Among active 13F managers last quarter, none opened or added and 2 reduced; the largest holder to move was Renaissance Technologies LLC (−3.2%). No open-market insider trades in the last 180 days.
Funds lean out and no leg opposes.
12 tracked 13F filers disclose a position in AIRT as of the latest SEC 13F filings, a combined $4.7M 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 | Renaissance Technologies LLC | 106K | $2.3M | ▼−3.2% Reduced · −4K sh | Q1 2026 | |
| 2 | Vanguard Capital Management LLC | 42K | $1.1M | —Held | Q2 2026 | |
| 3 | Morgan Stanley | 33K | $724K | —Held | Q1 2026 | |
| 4 | Geode Capital Management, LLC | 11K | $287K | ▲Added Added · +11K sh | Q2 2026 | |
| 5 | Vanguard Fiduciary Trust Co | 5K | $123K | —Held | Q2 2026 | |
| 6 | BlackRock, Inc. | 5K | $121K | ▲+28% Added · +1K sh | Q2 2026 | |
| 7 | UBS Group AG | 2K | $46K | ▲+0.5% Added · +11 sh | Q1 2026 | |
| 8 | CWM, LLC | 979 | $21K | —Held | Q1 2026 | |
| 9 | Vanguard Global Advisers, LLC | 600 | $15K | —Held | Q2 2026 | |
| 10 | Tower Research Capital LLC (TRC) | 183 | $4K | ▼−70% Reduced · −418 sh | Q1 2026 | |
| 11 | Fifth Third Bancorp | 100 | $2K | ▲New +100 sh | Q1 2026 | |
| 12 | Wells Fargo & Company | 1 | $14 | —Held | 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.
Last quarter, no active manager opened or added to a position in AIRT, while 2 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 |
|---|---|---|
| United Therapeutics CorpUTHR | 2 funds | $1.1B |
| Palantir Technologies Inc-APLTR | 2 funds | $1.0B |
| Apple IncAAPL | 2 funds | $892.7M |
| Micron Technology IncMU | 2 funds | $821.6M |
| Kinross Gold CorpKGC | 2 funds | $779.7M |
| Verisign IncVRSN | 2 funds | $700.8M |
| Exelixis IncEXEL | 2 funds | $589.1M |
| Sandisk CorpSNDK | 2 funds | $522.9M |
| Nvidia CorpNVDA | 2 funds | $506.3M |
| Chevron CorpCVX | 2 funds | $441.2M |
| Roblox Corp -Class ARBLX | 2 funds | $405.7M |
| Carvana CoCVNA | 2 funds | $378.1M |
Ranked by how many of AIRT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AIRT.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 15, 2024 | Foudray William R | Director | Buy (P) | 1K | $23K |
| Sep 16, 2022 | McClung Peter B. | Director | Buy (P) | 3K | $37K |
| Sep 16, 2022 | Cabillot Raymond E | Director | Buy (P) | 2K | $31K |
| Sep 15, 2022 | Cabillot Raymond E | Director | Buy (P) | 3K | $42K |
| Sep 14, 2022 | Cabillot Raymond E | Director | Buy (P) | 302 | $5K |
| Sep 13, 2022 | McClung Peter B. | Director | Buy (P) | 2K | $40K |
| Sep 12, 2022 | McClung Peter B. | Director | Buy (P) | 3K | $44K |
| Sep 12, 2022 | Cabillot Raymond E | Director | Buy (P) | 5K | $88K |
| Aug 18, 2022 | McClung Peter B. | Director | Buy (P) | 100 | $2K |
| Aug 17, 2022 | Cabillot Raymond E | Director | Buy (P) | 500 | $8K |
| Feb 15, 2022 | Swenson Nicholas John | CEO, Director, 10% Owner | Buy (P) | 1K | $27K |
| Feb 14, 2022 | Swenson Nicholas John | CEO, Director, 10% Owner | Buy (P) | 1K | $27K |
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 | 3 | 2 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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 AIRT
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/AIRT/capital-change-brief"
Use Arkolith's capital_change_brief for AIRT. 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 AIRT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.