Among active 13F managers last quarter, 13 opened and 17 added, while 16 reduced; the largest holder to move was Pacific Ridge Capital Partners, LLC (−5.7%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
113 tracked 13F filers disclose a position in BOOM as of the latest SEC 13F filings, a combined $54.7M 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 | Vanguard Capital Management LLC | 790K | $4.6M | ▲+0.3% Added · +2K sh | Q2 2026 | |
| 2 | Ameriprise Financial Inc | 785K | $4.1M | ▼~0% Reduced · −257 sh | Q1 2026 | |
| 3 | Pacific Ridge Capital Partners, LLC | 759K | $4.4M | ▼−5.7% Reduced · −46K sh | Q2 2026 | |
| 4 | Cooke & Bieler LP | 748K | $3.9M | ▼−62% Reduced · −1.2M sh | Q1 2026 | |
| 5 | Dimensional Fund Advisors LP | 652K | $3.4M | ▼−0.5% Reduced · −3K sh | Q1 2026 | |
| 6 | Cerity Partners LLC | 536K | $2.8M | ▲+0.3% Added · +2K sh | Q1 2026 | |
| 7 | BlackRock, Inc. | 495K | $2.9M | ▼−65% Reduced · −922K sh | Q2 2026 | |
| 8 | Federated Hermes, Inc. | 346K | $1.8M | ▼−42% Reduced · −255K sh | Q1 2026 | |
| 9 | Truffle Hound Capital, LLC | 300K | $1.7M | ▲New +300K sh | Q2 2026 | |
| 10 | American Century Companies Inc | 247K | $1.3M | ▲+32% Added · +60K sh | Q1 2026 | |
| 11 | Citadel Advisors LLC | 241K | $1.4M | ▲+94% Added · +117K sh | Q2 2026 | |
| 12 | Morgan Stanley | 232K | $1.2M | ▲+63% Added · +89K sh | Q1 2026 | |
| 13 | Bridgeway Capital Management, LLC | 227K | $1.3M | ▼−24% Reduced · −73K sh | Q2 2026 | |
| 14 | Geode Capital Management, LLC | 216K | $1.3M | ▼−53% Reduced · −248K sh | Q2 2026 | |
| 15 | Prudential Financial Inc | 182K | $948K | ▼−48% Reduced · −166K sh | Q1 2026 | |
| 16 | Tudor Investment Corp Et Al | 174K | $1.0M | ▲Added Added · +174K sh | Q2 2026 | |
| 17 | Northern Trust Corp | 159K | $827K | ▲+6.8% Added · +10K sh | Q1 2026 | |
| 18 | Charles Schwab Investment Management Inc | 148K | $769K | ▼−4.5% Reduced · −7K sh | Q1 2026 | |
| 19 | Marshall Wace, LLP | 142K | $738K | ▼−21% Reduced · −38K sh | Q1 2026 | |
| 20 | Point72 Asset Management, L.P. | 120K | $697K | ▲+377% Added · +95K sh | Q2 2026 | |
| 21 | Empowered Funds, LLC | 119K | $619K | ▼−13% Reduced · −18K sh | Q1 2026 | |
| 22 | D. E. Shaw & Co., Inc. | 116K | $604K | ▲+62% Added · +44K sh | Q1 2026 | |
| 23 | Vanguard Fiduciary Trust Co | 109K | $630K | ▼−2.5% Reduced · −3K sh | Q2 2026 | |
| 24 | STRS Ohio | 106K | $551K | ▲+21% Added · +18K sh | Q1 2026 | |
| 25 | Jacobs Levy Equity Management, Inc | 102K | $595K | ▼−24% Reduced · −33K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 13 funds opened a new position in BOOM and 17 added to an existing one, while 16 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 |
|---|---|---|
| Alphabet Inc-CL AGOOGL | 56 funds | $70.1B |
| Meta Platforms Inc-Class AMETA | 54 funds | $44.2B |
| Microsoft CorpMSFT | 53 funds | $92.4B |
| Nvidia CorpNVDA | 52 funds | $164.0B |
| Amazon.com IncAMZN | 52 funds | $74.6B |
| JPMorgan Chase & CoJPM | 52 funds | $23.2B |
| Eli Lilly & CoLLY | 51 funds | $34.4B |
| Micron Technology IncMU | 51 funds | $29.4B |
| Apple IncAAPL | 50 funds | $113.7B |
| Advanced Micro DevicesAMD | 50 funds | $29.3B |
| Chevron CorpCVX | 50 funds | $11.9B |
| Schwab (Charles) CorpSCHW | 50 funds | $8.7B |
Ranked by how many of BOOM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BOOM.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 3, 2025 | Schladen James | President of Arcadia | Sell (S) | 18K | $106K |
| Dec 2, 2025 | Schladen James | President of Arcadia | Sell (S) | 782 | $5K |
| Aug 8, 2025 | Oleary James | Exec. Chair, President & CEO, Director | Buy (P) | 40K | $237K |
| Dec 6, 2023 | Oleary James | Director | Buy (P) | 5K | $82K |
| Aug 14, 2023 | Graff Richard P | Director | Sell (S) | 4K | $92K |
| Jun 16, 2023 | Graff Richard P | Director | Sell (S) | 2K | $32K |
| Sep 16, 2022 | Cohen Robert A | Director | Buy (P) | 10K | $188K |
| Jun 3, 2022 | Longe Kevin T | President and CEO, Director | Sell (S) | 4K | $129K |
| May 13, 2022 | Longe Kevin T | President and CEO, Director | Sell (S) | 6K | $127K |
| May 12, 2022 | Longe Kevin T | President and CEO, Director | Sell (S) | 4K | $86K |
| May 11, 2022 | Longe Kevin T | President and CEO, Director | Sell (S) | 22 | $484 |
| Mar 18, 2022 | Graff Richard P | Director | Sell (S) | 1K | $35K |
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 | 30 | 41 | – |
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 BOOM
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/BOOM/capital-change-brief"
Use Arkolith's capital_change_brief for BOOM. 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 BOOM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.