Among active 13F managers last quarter, 2 opened and 3 added, while 2 reduced; the largest holder to move was AWM Investment Company, Inc. (−6.7%). Over the last 180 days, 1 insider sold and none bought, a net -$528K in open-market trades.
The legs disagree, or only one of them leans.
43 tracked 13F filers disclose a position in ARBE as of the latest SEC 13F filings, a combined $21.5M 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 | Alyeska Investment Group, L.P. | 6.5M | $5.4M | —Held | Q2 2026 | |
| 2 | AWM Investment Company, Inc. | 5.5M | $4.6M | ▼−6.7% Reduced · −395K sh | Q2 2026 | |
| 3 | Peak6 LLC | 4.1M | $3.4M | ▼−20% Reduced · −1.0M sh | Q2 2026 | |
| 4 | Y.D. More Investments Ltd | 2.8M | $2.1M | —Held | Q2 2026 | |
| 5 | UBS Group AG | 1.7M | $1.0M | ▲+433% Added · +1.4M sh | Q1 2026 | |
| 6 | Susquehanna International Group, LLP | 1.4M | $877K | ▲+596% Added · +1.2M sh | Q1 2026 | |
| 7 | M&G Plc | 1.2M | $1.2M | —Held | Q1 2026 | |
| 8 | Jane Street Group, LLC | 1.2M | $702K | ▲+71% Added · +477K sh | Q1 2026 | |
| 9 | Group One Trading LLC | 832K | $690K | ▼−7.4% Reduced · −66K sh | Q2 2026 | |
| 10 | XTX Topco Ltd | 564K | $344K | ▲+105% Added · +288K sh | Q1 2026 | |
| 11 | AlphaCentric Advisors LLC | 300K | $249K | —Held | Q2 2026 | |
| 12 | IMC-Chicago, LLC | 187K | $114K | ▲New +187K sh | Q1 2026 | |
| 13 | Simplex Trading, LLC | 186K | $113K | ▲49× Added · +182K sh | Q1 2026 | |
| 14 | Envestnet Asset Management Inc | 130K | $79K | ▲New +130K sh | Q1 2026 | |
| 15 | Shay Capital LLC | 103K | $86K | ▲+2.3% Added · +2K sh | Q2 2026 | |
| 16 | Goldman Sachs Group Inc | 100K | $61K | ▲+155% Added · +61K sh | Q1 2026 | |
| 17 | Geode Capital Management, LLC | 86K | $71K | ▼−9.1% Reduced · −9K sh | Q2 2026 | |
| 18 | Ashton Thomas Private Wealth, LLC | 76K | $63K | ▲+15% Added · +10K sh | Q2 2026 | |
| 19 | Wells Fargo & Company | 67K | $41K | ▲+4.0% Added · +3K sh | Q1 2026 | |
| 20 | Parsons Capital Management Inc | 50K | $42K | —Held | Q2 2026 | |
| 21 | Raymond James Financial Inc | 49K | $30K | ▲+100% Added · +25K sh | Q1 2026 | |
| 22 | LPL Financial LLC | 25K | $15K | ▲+46% Added · +8K sh | Q1 2026 | |
| 23 | Private Advisor Group, LLC | 25K | $21K | ▲New +25K sh | Q2 2026 | |
| 24 | Mariner, LLC | 24K | $14K | ▼−11% Reduced · −3K sh | Q1 2026 | |
| 25 | Osaic Holdings, Inc. | 23K | $14K | ▲+64% Added · +9K 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, 2 funds opened a new position in ARBE and 3 added to an existing one, 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 |
|---|---|---|
| Micron Technology IncMU | 17 funds | $388.1M |
| Microsoft CorpMSFT | 16 funds | $2.1B |
| Nvidia CorpNVDA | 16 funds | $1.9B |
| Meta Platforms Inc-Class AMETA | 16 funds | $1.5B |
| Amazon.com IncAMZN | 16 funds | $1.4B |
| Alphabet Inc-CL AGOOGL | 16 funds | $1.4B |
| Salesforce IncCRM | 16 funds | $871.5M |
| Broadcom IncAVGO | 16 funds | $752.5M |
| Johnson & JohnsonJNJ | 16 funds | $463.9M |
| Tesla IncTSLA | 16 funds | $374.6M |
| Intel CorpINTC | 16 funds | $230.4M |
| Servicenow IncNOW | 16 funds | $184.1M |
Ranked by how many of ARBE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ARBE.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 8, 2026 | Arkind Noam | Chief Technology Officer, Director | Sell (S) | 279K | $217K |
| Sep 4, 2026 | Arkind Noam | Chief Technology Officer, Director | Sell (S) | 23K | $14K |
| Sep 3, 2026 | Arkind Noam | Chief Technology Officer, Director | Sell (S) 2 lots, same day | 67K | $42K |
| Sep 2, 2026 | Arkind Noam | Chief Technology Officer, Director | Sell (S) | 32K | $20K |
| Jun 3, 2026 | Arkind Noam | Chief Technology Officer, Director | Sell (S) | 24K | $26K |
| Jun 2, 2026 | Arkind Noam | Chief Technology Officer, Director | Sell (S) | 176K | $207K |
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 | 14 | 8 | – |
Insiders Form 4 open-market | 0 | 1 | -$528K |
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.
| Class | 13F holders | Value held |
|---|---|---|
| ARBEthis pageStock | 43 funds | $21.5M |
| ARBEW*W EXP 99/99/999 | 7 funds | $167K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for ARBE
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/ARBE/capital-change-brief"
Use Arkolith's capital_change_brief for ARBE. 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 ARBE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.