ALTSHARES MERGER ARBITRAGE (ARB) Top Institutional Shareholders
ALTSHARES MERGER ARBITRAGE (ARB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $95.00M in ARB holdings during the latest filing period.
Cantor Fitzgerald Investment Advisors L.P. is currently the largest disclosed institutional shareholder of ARB tracked by InsiderSet, reporting ownership valued at approximately $18.20M in its March 31, 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 $18.33M, representing an estimated gain of +0.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed ARB value among the investors covered in this analysis. Major shareholders include Cantor Fitzgerald Investment Advisors L.P., Ep Wealth Advisors, Llc, New York Life Investment Management Llc, 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
32
Total Reported Value
$95.00M
Largest Holder
Cantor Fitzgerald Investment Advisors L.P.
Largest Position
$18.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cantor Fitzgerald Investment Advisors L.P. | 1.34% | 620,886 | $18,204,387 | $18,328,989 | +$124,602 | +0.68% | |
| Ep Wealth Advisors, Llc | 0.06% | 395,986 | $11,610,319 | $11,689,784 | +$79,465 | +0.68% | |
| New York Life Investment Management Llc | 0.09% | 358,701 | $10,517,113 | $10,589,105 | +$71,992 | +0.68% | |
| Envestnet Asset Management Inc | 0.00% | 244,552 | $7,170,278 | $7,219,346 | +$49,068 | +0.68% | |
| Citadel Advisors Llc | 0.00% | 223,598 | $6,555,893 | $6,600,769 | +$44,876 | +0.68% | |
| Legend Financial Advisors, Inc. | 3.54% | 187,349 | $5,493,082 | $5,530,674 | +$37,592 | +0.68% | |
| Orion Porfolio Solutions, Llc | 0.04% | 163,051 | $4,780,652 | $4,813,380 | +$32,728 | +0.68% | |
| Hightower Advisors, Llc | 0.00% | 141,307 | $4,143,377 | $4,171,482 | +$28,105 | +0.68% | |
| Diversify Wealth Management, Llc | 0.07% | 127,859 | $3,773,134 | $3,774,487 | +$1,353 | +0.04% | |
| Pfg Advisors | 0.12% | 87,164 | $2,555,642 | $2,573,142 | +$17,500 | +0.68% | |
| Raymond James Financial Inc | 0.00% | 75,911 | $2,225,711 | $2,240,946 | +$15,235 | +0.68% | |
| Dynamic Advisor Solutions Llc | 0.07% | 71,685 | $2,101,804 | $2,116,191 | +$14,387 | +0.68% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 64,266 | $1,884,279 | $1,897,177 | +$12,898 | +0.68% | |
| Advisory Services Network, Llc | 0.02% | 63,586 | $1,864,342 | $1,877,103 | +$12,761 | +0.68% | |
| Sonoma Allocations Llc | 0.61% | 59,700 | $1,754,271 | $1,762,386 | +$8,115 | +0.46% | |
| Osaic Holdings, Inc. | 0.00% | 58,867 | $1,725,964 | $1,737,795 | +$11,831 | +0.69% | |
| Cetera Investment Advisers | 0.00% | 53,975 | $1,582,561 | $1,593,380 | +$10,819 | +0.68% | |
| Captrust Financial Advisors | 0.00% | 34,562 | $1,013,358 | $1,020,294 | +$6,936 | +0.68% | |
| Columbus Macro, Llc | 0.10% | 32,505 | $953,058 | $959,570 | +$6,512 | +0.68% | |
| Morgan Stanley | 0.00% | 29,949 | $878,130 | $884,115 | +$5,985 | +0.68% | |
| Bank Of America Corp | 0.00% | 29,637 | $868,957 | $874,905 | +$5,948 | +0.68% | |
| Jane Street Group, Llc | 0.00% | 27,886 | $817,618 | $823,214 | +$5,596 | +0.68% | |
| Assetmark, Inc | 0.00% | 21,042 | $616,951 | $621,175 | +$4,224 | +0.68% | |
| Apollon Wealth Management, Llc | 0.01% | 18,711 | $548,597 | $552,362 | +$3,765 | +0.69% | |
| Lpl Financial Llc | 0.00% | 17,139 | $502,515 | $505,955 | +$3,440 | +0.68% | |
| Gts Securities Llc | 0.02% | 15,628 | $458,213 | $461,349 | +$3,136 | +0.68% | |
| Royal Bank Of Canada | 0.00% | 6,656 | $196,000 | $196,490 | +$490 | +0.25% | |
| Allworth Financial Lp | 0.00% | 2,830 | $82,961 | $83,544 | +$583 | +0.70% | |
| Prosperity Bancshares Inc | 0.06% | 2,695 | $79,017 | $79,558 | +$541 | +0.69% | |
| Private Trust Co Na | 0.00% | 1,194 | $35,008 | $35,248 | +$240 | +0.68% | |
| Harbour Investments, Inc. | 0.00% | 113 | $3,313 | $3,336 | +$23 | +0.69% | |
| True Wealth Design, Llc | 0.00% | 54 | $1,584 | $1,594 | +$10 | +0.64% |
Frequently asked questions about ARB
Who owns the most ARB stock?
The largest holders of ARB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ALTSHARES MERGER ARBITRAGE (ARB).
Is ARB widely held by superinvestors?
Many widely followed stocks like ARB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ARB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.