Altshares Merger Arbitrage (ARB)

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Cantor Fitzgerald Investment Advisors L.P.

DECREASED

Shares620,587 from 620,886

Change-299 (0%)

Value$18.4M (+$184.1K)

Filed 2026-07-24

New York Life Investment Management LLC

INCREASED

Shares492,634 from 358,701

Change+133,933 (+37%)

Value$14.6M (+$4.1M)

Filed 2026-08-10

EP Wealth Advisors, LLC

DECREASED

Shares395,135 from 395,986

Change-851 (0%)

Value$11.7M (+$97.8K)

Filed 2026-08-12

Envestnet Asset Management Inc

INCREASED

Shares260,941 from 244,552

Change+16,389 (+7%)

Value$7.7M (+$561.6K)

Filed 2026-09-23

Legend Financial Advisors, Inc.

INCREASED

Shares189,058 from 187,349

Change+1,709 (+1%)

Value$5.6M (+$108.9K)

Filed 2026-07-20

Orion Porfolio Solutions, LLC

DECREASED

Shares158,407 from 163,051

Change-4,644 (-3%)

Value$4.7M (-$86.9K)

Filed 2026-08-14

HighTower Advisors, LLC

INCREASED

Shares145,628 from 141,307

Change+4,321 (+3%)

Value$4.3M (+$171.7K)

Filed 2026-08-26

Diversify Advisory Services, LLC

NEW

Shares129,033

Change+129,033

Value$3.8M

Filed 2026-08-10

Diversify Wealth Management, LLC

INCREASED

Shares129,033 from 127,859

Change+1,174 (+1%)

Value$3.8M (+$49.9K)

Filed 2026-07-30

Dynamic Advisor Solutions LLC

INCREASED

Shares88,589 from 71,685

Change+16,904 (+24%)

Value$2.6M (+$523.2K)

Filed 2026-07-07

PFG Advisors

DECREASED

Shares85,856 from 87,164

Change-1,308 (-1%)

Value$2.5M (-$11.7K)

Filed 2026-07-16

Collaborative Fund Advisors, LLC

NEW

Shares75,953

Change+75,953

Value$2.3M

Filed 2026-07-31

Steward Partners Investment Advisory, LLC

INCREASED

Shares73,196 from 64,266

Change+8,930 (+14%)

Value$2.2M (+$284.5K)

Filed 2026-08-13

Advisory Services Network, LLC

UNCHANGED

Shares63,586 from 63,586

Change0 (0%)

Value$1.9M (+$19.8K)

Filed 2026-08-12

Cetera Investment Advisers

INCREASED

Shares59,386 from 53,975

Change+5,411 (+10%)

Value$1.8M (+$177.1K)

Filed 2026-08-12

Osaic Holdings, Inc.

DECREASED

Shares57,934 from 58,867

Change-933 (-2%)

Value$1.7M (-$9.4K)

Filed 2026-08-14

Citadel Advisors LLC

DECREASED

Shares53,912 from 223,598

Change-169,686 (-76%)

Value$1.6M (-$5.0M)

Filed 2026-09-02

Sonoma Allocations LLC

DECREASED

Shares39,941 from 59,700

Change-19,759 (-33%)

Value$1.2M (-$568.8K)

Filed 2026-07-08

Oppenheimer & Co Inc

NEW

Shares36,955

Change+36,955

Value$1.1M

Filed 2026-08-03

Columbus Macro, LLC

INCREASED

Shares36,671 from 32,505

Change+4,166 (+13%)

Value$1.1M (+$133.5K)

Filed 2026-07-22

Captrust Financial Advisors

DECREASED

Shares31,742 from 34,562

Change-2,820 (-8%)

Value$940.5K (-$72.8K)

Filed 2026-08-13

Raymond James Financial Inc

DECREASED

Shares30,121 from 75,911

Change-45,790 (-60%)

Value$892.5K (-$1.3M)

Filed 2026-08-14

GTS Securities LLC

INCREASED

Shares25,097 from 15,628

Change+9,469 (+61%)

Value$743.6K (+$285.4K)

Filed 2026-08-14

Assetmark, Inc

INCREASED

Shares21,217 from 21,042

Change+175 (+1%)

Value$628.7K (+$11.7K)

Filed 2026-07-30

Morgan Stanley

DECREASED

Shares20,123 from 29,949

Change-9,826 (-33%)

Value$596.3K (-$281.8K)

Filed 2026-08-13

Bank of America Corp

DECREASED

Shares19,811 from 29,637

Change-9,826 (-33%)

Value$587.0K (-$282.0K)

Filed 2026-08-14

LPL Financial LLC

DECREASED

Shares14,501 from 17,139

Change-2,638 (-15%)

Value$429.7K (-$72.8K)

Filed 2026-08-07

Royal Bank of Canada

DECREASED

Shares5,780 from 6,656

Change-876 (-13%)

Value$171.0K (-$25.0K)

Filed 2026-08-14

BFC Planning, Inc.

INCREASED

Shares4,870 from 1,449

Change+3,421 (+236%)

Value$144.3K (+$101.8K)

Filed 2026-10-29

Allworth Financial LP

INCREASED

Shares3,815 from 2,830

Change+985 (+35%)

Value$113.0K (+$30.1K)

Filed 2026-08-11

Prosperity Bancshares Inc

INCREASED

Shares3,031 from 2,695

Change+336 (+12%)

Value$89.8K (+$10.8K)

Filed 2026-08-14

Berthel, Fisher & Company Financial Services, Inc.

INCREASED

Shares1,604 from 1,408

Change+196 (+14%)

Value$47.5K (+$6.2K)

Filed 2026-10-30

Private Trust Co NA

UNCHANGED

Shares1,194 from 1,194

Change0 (0%)

Value$35.4K (+$371)

Filed 2026-07-28

Silver Grove Financial Group, Inc.

NEW

Shares176

Change+176

Value$5.2K

Filed 2026-08-13

Harbour Investments, Inc.

DECREASED

Shares76 from 113

Change-37 (-33%)

Value$2.3K (-$1.1K)

Filed 2026-08-12

True Wealth Design, LLC

UNCHANGED

Shares54 from 54

Change0 (0%)

Value$1.6K (+$17)

Filed 2026-07-16

Wells Fargo & Company

NEW

Shares45

Change+45

Value$1.3K

Filed 2026-08-14

Arax Advisory Partners

NEW

Shares26

Change+26

Value$770

Filed 2026-08-10

Jane Street Group, LLC

CLOSED

Shares0 from 27,886

Change-27,886 (-100%)

Value$0 (-$817.6K)

Filed 2026-08-14

Apollon Wealth Management, LLC

CLOSED

Shares0 from 18,711

Change-18,711 (-100%)

Value$0 (-$548.6K)

Filed 2026-07-23

	Status
Cantor Fitzgerald Investment Advisors L.P.	DECREASED	620,587	620,886	-299	0%	$18.2M	$18.4M	+$184.1K	2026-07-24
New York Life Investment Management LLC	INCREASED	492,634	358,701	+133,933	+37%	$10.5M	$14.6M	+$4.1M	2026-08-10
EP Wealth Advisors, LLC	DECREASED	395,135	395,986	-851	0%	$11.6M	$11.7M	+$97.8K	2026-08-12
Envestnet Asset Management Inc	INCREASED	260,941	244,552	+16,389	+7%	$7.2M	$7.7M	+$561.6K	2026-09-23
Legend Financial Advisors, Inc.	INCREASED	189,058	187,349	+1,709	+1%	$5.5M	$5.6M	+$108.9K	2026-07-20
Orion Porfolio Solutions, LLC	DECREASED	158,407	163,051	-4,644	-3%	$4.8M	$4.7M	-$86.9K	2026-08-14
HighTower Advisors, LLC	INCREASED	145,628	141,307	+4,321	+3%	$4.1M	$4.3M	+$171.7K	2026-08-26
Diversify Advisory Services, LLC	NEW	129,033	—	+129,033	—	—	$3.8M	—	2026-08-10
Diversify Wealth Management, LLC	INCREASED	129,033	127,859	+1,174	+1%	$3.8M	$3.8M	+$49.9K	2026-07-30
Dynamic Advisor Solutions LLC	INCREASED	88,589	71,685	+16,904	+24%	$2.1M	$2.6M	+$523.2K	2026-07-07
PFG Advisors	DECREASED	85,856	87,164	-1,308	-1%	$2.6M	$2.5M	-$11.7K	2026-07-16
Collaborative Fund Advisors, LLC	NEW	75,953	—	+75,953	—	—	$2.3M	—	2026-07-31
Steward Partners Investment Advisory, LLC	INCREASED	73,196	64,266	+8,930	+14%	$1.9M	$2.2M	+$284.5K	2026-08-13
Advisory Services Network, LLC	UNCHANGED	63,586	63,586	0	0%	$1.9M	$1.9M	+$19.8K	2026-08-12
Cetera Investment Advisers	INCREASED	59,386	53,975	+5,411	+10%	$1.6M	$1.8M	+$177.1K	2026-08-12
Osaic Holdings, Inc.	DECREASED	57,934	58,867	-933	-2%	$1.7M	$1.7M	-$9.4K	2026-08-14
Citadel Advisors LLC	DECREASED	53,912	223,598	-169,686	-76%	$6.6M	$1.6M	-$5.0M	2026-09-02
Sonoma Allocations LLC	DECREASED	39,941	59,700	-19,759	-33%	$1.8M	$1.2M	-$568.8K	2026-07-08
Oppenheimer & Co Inc	NEW	36,955	—	+36,955	—	—	$1.1M	—	2026-08-03
Columbus Macro, LLC	INCREASED	36,671	32,505	+4,166	+13%	$953.1K	$1.1M	+$133.5K	2026-07-22
Captrust Financial Advisors	DECREASED	31,742	34,562	-2,820	-8%	$1.0M	$940.5K	-$72.8K	2026-08-13
Raymond James Financial Inc	DECREASED	30,121	75,911	-45,790	-60%	$2.2M	$892.5K	-$1.3M	2026-08-14
GTS Securities LLC	INCREASED	25,097	15,628	+9,469	+61%	$458.2K	$743.6K	+$285.4K	2026-08-14
Assetmark, Inc	INCREASED	21,217	21,042	+175	+1%	$617.0K	$628.7K	+$11.7K	2026-07-30
Morgan Stanley	DECREASED	20,123	29,949	-9,826	-33%	$878.1K	$596.3K	-$281.8K	2026-08-13
Bank of America Corp	DECREASED	19,811	29,637	-9,826	-33%	$869.0K	$587.0K	-$282.0K	2026-08-14
LPL Financial LLC	DECREASED	14,501	17,139	-2,638	-15%	$502.5K	$429.7K	-$72.8K	2026-08-07
Royal Bank of Canada	DECREASED	5,780	6,656	-876	-13%	$196.0K	$171.0K	-$25.0K	2026-08-14
BFC Planning, Inc.	INCREASED	4,870	1,449	+3,421	+236%	$42.5K	$144.3K	+$101.8K	2026-10-29
Allworth Financial LP	INCREASED	3,815	2,830	+985	+35%	$83.0K	$113.0K	+$30.1K	2026-08-11
Prosperity Bancshares Inc	INCREASED	3,031	2,695	+336	+12%	$79.0K	$89.8K	+$10.8K	2026-08-14
Berthel, Fisher & Company Financial Services, Inc.	INCREASED	1,604	1,408	+196	+14%	$41.3K	$47.5K	+$6.2K	2026-10-30
Private Trust Co NA	UNCHANGED	1,194	1,194	0	0%	$35.0K	$35.4K	+$371	2026-07-28
Silver Grove Financial Group, Inc.	NEW	176	—	+176	—	—	$5.2K	—	2026-08-13
Harbour Investments, Inc.	DECREASED	76	113	-37	-33%	$3.3K	$2.3K	-$1.1K	2026-08-12
True Wealth Design, LLC	UNCHANGED	54	54	0	0%	$1.6K	$1.6K	+$17	2026-07-16
Wells Fargo & Company	NEW	45	—	+45	—	—	$1.3K	—	2026-08-14
Arax Advisory Partners	NEW	26	—	+26	—	—	$770	—	2026-08-10
Jane Street Group, LLC	CLOSED	0	27,886	-27,886	-100%	$817.6K	$0	-$817.6K	2026-08-14
Apollon Wealth Management, LLC	CLOSED	0	18,711	-18,711	-100%	$548.6K	$0	-$548.6K	2026-07-23

Showing 40 of 40 institutions