ARTY ISHARES TR
FollowSHS (fund)
215 managers (215 13F filers) reported a position in ARTY shares at 2025-03-31, 8,102,565 shares in all. 49 filers opened a position and 16 filers sold out during the quarter.
- Managers
- 215
- 13F filers
- 215
- New
- 49
- Added
- 76
- Reduced
- 30
- Sold out
- 16
- Shares held by filers
- 8,102,565
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Medallion Wealth Advisors, LLC | 42 | $1.34K | <0.01% | 0 | 13F-HRTimeline |
| Beacon Capital Management, LLC | 40 | $1.26K | <0.01% | 0 | 13F-HRTimeline |
| Bogart Wealth, LLC | 28 | $881 | <0.01% | 0 | 13F-HRTimeline |
| Abound Wealth Management | 25 | $787 | <0.01% | new | 13F-HRTimeline |
| AMERIFLEX GROUP, INC. | 23 | $725 | <0.01% | 0 | 13F-HRTimeline |
| Stephens Consulting, LLC | 18 | $567 | <0.01% | 0 | 13F-HRTimeline |
| Clearstead Advisors, LLC | 12 | $379 | <0.01% | 0 | 13F-HRTimeline |
| CURIO WEALTH, LLC | 1 | $371 | <0.01% | new | 13F-HRTimeline |
| Lowe Wealth Advisors, LLC | 11 | $346 | <0.01% | 0 | 13F-HRTimeline |
| EQ WEALTH ADVISORS, LLC | 11 | $346 | <0.01% | new | 13F-HRTimeline |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 10 | $315 | <0.01% | 0 | 13F-HRTimeline |
| Roxbury Financial LLC | 7 | $257 | <0.01% | 0 | 13F-HRTimeline |
| PROATHLETE WEALTH MANAGEMENT LLC | 6 | $188 | <0.01% | new | 13F-HRTimeline |
| COLDSTREAM CAPITAL MANAGEMENT INC | 5 | $158 | <0.01% | new | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |