Among active 13F managers last quarter, 12 opened and 8 added, while 8 reduced; the largest holder to move was Millennium Management LLC (+171%). Over the last 180 days, 2 insiders sold and none bought, a net -$2.9M in open-market trades.
The legs disagree, or only one of them leans.
91 tracked 13F filers disclose a position in ALMU as of the latest SEC 13F filings, a combined $88.4M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 973K | $21.5M | ▲+13% Added · +114K sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 574K | $12.7M | ▼−2.4% Reduced · −14K sh | Q2 2026 | |
| 3 | Millennium Management LLC | 398K | $5.2M | ▲+171% Added · +251K sh | Q1 2026 | |
| 4 | Geode Capital Management, LLC | 318K | $7.0M | ▲+7.7% Added · +23K sh | Q2 2026 | |
| 5 | Raymond James Financial Inc | 268K | $3.5M | ▲14× Added · +248K sh | Q1 2026 | |
| 6 | State Street Corp | 254K | $5.6M | ▲+2.8% Added · +7K sh | Q2 2026 | |
| 7 | Apis Capital Advisors, LLC | 194K | $4.3M | ▼−5.8% Reduced · −12K sh | Q2 2026 | |
| 8 | Marshall Wace, LLP | 149K | $2.0M | ▲New +149K sh | Q1 2026 | |
| 9 | AWM Investment Company, Inc. | 131K | $2.9M | ▼−34% Reduced · −69K sh | Q2 2026 | |
| 10 | UBS Group AG | 121K | $1.6M | ▲+146% Added · +72K sh | Q1 2026 | |
| 11 | Northern Trust Corp | 116K | $1.5M | ▲+5.3% Added · +6K sh | Q1 2026 | |
| 12 | Vanguard Portfolio Management LLC | 112K | $2.5M | ▼−6.2% Reduced · −7K sh | Q2 2026 | |
| 13 | Vanguard Fiduciary Trust Co | 84K | $1.9M | ▲+15% Added · +11K sh | Q2 2026 | |
| 14 | Westside Investment Management, Inc. | 53K | $1.2M | ▼−16% Reduced · −10K sh | Q2 2026 | |
| 15 | Susquehanna International Group, LLP | 50K | $650K | ▼−64% Reduced · −88K sh | Q1 2026 | |
| 16 | Goldman Sachs Group Inc | 48K | $622K | ▲+254% Added · +34K sh | Q1 2026 | |
| 17 | Morgan Stanley | 43K | $561K | ▼−28% Reduced · −17K sh | Q1 2026 | |
| 18 | Citadel Advisors LLC | 41K | $910K | ▲Added Added · +41K sh | Q2 2026 | |
| 19 | Fortitude Advisory Group L.L.C. | 38K | $829K | ▲+6.0% Added · +2K sh | Q2 2026 | |
| 20 | BFSG, LLC | 36K | $786K | —Held | Q2 2026 | |
| 21 | Charles Schwab Investment Management Inc | 35K | $457K | ▼−8.8% Reduced · −3K sh | Q1 2026 | |
| 22 | Royal Bank Of Canada | 32K | $413K | ▼−0.5% Reduced · −173 sh | Q1 2026 | |
| 23 | Quantbot Technologies LP | 29K | $386K | ▲New +29K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | 28K | $370K | ▼−1.5% Reduced · −422 sh | Q1 2026 | |
| 25 | Cetera Investment Advisers | 26K | $345K | ▼−6.6% Reduced · −2K 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.
Last quarter, 12 funds opened a new position in ALMU and 8 added to an existing one, while 8 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 |
|---|---|---|
| Alphabet Inc-CL AGOOGL | 33 funds | $69.3B |
| Micron Technology IncMU | 33 funds | $25.3B |
| Qualcomm IncQCOM | 33 funds | $6.1B |
| Nvidia CorpNVDA | 32 funds | $168.9B |
| Apple IncAAPL | 32 funds | $118.8B |
| Amazon.com IncAMZN | 32 funds | $75.3B |
| Advanced Micro DevicesAMD | 32 funds | $30.4B |
| Visa Inc-Class A SharesV | 32 funds | $27.2B |
| JPMorgan Chase & CoJPM | 32 funds | $24.1B |
| Applied Materials IncAMAT | 32 funds | $18.7B |
| Microsoft CorpMSFT | 31 funds | $99.4B |
| Broadcom IncAVGO | 31 funds | $70.4B |
Ranked by how many of ALMU's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ALMU.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 27, 2026 | Denbaars Steven | Director | Sell (S) | 13K | $173K |
| Aug 26, 2026 | Denbaars Steven | Director | Sell (S) | 13K | $173K |
| Aug 3, 2026 | Klamkin Jonathan | Chief Executive Officer, Director | Sell (S) 2 lots, same day | 20K | $335K |
| Jul 1, 2026 | Klamkin Jonathan | Chief Executive Officer, Director | Sell (S) 2 lots, same day | 20K | $422K |
| Jun 1, 2026 | Klamkin Jonathan | Chief Executive Officer, Director | Sell (S) 5 lots, same day | 20K | $501K |
| May 20, 2026 | Denbaars Steven | Director | Sell (S) 2 lots, same day | 13K | $256K |
| May 19, 2026 | Denbaars Steven | Director | Sell (S) 2 lots, same day | 13K | $250K |
| May 1, 2026 | Klamkin Jonathan | Chief Executive Officer, Director | Sell (S) 3 lots, same day | 20K | $499K |
| Apr 1, 2026 | Klamkin Jonathan | Chief Executive Officer, Director | Sell (S) | 20K | $262K |
| Mar 4, 2026 | Klamkin Jonathan | Chief Executive Officer, Director, 10% Owner | Sell (S) 2 lots, same day | 50K | $902K |
| Feb 26, 2026 | Denbaars Steven | Director | Sell (S) | 13K | $198K |
| Feb 25, 2026 | Denbaars Steven | Director | Sell (S) | 13K | $220K |
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 | 30 | 27 | – |
Insiders Form 4 open-market | 0 | 2 | -$2.9M |
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 ALMU
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/ALMU/capital-change-brief"
Use Arkolith's capital_change_brief for ALMU. 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 ALMU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.