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

38 institutions reported holding $99.8M of ALTSHARES MERGER ARBITRAGE ETF (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.

RankInstitutionValueSharesChange
1CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$18.4M620,587Trimmed
2NEW YORK LIFE INVESTMENT MANAGEMENT LLC$14.6M492,634Added
3EP Wealth Advisors, LLC$11.7M395,135Trimmed
4ENVESTNET ASSET MANAGEMENT INC$7.7M260,941Added
5Legend Financial Advisors, Inc.$5.6M189,058Added
6Orion Porfolio Solutions, LLC$4.7M158,407Trimmed
7HighTower Advisors, LLC$4.3M145,628Added
8DIVERSIFY WEALTH MANAGEMENT, LLC$3.8M129,033Added
9Diversify Advisory Services, LLC$3.8M129,033New
10Dynamic Advisor Solutions LLC$2.6M88,589Added
11PFG Advisors$2.5M85,856Trimmed
12Collaborative Fund Advisors, LLC$2.3M75,953New
13Steward Partners Investment Advisory, LLC$2.2M73,196Added
14Advisory Services Network, LLC$1.9M63,586Hold
15Cetera Investment Advisers$1.8M59,386Added
16OSAIC HOLDINGS, INC.$1.7M57,934Trimmed
17CITADEL ADVISORS LLC$1.6M53,912Trimmed
18Sonoma Allocations LLC$1.2M39,941Trimmed
19OPPENHEIMER & CO INC$1.1M36,955New
20Columbus Macro, LLC$1.1M36,671Added
21CAPTRUST FINANCIAL ADVISORS$940,54131,742Trimmed
22RAYMOND JAMES FINANCIAL INC$892,50930,121Trimmed
23GTS SECURITIES LLC$743,64925,097Added
24ASSETMARK, INC$628,67721,217Added
25MORGAN STANLEY$596,28620,123Trimmed

Source: SEC Form 13F filings · as of 2026-06-30