Among active 13F managers last quarter, 17 opened and 12 added, while 6 reduced; the largest holder to move was Point72 Asset Management, L.P. (−9.3%). Over the last 180 days, 1 insider sold and 4 insiders bought, a net -$2.4M in open-market trades.
The legs disagree, or only one of them leans.
116 tracked 13F filers disclose a position in INV as of the latest SEC 13F filings, a combined $129.9M 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 | BlackRock, Inc. | 3.8M | $19.0M | ▲+21% Added · +650K sh | Q2 2026 | |
| 2 | PNC Financial Services Group, Inc. | 3.1M | $12.0M | —Held | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 2.8M | $14.2M | ▲+8.9% Added · +229K sh | Q2 2026 | |
| 4 | Susquehanna International Group, LLP | 1.7M | $6.6M | ▲+145% Added · +1.0M sh | Q1 2026 | |
| 5 | Abundance Wealth Counselors | 1.6M | $7.9M | ▲+100% Added · +783K sh | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 1.4M | $7.1M | ▲+16% Added · +191K sh | Q2 2026 | |
| 7 | State Street Corp | 1.2M | $5.9M | ▲+21% Added · +202K sh | Q2 2026 | |
| 8 | Balyasny Asset Management L.P. | 1.1M | $4.5M | ▲New +1.1M sh | Q1 2026 | |
| 9 | Point72 Asset Management, L.P. | 1.1M | $5.8M | ▼−9.3% Reduced · −117K sh | Q2 2026 | |
| 10 | CenterBook Partners LP | 979K | $5.0M | ▲+15% Added · +130K sh | Q2 2026 | |
| 11 | Stifel Financial Corp | 849K | $3.3M | ▲+22% Added · +155K sh | Q1 2026 | |
| 12 | Tudor Investment Corp Et Al | 596K | $3.0M | ▲New +596K sh | Q2 2026 | |
| 13 | AQR Capital Management LLC | 584K | $2.3M | ▲New +584K sh | Q1 2026 | |
| 14 | UBS Group AG | 459K | $1.8M | ▲+183% Added · +297K sh | Q1 2026 | |
| 15 | Belpointe Asset Management LLC | 422K | $1.7M | ▼−8.1% Reduced · −37K sh | Q1 2026 | |
| 16 | NewEdge Advisors, LLC | 410K | $2.1M | ▼−25% Reduced · −140K sh | Q2 2026 | |
| 17 | Charles Schwab Investment Management Inc | 383K | $1.5M | ▲+54% Added · +134K sh | Q1 2026 | |
| 18 | Vanguard Portfolio Management LLC | 376K | $1.9M | ▲+25% Added · +75K sh | Q2 2026 | |
| 19 | Cresset Asset Management, LLC | 367K | $1.9M | ▲+386% Added · +291K sh | Q2 2026 | |
| 20 | Northern Trust Corp | 367K | $1.4M | ▲+96% Added · +179K sh | Q1 2026 | |
| 21 | Titleist Asset Management, LLC | 345K | $1.7M | ▼−36% Reduced · −192K sh | Q2 2026 | |
| 22 | Vanguard Fiduciary Trust Co | 336K | $1.7M | ▲+9.6% Added · +30K sh | Q2 2026 | |
| 23 | Blueprint Investment Partners LLC | 303K | $1.5M | ▲New +303K sh | Q2 2026 | |
| 24 | Blueprint Financial Advisors LLC | 303K | $1.5M | ▲New +303K sh | Q2 2026 | |
| 25 | Group One Trading LLC | 288K | $1.5M | ▼−6.6% Reduced · −20K 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, 17 funds opened a new position in INV and 12 added to an existing one, while 6 reduced. 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 |
|---|---|---|
| Microsoft CorpMSFT | 50 funds | $77.1B |
| Nvidia CorpNVDA | 49 funds | $137.1B |
| Amazon.com IncAMZN | 47 funds | $60.5B |
| Broadcom IncAVGO | 47 funds | $58.2B |
| JPMorgan Chase & CoJPM | 47 funds | $18.0B |
| Mastercard Inc - AMA | 47 funds | $17.8B |
| Alphabet Inc-CL AGOOGL | 46 funds | $55.9B |
| Meta Platforms Inc-Class AMETA | 46 funds | $37.8B |
| Eli Lilly & CoLLY | 46 funds | $29.6B |
| Lam Research CorpLRCX | 46 funds | $15.4B |
| Micron Technology IncMU | 45 funds | $22.7B |
| Alphabet Inc-CL CGOOG | 44 funds | $48.8B |
Ranked by how many of INV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in INV.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 20, 2026 | Brown Bruce | Director | Buy (P) | 30K | $45K |
| Aug 20, 2026 | Donnally James O | Director | Buy (P) | 225K | $338K |
| Aug 20, 2026 | Otworth Michael | Executive Chairman, Director | Buy (P) | 231K | $349K |
| Aug 20, 2026 | Haskell Gregory W | Chief Executive Officer, Director | Buy (P) | 50K | $76K |
| Apr 20, 2026 | Hennessy Daniel J | Director | Sell (S) | 582K | $3.2M |
| Apr 14, 2026 | Hennessy Daniel J | Director | Sell (S) | 3K | $15K |
| Dec 18, 2025 | We-Inn Llc | 10% Owner | Sell (S) | 253K | $1.2M |
| Dec 17, 2025 | We-Inn Llc | 10% Owner | Sell (S) | 185K | $898K |
| Dec 4, 2025 | Hennessy Daniel J | Director | Sell (S) | 56K | $290K |
| Dec 3, 2025 | We-Inn Llc | 10% Owner | Sell (S) | 173K | $822K |
| Dec 2, 2025 | We-Inn Llc | 10% Owner | Sell (S) | 118K | $584K |
| Dec 2, 2025 | Hennessy Daniel J | Director | Sell (S) | 8K | $42K |
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 | 44 | 16 | – |
Insiders Form 4 open-market | 4 | 1 | -$2.4M |
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 INV
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/INV/capital-change-brief"
Use Arkolith's capital_change_brief for INV. 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 INV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.