Go Pro
→ Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (From Altimetry) (Ad)tc pixel Free ARB Stock Alerts

AltShares Merger Arbitrage ETF (ARB) Institutional Ownership

$29.80 -0.01 (-0.03%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for AltShares Merger Arbitrage ETF (NYSEARCA:ARB)

Current
Institutional Ownership
Percentage
94.63%
Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$20.73M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$8.25M
Get ARB Insider Trade Alerts

Want to know when executives and insiders are buying or selling AltShares Merger Arbitrage ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

ARB Institutional Buying and Selling by Quarter

AltShares Merger Arbitrage ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 Sonoma Allocations LLC39,941$1.19M0.4%-33.1%1.135%
7/7/2026 Dynamic Advisor Solutions LLC88,589$2.63M0.1%+23.6%2.517%
5/19/2026 Sonoma Allocations LLC59,700$1.75M0.6%+12.0%1.766%
5/19/2026 Bank of America Corp DE29,637$869K0.0%+4.0%0.877%
5/18/2026 Royal Bank of Canada6,656$196K0.0%+66.9%0.197%
5/13/2026 Cetera Investment Advisers53,975$1.58M0.0%+8.8%1.597%
5/6/2026 Assetmark Inc.21,042$617K0.0%-92.1%0.623%
5/2/2026 Diversify Wealth Management LLC127,859$3.77M0.1%N/A3.783%
4/23/2026 Apollon Wealth Management LLC18,711$549K0.0%N/A0.523%
4/21/2026 Columbus Macro LLC32,505$953K0.1%+10.7%0.908%
2/23/2026 Sonoma Allocations LLC53,294$1.55M0.5%+88.4%1.505%
2/17/2026 Cetera Investment Advisers49,591$1.44M0.0%+10.8%1.401%
2/17/2026 Prosperity Bancshares Inc9,029$262K0.2%N/A0.255%
2/17/2026 Osaic Holdings Inc.57,831$1.68M0.0%-6.4%1.634%
2/17/2026 Captrust Financial Advisors36,409$1.06M0.0%-6.0%1.029%
2/13/2026 Kestra Advisory Services LLC1,709$50K0.0%N/A0.048%
2/12/2026 Orion Porfolio Solutions LLC185,153$5.38M0.0%+1.5%5.230%
2/12/2026 Steward Partners Investment Advisory LLC57,187$1.66M0.0%+24.8%1.615%
2/11/2026 LPL Financial LLC19,704$573K0.0%+2.0%0.557%
2/6/2026 HighTower Advisors LLC130,375$3.79M0.0%+9.0%3.683%
2/5/2026 New York Life Investment Management LLC371,772$10.81M0.1%+2.8%10.502%
1/27/2026 PFG Advisors113,051$3.29M0.2%+36.8%3.212%
1/23/2026 Legend Financial Advisors Inc.179,800$5.23M3.2%+2.8%5.108%
1/23/2026 Assetmark Inc.267,701$7.78M0.0%+1,131.1%7.605%
1/23/2026 Cantor Fitzgerald Investment Advisors L.P.589,523$17.14M1.3%+1.7%16.748%
1/23/2026 Diversify Advisory Services LLC113,427$3.30M0.1%+2.1%3.222%
1/15/2026 Columbus Macro LLC29,353$853K0.1%+5.9%0.846%
1/9/2026 Dynamic Advisor Solutions LLC64,297$1.87M0.1%+13.5%1.853%
11/18/2025 Advisory Services Network LLC56,859$1.65M0.0%+3.5%1.817%
11/17/2025 Bank of America Corp DE20,765$602K0.0%-12.9%0.663%
11/14/2025 Raymond James Financial Inc.111,858$3.24M0.0%+13.8%3.574%
11/13/2025 PFG Advisors82,668$2.40M0.1%-6.1%2.641%
11/13/2025 Diversify Advisory Services LLC111,094$3.22M0.1%+0.8%3.549%
11/12/2025 Orion Porfolio Solutions LLC182,393$5.29M0.0%+0.9%5.827%
11/10/2025 Advisors Preferred LLC8,913$259K0.0%+55.4%0.285%
11/7/2025 HighTower Advisors LLC119,577$3.47M0.0%+11.7%3.820%
11/6/2025 New York Life Investment Management LLC361,654$10.48M0.1%+6.6%11.554%
11/5/2025 Envestnet Asset Management Inc.233,617$6.77M0.0%+0.2%7.464%
11/4/2025 Legend Financial Advisors Inc.174,987$5.07M3.1%+0.3%5.591%
10/24/2025 Sonoma Allocations LLC28,284$818K0.3%N/A0.904%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
10/21/2025 Cantor Fitzgerald Investment Advisors L.P.579,736$16.81M1.1%+0.9%18.522%
10/16/2025 Columbus Macro LLC27,718$804K0.1%+11.6%0.886%
10/15/2025 World Investment Advisors11,177$324K0.0%+15.6%0.357%
10/9/2025 Dynamic Advisor Solutions LLC56,643$1.64M0.0%+11.3%1.833%
9/4/2025 Osaic Holdings Inc.61,938$1.77M0.0%+538.9%2.072%
8/27/2025 Orion Porfolio Solutions LLC180,773$5.15M0.0%-0.7%6.046%
8/19/2025 Advisory Services Network LLC54,918$1.58M0.0%N/A1.837%
8/15/2025 Captrust Financial Advisors41,611$1.19M0.0%-5.6%1.392%
8/15/2025 Orion Porfolio Solutions LLC180,773$5.15M0.0%-0.7%6.046%
8/15/2025 Bank of America Corp DE23,828$679K0.0%-7.0%0.797%
8/14/2025 Jane Street Group LLC12,736$363K0.0%N/A0.426%
8/14/2025 Raymond James Financial Inc.98,293$2.80M0.0%N/A3.287%
8/14/2025 Diversify Advisory Services LLC110,195$3.18M0.1%+76.8%3.685%
8/12/2025 Steward Partners Investment Advisory LLC38,449$1.10M0.0%+49.0%1.286%
8/8/2025 Cetera Investment Advisers38,703$1.10M0.0%-7.1%1.294%
8/7/2025 PFG Advisors88,061$2.51M0.1%+50.5%2.945%
8/5/2025 Advisors Preferred LLC5,736$164K0.0%-65.2%0.192%
8/4/2025 Atria Investments Inc25,257$720K0.0%-14.4%0.845%
8/4/2025 Assetmark Inc.21,682$618K0.0%-14.6%0.725%
8/4/2025 World Investment Advisors9,665$275K0.0%+30.7%0.323%
8/1/2025 New York Life Investment Management LLC339,389$9.67M0.1%-4.5%11.351%
8/1/2025 Envestnet Asset Management Inc.233,047$6.64M0.0%-4.1%7.794%
7/28/2025 Harbour Investments Inc.111,774$3.18M0.1%-1.6%3.738%
7/25/2025Atria Wealth Solutions Inc.8,925$254K0.0%-7.6%0.288%
7/25/2025 Envestnet Portfolio Solutions Inc.10,701$305K0.0%-25.6%0.345%
7/23/2025 Columbus Macro LLC24,847$708K0.1%+5.2%0.802%
7/23/2025 Kingswood Wealth Advisors LLC7,750$221K0.0%N/A0.250%
7/18/2025 Cantor Fitzgerald Investment Advisors L.P.574,500$16.37M1.2%-1.3%18.532%
7/16/2025 Legend Financial Advisors Inc.174,436$4.97M3.3%+1.9%5.627%
5/14/2025Legend Financial Advisors Inc.171,240$4.84M3.6%+6.6%5.885%
5/13/2025HighTower Advisors LLC104,580$2.95M0.0%+10.6%3.594%
5/9/2025Atria Wealth Solutions Inc.9,659$273K0.0%+14.4%0.332%
5/8/2025Harbour Investments Inc.113,576$3.21M0.1%+8.6%3.903%
5/6/2025Assetmark Inc.25,402$717K0.0%-12.3%0.873%
5/6/2025Cetera Investment Advisers41,658$1.18M0.0%+19.1%1.432%
5/6/2025Advisors Preferred LLC16,466$464K0.1%N/A0.566%
5/6/2025PFG Advisors58,503$1.65M0.1%+18.2%2.010%
4/30/2025Allworth Financial LP3,020$85K0.0%-14.9%0.104%
4/29/2025Envestnet Asset Management Inc.243,034$6.86M0.0%+8.7%8.352%
4/29/2025World Investment Advisors7,394$209K0.0%N/A0.254%
4/22/2025Cantor Fitzgerald Investment Advisors L.P.582,196$16.44M1.2%+4.3%20.007%
4/21/2025Envestnet Portfolio Solutions Inc.14,384$406K0.0%+7.0%0.494%
4/17/2025Columbus Macro LLC23,617$667K0.1%-6.1%0.812%
4/17/2025Dynamic Advisor Solutions LLC38,732$1.09M0.0%+158.0%1.331%
2/18/2025GTS Securities LLC64,678$1.78M0.1%N/A2.478%
2/17/2025Cetera Investment Advisers34,964$963K0.0%-2.6%1.340%
2/17/2025Bank of America Corp DE14,065$387K0.0%-13.7%0.539%
2/14/2025Jane Street Group LLC112,682$3.10M0.0%+1,301.2%4.317%
2/13/2025Envestnet Asset Management Inc.223,513$6.15M0.0%-1.5%8.564%
2/12/2025Orion Portfolio Solutions LLC184,278$5.07M0.0%+7.2%7.060%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
2/11/2025LPL Financial LLC7,908$218K0.0%N/A0.303%
2/10/2025Harbour Investments Inc.104,630$2.88M0.1%+5.2%4.009%
2/10/2025Envestnet Portfolio Solutions Inc.13,446$370K0.0%+22.5%0.515%
2/7/2025PFG Advisors49,483$1.36M0.1%+10.5%1.896%
2/7/2025HighTower Advisors LLC94,524$2.60M0.0%+1.4%3.622%
2/6/2025Atria Investments Inc28,307$779K0.0%-5.8%1.085%
2/6/2025Assetmark Inc.28,972$798K0.0%-3.1%1.110%
2/6/2025Steward Partners Investment Advisory LLC5,856$161K0.0%+68.2%0.224%
2/5/2025Private Trust Co. NA1,428$39K0.0%-30.0%0.055%
2/5/2025New York Life Investment Management LLC348,734$9.60M0.1%-3.0%13.361%


ARB Institutional Ownership - Frequently Asked Questions

During the previous two years, 38 institutional investors and hedge funds held shares of AltShares Merger Arbitrage ETF. The most heavily invested institutionals were Cantor Fitzgerald Investment Advisors L.P. ($17.14M), New York Life Investment Management LLC ($10.81M), Envestnet Asset Management Inc. ($6.77M), Orion Porfolio Solutions LLC ($5.38M), Legend Financial Advisors Inc. ($5.23M), Orion Portfolio Solutions LLC ($5.07M), and HighTower Advisors LLC ($3.79M).Learn more on AltShares Merger Arbitrage ETF's institutional investors.

94.63% of AltShares Merger Arbitrage ETF's stock is owned by institutional investors. Learn more on ARB's institutional investor holdings.

Of the 34 institutional investors that purchased AltShares Merger Arbitrage ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Assetmark Inc. ($245.96K), Cantor Fitzgerald Investment Advisors L.P. ($151.68K), Diversify Wealth Management LLC ($127.86K), Jane Street Group LLC ($117.38K), Raymond James Financial Inc. ($111.86K), PFG Advisors ($73.66K), and Dynamic Advisor Solutions LLC ($69.05K).

Institutional investors have bought a total of 712,756 shares in the last 24 months. This purchase volume represents approximately $20.73M in transactions.

The following institutional investors have sold AltShares Merger Arbitrage ETF stock in the last 24 months: Assetmark Inc. ($246.66K), Sonoma Allocations LLC ($19.76K), PFG Advisors ($5.39K), Osaic Holdings Inc. ($3.97K), Bank of America Corp DE ($3.06K), and Captrust Financial Advisors ($2.32K).

Institutional investors have sold a total of 281,167 shares in the last 24 months. This volume of shares sold represents approximately $8.25M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:ARB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel