Among active 13F managers last quarter, 1 opened and 3 added, while none reduced or exited; the largest holder to move was Citadel Advisors LLC (+87%). Over the last 180 days, 1 insider bought and none sold, a net +$24K in open-market trades.
Funds lean in and no leg opposes.
17 tracked 13F filers disclose a position in ATHE as of the latest SEC 13F filings, a combined $1.6M 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 | Twin Lakes Capital Management, LLC | 139K | $748K | —Held | Q2 2026 | |
| 2 | HB Wealth Management, LLC | 58K | $314K | —Held | Q2 2026 | |
| 3 | Morgan Stanley | 58K | $203K | ▼−8.3% Reduced · −5K sh | Q1 2026 | |
| 4 | Citadel Advisors LLC | 38K | $202K | ▲+87% Added · +18K sh | Q2 2026 | |
| 5 | Greenleaf Trust | 32K | $111K | —Held | Q1 2026 | |
| 6 | BNP Paribas Financial Markets | 7K | $24K | ▼−1.4% Reduced · −100 sh | Q1 2026 | |
| 7 | GAMMA Investing LLC | 2K | $12K | ▲+24% Added · +453 sh | Q2 2026 | |
| 8 | Rhumbline Advisers | 2K | $7K | ▼−7.4% Reduced · −157 sh | Q1 2026 | |
| 9 | Providence Capital Advisors, LLC | 200 | $1K | ▲Added Added · +200 sh | Q2 2026 | |
| 10 | Osaic Holdings, Inc. | 68 | $240 | ▼−16% Reduced · −13 sh | Q1 2026 | |
| 11 | Blue Trust, Inc. | 40 | $215 | —Held | Q2 2026 | |
| 12 | Farther Finance Advisors, LLC | 22 | $80 | —Held | Q1 2026 | |
| 13 | CoreCap Advisors, LLC | 21 | $73 | —Held | Q1 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | 6 | $32 | —Held | Q2 2026 | |
| 15 | Cranbrook Wealth Management, LLC | 1 | $6 | ▲New +1 sh | Q2 2026 | |
| 16 | Danske Bank A/s | 1 | $5 | —Held | Q2 2026 | |
| 17 | Caitong International Asset Management Co., Ltd | 1 | $5 | ▲New +1 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, 1 fund opened a new position in ATHE and 3 added to an existing one, while none reduced or exited. 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 | 9 funds | $2.9B |
| Amazon.com IncAMZN | 9 funds | $2.9B |
| Apple IncAAPL | 9 funds | $2.8B |
| Alphabet Inc-CL AGOOGL | 9 funds | $1.3B |
| Eli Lilly & CoLLY | 9 funds | $1.3B |
| Alphabet Inc-CL CGOOG | 9 funds | $1.2B |
| Advanced Micro DevicesAMD | 9 funds | $1.0B |
| JPMorgan Chase & CoJPM | 9 funds | $873.0M |
| Abbott LaboratoriesABT | 9 funds | $804.5M |
| Mastercard Inc - AMA | 9 funds | $799.7M |
| Coca-Cola CoKO | 9 funds | $746.6M |
| Berkshire Hathaway Inc-CL BBRK/B | 9 funds | $720.3M |
Ranked by how many of ATHE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ATHE.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 31, 2026 | Marks Peter Ashley | Director | Buy (P) | 48K | $24K |
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 | 4 | – |
Insiders Form 4 open-market | 1 | 0 | +$24K |
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 ATHE
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/ATHE/capital-change-brief"
Use Arkolith's capital_change_brief for ATHE. 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 ATHE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.