Among active 13F managers last quarter, 3 opened and 3 added, while 3 reduced; the largest holder to move was Madison Asset Management, LLC (−0.0%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
41 tracked 13F filers disclose a position in ARMP as of the latest SEC 13F filings, a combined $31.3M 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 | Madison Asset Management, LLC | 2.1M | $13.7M | ▼~0% Reduced · −500 sh | Q2 2026 | |
| 2 | BlackRock, Inc. | 560K | $3.6M | ▲+761% Added · +495K sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 488K | $3.2M | ▲+33% Added · +122K sh | Q2 2026 | |
| 4 | Geode Capital Management, LLC | 271K | $1.8M | ▲+136% Added · +156K sh | Q2 2026 | |
| 5 | Millennium Management LLC | 258K | $2.6M | ▲+889% Added · +232K sh | Q1 2026 | |
| 6 | State Street Corp | 130K | $840K | ▲+155% Added · +79K sh | Q2 2026 | |
| 7 | Vanguard Portfolio Management LLC | 81K | $527K | ▲New +81K sh | Q2 2026 | |
| 8 | Vanguard Fiduciary Trust Co | 79K | $515K | ▲+17% Added · +12K sh | Q2 2026 | |
| 9 | Sei Investments Co | 74K | $760K | ▲New +74K sh | Q1 2026 | |
| 10 | Susquehanna International Group, LLP | 65K | $663K | ▲+166% Added · +40K sh | Q1 2026 | |
| 11 | Goldman Sachs Group Inc | 61K | $624K | ▲+35% Added · +16K sh | Q1 2026 | |
| 12 | Grey Ledge Advisors, LLC | 50K | $324K | ▲+67% Added · +20K sh | Q2 2026 | |
| 13 | Bridgeway Capital Management, LLC | 45K | $290K | —Held | Q2 2026 | |
| 14 | SeaCrest Wealth Management, LLC | 42K | $269K | —Held | Q2 2026 | |
| 15 | Renaissance Technologies LLC | 38K | $394K | ▼−44% Reduced · −30K sh | Q1 2026 | |
| 16 | Jane Street Group, LLC | 28K | $287K | ▲+63% Added · +11K sh | Q1 2026 | |
| 17 | Qube Research & Technologies Ltd | 27K | $273K | ▲+14% Added · +3K sh | Q1 2026 | |
| 18 | Northern Trust Corp | 25K | $252K | —Held | Q1 2026 | |
| 19 | Hudson Bay Capital Management LP | 18K | $114K | —Held | Q2 2026 | |
| 20 | Bank Of America Corp | 12K | $120K | ▲+233% Added · +8K sh | Q1 2026 | |
| 21 | Police & Firemen's Retirement System of New Jersey | 6K | $39K | ▲New +6K sh | Q2 2026 | |
| 22 | Citigroup Inc | 5K | $53K | ▲New +5K sh | Q1 2026 | |
| 23 | UBS Group AG | 4K | $45K | ▲+326% Added · +3K sh | Q1 2026 | |
| 24 | Vanguard Global Advisers, LLC | 4K | $26K | —Held | Q2 2026 | |
| 25 | Morgan Stanley | 3K | $34K | ▲+48% Added · +1K 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, 3 funds opened a new position in ARMP and 3 added to an existing one, while 3 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 |
|---|---|---|
| Nvidia CorpNVDA | 15 funds | $8.5B |
| Apple IncAAPL | 15 funds | $7.3B |
| Microsoft CorpMSFT | 15 funds | $5.6B |
| Alphabet Inc-CL CGOOG | 15 funds | $3.7B |
| Alphabet Inc-CL AGOOGL | 15 funds | $3.5B |
| Meta Platforms Inc-Class AMETA | 15 funds | $3.4B |
| Eli Lilly & CoLLY | 15 funds | $2.2B |
| JPMorgan Chase & CoJPM | 15 funds | $2.0B |
| Visa Inc-Class A SharesV | 15 funds | $1.8B |
| Bank Of America CorpBAC | 15 funds | $1.5B |
| Chevron CorpCVX | 15 funds | $1.5B |
| Mastercard Inc - AMA | 15 funds | $1.4B |
Ranked by how many of ARMP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ARMP.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 31, 2022 | Innoviva, Inc. | Director, 10% Owner | Buy (P) | 5.4M | $26.9M |
| Feb 9, 2022 | Innoviva Strategic Opportunities LLC | Director, 10% Owner | Buy (P) | 3.6M | $18.1M |
| Oct 29, 2021 | Innoviva Strategic Opportunities LLC | Director, 10% Owner | Buy (P) | 1.2M | $4.0M |
| Mar 17, 2021 | Innoviva, Inc. | Director, 10% Owner | Buy (P) | 4.3M | $13.9M |
| Jan 26, 2021 | Innoviva Strategic Opportunities LLC | Director, 10% Owner | Buy (P) | 1.9M | $6.1M |
| Mar 27, 2020 | Innoviva, Inc. | 10% Owner | Buy (P) | 7.7M | $22.1M |
| Mar 22, 2018 | Perry Michael S | Director | Buy (P) | 182K | $200K |
| Mar 22, 2018 | Cook Jeremy Curnock | Director | Buy (P) | 182K | $200K |
| Sep 19, 2017 | Cook Jeremy Curnock | Director | Buy (P) | 105K | — |
| Sep 19, 2017 | Perry Michael S | Director | Buy (P) | 105K | — |
| Jun 29, 2017 | Cook Jeremy Curnock | Director | Buy (P) | 6K | — |
| Jun 29, 2017 | Perry Michael S | Director | Buy (P) | 6K | — |
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 | 15 | 3 | – |
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 ARMP
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/ARMP/capital-change-brief"
Use Arkolith's capital_change_brief for ARMP. 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 ARMP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.