176 tracked 13F filers disclose a position in AIOT as of the latest SEC 13F filings, a combined $381.4M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $30.7M | 10.0M | ▲+3.7% Added · +352K sh | Q1 2026 | |
| 2 | Private Capital Management, LLC | $23.0M | 7.5M | ▼−1.4% Reduced · −108K sh | Q1 2026 | |
| 3 | DISCIPLINED GROWTH INVESTORS INC /MN | $24.0M | 6.3M | ▼−14% Reduced · −1.1M sh | Q2 2026 | |
| 4 | PRIVATE MANAGEMENT GROUP INC | $22.0M | 5.7M | ▲+4.0% Added · +219K sh | Q2 2026 | |
| 5 | 325 CAPITAL LLC | $20.2M | 5.3M | ▲+38% Added · +1.4M sh | Q2 2026 | |
| 6 | Samjo Management, LLC | $20.1M | 5.3M | ▲+32% Added · +1.3M sh | Q2 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $15.7M | 5.1M | →First observed position No prior filed position | Q1 2026 | |
| 8 | AWM Investment Company, Inc. | $14.5M | 4.7M | —Held | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $12.7M | 4.1M | ▲+20% Added · +698K sh | Q1 2026 | |
| 10 | CenterBook Partners LP | $15.7M | 4.1M | ▲+19% Added · +666K sh | Q2 2026 | |
| 11 | PINNACLE ASSOCIATES LTD | $15.3M | 4.0M | ▲+27% Added · +854K sh | Q2 2026 | |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | $11.3M | 3.7M | →First observed position No prior filed position | Q1 2026 | |
| 13 | STATE STREET CORP | $12.5M | 3.3M | ▼−3.2% Reduced · −109K sh | Q2 2026 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $12.5M | 3.3M | ▲+6.3% Added · +193K sh | Q2 2026 | |
| 15 | Nuveen, LLC | $9.9M | 3.2M | ▼−2.8% Reduced · −92K sh | Q1 2026 | |
| 16 | WASATCH ADVISORS LP | $10.0M | 2.6M | ▲+16% Added · +367K sh | Q2 2026 | |
| 17 | Kopion Asset Management, LLC | $9.3M | 2.4M | ▼−0.5% Reduced · −12K sh | Q2 2026 | |
| 18 | Bandera Partners LLC | $9.1M | 2.4M | —Held | Q2 2026 | |
| 19 | KENNEDY CAPITAL MANAGEMENT LLC | $6.2M | 2.0M | ▲+2.2% Added · +43K sh | Q1 2026 | |
| 20 | MORGAN STANLEY | $5.1M | 1.7M | ▲+102% Added · +840K sh | Q1 2026 | |
| 21 | RENAISSANCE TECHNOLOGIES LLC | $4.7M | 1.5M | ▲17× Added · +1.4M sh | Q1 2026 | |
| 22 | Lynrock Lake LP | $4.4M | 1.4M | ▼−26% Reduced · −491K sh | Q1 2026 | |
| 23 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $3.9M | 1.3M | ▼−10% Reduced · −142K sh | Q1 2026 | |
| 24 | MARSHALL WACE, LLP | $3.7M | 1.2M | ▲+12% Added · +133K sh | Q1 2026 | |
| 25 | 1492 Capital Management LLC | $4.4M | 1.2M | ▼−6.3% Reduced · −78K sh | Q2 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.
Last quarter, 7 funds opened a new position in AIOT and 26 added to an existing one, while 19 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 87 funds | $161.9B |
| AMAZON.COM INCAMZN | 85 funds | $117.1B |
| NVIDIA CORPNVDA | 83 funds | $240.3B |
| META PLATFORMS INC-CLASS AMETA | 82 funds | $68.7B |
| ALPHABET INC-CL AGOOGL | 81 funds | $89.1B |
| APPLE INCAAPL | 79 funds | $177.4B |
| BROADCOM INCAVGO | 79 funds | $97.8B |
| MICRON TECHNOLOGY INCMU | 78 funds | $21.0B |
| ALPHABET INC-CL CGOOG | 77 funds | $79.5B |
| ELI LILLY & COLLY | 77 funds | $50.2B |
| JPMORGAN CHASE & COJPM | 77 funds | $35.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 77 funds | $21.0B |
Ranked by how many of AIOT's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 18, 2025 | McConnell Michael J | Director | Buy (P) | 10K | $46K |
| Aug 14, 2025 | Towe Steven Mark | Chief Executive Officer, Director | Buy (P) | 23K | $102K |
| Dec 6, 2024 | Lewis Catherine J | Chief Customer Officer | Sell (S) | 188K | $1.3M |
| Dec 5, 2024 | Lewis Catherine J | Chief Customer Officer | Sell (S) | 82K | $578K |
Connected entities for AIOT
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/AIOT/capital-change-brief"
Use Arkolith's capital_change_brief for AIOT. 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 AIOT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.