Who owns ARTY (ARTY)
Which tracked institutional funds hold ARTY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ARTY company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
37 tracked funds added or opened ARTY while 31 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ARTY’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ARTY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ARTY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 320 tracked filers holding ARTY, 147 increased or opened the position and 106 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ARTY between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- JANE STREET GROUP, LLC$15M
- CITADEL ADVISORS LLC$8M
- Invera Wealth Advisors, LLC$3M
- Fortis Advisors, LLC$2M
- NATIXIS ADVISORS, LLC$1M
- KESTRA PRIVATE WEALTH SERVICES, LLC$1M
Full exits 8
- Trek Financial, LLC$8M
- Investor's Fiduciary Advisor Network, LLC$3M
- RETIREMENT CAPITAL STRATEGIES$942K
- NewEdge Advisors, LLC$850K
- CIBC WORLD MARKET INC.$667K
- D.A. DAVIDSON & CO.$609K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$59M
- Stonebrook Private Inc.$8M
- BlackRock, Inc.$7M
- JONES FINANCIAL COMPANIES LLLP$6M
- LPL Financial LLC$6M
- WELLS FARGO & COMPANY/MN$5M
Largest trims
- ASSETMARK, INC$30M
- MORGAN STANLEY$19M
- OSAIC HOLDINGS, INC.$9M
- TD Waterhouse Canada Inc.$8M
- AMERIPRISE FINANCIAL INC$6M
- Kingsview Wealth Management, LLC$5M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 2,300,047 | $107M | 13.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,391,405 | $65M | 8.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,378,580 | $64M | 8.1% | 2026-Q1 |
| LPL Financial LLC added | 1,272,742 | $59M | 7.5% | 2026-Q1 |
| Hancock Prospecting Pty Ltd | 1,055,190 | $49M | 6.2% | 2026-Q1 |
| Wharton Business Group, LLC added | 954,917 | $44M | 5.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 933,146 | $43M | 5.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 481,076 | $22M | 2.8% | 2026-Q1 |
| BROWN ADVISORY INC added | 388,269 | $18M | 2.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 381,972 | $18M | 2.2% | 2026-Q1 |
| UBS Group AG trimmed | 331,134 | $15M | 1.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 324,966 | $15M | 1.9% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 250,150 | $12M | 1.5% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 229,242 | $11M | 1.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 227,912 | $11M | 1.3% | 2026-Q1 |
| Stonebrook Private Inc. added | 201,423 | $9M | 1.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 198,243 | $9M | 1.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 181,200 | $8M | 1.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 165,307 | $8M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers added | 157,217 | $7M | 0.9% | 2026-Q1 |
| Mariner, LLC added | 156,171 | $7M | 0.9% | 2026-Q1 |
| BlackRock, Inc. added | 152,683 | $7M | 0.9% | 2026-Q1 |
| McNaughton Wealth Management, LLC added | 131,168 | $6M | 0.8% | 2026-Q1 |
| NorthRock Partners, LLC trimmed | 128,549 | $6M | 0.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 117,317 | $5M | 0.7% | 2026-Q1 |
| CX Institutional added | 115,340 | $5M | 0.7% | 2026-Q1 |
| ALEXANDER LABRUNERIE & CO., INC. added | 110,731 | $5M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 109,366 | $5M | 0.6% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 105,306 | $5M | 0.6% | 2026-Q1 |
| BostonPremier Wealth LLC added | 96,120 | $4M | 0.6% | 2026-Q1 |
| Creative Planning added | 95,088 | $4M | 0.6% | 2026-Q1 |
| LRI Investments, LLC added | 94,437 | $4M | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 94,027 | $4M | 0.6% | 2026-Q1 |
| CORA CAPITAL ADVISORS LLC added | 88,481 | $4M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 84,863 | $4M | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 84,403 | $4M | 0.5% | 2026-Q1 |
| 5th Street Advisors, LLC trimmed | 78,515 | $4M | 0.5% | 2026-Q1 |
| Invera Wealth Advisors, LLC new | 70,702 | $3M | 0.4% | 2026-Q1 |
| Wealth Management Partners, LLC added | 61,658 | $3M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 59,476 | $3M | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 58,480 | $3M | 0.3% | 2026-Q1 |
| Intrua Financial, LLC added | 56,403 | $3M | 0.3% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 55,204 | $3M | 0.3% | 2026-Q1 |
| Fortis Advisors, LLC new | 51,354 | $2M | 0.3% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 48,713 | $2M | 0.3% | 2026-Q1 |
| Quadrature Capital Ltd added | 48,421 | $2M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 48,137 | $2M | 0.3% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 46,846 | $2M | 0.3% | 2026-Q1 |
| Moran Wealth Management, LLC added | 45,767 | $2M | 0.3% | 2026-Q1 |
| Avestar Capital, LLC | 45,600 | $2M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 44,496 | $2M | 0.3% | 2026-Q1 |
| Opus Capital Group, LLC added | 43,028 | $2M | 0.3% | 2026-Q1 |
| Ardent Capital Management, Inc. trimmed | 40,925 | $2M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 40,653 | $2M | 0.2% | 2026-Q1 |
| IFP Advisors, Inc added | 40,058 | $2M | 0.2% | 2026-Q1 |
| CWM, LLC trimmed | 39,014 | $2M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 36,600 | $2M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 35,724 | $2M | 0.2% | 2026-Q1 |
| One Wealth Map LLC trimmed | 26,400 | $2M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 35,539 | $2M | 0.2% | 2026-Q1 |
| STEPHEN J. GARRY & ASSOCIATES, LLC added | 34,829 | $2M | 0.2% | 2026-Q1 |
| CASCADE INVESTMENT GROUP, INC. added | 34,547 | $2M | 0.2% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 33,098 | $2M | 0.2% | 2026-Q1 |
| Gemmer Asset Management LLC added | 32,637 | $2M | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors added | 32,232 | $1M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 31,196 | $1M | 0.2% | 2026-Q1 |
| Goldstone Financial Group, LLC trimmed | 31,008 | $1M | 0.2% | 2026-Q1 |
| WADDELL & ASSOCIATES, LLC | 30,735 | $1M | 0.2% | 2026-Q1 |
| Continuum Advisory, LLC trimmed | 30,553 | $1M | 0.2% | 2026-Q1 |
| Hudock, Inc. added | 30,280 | $1M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC new | 29,707 | $1M | 0.2% | 2026-Q1 |
| GWN SECURITIES INC. trimmed | 27,904 | $1M | 0.2% | 2026-Q1 |
| VVR Holdings LLC added | 27,071 | $1M | 0.2% | 2026-Q1 |
| LAUREL OAK WEALTH MANAGEMENT, LLC added | 25,865 | $1M | 0.2% | 2026-Q1 |
| Wealth Management Associates, Inc. added | 25,185 | $1M | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 24,341 | $1M | 0.1% | 2026-Q1 |
| World Investment Advisors added | 23,745 | $1M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 23,254 | $1M | 0.1% | 2026-Q1 |
| Phoenix Wealth Advisors trimmed | 22,778 | $1M | 0.1% | 2026-Q1 |
| Summit Financial, LLC added | 22,237 | $1M | 0.1% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 21,341 | $993K | 0.1% | 2026-Q1 |
| Antonelli Financial Advisors, LLC new | 21,281 | $990K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 19,869 | $948K | 0.1% | 2026-Q1 |
| Cladis Investment Advisory, LLC | 19,795 | $921K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 18,078 | $841K | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC added | 17,959 | $836K | 0.1% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP | 17,000 | $791K | 0.1% | 2026-Q1 |
| Brookstone Capital Management trimmed | 16,728 | $778K | 0.1% | 2026-Q1 |
| Platform Technology Partners added | 16,727 | $778K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance added | 16,555 | $770K | 0.1% | 2026-Q1 |
| Trek Financial, LLC added | 169,312 | $8M | 1.0% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 95,311 | $4M | 0.5% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC new | 87,178 | $4M | 0.5% | 2025-Q3 stale |
| Investor's Fiduciary Advisor Network, LLC new | 64,238 | $3M | 0.4% | 2025-Q4 stale |
| Synergy Asset Management, LLC new | 54,714 | $3M | 0.3% | 2025-Q3 stale |
| Sivia Capital Partners, LLC new | 27,148 | $1M | 0.2% | 2025-Q3 stale |
| Copperleaf Capital, LLC trimmed | 23,350 | $957K | 0.1% | 2025-Q2 stale |
| RETIREMENT CAPITAL STRATEGIES trimmed | 19,561 | $942K | 0.1% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 17,635 | $850K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP new | 17,318 | $792K | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.