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/INDV/capital-change-brief"
Use Arkolith's capital_change_brief for INDV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANGUARD PORTFOLIO MANAGEMENT LLC | $240.5M | 7.9M | ▲New +7.9M sh | Q1 2026 | |
| 2 | STATE STREET CORP | $149.5M | 4.9M | ▲New +4.9M sh | Q1 2026 | |
| 3 | FULLER & THALER ASSET MANAGEMENT, INC. | $138.1M | 4.5M | ▲New +4.5M sh | Q1 2026 | |
| 4 | Madison Avenue Partners, LP | $131.5M | 4.3M | ▼−31% Reduced · −2.0M sh | Q1 2026 | |
| 5 | CITADEL ADVISORS LLC | $108.9M | 3.6M | ▲New +3.6M sh | Q1 2026 | |
| 6 | DEERFIELD MANAGEMENT COMPANY, L.P. | $94.4M | 3.1M | ▲New +3.1M sh | Q1 2026 | |
| 7 | MANGROVE PARTNERS IM, LLC | $83.6M | 2.7M | ▲New +2.7M sh | Q1 2026 | |
| 8 | Soleus Capital Management, L.P. | $38.8M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 9 | GENDELL JEFFREY L | $33.4M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 10 | VANGUARD FIDUCIARY TRUST CO | $26.2M | 858K | ▲New +858K sh | Q1 2026 | |
| 11 | Rubric Capital Management LP | $20.2M | 663K | ▲New +663K sh | Q1 2026 | |
| 12 | OBERWEIS ASSET MANAGEMENT INC/ | $19.9M | 653K | ▲+54% Added · +228K sh | Q1 2026 | |
| 13 | Jefferies Financial Group Inc. | $15.5M | 508K | ▲New +508K sh | Q1 2026 | |
| 14 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $13.6M | 447K | ▲New +447K sh | Q1 2026 | |
| 15 | Hudson Bay Capital Management LP | $11.1M | 364K | ▲New +364K sh | Q1 2026 | |
| 16 | DANSKE BANK A/S | $9.8M | 323K | ▲New +323K sh | Q1 2026 | |
| 17 | Man Group plc | $9.6M | 317K | ▲New +317K sh | Q1 2026 | |
| 18 | Weiss Asset Management LP | $7.9M | 259K | ▲New +259K sh | Q1 2026 | |
| 19 | WINTON GROUP Ltd | $6.2M | 205K | ▲New +205K sh | Q1 2026 | |
| 20 | Rock Springs Capital Management LP | $6.1M | 200K | ▲New +200K sh | Q1 2026 | |
| 21 | Gotham Asset Management, LLC | $5.2M | 171K | ▲19× Added · +162K sh | Q1 2026 | |
| 22 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $5.1M | 169K | ▲New +169K sh | Q1 2026 | |
| 23 | Universal- Beteiligungs- und Servicegesellschaft mbH | $4.2M | 136K | ▲New +136K sh | Q1 2026 | |
| 24 | OSSIAM | $3.8M | 126K | ▲New +126K sh | Q1 2026 | |
| 25 | Alberta Investment Management Corp | $3.8M | 124K | ▲New +124K 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 10, 2026 | Heidbreder Christian | Chief Scientific Officer | Sell (S) | 19K | $765K |
| Jun 22, 2026 | Ciaffoni Joseph | Chief Executive Officer, Director | Option exercise (M) | 1.3M | — |
| Jun 22, 2026 | Ciaffoni Joseph | Chief Executive Officer, Director | Tax withholding (F) | 613K | $23.5M |
| Jun 22, 2026 | Ciaffoni Joseph | Chief Executive Officer, Director | Option exercise (M) | 1.3M | — |
| Jun 11, 2026 | Heidbreder Christian | Chief Scientific Officer | Sell (S) | 19K | $707K |
| Jun 8, 2026 | Preblick Ryan | Chief Financial Officer | Sell (S) | 36K | $1.4M |
| May 13, 2026 | Humphreys Keith | Director | Grant (A) | 7K | $0 |
| May 13, 2026 | Ryan Barbara | Director | Grant (A) | 7K | $0 |
| May 13, 2026 | NINIVAGGI DANIEL A | Director | Grant (A) | 7K | $0 |
| May 13, 2026 | Kingsley Stuart A | Director | Grant (A) | 7K | $0 |
| May 13, 2026 | Stejbach Mark | Director | Grant (A) | 7K | $0 |
| May 13, 2026 | Thompson Juliet | Director | Grant (A) | 7K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 68 funds | $33.7B |
| ALPHABET INC-CL AGOOGL | 68 funds | $20.5B |
| NVIDIA CORPNVDA | 67 funds | $44.8B |
| MICROSOFT CORPMSFT | 67 funds | $29.8B |
| AMAZON.COM INCAMZN | 67 funds | $22.3B |
| META PLATFORMS INC-CLASS AMETA | 67 funds | $13.3B |
| ELI LILLY & COLLY | 67 funds | $7.3B |
| UNITEDHEALTH GROUP INCUNH | 67 funds | $2.7B |
| BROADCOM INCAVGO | 66 funds | $17.9B |
| WALMART INCWMT | 66 funds | $4.9B |
| NETFLIX INCNFLX | 66 funds | $4.6B |
| MICRON TECHNOLOGY INCMU | 65 funds | $6.8B |
Ranked by how many of INDV'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 INDV. 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.