Among active 13F managers last quarter, 1 opened and 2 added, while none reduced or exited; the largest holder to move was Tower Research Capital LLC (TRC) (+38%). Over the last 180 days, 3 insiders bought and none sold, a net +$65K in open-market trades.
Funds lean in and no leg opposes.
16 tracked 13F filers disclose a position in IDAI as of the latest SEC 13F filings, a combined $635K 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 | UBS Group AG | 104K | $248K | ▲+398% Added · +83K sh | Q1 2026 | |
| 2 | Kestra Advisory Services, LLC | 49K | $96K | ▼−13% Reduced · −7K sh | Q2 2026 | |
| 3 | Geode Capital Management, LLC | 47K | $94K | ▼−54% Reduced · −56K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 35K | $69K | —Held | Q2 2026 | |
| 5 | Vanguard Fiduciary Trust Co | 22K | $44K | —Held | Q2 2026 | |
| 6 | Dimensional Fund Advisors LP | 18K | $44K | ▲New +18K sh | Q1 2026 | |
| 7 | C2C Wealth Management, LLC | 10K | $20K | ▲New +10K sh | Q2 2026 | |
| 8 | MidFirst Bank | 8K | $15K | —Held | Q2 2026 | |
| 9 | Tower Research Capital LLC (TRC) | 1K | $3K | ▲+38% Added · +349 sh | Q1 2026 | |
| 10 | West Paces Advisors Inc. | 866 | $2K | ▲Added Added · +866 sh | Q2 2026 | |
| 11 | JPMorgan Chase & Co | 89 | $204 | ▲New +89 sh | Q1 2026 | |
| 12 | Morgan Stanley | 80 | $191 | ▲New +80 sh | Q1 2026 | |
| 13 | Tradewinds Capital Management, LLC | 33 | $66 | —Held | Q2 2026 | |
| 14 | SBI Securities Co., Ltd. | 32 | $63 | —Held | Q2 2026 | |
| 15 | BlackRock, Inc. | 1 | $2 | —Held | Q2 2026 | |
| 16 | Caitong International Asset Management Co., Ltd | 1 | $2 | ▲New +1 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.
Last quarter, 1 fund opened a new position in IDAI and 2 added to an existing one, while none reduced or exited. 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 | 5 funds | $544.8M |
| Apple IncAAPL | 5 funds | $284.6M |
| Micron Technology IncMU | 5 funds | $226.2M |
| Tesla IncTSLA | 5 funds | $184.8M |
| Alphabet Inc-CL AGOOGL | 5 funds | $173.6M |
| Amazon.com IncAMZN | 5 funds | $129.2M |
| Alphabet Inc-CL CGOOG | 5 funds | $108.3M |
| Advanced Micro DevicesAMD | 5 funds | $92.1M |
| Intel CorpINTC | 5 funds | $71.9M |
| Berkshire Hathaway Inc-CL BBRK/B | 5 funds | $54.0M |
| Johnson & JohnsonJNJ | 5 funds | $51.1M |
| Taiwan Semiconductor-SP ADRTSM | 5 funds | $50.4M |
Ranked by how many of IDAI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IDAI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 24, 2026 | Genner Gareth Neville | Chief Executive Officer, Director | Buy (P) | 2K | $6K |
| Aug 21, 2026 | Genner Gareth Neville | Chief Executive Officer, Director | Buy (P) | 1K | $3K |
| Aug 20, 2026 | Genner Gareth Neville | Chief Executive Officer, Director | Buy (P) 2 lots, same day | 10K | $31K |
| Aug 20, 2026 | Francis Andrew Scott | Chief Technology Officer | Buy (P) | 2K | $5K |
| Aug 20, 2026 | Potts Charles Edward | Director | Buy (P) | 627 | $2K |
| Aug 19, 2026 | Genner Gareth Neville | Chief Executive Officer, Director | Buy (P) | 606 | $2K |
| Aug 18, 2026 | Genner Gareth Neville | Chief Executive Officer, Director | Buy (P) 3 lots, same day | 7K | $16K |
| Oct 28, 2024 | DQI Holdings Inc. | 10% Owner | Buy (P) | 1.4M | — |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 3 | 2 | – |
Insiders Form 4 open-market | 3 | 0 | +$65K |
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 IDAI
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/IDAI/capital-change-brief"
Use Arkolith's capital_change_brief for IDAI. 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 IDAI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.