94 tracked 13F filers disclose a position in INV as of the latest SEC 13F filings, a combined $95.1M 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. | $12.1M | 3.1M | ▲+76% Added · +1.3M sh | Q1 2026 | |
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | $12.0M | 3.1M | —Held | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $10.1M | 2.6M | →First observed position No prior filed position | Q1 2026 | |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.6M | 1.7M | ▲+145% Added · +1.0M sh | Q1 2026 | |
| 5 | Point72 Asset Management, L.P. | $4.9M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $4.7M | 1.2M | ▲+78% Added · +527K sh | Q1 2026 | |
| 7 | BALYASNY ASSET MANAGEMENT L.P. | $4.5M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 8 | CastleKnight Management LP | $4.0M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 9 | STATE STREET CORP | $3.8M | 970K | ▲+101% Added · +486K sh | Q1 2026 | |
| 10 | STIFEL FINANCIAL CORP | $3.3M | 849K | ▲+22% Added · +155K sh | Q1 2026 | |
| 11 | CenterBook Partners LP | $3.3M | 849K | ▲New +849K sh | Q1 2026 | |
| 12 | AQR CAPITAL MANAGEMENT LLC | $2.3M | 584K | ▲New +584K sh | Q1 2026 | |
| 13 | NewEdge Advisors, LLC | $2.2M | 550K | ▲+264% Added · +399K sh | Q1 2026 | |
| 14 | UBS Group AG | $1.8M | 459K | ▲+183% Added · +297K sh | Q1 2026 | |
| 15 | Belpointe Asset Management LLC | $1.7M | 422K | ▼−8.1% Reduced · −37K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.5M | 383K | ▲+54% Added · +134K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $1.4M | 367K | ▲+96% Added · +179K sh | Q1 2026 | |
| 18 | TITLEIST ASSET MANAGEMENT, LLC | $1.7M | 345K | ▼−36% Reduced · −192K sh | Q2 2026 | |
| 19 | GROUP ONE TRADING LLC | $1.2M | 308K | ▲+217% Added · +211K sh | Q1 2026 | |
| 20 | VANGUARD FIDUCIARY TRUST CO | $1.2M | 307K | →First observed position No prior filed position | Q1 2026 | |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2M | 301K | →First observed position No prior filed position | Q1 2026 | |
| 22 | Mariner, LLC | $718K | 184K | ▼−13% Reduced · −27K sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $539K | 138K | ▲+178% Added · +88K sh | Q1 2026 | |
| 24 | Jump Financial, LLC | $515K | 132K | ▲+800% Added · +117K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $473K | 121K | ▲+82% Added · +54K 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, 16 funds opened a new position in INV and 9 added to an existing one, while 6 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 | 34 funds | $9.1B |
| AMAZON.COM INCAMZN | 34 funds | $9.0B |
| ALPHABET INC-CL AGOOGL | 34 funds | $6.5B |
| META PLATFORMS INC-CLASS AMETA | 34 funds | $5.0B |
| BROADCOM INCAVGO | 34 funds | $4.7B |
| APPLIED MATERIALS INCAMAT | 34 funds | $1.6B |
| NVIDIA CORPNVDA | 33 funds | $13.1B |
| VISA INC-CLASS A SHARESV | 33 funds | $2.9B |
| ELI LILLY & COLLY | 33 funds | $2.3B |
| HOME DEPOT INCHD | 33 funds | $2.2B |
| RTX CORPRTX | 33 funds | $1.5B |
| ORACLE CORPORCL | 33 funds | $1.3B |
Ranked by how many of INV's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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 |
| Dec 2, 2025 | Otworth Michael | Executive Chairman, Director | Buy (P) | 12K | $61K |
| Dec 1, 2025 | WE-INN LLC | 10% Owner | Sell (S) | 427K | $2.2M |
| Dec 1, 2025 | HENNESSY DANIEL J | Director | Sell (S) | 82K | $421K |
| Dec 1, 2025 | Austrup Roland | Chief Growth Officer | Buy (P) | 5K | $25K |
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.