ALTSHARES TRUST - MERGER ARBITRAGE (ARB)

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / MERGER ARBITRAGE
Total 13F shares
2,820,423
Share change
+326,475
Total reported value
$80,404,712
Price per share
$28.49
Number of holders
35
Value change
+$9,333,822
Number of buys
19
Number of sells
18

Institutional Holders of ALTSHARES TRUST - MERGER ARBITRAGE (ARB) as of Q2 2025

As of 30 Jun 2025, ALTSHARES TRUST - MERGER ARBITRAGE (ARB) was held by 35 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 2,820,423 shares. The largest 10 holders included CANTOR FITZGERALD INVESTMENT ADVISORS L.P., NEW YORK LIFE INVESTMENT MANAGEMENT LLC, LongView Asset Management LLC, ENVESTNET ASSET MANAGEMENT INC, Orion Porfolio Solutions, LLC, Legend Financial Advisors, Inc., HARBOUR INVESTMENTS, INC., Diversify Advisory Services, LLC, HighTower Advisors, LLC, and RAYMOND JAMES FINANCIAL INC. This page lists 35 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.