CITADEL ADVISORS LLC$6.6M223,598New
6Legend Financial Advisors, Inc.$5.5M187,349Added
7Orion Porfolio Solutions, LLC$4.8M163,051Trimmed
8HighTower Advisors, LLC$4.1M141,307Added
9DIVERSIFY WEALTH MANAGEMENT, LLC$3.8M127,859New
10PFG Advisors$2.6M87,164Trimmed
11RAYMOND JAMES FINANCIAL INC$2.2M75,911Trimmed
12Dynamic Advisor Solutions LLC$2.1M71,685Added
13Steward Partners Investment Advisory, LLC$1.9M64,266Added
14Advisory Services Network, LLC$1.9M63,586Added
15Sonoma Allocations LLC$1.8M59,700Added
16OSAIC HOLDINGS, INC.$1.7M58,867Added
17Cetera Investment Advisers$1.6M53,975Added
18CAPTRUST FINANCIAL ADVISORS$1.0M34,562Trimmed
19Columbus Macro, LLC$953,05832,505Added
20MORGAN STANLEY$878,13029,949Added
21BANK OF AMERICA CORP /DE/$868,95729,637Added
22JANE STREET GROUP, LLC$817,61827,886New
23ASSETMARK, INC$616,95121,042Trimmed
24Apollon Wealth Management, LLC$548,59718,711New
25LPL Financial LLC$502,51517,139Trimmed

Source: SEC Form 13F filings · as of 2026-03-31