Arrow Investments Trust - ARCM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Arrow Investment Advisors, LLC | History | No change | 409,003 | 40,925 | 43.58% | 45.5% | 1 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 27,573 | 2,759 | 0.0% | 0.0% | 2 | -5,539 | -16.73% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 21,985 | 2,199 | 0.0% | 0.0% | 3 | -2,082 | -8.65% | Q1 2026 | May 15, 2026 |
| Axim Planning & Wealth | History | Added to | 16,020 | 1,603 | 1.94% | 1.0% | 4 | +6,527 | 68.76% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 6,787 | 679 | 0.0% | 0.0% | 5 | -702 | -9.37% | Q1 2026 | May 06, 2026 |
| Compound Planning, Inc. | History | New | 3,662 | 366 | 0.01% | — | 6 | +3,662 | New | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 2,432 | 243 | 0.0% | — | 7 | +2,432 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -865 | -100.0% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |