Who Owns ALTSHARES MERGER ARBITRAG (ARB)? -- Institutional Holders (2026-06-30)

38 institutions reported holding $99.8M of ALTSHARES MERGER ARBITRAG (ARB) in SEC 13F filings for 2026-06-30. Largest institutional holders: CANTOR FITZGERALD INVESTMENT ADVISORS L.P. ($18.4M), NEW YORK LIFE INVESTMENT MANAGEMENT LLC ($14.6M), EP Wealth Advisors, LLC ($11.7M), ENVESTNET ASSET MANAGEMENT INC ($7.7M), Legend Financial Advisors, Inc. ($5.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$18.4M	620,587	Trimmed
2	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$14.6M	492,634	Added
3	EP Wealth Advisors, LLC	$11.7M	395,135	Trimmed
4	ENVESTNET ASSET MANAGEMENT INC	$7.7M	260,941	Added
5	Legend Financial Advisors, Inc.	$5.6M	189,058	Added
6	Orion Porfolio Solutions, LLC	$4.7M	158,407	Trimmed
7	HighTower Advisors, LLC	$4.3M	145,628	Added
8	Diversify Advisory Services, LLC	$3.8M	129,033	New
9	DIVERSIFY WEALTH MANAGEMENT, LLC	$3.8M	129,033	Added
10	Dynamic Advisor Solutions LLC	$2.6M	88,589	Added
11	PFG Advisors	$2.5M	85,856	Trimmed
12	Collaborative Fund Advisors, LLC	$2.3M	75,953	New
13	Steward Partners Investment Advisory, LLC	$2.2M	73,196	Added
14	Advisory Services Network, LLC	$1.9M	63,586	Hold
15	Cetera Investment Advisers	$1.8M	59,386	Added
16	OSAIC HOLDINGS, INC.	$1.7M	57,934	Trimmed
17	CITADEL ADVISORS LLC	$1.6M	53,912	Trimmed
18	Sonoma Allocations LLC	$1.2M	39,941	Trimmed
19	OPPENHEIMER & CO INC	$1.1M	36,955	New
20	Columbus Macro, LLC	$1.1M	36,671	Added
21	CAPTRUST FINANCIAL ADVISORS	$940,541	31,742	Trimmed
22	RAYMOND JAMES FINANCIAL INC	$892,509	30,121	Trimmed
23	GTS SECURITIES LLC	$743,649	25,097	Added
24	ASSETMARK, INC	$628,677	21,217	Added
25	MORGAN STANLEY	$596,286	20,123	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30