Among active 13F managers last quarter, 14 opened and 13 added, while 8 reduced; the largest holder to move was Avenir Corp (+0.5%). Over the last 180 days, 3 insiders sold and none bought, a net -$1.6M in open-market trades.
The legs disagree, or only one of them leans.
110 tracked 13F filers disclose a position in ATOM as of the latest SEC 13F filings, a combined $125.1M 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. | 3.0M | $26.0M | ▲+26% Added · +618K sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 1.7M | $14.5M | ▲+29% Added · +376K sh | Q2 2026 | |
| 3 | Avenir Corp | 1.5M | $12.8M | ▲+0.5% Added · +7K sh | Q2 2026 | |
| 4 | Baird Financial Group, Inc. | 1.3M | $4.9M | ▲+309% Added · +966K sh | Q1 2026 | |
| 5 | Geode Capital Management, LLC | 990K | $8.6M | ▲+29% Added · +221K sh | Q2 2026 | |
| 6 | D. E. Shaw & Co., Inc. | 976K | $3.7M | ▲17× Added · +917K sh | Q1 2026 | |
| 7 | Quantum Private Wealth, LLC | 744K | $6.5M | ▲+24% Added · +146K sh | Q2 2026 | |
| 8 | State Street Corp | 718K | $6.3M | ▲+24% Added · +140K sh | Q2 2026 | |
| 9 | Hollencrest Capital Management | 597K | $2.3M | ▼−1.5% Reduced · −9K sh | Q1 2026 | |
| 10 | Vanguard Portfolio Management LLC | 554K | $4.8M | ▲+210% Added · +375K sh | Q2 2026 | |
| 11 | Two Sigma Investments, LP | 530K | $2.0M | ▲+192% Added · +349K sh | Q1 2026 | |
| 12 | Marshall Wace, LLP | 489K | $1.9M | ▲+173% Added · +309K sh | Q1 2026 | |
| 13 | Connor, Clark & Lunn Investment Management Ltd. | 352K | $3.1M | ▲17× Added · +331K sh | Q2 2026 | |
| 14 | Defender Capital, LLC. | 295K | $2.6M | ▲New +295K sh | Q2 2026 | |
| 15 | Northern Trust Corp | 289K | $1.1M | ▲+4.5% Added · +13K sh | Q1 2026 | |
| 16 | Vanguard Fiduciary Trust Co | 275K | $2.4M | ▲+27% Added · +59K sh | Q2 2026 | |
| 17 | Morgan Stanley | 272K | $1.0M | ▲+59% Added · +101K sh | Q1 2026 | |
| 18 | Pathstone Holdings, LLC | 251K | $2.2M | —Held | Q2 2026 | |
| 19 | Trexquant Investment LP | 225K | $2.0M | ▲New +225K sh | Q2 2026 | |
| 20 | Citadel Advisors LLC | 222K | $1.9M | ▼−79% Reduced · −828K sh | Q2 2026 | |
| 21 | Goldman Sachs Group Inc | 198K | $753K | ▲+42% Added · +59K sh | Q1 2026 | |
| 22 | Sargent Investment Group, LLC | 176K | $1.5M | —Held | Q2 2026 | |
| 23 | UBS Group AG | 176K | $670K | ▲+15% Added · +23K sh | Q1 2026 | |
| 24 | Renaissance Technologies LLC | 163K | $621K | ▲New +163K sh | Q1 2026 | |
| 25 | Jane Street Group, LLC | 160K | $608K | ▼−6.8% Reduced · −12K 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, 14 funds opened a new position in ATOM and 13 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 |
|---|---|---|
| Berkshire Hathaway Inc-CL BBRK/B | 47 funds | $18.2B |
| Nvidia CorpNVDA | 46 funds | $169.3B |
| Apple IncAAPL | 46 funds | $129.4B |
| Microsoft CorpMSFT | 46 funds | $117.0B |
| Visa Inc-Class A SharesV | 46 funds | $30.5B |
| Tesla IncTSLA | 46 funds | $30.0B |
| JPMorgan Chase & CoJPM | 46 funds | $25.0B |
| Micron Technology IncMU | 46 funds | $14.4B |
| Amazon.com IncAMZN | 45 funds | $78.7B |
| Alphabet Inc-CL AGOOGL | 45 funds | $59.6B |
| Alphabet Inc-CL CGOOG | 45 funds | $58.9B |
| Meta Platforms Inc-Class AMETA | 45 funds | $47.8B |
Ranked by how many of ATOM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ATOM.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 2, 2026 | Mears Robert J | Chief Technology Officer | Sell (S) | 6K | $24K |
| Sep 1, 2026 | Laurencio Francis | CFO | Sell (S) 4 lots, same day | 7K | $26K |
| Sep 1, 2026 | Mears Robert J | Chief Technology Officer | Sell (S) 5 lots, same day | 6K | $26K |
| Sep 1, 2026 | Bibaud Scott A. | CEO and President, Director | Sell (S) 4 lots, same day | 14K | $56K |
| Aug 3, 2026 | Mears Robert J | Chief Technology Officer | Sell (S) | 1K | $5K |
| Jul 1, 2026 | Mears Robert J | Chief Technology Officer | Sell (S) | 1K | $8K |
| Jun 15, 2026 | Laurencio Francis | CFO | Sell (S) 3 lots, same day | 20K | $193K |
| Jun 15, 2026 | Bibaud Scott A. | CEO and President, Director | Sell (S) | 50K | $469K |
| Jun 15, 2026 | Mears Robert J | Chief Technology Officer | Sell (S) | 8K | $77K |
| Jun 9, 2026 | Mears Robert J | Chief Technology Officer | Sell (S) 2 lots, same day | 18K | $158K |
| Jun 8, 2026 | Mears Robert J | Chief Technology Officer | Sell (S) 5 lots, same day | 37K | $307K |
| Jun 1, 2026 | Laurencio Francis | CFO | Sell (S) 4 lots, same day | 7K | $63K |
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 | 36 | 24 | – |
Insiders Form 4 open-market | 0 | 3 | -$1.6M |
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 ATOM
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/ATOM/capital-change-brief"
Use Arkolith's capital_change_brief for ATOM. 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 ATOM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.