14 institutions reported holding $47.0M of Altshares Tr/merger Arbitrage Et (ARB) in SEC 13F filings for 2026-06-30. Largest institutional holders: CANTOR FITZGERALD INVESTMENT ADVISORS L.P. ($18.4M), ENVESTNET ASSET MANAGEMENT INC ($7.7M), Legend Financial Advisors, Inc. ($5.6M), DIVERSIFY WEALTH MANAGEMENT, LLC ($3.8M), Dynamic Advisor Solutions LLC ($2.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $18.4M | 620,587 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $7.7M | 260,941 | Added |
| 3 | Legend Financial Advisors, Inc. | $5.6M | 189,058 | Added |
| 4 | DIVERSIFY WEALTH MANAGEMENT, LLC | $3.8M | 129,033 | Added |
| 5 | Dynamic Advisor Solutions LLC | $2.6M | 88,589 | Added |
| 6 | PFG Advisors | $2.5M | 85,856 | Trimmed |
| 7 | Collaborative Fund Advisors, LLC | $2.3M | 75,953 | New |
| 8 | Sonoma Allocations LLC | $1.2M | 39,941 | Trimmed |
| 9 | OPPENHEIMER & CO INC | $1.1M | 36,955 | New |
| 10 | Columbus Macro, LLC | $1.1M | 36,671 | Added |
| 11 | ASSETMARK, INC | $628,677 | 21,217 | Added |
| 12 | PRIVATE TRUST CO NA | $35,379 | 1,194 | Hold |
| 13 | True Wealth Design, LLC | $1,601 | 54 | Hold |
| 14 | Apollon Wealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30