Among active 13F managers last quarter, 11 opened and 22 added, while 14 reduced; the largest holder to move was Irenic Capital Management LP (−16%). Over the last 180 days, 1 insider bought and none sold, a net +$12K in open-market trades.
Funds lean in and no leg opposes.
186 tracked 13F filers disclose a position in AHRT as of the latest SEC 13F filings, a combined $337.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.8M | $48.3M | ▼−0.3% Reduced · −19K sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 4.1M | $28.7M | ▲+0.6% Added · +24K sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 3.4M | $24.0M | ▼−3.0% Reduced · −104K sh | Q2 2026 | |
| 4 | Mirae Asset Global Etfs Holdings Ltd. | 3.0M | $16.5M | ▲+0.2% Added · +7K sh | Q1 2026 | |
| 5 | Irenic Capital Management LP | 2.9M | $20.7M | ▼−16% Reduced · −567K sh | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 2.3M | $16.1M | ▲+7.6% Added · +160K sh | Q2 2026 | |
| 7 | Franklin Templeton Inc | 2.2M | $12.0M | ▼−2.4% Reduced · −53K sh | Q1 2026 | |
| 8 | State Street Corp | 1.8M | $13.1M | ▼−13% Reduced · −280K sh | Q2 2026 | |
| 9 | Jane Street Group, LLC | 1.3M | $7.4M | ▲+598% Added · +1.2M sh | Q1 2026 | |
| 10 | Ameriprise Financial Inc | 1.3M | $7.3M | ▲+1.8% Added · +23K sh | Q1 2026 | |
| 11 | Western Standard LLC | 1.3M | $9.2M | ▲New +1.3M sh | Q2 2026 | |
| 12 | Qube Research & Technologies Ltd | 1.3M | $7.0M | ▲+892% Added · +1.1M sh | Q1 2026 | |
| 13 | Charles Schwab Investment Management Inc | 1.2M | $6.5M | ▼−11% Reduced · −144K sh | Q1 2026 | |
| 14 | Brown Advisory Inc | 1.1M | $6.2M | ▼~0% Reduced · −159 sh | Q1 2026 | |
| 15 | Berman McAleer LLC | 1.0M | $7.2M | —Held | Q2 2026 | |
| 16 | TCW Group Inc | 1.0M | $5.6M | ▲New +1.0M sh | Q1 2026 | |
| 17 | Northern Trust Corp | 822K | $4.5M | ▼−6.4% Reduced · −56K sh | Q1 2026 | |
| 18 | Millennium Management LLC | 737K | $4.1M | ▲11× Added · +670K sh | Q1 2026 | |
| 19 | Aristotle Capital Boston, LLC | 694K | $4.9M | ▼−16% Reduced · −131K sh | Q2 2026 | |
| 20 | Two Sigma Investments, LP | 672K | $3.7M | ▲+10% Added · +61K sh | Q1 2026 | |
| 21 | AllianceBernstein L.P. | 638K | $4.2M | ▲+818% Added · +568K sh | Q1 2026 | |
| 22 | Clearstead Advisors, LLC | 594K | $4.2M | ▲+0.1% Added · +305 sh | Q2 2026 | |
| 23 | Nuveen, LLC | 556K | $3.1M | ▲+0.1% Added · +723 sh | Q1 2026 | |
| 24 | Vanguard Fiduciary Trust Co | 512K | $3.6M | ▼−3.8% Reduced · −20K sh | Q2 2026 | |
| 25 | Morgan Stanley | 488K | $2.7M | ▼−45% Reduced · −398K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 11 funds opened a new position in AHRT and 22 added to an existing one, while 14 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 96 funds | $188.3B |
| Meta Platforms Inc-Class AMETA | 94 funds | $78.4B |
| Apple IncAAPL | 93 funds | $210.7B |
| Amazon.com IncAMZN | 93 funds | $144.4B |
| Berkshire Hathaway Inc-CL BBRK/B | 93 funds | $27.1B |
| Alphabet Inc-CL AGOOGL | 92 funds | $122.5B |
| Nvidia CorpNVDA | 91 funds | $293.2B |
| Broadcom IncAVGO | 91 funds | $124.5B |
| Eli Lilly & CoLLY | 91 funds | $60.6B |
| Chevron CorpCVX | 91 funds | $21.3B |
| Tesla IncTSLA | 90 funds | $54.3B |
| JPMorgan Chase & CoJPM | 90 funds | $42.1B |
Ranked by how many of AHRT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AHRT.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 2, 2026 | Wimbush Frederick Blair | Director | Buy (P) | 529 | $4K |
| Jul 1, 2026 | Wimbush Frederick Blair | Director | Buy (P) | 358 | $3K |
| Apr 2, 2026 | Wimbush Frederick Blair | Director | Buy (P) | 669 | $4K |
| Apr 1, 2026 | Wimbush Frederick Blair | Director | Buy (P) | 395 | $2K |
| Mar 3, 2026 | Wimbush Frederick Blair | Director | Buy (P) | 10K | $62K |
| Jan 8, 2026 | Wimbush Frederick Blair | Director | Buy (P) | 328 | $2K |
| Oct 2, 2025 | Wimbush Frederick Blair | Director | Buy (P) | 520 | $4K |
| Aug 15, 2025 | Apperson Eric E. | President of Construction | Sell (S) | 49K | $348K |
| Jul 8, 2025 | Wimbush Frederick Blair | Director | Buy (P) | 475 | $3K |
| Apr 3, 2025 | Wimbush Frederick Blair | Director | Buy (P) 3 lots, same day | 371 | $3K |
| Apr 3, 2025 | Kirk A Russell | Director | Buy (P) | 954 | $7K |
| Mar 25, 2025 | Kirk A Russell | Director | Buy (P) | 50K | $387K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 35 | 37 | – |
Insiders Form 4 open-market | 1 | 0 | +$12K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for AHRT
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AHRT/capital-change-brief"
Use Arkolith's capital_change_brief for AHRT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AHRT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.