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/INVX/capital-change-brief"
Use Arkolith's capital_change_brief for INVX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BRANDES INVESTMENT PARTNERS, LP | $160.6M | 6.6M | ▼−14% Reduced · −1.1M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $147.3M | 6.0M | ▲+2.8% Added · +167K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $65.3M | 2.7M | ▲New +2.7M sh | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $64.5M | 2.6M | ▲+15% Added · +336K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $47.1M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 6 | GAMCO INVESTORS, INC. ET AL | $42.3M | 1.7M | ▼−12% Reduced · −247K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $41.9M | 1.7M | ▲+7.2% Added · +115K sh | Q1 2026 | |
| 8 | FMR LLC | $32.2M | 1.3M | ▲96× Added · +1.3M sh | Q1 2026 | |
| 9 | VAN ECK ASSOCIATES CORP | Withheld | 1.0M | ▲+36% Added · +270K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $23.0M | 942K | ▲+2.3% Added · +21K sh | Q1 2026 | |
| 11 | VICTORY CAPITAL MANAGEMENT INC | $21.1M | 866K | ▲+31% Added · +206K sh | Q1 2026 | |
| 12 | Neuberger Berman Group LLC | $16.1M | 738K | ▲+1.1% Added · +8K sh | Q1 2026 | |
| 13 | AMERICAN CENTURY COMPANIES INC | $17.1M | 702K | ▲+148% Added · +419K sh | Q1 2026 | |
| 14 | LOOMIS SAYLES & CO L P | $16.4M | 671K | ▲New +671K sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $16.0M | 654K | ▲+103% Added · +331K sh | Q1 2026 | |
| 16 | MetLife Investment Management, LLC | $15.9M | 651K | ▼−21% Reduced · −177K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $15.6M | 640K | ▼−7.5% Reduced · −52K sh | Q1 2026 | |
| 18 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $14.3M | 587K | ▲+0.3% Added · +2K sh | Q1 2026 | |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $12.2M | 500K | ▲+2.5% Added · +12K sh | Q1 2026 | |
| 20 | Nuveen, LLC | $10.6M | 433K | ▼−0.8% Reduced · −3K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $10.3M | 422K | ▲+4.3% Added · +17K sh | Q1 2026 | |
| 22 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $10.1M | 413K | ▼−25% Reduced · −139K sh | Q1 2026 | |
| 23 | HEARTLAND ADVISORS INC | $9.9M | 407K | ▲+36% Added · +107K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $8.8M | 363K | ▼−0.4% Reduced · −1K sh | Q1 2026 | |
| 25 | GENDELL JEFFREY L | $8.7M | 356K | ▼−9.1% Reduced · −36K 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 |
|---|---|---|---|---|---|
| Jun 2, 2026 | Reddout Mark | President of North America | Sell (S) | 11K | $301K |
| Apr 6, 2026 | Reed Kendal | Chief Financial Officer | Tax withholding (F) | 3K | $83K |
| Apr 6, 2026 | Reddout Mark | President of North America | Tax withholding (F) | 3K | $83K |
| Apr 6, 2026 | Anderson Adam | Chief Executive Officer, Director | Tax withholding (F) | 9K | $221K |
| Feb 27, 2026 | Reed Kendal | Chief Financial Officer | Grant (A) | 19K | $0 |
| Feb 27, 2026 | Black Bonnie S. | Director | Grant (A) | 5K | $0 |
| Feb 27, 2026 | Reddout Mark | President of North America | Grant (A) | 19K | $0 |
| Feb 27, 2026 | LOVOI JOHN | Director | Grant (A) | 5K | $0 |
| Feb 27, 2026 | Sedita Angie | Director | Grant (A) | 5K | $0 |
| Feb 27, 2026 | Jupp Terence Bartlett | Director | Grant (A) | 5K | $0 |
| Feb 27, 2026 | Anderson Adam | Chief Executive Officer, Director | Grant (A) | 47K | $0 |
| Feb 27, 2026 | Fink Benjamin Matthew | Director | Grant (A) | 5K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 64 funds | $32.7B |
| ALPHABET INC-CL AGOOGL | 64 funds | $22.2B |
| UNITEDHEALTH GROUP INCUNH | 64 funds | $3.7B |
| WELLS FARGO & COWFC | 63 funds | $3.2B |
| CUMMINS INCCMI | 63 funds | $1.9B |
| SLB LTDSLB | 63 funds | $1.5B |
| NVIDIA CORPNVDA | 62 funds | $48.9B |
| JPMORGAN CHASE & COJPM | 62 funds | $10.8B |
| AMAZON.COM INCAMZN | 61 funds | $22.6B |
| BROADCOM INCAVGO | 61 funds | $17.4B |
| ELI LILLY & COLLY | 61 funds | $8.4B |
| MICRON TECHNOLOGY INCMU | 61 funds | $6.7B |
Ranked by how many of INVX'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 INVX. 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.