ARB Institutional Ownership & Shareholders
ALTSHARES MERGER ARBITRAGE (ARB) is currently held by 25 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $59.42M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
New York Life Investment Management Llc is currently the largest disclosed institutional shareholder of ARB tracked by InsiderSet, reporting ownership valued at approximately $14.60M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $14.74M, representing an estimated gain of +0.98% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed ARB value among the investors covered in this analysis. Major shareholders include New York Life Investment Management Llc, Ep Wealth Advisors, Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in ALTSHARES MERGER ARBITRAGE (ARB).
This page ranks the largest institutional ARB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
25
Total Reported Value
$59.42M
Largest Holder
New York Life Investment Management Llc
Largest Position
$14.60M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| New York Life Investment Management Llc | 0.10% | 492,634 | $14,597,140 | $14,739,609 | +$142,469 | +0.98% | |
| Ep Wealth Advisors, Llc | 0.04% | 395,135 | $11,708,165 | $11,822,439 | +$114,274 | +0.98% | |
| Envestnet Asset Management Inc | 0.00% | 260,941 | $7,731,882 | $7,807,355 | +$75,473 | +0.98% | |
| Legend Financial Advisors, Inc. | 3.18% | 189,058 | $5,601,949 | $5,656,615 | +$54,666 | +0.98% | |
| Orion Porfolio Solutions, Llc | 0.04% | 158,407 | $4,693,730 | $4,739,537 | +$45,807 | +0.98% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 73,196 | $2,168,797 | $2,190,024 | +$21,227 | +0.98% | |
| Advisory Services Network, Llc | 0.02% | 63,586 | $1,884,104 | $1,902,493 | +$18,389 | +0.98% | |
| Cetera Investment Advisers | 0.00% | 59,386 | $1,759,662 | $1,776,829 | +$17,167 | +0.98% | |
| Osaic Holdings, Inc. | 0.00% | 57,934 | $1,716,611 | $1,733,385 | +$16,774 | +0.98% | |
| Citadel Advisors Llc | 0.00% | 53,912 | $1,597,456 | $1,613,047 | +$15,591 | +0.98% | |
| Sonoma Allocations Llc | 0.37% | 39,941 | $1,185,434 | $1,195,035 | +$9,601 | +0.81% | |
| Captrust Financial Advisors | 0.00% | 31,742 | $940,541 | $949,721 | +$9,180 | +0.98% | |
| Raymond James Financial Inc | 0.00% | 30,121 | $892,509 | $901,220 | +$8,711 | +0.98% | |
| Gts Securities Llc | 0.02% | 25,097 | $743,649 | $750,902 | +$7,253 | +0.98% | |
| Morgan Stanley | 0.00% | 20,123 | $596,286 | $602,080 | +$5,794 | +0.97% | |
| Bank Of America Corp | 0.00% | 19,811 | $587,000 | $592,745 | +$5,745 | +0.98% | |
| Lpl Financial Llc | 0.00% | 14,501 | $429,676 | $433,870 | +$4,194 | +0.98% | |
| Ancora Advisors Llc | 0.00% | 10,200 | $198,015 | $305,184 | +$107,169 | +54.12% | |
| Royal Bank Of Canada | 0.00% | 5,780 | $171,000 | $172,938 | +$1,938 | +1.13% | |
| Allworth Financial Lp | 0.00% | 3,815 | $113,027 | $114,145 | +$1,118 | +0.99% | |
| Prosperity Bancshares Inc | 0.06% | 3,031 | $89,811 | $90,688 | +$877 | +0.98% | |
| Silver Grove Financial Group, Inc. | 0.00% | 176 | $5,215 | $5,266 | +$51 | +0.98% | |
| Harbour Investments, Inc. | 0.00% | 76 | $2,252 | $2,274 | +$22 | +0.97% | |
| Wells Fargo & Company/Mn | 0.00% | 45 | $1,333 | $1,346 | +$13 | +1.01% | |
| Arax Advisory Partners | 0.00% | 26 | $770 | $778 | +$8 | +1.03% |
Frequently asked questions about ARB
Who are the largest institutional holders of ARB?
The largest institutional holders of ARB reported in the latest SEC Form 13F filings include New York Life Investment Management Llc, Ep Wealth Advisors, Llc, Envestnet Asset Management Inc, Legend Financial Advisors, Inc., and Orion Porfolio Solutions, Llc. InsiderSet ranks institutional holders by their latest reported ARB position.
What is ARB institutional ownership?
This page tracks ARB positions reported by institutional investment managers through SEC Form 13F. ALTSHARES MERGER ARBITRAGE (ARB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ARB?
InsiderSet currently tracks 25 institutional managers reporting ARB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ARB shareholders.
How much ARB stock do institutions own?
Institutional investment managers disclosed approximately $59.42M in ARB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ARB institutional ownership last updated?
The latest ARB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ARB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ARB position after the reporting date.
Are institutions buying or selling ARB?
Institutional buying and selling can be analyzed by comparing ARB positions across consecutive 13F reporting periods. InsiderSet's ARB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ARB ownership changes.
How has ARB institutional ownership changed over time?
InsiderSet tracks ARB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.