ARB

Altshares Merger Arbitrage

+$2.4M

Net Activity

Institutions Holding

32

Popularity Rank

#7094

Avg Weight

0.19%

Total Value

$95.0M

Ownership Trend

32 institutions currently hold ARB, with 22 net buyers and 13 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

13

Net Buying Institutions

22

Key Holders

Key Holders

Top 5 by Value

CF
Cantor Fitzgerald Investment Advisors L.p.
$18.2M
EW
EP Wealth Advisors, LLC
$11.6M
NY
New York Life Investment Management LLC
$10.5M
EA
Envestnet Asset Management INC
$7.2M
CA
Citadel Advisors LLC
$6.6M

Top 5 by Conviction

LF
Legend Financial Advisors, Inc.
3.54%
CF
Cantor Fitzgerald Investment Advisors L.p.
1.34%
SA
Sonoma Allocations LLC
0.61%
PA
PFG Advisors
0.12%
CM
Columbus Macro, LLC
0.10%
View all 32 holding institutions

Quarterly Activity

Recent Activity

+$72.2M

Total Buy Value

$36.7M

Total Sell Value

New buy6
Trim10
Add16
Sold out3

22

Net Buyers

13

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ALTSHARES MERGER ARBITRAGE (ARB)?
Major stakeholders currently include Cantor Fitzgerald Investment Advisors L.p. ($18.2M), EP Wealth Advisors, LLC ($11.6M), New York Life Investment Management LLC ($10.5M). Based on the latest 13F filings, there are a total of 32 tracked investment funds and institutions maintaining positions in ARB.
What is the overall institutional sentiment toward ARB recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $2.4M, driven by 22 managers accumulating shares while 13 reduced their exposure.
Which institutions have been selling or reducing their ARB positions?
In the latest period, 10 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $36.7M.
Are there any notable investors adding ARB to their portfolios?
Yes, buying activity remains notable. 6 institutions opened new positions in {ticker}, and 16 existing holders added to their shares. The total reported buy value for the quarter amounted to $72.2M.

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