Among active 13F managers last quarter, 1 opened and 3 added, while 1 reduced; the largest holder to move was Wealthspire Advisors, LLC (+2.0%). Over the last 180 days, 2 insiders bought and none sold, a net +$187K in open-market trades.
Funds lean in and no leg opposes.
28 tracked 13F filers disclose a position in AUID as of the latest SEC 13F filings, a combined $2.6M 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 | Wealthspire Advisors, LLC | 554K | $720K | ▲+2.0% Added · +11K sh | Q1 2026 | |
| 2 | Vanguard Capital Management LLC | 409K | $438K | ▲+5.2% Added · +20K sh | Q2 2026 | |
| 3 | Allied Private Wealth LLC | 318K | $375K | ▲New +318K sh | Q2 2026 | |
| 4 | Simon Quick Advisors, LLC | 173K | $225K | —Held | Q1 2026 | |
| 5 | Corient Private Wealth LP | 160K | $208K | —Held | Q1 2026 | |
| 6 | Geode Capital Management, LLC | 147K | $157K | ▼−27% Reduced · −54K sh | Q2 2026 | |
| 7 | Scoggin Management LP | 75K | $80K | ▲Added Added · +75K sh | Q2 2026 | |
| 8 | Vanguard Fiduciary Trust Co | 58K | $62K | —Held | Q2 2026 | |
| 9 | State Street Corp | 56K | $60K | —Held | Q2 2026 | |
| 10 | XTX Topco Ltd | 55K | $71K | ▲+113% Added · +29K sh | Q1 2026 | |
| 11 | Northern Trust Corp | 34K | $44K | —Held | Q1 2026 | |
| 12 | Private Wealth Asset Management, LLC | 26K | $28K | —Held | Q2 2026 | |
| 13 | Granite Islands Private Wealth, LLC | 24K | $26K | —Held | Q2 2026 | |
| 14 | Jane Street Group, LLC | 21K | $28K | ▲New +21K sh | Q1 2026 | |
| 15 | Kestra Advisory Services, LLC | 21K | $23K | ▲+10% Added · +2K sh | Q2 2026 | |
| 16 | Johnson Financial Group, Inc. | 20K | $22K | —Held | Q2 2026 | |
| 17 | Coastal Bridge Advisors, LLC | 20K | $21K | —Held | Q2 2026 | |
| 18 | Citadel Advisors LLC | 11K | $12K | ▲New +11K sh | Q2 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | 9K | $9K | —Held | Q2 2026 | |
| 20 | Vanguard Global Advisers, LLC | 5K | $6K | —Held | Q2 2026 | |
| 21 | BlackRock, Inc. | 5K | $6K | ▼−88% Reduced · −37K sh | Q2 2026 | |
| 22 | UBS Group AG | 4K | $5K | ▼−68% Reduced · −8K sh | Q1 2026 | |
| 23 | Wells Fargo & Company | 600 | $780 | —Held | Q1 2026 | |
| 24 | Fortitude Family Office, LLC | 556 | $595 | ▼−39% Reduced · −353 sh | Q2 2026 | |
| 25 | Osaic Holdings, Inc. | 500 | $650 | —Held | 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, 1 fund opened a new position in AUID and 3 added to an existing one, while 1 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 | 9 funds | $3.0B |
| Amazon.com IncAMZN | 9 funds | $2.8B |
| Apple IncAAPL | 9 funds | $2.6B |
| Alphabet Inc-CL AGOOGL | 9 funds | $1.3B |
| Eli Lilly & CoLLY | 9 funds | $1.2B |
| Alphabet Inc-CL CGOOG | 9 funds | $1.1B |
| Advanced Micro DevicesAMD | 9 funds | $1.0B |
| Micron Technology IncMU | 9 funds | $859.8M |
| Applied Materials IncAMAT | 9 funds | $822.1M |
| Abbott LaboratoriesABT | 9 funds | $803.7M |
| Kla CorpKLAC | 9 funds | $792.5M |
| JPMorgan Chase & CoJPM | 9 funds | $787.2M |
Ranked by how many of AUID's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AUID.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 29, 2026 | Garchik Stephen Jeffrey | Director, 10% Owner | Buy (P) | 120K | $150K |
| Apr 29, 2026 | Jisser Ken | Director | Buy (P) | 30K | $37K |
| Dec 12, 2025 | Garchik Stephen Jeffrey | Director, 10% Owner | Sell (S) | 50K | $53K |
| Nov 25, 2025 | Jisser Ken | Director | Buy (P) | 41K | $50K |
| Nov 21, 2025 | Garchik Stephen Jeffrey | Director, 10% Owner | Buy (P) | 127K | $216K |
| Sep 15, 2025 | Szoke Thomas Robert | Chief Technology Officer | Sell (S) | 9K | $26K |
| Sep 12, 2025 | Szoke Thomas Robert | Chief Technology Officer | Sell (S) | 305 | $991 |
| Sep 10, 2025 | Szoke Thomas Robert | Chief Technology Officer | Sell (S) | 1K | $4K |
| Dec 11, 2024 | Szoke Thomas Robert | Chief Technology Officer, Director | Sell (S) | 1K | $6K |
| Dec 10, 2024 | Szoke Thomas Robert | Chief Technology Officer, Director | Sell (S) | 1K | $6K |
| Dec 10, 2024 | Thompson Michael Charles | Director | Buy (P) | 5K | $32K |
| Dec 9, 2024 | Daguro Rhoniel | Chief Executive Officer, Director | Buy (P) | 4K | $26K |
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 | 6 | 4 | – |
Insiders Form 4 open-market | 2 | 0 | +$187K |
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 AUID
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/AUID/capital-change-brief"
Use Arkolith's capital_change_brief for AUID. 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 AUID. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.