155 tracked 13F filers disclose a position in IIIN as of the latest SEC 13F filings, a combined $459.4M 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 | BlackRock, Inc. | $95.7M | 2.8M | ▼−17% Reduced · −564K sh | Q1 2026 | |
| 2 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $37.1M | 1.1M | ▲+8.9% Added · +90K sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $36.6M | 1.1M | ▲+2.3% Added · +24K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $27.4M | 816K | →First observed position No prior filed position | Q1 2026 | |
| 5 | STATE STREET CORP | $24.4M | 725K | ▼−0.2% Reduced · −2K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $16.7M | 496K | ▲+2.4% Added · +12K sh | Q1 2026 | |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | $14.6M | 433K | →First observed position No prior filed position | Q1 2026 | |
| 8 | First Eagle Investment Management, LLC | $12.8M | 381K | ▼−2.3% Reduced · −9K sh | Q1 2026 | |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $11.8M | 350K | ▼−4.6% Reduced · −17K sh | Q1 2026 | |
| 10 | Bank of New York Mellon Corp | $8.9M | 264K | ▼~0% Reduced · −14 sh | Q1 2026 | |
| 11 | OPPENHEIMER & CO INC | $8.6M | 256K | ▲+1.1% Added · +3K sh | Q1 2026 | |
| 12 | CITADEL ADVISORS LLC | $8.3M | 247K | ▲+3.5% Added · +8K sh | Q1 2026 | |
| 13 | Cerity Partners LLC | $7.6M | 225K | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 14 | AMERICAN CENTURY COMPANIES INC | $7.5M | 223K | ▼−26% Reduced · −79K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $6.8M | 202K | ▲+3.4% Added · +7K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $6.3M | 187K | ▼−7.4% Reduced · −15K sh | Q1 2026 | |
| 17 | TWO SIGMA INVESTMENTS, LP | $6.1M | 183K | ▲+108% Added · +95K sh | Q1 2026 | |
| 18 | JACOBS LEVY EQUITY MANAGEMENT, INC | $5.5M | 164K | ▲+1.6% Added · +3K sh | Q1 2026 | |
| 19 | SEGALL BRYANT & HAMILL, LLC | $5.2M | 156K | ▲+112% Added · +82K sh | Q1 2026 | |
| 20 | Qube Research & Technologies Ltd | $5.2M | 155K | ▲+16% Added · +21K sh | Q1 2026 | |
| 21 | VANGUARD FIDUCIARY TRUST CO | $4.4M | 131K | →First observed position No prior filed position | Q1 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $4.0M | 118K | ▲+54% Added · +41K sh | Q1 2026 | |
| 23 | LAZARD ASSET MANAGEMENT LLC | $3.9M | 117K | ▲+49% Added · +39K sh | Q1 2026 | |
| 24 | Ancora Advisors LLC | $3.9M | 115K | ▲+38% Added · +32K sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $3.8M | 114K | ▲+22% Added · +20K 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, 9 funds opened a new position in IIIN and 30 added to an existing one, while 14 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 59 funds | $27.8B |
| META PLATFORMS INC-CLASS AMETA | 58 funds | $14.8B |
| CHEVRON CORPCVX | 58 funds | $3.9B |
| AMAZON.COM INCAMZN | 57 funds | $20.6B |
| BROADCOM INCAVGO | 57 funds | $14.5B |
| ELI LILLY & COLLY | 57 funds | $7.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 57 funds | $6.1B |
| MICRON TECHNOLOGY INCMU | 57 funds | $5.7B |
| VISA INC-CLASS A SHARESV | 57 funds | $5.6B |
| COSTCO WHOLESALE CORPCOST | 57 funds | $4.7B |
| MASTERCARD INC - AMA | 57 funds | $4.4B |
| SERVICENOW INCNOW | 57 funds | $1.9B |
Ranked by how many of IIIN's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 26, 2026 | Wagner Richard | Senior Vice President and COO | Sell (S) | 2K | $63K |
| Sep 4, 2025 | York James R. | Senior Vice President | Sell (S) | 600 | $23K |
| Aug 26, 2025 | Wagner Richard | Senior Vice President and COO | Sell (S) | 4K | $168K |
| Aug 22, 2025 | York James R. | Senior Vice President | Sell (S) | 3K | $116K |
| Jan 21, 2025 | Wagner Richard | Senior Vice President and COO | Sell (S) | 13 | $365 |
| Dec 19, 2024 | Wagner Richard | Senior Vice President and COO | Buy (P) | 21 | $600 |
| Mar 1, 2024 | Wagner Richard | Senior Vice President and COO | Sell (S) | 2K | $62K |
| Sep 6, 2023 | PETELLE JAMES F | VP and Asst. Secretary | Sell (S) | 1K | $49K |
| Sep 6, 2023 | PETELLE JAMES F | VP and Asst. Secretary | Sell (S) | 43 | $1K |
| Aug 21, 2023 | Wagner Richard | Senior Vice President and COO | Sell (S) | 3K | $78K |
| Aug 11, 2023 | Wagner Richard | Senior Vice President and COO | Sell (S) | 3K | $83K |
| Jun 6, 2023 | PETELLE JAMES F | Vice President, Sec. and CLO | Sell (S) | 5K | $156K |
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/IIIN/capital-change-brief"
Use Arkolith's capital_change_brief for IIIN. 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 IIIN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.