Among active 13F managers last quarter, 11 opened and 18 added, while 10 reduced; the largest holder to move was D. E. Shaw & Co., Inc. (+51%). Over the last 180 days, 1 insider sold and none bought, a net -$564K in open-market trades.
The legs disagree, or only one of them leans.
216 tracked 13F filers disclose a position in ARR as of the latest SEC 13F filings, a combined $1.1B 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. | 20.0M | $348.6M | ▲+15% Added · +2.7M sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 7.1M | $124.0M | ▲+6.6% Added · +438K sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 5.6M | $97.6M | ▲+7.0% Added · +367K sh | Q2 2026 | |
| 4 | State Street Corp | 4.7M | $82.8M | ▲+15% Added · +619K sh | Q2 2026 | |
| 5 | Geode Capital Management, LLC | 3.2M | $56.2M | ▲+18% Added · +498K sh | Q2 2026 | |
| 6 | D. E. Shaw & Co., Inc. | 2.1M | $34.8M | ▲+51% Added · +703K sh | Q1 2026 | |
| 7 | Mirae Asset Global Etfs Holdings Ltd. | 1.6M | $26.3M | ▲+37% Added · +430K sh | Q1 2026 | |
| 8 | Morgan Stanley | 1.2M | $20.0M | ▲+4.0% Added · +46K sh | Q1 2026 | |
| 9 | Ameriprise Financial Inc | 1.2M | $19.9M | ▲+3.5% Added · +41K sh | Q1 2026 | |
| 10 | Northern Trust Corp | 1.1M | $18.8M | ▲+8.3% Added · +87K sh | Q1 2026 | |
| 11 | Charles Schwab Investment Management Inc | 1.1M | $17.8M | ▼−0.8% Reduced · −9K sh | Q1 2026 | |
| 12 | Van Eck Associates Corp | 1.0M | $17.7M | ▼−3.3% Reduced · −35K sh | Q2 2026 | |
| 13 | UBS Group AG | 876K | $14.6M | ▼−24% Reduced · −278K sh | Q1 2026 | |
| 14 | Vanguard Fiduciary Trust Co | 819K | $14.3M | ▲+13% Added · +96K sh | Q2 2026 | |
| 15 | Marshall Wace, LLP | 724K | $12.1M | ▼−47% Reduced · −632K sh | Q1 2026 | |
| 16 | Bank of New York Mellon Corp | 714K | $11.9M | ▼−0.3% Reduced · −2K sh | Q1 2026 | |
| 17 | First Trust Advisors LP | 664K | $11.1M | ▲+235% Added · +466K sh | Q1 2026 | |
| 18 | Verition Fund Management LLC | 652K | $11.4M | ▲+49% Added · +215K sh | Q2 2026 | |
| 19 | Advisors Asset Management, Inc. | 615K | $10.7M | ▲+4.4% Added · +26K sh | Q2 2026 | |
| 20 | Two Sigma Investments, LP | 567K | $9.5M | ▼−68% Reduced · −1.2M sh | Q1 2026 | |
| 21 | Principal Financial Group Inc | 544K | $9.1M | ▲+2.0% Added · +11K sh | Q1 2026 | |
| 22 | AQR Capital Management LLC | 476K | $7.9M | ▲+1.1% Added · +5K sh | Q1 2026 | |
| 23 | Public Sector Pension Investment Board | 426K | $7.4M | ▲+6.5% Added · +26K sh | Q2 2026 | |
| 24 | Ascentis Wealth Management, LLC | 395K | $6.9M | ▲+11% Added · +40K sh | Q2 2026 | |
| 25 | Columbus Macro, LLC | 375K | $6.5M | ▲New +375K 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, 11 funds opened a new position in ARR and 18 added to an existing one, while 10 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 |
|---|---|---|
| Microsoft CorpMSFT | 107 funds | $143.7B |
| Eli Lilly & CoLLY | 107 funds | $52.0B |
| Nvidia CorpNVDA | 105 funds | $252.7B |
| Alphabet Inc-CL AGOOGL | 105 funds | $95.2B |
| JPMorgan Chase & CoJPM | 105 funds | $33.8B |
| General ElectricGE | 105 funds | $20.3B |
| Amazon.com IncAMZN | 104 funds | $112.0B |
| Meta Platforms Inc-Class AMETA | 103 funds | $62.0B |
| Applied Materials IncAMAT | 103 funds | $30.0B |
| Advanced Micro DevicesAMD | 102 funds | $43.1B |
| Micron Technology IncMU | 102 funds | $41.5B |
| Visa Inc-Class A SharesV | 102 funds | $37.6B |
Ranked by how many of ARR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ARR.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 10, 2026 | Staton Daniel C | Chairman of the Board, Director | Sell (S) | 36K | $564K |
| Jan 6, 2026 | Hain Robert C | Director | Sell (S) | 7K | $123K |
| Jan 13, 2025 | Hain Robert C | Director | Sell (S) | 3K | $45K |
| Dec 31, 2024 | Paperin Stewart J | Director | Sell (S) | 25K | $467K |
| Nov 7, 2024 | Hain Robert C | Director | Buy (P) | 3K | $48K |
| Oct 3, 2024 | Staton Daniel C | Chairman of the Board, Director | Buy (P) 2 lots, same day | 10K | $199K |
| May 30, 2024 | Macauley Desmond | Co-Chief Investment Officer | Buy (P) | 1K | $19K |
| Dec 29, 2023 | Staton Daniel C | Chairman of the Board, Director | Sell (S) | 62K | $1.2M |
| Nov 21, 2023 | Mountain James R | Chief Financial Officer | Sell (S) | 740 | $13K |
| Dec 22, 2022 | Zimmer Jeffrey J | Co-CEO and President, Director | Sell (S) | 33K | $194K |
| Oct 1, 2021 | Mountain James R | Chief Financial Officer | Sell (S) | 34K | $364K |
| Sep 30, 2021 | Ulm Scott | Co-CEO, Director | Sell (S) | 27K | $297K |
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 | 54 | 24 | – |
Insiders Form 4 open-market | 0 | 1 | -$564K |
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 ARR
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/ARR/capital-change-brief"
Use Arkolith's capital_change_brief for ARR. 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 ARR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.