| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Alyeska Investment Group, L.P. | $13.1M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 2 | ROYAL BANK OF CANADA | $9.1M | 1.3M | ▲+38% Added · +365K sh | Q1 2026 | |
| 3 | Northern Right Capital Management, L.P. | $7.4M | 1.1M | ▲+39% Added · +300K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $7.3M | 1.1M | ▲+31% Added · +254K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $6.7M | 972K | ▲New +972K sh | Q1 2026 | |
| 6 | Covalis Capital LLP | $4.8M | 697K | ▲New +697K sh | Q1 2026 | |
| 7 | Shay Capital LLC | $4.5M | 661K | ▲+781% Added · +586K sh | Q1 2026 | |
| 8 | GRATIA CAPITAL, LLC | $4.0M | 580K | ▲New +580K sh | Q1 2026 | |
| 9 | Regal Partners Ltd | $3.0M | 440K | ▲New +440K sh | Q1 2026 | |
| 10 | Private Advisor Group, LLC | $2.9M | 426K | ▲+152% Added · +257K sh | Q1 2026 | |
| 11 | UBS Group AG | $2.8M | 412K | ▲+751% Added · +364K sh | Q1 2026 | |
| 12 | MILLENNIUM MANAGEMENT LLC | $2.4M | 345K | ▲14× Added · +321K sh | Q1 2026 | |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.3M | 331K | ▲+107% Added · +171K sh | Q1 2026 | |
| 14 | BALYASNY ASSET MANAGEMENT L.P. | $2.2M | 326K | ▲New +326K sh | Q1 2026 | |
| 15 | RENAISSANCE TECHNOLOGIES LLC | $1.8M | 264K | ▲+197% Added · +175K sh | Q1 2026 | |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | $1.1M | 159K | ▼−7.0% Reduced · −12K sh | Q1 2026 | |
| 17 | CITADEL ADVISORS LLC | $1.1M | 157K | ▲+192% Added · +103K sh | Q1 2026 | |
| 18 | Qube Research & Technologies Ltd | $949K | 138K | ▲+265% Added · +100K sh | Q1 2026 | |
| 19 | 683 Capital Management, LLC | $730K | 106K | —Held | Q1 2026 | |
| 20 | Cruiser Capital Advisors, LLC | $651K | 95K | ▲+533% Added · +80K sh | Q1 2026 | |
| 21 | VANGUARD FIDUCIARY TRUST CO | $648K | 94K | ▲New +94K sh | Q1 2026 | |
| 22 | BlackRock, Inc. | $618K | 90K | ▲+2.7% Added · +2K sh | Q1 2026 | |
| 23 | Fund 1 Investments, LLC | $515K | 75K | ▲New +75K sh | Q1 2026 | |
| 24 | STATE STREET CORP | $454K | 66K | ▲+2.6% Added · +2K sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $448K | 65K | ▼−17% Reduced · −14K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 13 funds | $4.5B |
| META PLATFORMS INC-CLASS AMETA | 12 funds | $2.2B |
| ALPHABET INC-CL AGOOGL | 12 funds | $2.1B |
| UNITEDHEALTH GROUP INCUNH | 12 funds | $809.0M |
| CHEVRON CORPCVX | 12 funds | $696.7M |
| UBER TECHNOLOGIES INCUBER | 12 funds | $644.1M |
| ELI LILLY & COLLY | 12 funds | $608.6M |
| CAPITAL ONE FINANCIAL CORPCOF | 12 funds | $500.2M |
| SCHWAB (CHARLES) CORPSCHW | 12 funds | $463.4M |
| WELLS FARGO & COWFC | 12 funds | $422.9M |
| WALT DISNEY CO/THEDIS | 12 funds | $394.3M |
| UNION PACIFIC CORPUNP | 12 funds | $323.9M |
Ranked by how many of DUOT's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 23, 2025 | Goldfarb Adrian Graham | CFO | Sell (S) | 9K | $72K |
| May 20, 2025 | Goldfarb Adrian Graham | CFO | Sell (S) | 1K | $10K |
| May 21, 2024 | Ferry Charles Parker | CEO, Director | Buy (P) | 4K | $10K |
| Sep 30, 2022 | PESSIN SANDRA F | 10% Owner | Buy (P) | 333K | $1.0M |
| Sep 30, 2022 | Pessin Brian L. | 10% Owner | Buy (P) | 333K | $1.0M |
| Jul 1, 2022 | EHRMAN KENNETH S | Director | Buy (P) | 1 | $4 |
| Jun 30, 2022 | EHRMAN KENNETH S | Director | Buy (P) | 807 | $3K |
| Jun 29, 2022 | EHRMAN KENNETH S | Director | Buy (P) | 3K | $10K |
| Jun 28, 2022 | EHRMAN KENNETH S | Director | Buy (P) | 10K | $37K |
| Jun 16, 2022 | EHRMAN KENNETH S | Director | Buy (P) | 898 | $3K |
| May 20, 2022 | Ferry Charles Parker | Chief Executive Officer, Director | Buy (P) | 2K | $8K |
| May 19, 2022 | Ferry Charles Parker | Chief Executive Officer, Director | Buy (P) | 675 | $2K |
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/DUOT/capital-change-brief"
Use Arkolith's capital_change_brief for DUOT. 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 DUOT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.