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/HTGC/capital-change-brief"
Use Arkolith's capital_change_brief for HTGC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Sound Income Strategies, LLC | $49.2M | 3.4M | ▲+25% Added · +679K sh | Q1 2026 | |
| 2 | VAN ECK ASSOCIATES CORP | Withheld | 3.2M | ▼−8.5% Reduced · −294K sh | Q1 2026 | |
| 3 | UBS Group AG | $36.8M | 2.5M | ▲+49% Added · +822K sh | Q1 2026 | |
| 4 | TWO SIGMA INVESTMENTS, LP | $34.3M | 2.3M | ▲+44% Added · +708K sh | Q1 2026 | |
| 5 | Qube Research & Technologies Ltd | $33.0M | 2.2M | ▲+46% Added · +709K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $26.5M | 1.8M | ▼−1.5% Reduced · −28K sh | Q1 2026 | |
| 7 | D. E. Shaw & Co., Inc. | $22.9M | 1.5M | ▲+88% Added · +723K sh | Q1 2026 | |
| 8 | Legal & General Group Plc | $22.1M | 1.5M | ▲+8.4% Added · +117K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $18.7M | 1.3M | ▲+14% Added · +150K sh | Q1 2026 | |
| 10 | FRANKLIN RESOURCES INC | $16.8M | 1.1M | ▲+16% Added · +160K sh | Q1 2026 | |
| 11 | Sumitomo Mitsui Trust Group, Inc. | $15.1M | 1.0M | ▲+0.6% Added · +7K sh | Q1 2026 | |
| 12 | TECTONIC ADVISORS LLC | $15.9M | 1.0M | ▲+13% Added · +113K sh | Q2 2026 | |
| 13 | MILLENNIUM MANAGEMENT LLC | $14.6M | 985K | ▼−29% Reduced · −407K sh | Q1 2026 | |
| 14 | JPMORGAN CHASE & CO | $12.5M | 879K | ▲+174% Added · +558K sh | Q1 2026 | |
| 15 | Advisors Capital Management, LLC | $12.6M | 856K | ▲+3.4% Added · +28K sh | Q1 2026 | |
| 16 | BlackRock, Inc. | $12.6M | 855K | ▼−36% Reduced · −478K sh | Q1 2026 | |
| 17 | CITADEL ADVISORS LLC | $12.0M | 815K | ▲+73% Added · +343K sh | Q1 2026 | |
| 18 | ARES MANAGEMENT LLC | $11.5M | 777K | ▲+285% Added · +575K sh | Q1 2026 | |
| 19 | WELLS FARGO & COMPANY/MN | $11.1M | 749K | ▲+1.2% Added · +9K sh | Q1 2026 | |
| 20 | Gilman Hill Asset Management, LLC | $10.2M | 647K | ▲+4.7% Added · +29K sh | Q2 2026 | |
| 21 | STIFEL FINANCIAL CORP | $7.4M | 502K | ▼−17% Reduced · −105K sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $7.3M | 496K | ▼−23% Reduced · −147K sh | Q1 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $7.0M | 477K | ▼−31% Reduced · −214K sh | Q1 2026 | |
| 24 | Trexquant Investment LP | $6.9M | 471K | ▲+17% Added · +68K sh | Q1 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.5M | 443K | ▲21× Added · +422K 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 |
|---|---|---|---|---|---|
| Jul 9, 2026 | Follmann Christian | Chief Operating Officer | Tax withholding (F) | 1K | $21K |
| Jul 9, 2026 | Follmann Christian | Chief Operating Officer | Tax withholding (F) | 1K | $22K |
| Jul 9, 2026 | Botelho Kiersten Zaza | Chief Legal Officer & CCO | Tax withholding (F) | 1K | $16K |
| Jul 9, 2026 | Botelho Kiersten Zaza | Chief Legal Officer & CCO | Tax withholding (F) | 956 | $15K |
| Jul 9, 2026 | Bluestein Scott | Chief Executive Officer, Director | Tax withholding (F) | 11K | $167K |
| Jul 9, 2026 | Bluestein Scott | Chief Executive Officer, Director | Tax withholding (F) | 10K | $153K |
| Jul 9, 2026 | Meyer Seth H | President | Tax withholding (F) | 3K | $54K |
| Jul 9, 2026 | Meyer Seth H | President | Tax withholding (F) | 3K | $47K |
| Jun 18, 2026 | BADAVAS ROBERT P | Director | Grant (A) | 4K | $60K |
| Jun 18, 2026 | BADAVAS ROBERT P | Director | Grant (A) | 4K | $60K |
| Jun 18, 2026 | BADAVAS ROBERT P | Director | Grant (A) | 4K | $60K |
| Jun 18, 2026 | BADAVAS ROBERT P | Director | Grant (A) | 4K | $60K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 116 funds | $36.9B |
| AMAZON.COM INCAMZN | 115 funds | $27.6B |
| COSTCO WHOLESALE CORPCOST | 115 funds | $7.7B |
| NVIDIA CORPNVDA | 114 funds | $48.4B |
| ALPHABET INC-CL AGOOGL | 114 funds | $24.2B |
| BROADCOM INCAVGO | 114 funds | $17.7B |
| ELI LILLY & COLLY | 114 funds | $9.1B |
| APPLE INCAAPL | 113 funds | $43.1B |
| META PLATFORMS INC-CLASS AMETA | 113 funds | $15.8B |
| TESLA INCTSLA | 113 funds | $8.9B |
| MASTERCARD INC - AMA | 113 funds | $5.9B |
| ORACLE CORPORCL | 113 funds | $3.5B |
Ranked by how many of HTGC'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 HTGC. 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.