Institutional Ownership Altshares Tr Merger Arbitrage (ARB)
This table provides information about the institutional ownership of Altshares Tr Merger Arbitrage (ARB). We have compiled data on the 35 institutions that hold shares in the stock, with a total of 1.98 Million shares, which have been reported (via 13F filing form) to have a value of $56.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
9,665
shares
|
$278,062
0.01% of portfolio
|
Q2 2025
Added 30.71%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,925
shares
|
$256,772
0.01% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
7,750
shares
|
$222,967
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
5,736
shares
|
$165,024
0.03% of portfolio
|
Q2 2025
Reduced 65.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,017
shares
|
$115,569
0.0% of portfolio
|
Q2 2025
Added 242.16%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,809
shares
|
$80,814
0.0% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
2,560
shares
|
$73,651
0.12% of portfolio
|
Q4 2022
Added 33.68%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,415
shares
|
$40,709
0.0% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
997
shares
|
$28,683
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
363
shares
|
$10,443
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|