133 tracked 13F filers disclose a position in III as of the latest SEC 13F filings, a combined $121.7M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Private Capital Management, LLC | $17.9M | 4.7M | ▼−2.2% Reduced · −106K sh | Q1 2026 | |
| 2 | Cerity Partners LLC | $17.9M | 4.7M | ▲+2.7% Added · +121K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $10.6M | 2.8M | ▼−4.7% Reduced · −136K sh | Q1 2026 | |
| 4 | RENAISSANCE TECHNOLOGIES LLC | $7.3M | 1.9M | ▲+22% Added · +339K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $6.9M | 1.8M | →First observed position No prior filed position | Q1 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $5.9M | 1.5M | ▲+0.5% Added · +8K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $3.9M | 947K | ▲+5.9% Added · +53K sh | Q2 2026 | |
| 8 | CRAWFORD INVESTMENT COUNSEL INC | $3.5M | 919K | ▲+1.6% Added · +15K sh | Q1 2026 | |
| 9 | Hillsdale Investment Management Inc. | $3.2M | 845K | ▲+4.8% Added · +39K sh | Q1 2026 | |
| 10 | Crestwood Advisors Group, LLC | $3.4M | 819K | —Held | Q2 2026 | |
| 11 | ESSEX INVESTMENT MANAGEMENT CO LLC | $3.3M | 808K | ▲+111% Added · +425K sh | Q2 2026 | |
| 12 | STATE STREET CORP | $3.1M | 754K | ▼−1.1% Reduced · −8K sh | Q2 2026 | |
| 13 | MORGAN STANLEY | $2.7M | 691K | ▲+11% Added · +68K sh | Q1 2026 | |
| 14 | BLAIR WILLIAM & CO/IL | $2.8M | 682K | ▼−11% Reduced · −82K sh | Q2 2026 | |
| 15 | JB CAPITAL PARTNERS LP | $2.0M | 488K | —Held | Q2 2026 | |
| 16 | Bank of New York Mellon Corp | $1.9M | 486K | ▼−1.7% Reduced · −8K sh | Q1 2026 | |
| 17 | Legato Capital Management LLC | $1.5M | 374K | ▲+25% Added · +76K sh | Q2 2026 | |
| 18 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.4M | 339K | ▼−11% Reduced · −40K sh | Q2 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $1.3M | 339K | ▲+2.9% Added · +10K sh | Q1 2026 | |
| 20 | AQR CAPITAL MANAGEMENT LLC | $1.2M | 304K | ▲+235% Added · +213K sh | Q1 2026 | |
| 21 | Themes Management Co LLC | $1.2M | 281K | ▼−9.4% Reduced · −29K sh | Q2 2026 | |
| 22 | EQUITABLE TRUST CO | $1.1M | 277K | ▲+126% Added · +155K sh | Q2 2026 | |
| 23 | NORTHERN TRUST CORP | $1.0M | 272K | ▲+2.9% Added · +8K sh | Q1 2026 | |
| 24 | PRUDENTIAL FINANCIAL INC | $975K | 254K | ▲+51% Added · +86K sh | Q1 2026 | |
| 25 | RAYMOND JAMES FINANCIAL INC | $894K | 233K | ▼−0.4% Reduced · −889 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.
Last quarter, 4 funds opened a new position in III and 23 added to an existing one, while 7 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 63 funds | $73.8B |
| MICROSOFT CORPMSFT | 61 funds | $136.0B |
| NVIDIA CORPNVDA | 60 funds | $196.1B |
| APPLE INCAAPL | 60 funds | $150.5B |
| AMAZON.COM INCAMZN | 60 funds | $95.3B |
| JPMORGAN CHASE & COJPM | 60 funds | $27.9B |
| COSTCO WHOLESALE CORPCOST | 60 funds | $18.5B |
| META PLATFORMS INC-CLASS AMETA | 59 funds | $54.2B |
| VISA INC-CLASS A SHARESV | 59 funds | $30.8B |
| BANK OF AMERICA CORPBAC | 59 funds | $14.9B |
| ALPHABET INC-CL CGOOG | 58 funds | $67.4B |
| BROADCOM INCAVGO | 57 funds | $80.5B |
Ranked by how many of III's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 15, 2025 | Chevrillon & Associes | 10% Owner | Sell (S) | 200K | $1.2M |
| Dec 11, 2025 | Chevrillon & Associes | 10% Owner | Sell (S) | 250K | $1.5M |
| Nov 12, 2025 | CONNORS MICHAEL P | CHAIRMAN & CEO, Director, 10% Owner | Sell (S) | 66K | $348K |
| Nov 11, 2025 | CONNORS MICHAEL P | CHAIRMAN & CEO, Director, 10% Owner | Sell (S) | 100K | $522K |
| Nov 10, 2025 | CONNORS MICHAEL P | CHAIRMAN & CEO, Director, 10% Owner | Sell (S) | 78K | $410K |
| Nov 7, 2025 | CONNORS MICHAEL P | CHAIRMAN & CEO, Director, 10% Owner | Sell (S) | 249K | $1.4M |
| Aug 12, 2025 | Pfau Bruce | Director | Sell (S) | 6K | $30K |
| Nov 21, 2024 | Pfau Bruce | Director | Sell (S) | 8K | $25K |
| Nov 19, 2024 | RAINA KALPANA | Director | Sell (S) | 4K | $14K |
| Nov 18, 2024 | RAINA KALPANA | Director | Sell (S) | 15K | $51K |
| Nov 15, 2024 | RAINA KALPANA | Director | Sell (S) | 3K | $11K |
| Nov 14, 2024 | RAINA KALPANA | Director | Sell (S) | 18K | $62K |
Connected entities for III
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/III/capital-change-brief"
Use Arkolith's capital_change_brief for III. 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 III. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.