Who owns ARLUWhat ARLU owns — n/a

Who owns ARLU?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of ARLU from SEC Form 13F filings across 25 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 25 institutions disclosed 1.6M shares of ARLU worth $49.7M; the largest disclosed holder is Allianz SE. Source: SEC Form 13F filings, parsed by EvidInvest.

13F holders

$49.7M

value, 2026 filers

1.6M

shares disclosed

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of ARLU's shares outstanding

#	Manager	Shares	Value	% of fund	% of co.	Δ shares QoQ
1	Allianz SE	450,474	$14.4M	0.2%	—	+4.5%
2	COMMONWEALTH EQUITY SERVICES, LLC	289,739	$9.3M	0.0%	—	-5.1%
3	RFG Advisory, LLC	197,978	$6.3M	0.1%	—	+4.0%
4	ARS Wealth Advisors Group, LLC	134,753	$4.3M	0.3%	—	-0.3%
5	STEPHENS INC /AR/	98,156	$3.1M	0.0%	—	+6.6%
6	Kestra Advisory Services, LLC	85,672	$2.7M	0.0%	—	-1.0%
7	USA FINANCIAL FORMULASNEW	73,827	$2.4M	0.4%	—	new
8	SUSQUEHANNA INTERNATIONAL GROUP, LLP	33,524	$1.1M	0.0%	—	-45.8%
9	MML INVESTORS SERVICES, LLCNEW	23,549	$751,882	0.0%	—	new
10	Arax Advisory Partners	20,128	$642,655	0.0%	—	+26.0%
11	Foundations Investment Advisors, LLC	19,337	$617,399	0.0%	—	+61.2%
12	ENVESTNET ASSET MANAGEMENT INCNEW	18,050	$576,308	0.0%	—	new
13	INDEPENDENT FINANCIAL GROUP, LLC	17,080	$545,337	0.0%	—	+25.4%
14	Cetera Investment Advisers	15,016	$479,437	0.0%	—	+0.1%
15	First Heartland Consultants, Inc.	13,867	$442,751	0.0%	—	0.0%
16	SILVER OAK SECURITIES, INCORPORATED	12,390	$395,593	0.0%	—	0.0%
17	RAYMOND JAMES FINANCIAL INCNEW	11,318	$361,366	0.0%	—	new
18	JPMORGAN CHASE & CONEW	9,668	$306,320	0.0%	—	new
19	Patriot Financial Group Insurance Agency, LLC	9,566	$305,427	0.0%	—	-50.0%
20	Walser Wealth Management Company, A Ltd Liability Co	8,140	$259,897	0.1%	—	0.0%
21	HARBOUR INVESTMENTS, INC.	7,482	$238,888	0.0%	—	-34.8%
22	OSAIC HOLDINGS, INC.	4,250	$135,694	0.0%	—	+3.4%
23	CREATIVE FINANCIAL DESIGNS INC /ADV	2,950	$94,189	0.0%	—	-11.9%
24	Farther Finance Advisors, LLCNEW	519	$16,571	0.0%	—	new
25	COUNTRY TRUST BANKNEW	125	$3,991	0.0%	—	new

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.