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Institutional Ownership · SEC Form 13F

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.

320
Institutional holders
17,416,958
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY trimmed2,300,047$107M13.5%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added1,391,405$65M8.2%2026-Q1
BANK OF AMERICA CORP /DE/ added1,378,580$64M8.1%2026-Q1
LPL Financial LLC added1,272,742$59M7.5%2026-Q1
Hancock Prospecting Pty Ltd1,055,190$49M6.2%2026-Q1
Wharton Business Group, LLC added954,917$44M5.6%2026-Q1
AMERIPRISE FINANCIAL INC trimmed933,146$43M5.4%2026-Q1
JONES FINANCIAL COMPANIES LLLP added481,076$22M2.8%2026-Q1
BROWN ADVISORY INC added388,269$18M2.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added381,972$18M2.2%2026-Q1
UBS Group AG trimmed331,134$15M1.9%2026-Q1
JANE STREET GROUP, LLC added324,966$15M1.9%2026-Q1
CAPTRUST FINANCIAL ADVISORS added250,150$12M1.5%2026-Q1
HighTower Advisors, LLC trimmed229,242$11M1.3%2026-Q1
Stratos Wealth Partners, LTD. added227,912$11M1.3%2026-Q1
Stonebrook Private Inc. added201,423$9M1.2%2026-Q1
ROYAL BANK OF CANADA added198,243$9M1.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed181,200$8M1.1%2026-Q1
CITADEL ADVISORS LLC added165,307$8M1.0%2026-Q1
Cetera Investment Advisers added157,217$7M0.9%2026-Q1
Mariner, LLC added156,171$7M0.9%2026-Q1
BlackRock, Inc. added152,683$7M0.9%2026-Q1
McNaughton Wealth Management, LLC added131,168$6M0.8%2026-Q1
NorthRock Partners, LLC trimmed128,549$6M0.8%2026-Q1
WELLS FARGO & COMPANY/MN added117,317$5M0.7%2026-Q1
CX Institutional added115,340$5M0.7%2026-Q1
ALEXANDER LABRUNERIE & CO., INC. added110,731$5M0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added109,366$5M0.6%2026-Q1
Wealthcare Advisory Partners LLC trimmed105,306$5M0.6%2026-Q1
BostonPremier Wealth LLC added96,120$4M0.6%2026-Q1
Creative Planning added95,088$4M0.6%2026-Q1
LRI Investments, LLC added94,437$4M0.6%2026-Q1
Kestra Advisory Services, LLC added94,027$4M0.6%2026-Q1
CORA CAPITAL ADVISORS LLC added88,481$4M0.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed84,863$4M0.5%2026-Q1
MML INVESTORS SERVICES, LLC added84,403$4M0.5%2026-Q1
5th Street Advisors, LLC trimmed78,515$4M0.5%2026-Q1
Invera Wealth Advisors, LLC new70,702$3M0.4%2026-Q1
Wealth Management Partners, LLC added61,658$3M0.4%2026-Q1
STIFEL FINANCIAL CORP added59,476$3M0.3%2026-Q1
CITIGROUP INC added58,480$3M0.3%2026-Q1
Intrua Financial, LLC added56,403$3M0.3%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC trimmed55,204$3M0.3%2026-Q1
Fortis Advisors, LLC new51,354$2M0.3%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. trimmed48,713$2M0.3%2026-Q1
Quadrature Capital Ltd added48,421$2M0.3%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added48,137$2M0.3%2026-Q1
Kingsview Wealth Management, LLC trimmed46,846$2M0.3%2026-Q1
Moran Wealth Management, LLC added45,767$2M0.3%2026-Q1
Avestar Capital, LLC45,600$2M0.3%2026-Q1
Rockefeller Capital Management L.P. trimmed44,496$2M0.3%2026-Q1
Opus Capital Group, LLC added43,028$2M0.3%2026-Q1
Ardent Capital Management, Inc. trimmed40,925$2M0.2%2026-Q1
Private Advisor Group, LLC added40,653$2M0.2%2026-Q1
IFP Advisors, Inc added40,058$2M0.2%2026-Q1
CWM, LLC trimmed39,014$2M0.2%2026-Q1
HSBC HOLDINGS PLC added36,600$2M0.2%2026-Q1
Cerity Partners LLC added35,724$2M0.2%2026-Q1
One Wealth Map LLC trimmed26,400$2M0.2%2026-Q1
Steward Partners Investment Advisory, LLC added35,539$2M0.2%2026-Q1
STEPHEN J. GARRY & ASSOCIATES, LLC added34,829$2M0.2%2026-Q1
CASCADE INVESTMENT GROUP, INC. added34,547$2M0.2%2026-Q1
OneDigital Investment Advisors LLC added33,098$2M0.2%2026-Q1
Gemmer Asset Management LLC added32,637$2M0.2%2026-Q1
Arkadios Wealth Advisors added32,232$1M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. added31,196$1M0.2%2026-Q1
Goldstone Financial Group, LLC trimmed31,008$1M0.2%2026-Q1
WADDELL & ASSOCIATES, LLC30,735$1M0.2%2026-Q1
Continuum Advisory, LLC trimmed30,553$1M0.2%2026-Q1
Hudock, Inc. added30,280$1M0.2%2026-Q1
NATIXIS ADVISORS, LLC new29,707$1M0.2%2026-Q1
GWN SECURITIES INC. trimmed27,904$1M0.2%2026-Q1
VVR Holdings LLC added27,071$1M0.2%2026-Q1
LAUREL OAK WEALTH MANAGEMENT, LLC added25,865$1M0.2%2026-Q1
Wealth Management Associates, Inc. added25,185$1M0.1%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC new24,341$1M0.1%2026-Q1
World Investment Advisors added23,745$1M0.1%2026-Q1
Sanctuary Advisors, LLC added23,254$1M0.1%2026-Q1
Phoenix Wealth Advisors trimmed22,778$1M0.1%2026-Q1
Summit Financial, LLC added22,237$1M0.1%2026-Q1
WCG Wealth Advisors LLC added21,341$993K0.1%2026-Q1
Antonelli Financial Advisors, LLC new21,281$990K0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed19,869$948K0.1%2026-Q1
Cladis Investment Advisory, LLC19,795$921K0.1%2026-Q1
Janney Montgomery Scott LLC trimmed18,078$841K0.1%2026-Q1
IHT Wealth Management, LLC added17,959$836K0.1%2026-Q1
PEAPACK GLADSTONE FINANCIAL CORP17,000$791K0.1%2026-Q1
Brookstone Capital Management trimmed16,728$778K0.1%2026-Q1
Platform Technology Partners added16,727$778K0.1%2026-Q1
Independent Advisor Alliance added16,555$770K0.1%2026-Q1
Trek Financial, LLC added169,312$8M1.0%2025-Q4 stale
FLOW TRADERS U.S. LLC trimmed95,311$4M0.5%2025-Q3 stale
GOLDMAN SACHS GROUP INC new87,178$4M0.5%2025-Q3 stale
Investor's Fiduciary Advisor Network, LLC new64,238$3M0.4%2025-Q4 stale
Synergy Asset Management, LLC new54,714$3M0.3%2025-Q3 stale
Sivia Capital Partners, LLC new27,148$1M0.2%2025-Q3 stale
Copperleaf Capital, LLC trimmed23,350$957K0.1%2025-Q2 stale
RETIREMENT CAPITAL STRATEGIES trimmed19,561$942K0.1%2025-Q4 stale
NewEdge Advisors, LLC added17,635$850K0.1%2025-Q4 stale
HRT FINANCIAL LP new17,318$792K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership