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/HTB/capital-change-brief"
Use Arkolith's capital_change_brief for HTB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $68.0M | 1.6M | ▼−2.6% Reduced · −43K sh | Q1 2026 | |
| 2 | FJ Capital Management LLC | $66.3M | 1.6M | ▼−8.2% Reduced · −139K sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $35.7M | 836K | ▲+2.6% Added · +21K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $29.1M | 683K | ▲New +683K sh | Q1 2026 | |
| 5 | ALLIANCEBERNSTEIN L.P. | $23.7M | 553K | ▼−1.9% Reduced · −11K sh | Q1 2026 | |
| 6 | AMERICAN CENTURY COMPANIES INC | $21.4M | 502K | ▲+8.9% Added · +41K sh | Q1 2026 | |
| 7 | RENAISSANCE TECHNOLOGIES LLC | $19.9M | 466K | ▼−7.7% Reduced · −39K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $19.4M | 454K | ▲+27% Added · +97K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $15.0M | 353K | ▲+1.6% Added · +5K sh | Q1 2026 | |
| 10 | Private Capital Management, LLC | $10.4M | 244K | ▼−1.8% Reduced · −4K sh | Q1 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $5.9M | 138K | ▼−4.1% Reduced · −6K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $5.4M | 126K | ▲+3.6% Added · +4K sh | Q1 2026 | |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | $5.2M | 123K | ▲New +123K sh | Q1 2026 | |
| 14 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $5.1M | 119K | ▲+5.2% Added · +6K sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.9M | 115K | ▼−3.8% Reduced · −5K sh | Q1 2026 | |
| 16 | VANGUARD FIDUCIARY TRUST CO | $3.9M | 90K | ▲New +90K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $3.5M | 83K | ▼−9.3% Reduced · −8K sh | Q1 2026 | |
| 18 | Empowered Funds, LLC | $3.3M | 76K | ▲New +76K sh | Q1 2026 | |
| 19 | Qube Research & Technologies Ltd | $2.9M | 69K | ▼−2.6% Reduced · −2K sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $2.9M | 69K | ▲+5.1% Added · +3K sh | Q1 2026 | |
| 21 | JPMORGAN CHASE & CO | $2.4M | 57K | ▼−25% Reduced · −19K sh | Q1 2026 | |
| 22 | FRANKLIN RESOURCES INC | $2.1M | 50K | ▲+208% Added · +34K sh | Q1 2026 | |
| 23 | Curi Capital, LLC | $2.0M | 47K | —Held | Q1 2026 | |
| 24 | MENDON CAPITAL ADVISORS CORP | $2.0M | 47K | —Held | Q1 2026 | |
| 25 | BARCLAYS PLC | $2.0M | 47K | ▼−28% Reduced · −18K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 2, 2026 | Lowe Rebekah M. | Director | Tax withholding (F) | 297 | $14K |
| Jun 1, 2026 | Lowe Rebekah M. | Director | Grant (A) | 867 | $0 |
| Jun 1, 2026 | KENDALL LAURA C | Director | Grant (A) | 867 | $0 |
| Jun 1, 2026 | Neelagaru Narasimhulu | Director | Grant (A) | 867 | $0 |
| Jun 1, 2026 | Williams Richard Tyrone | Director | Grant (A) | 867 | $0 |
| Jun 1, 2026 | Jacobs Dwight L. | Director | Grant (A) | 867 | $0 |
| Jun 1, 2026 | HANCOCK BONNIE V | Director | Grant (A) | 867 | $0 |
| Jun 1, 2026 | Cureton Jesse | Director | Grant (A) | 867 | $0 |
| Jun 1, 2026 | Switzer John | Director | Grant (A) | 867 | $0 |
| May 27, 2026 | POWELL KRISTIN Y. | EVP, Consumer & BB Group Exec | Option exercise (M) | 1K | $25K |
| May 27, 2026 | POWELL KRISTIN Y. | EVP, Consumer & BB Group Exec | Sell (S) | 1K | $47K |
| May 27, 2026 | POWELL KRISTIN Y. | EVP, Consumer & BB Group Exec | Option exercise (M) | 1K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 32 funds | $19.4B |
| APPLE INCAAPL | 32 funds | $14.9B |
| MICROSOFT CORPMSFT | 32 funds | $10.9B |
| AMAZON.COM INCAMZN | 32 funds | $7.8B |
| META PLATFORMS INC-CLASS AMETA | 32 funds | $5.4B |
| TESLA INCTSLA | 32 funds | $4.1B |
| ELI LILLY & COLLY | 32 funds | $2.8B |
| COSTCO WHOLESALE CORPCOST | 32 funds | $2.0B |
| BRISTOL-MYERS SQUIBB COBMY | 32 funds | $1.1B |
| TJX COMPANIES INCTJX | 32 funds | $730.8M |
| O'REILLY AUTOMOTIVE INCORLY | 32 funds | $664.3M |
| TRANE TECHNOLOGIES PLCTT | 32 funds | $655.9M |
Ranked by how many of HTB's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HTB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.