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/IOT/capital-change-brief"
Use Arkolith's capital_change_brief for IOT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BAILLIE GIFFORD & CO | $1.8B | 57.5M | ▲+21% Added · +9.9M sh | Q1 2026 | |
| 2 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.2B | 36.6M | ▲+155% Added · +22.2M sh | Q1 2026 | |
| 3 | FMR LLC | $753.4M | 23.8M | ▲+47% Added · +7.6M sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $707.7M | 22.3M | ▼−11% Reduced · −2.7M sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $535.9M | 16.9M | ▲New +16.9M sh | Q1 2026 | |
| 6 | SANDS CAPITAL MANAGEMENT, LLC | $496.2M | 15.7M | ▼−18% Reduced · −3.5M sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $470.4M | 14.8M | ▲New +14.8M sh | Q1 2026 | |
| 8 | BROWN ADVISORY INC | $320.0M | 10.1M | ▼−9.9% Reduced · −1.1M sh | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $307.4M | 9.7M | ▼−18% Reduced · −2.2M sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $266.7M | 8.4M | ▼−56% Reduced · −10.7M sh | Q1 2026 | |
| 11 | STATE STREET CORP | $230.2M | 7.3M | ▲+5.0% Added · +343K sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $207.9M | 6.6M | ▲+6.2% Added · +382K sh | Q1 2026 | |
| 13 | WESTFIELD CAPITAL MANAGEMENT CO LP | $160.8M | 5.1M | ▲+28% Added · +1.1M sh | Q1 2026 | |
| 14 | NORGES BANK | $127.4M | 3.6M | ▲+5.9% Added · +202K sh | Q4 2025 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $112.3M | 3.5M | ▲+8.4% Added · +273K sh | Q1 2026 | |
| 16 | JANE STREET GROUP, LLC | $106.2M | 3.4M | ▲244× Added · +3.3M sh | Q1 2026 | |
| 17 | Spyglass Capital Management LLC | $93.4M | 2.9M | ▲+26% Added · +600K sh | Q1 2026 | |
| 18 | NORDEA INVESTMENT MANAGEMENT AB | $89.2M | 2.9M | ▲+17% Added · +418K sh | Q1 2026 | |
| 19 | UBS Group AG | $88.6M | 2.8M | ▲+124% Added · +1.5M sh | Q1 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $85.9M | 2.7M | ▲+41% Added · +794K sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $79.7M | 2.5M | ▲+132% Added · +1.4M sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $70.9M | 2.2M | ▲New +2.2M sh | Q1 2026 | |
| 23 | NORTHERN TRUST CORP | $68.4M | 2.2M | ▲+3.0% Added · +63K sh | Q1 2026 | |
| 24 | Freestone Grove Partners LP | $68.4M | 2.2M | ▲+108% Added · +1.1M sh | Q1 2026 | |
| 25 | Legal & General Group Plc | $67.7M | 2.1M | ▲+19% Added · +335K 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 15, 2026 | Kirchhoff Benjamin Louis | CHIEF ACCOUNTING OFFICER | Sell (S) | 3K | $96K |
| Jul 8, 2026 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER, Director, 10% Owner | Sell (S) | 2K | $57K |
| Jul 8, 2026 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER, Director, 10% Owner | Sell (S) | 17K | $613K |
| Jul 8, 2026 | Bicket John | SEE REMARKS, Director, 10% Owner | Sell (S) | 2K | $85K |
| Jul 8, 2026 | Bicket John | SEE REMARKS, Director, 10% Owner | Sell (S) | 16K | $546K |
| Jul 7, 2026 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER, Director, 10% Owner | Sell (S) | 1K | $54K |
| Jul 7, 2026 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER, Director, 10% Owner | Sell (S) | 10K | $375K |
| Jul 7, 2026 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER, Director, 10% Owner | Sell (S) | 34K | $1.2M |
| Jul 7, 2026 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER, Director, 10% Owner | Sell (S) | 900 | $35K |
| Jul 7, 2026 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER, Director, 10% Owner | Sell (S) | 3K | $111K |
| Jul 7, 2026 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER, Director, 10% Owner | Sell (S) | 7K | $248K |
| Jul 7, 2026 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER, Director, 10% Owner | Sell (S) | 4K | $146K |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 192 funds | $69.4B |
| MICROSOFT CORPMSFT | 191 funds | $85.9B |
| BROADCOM INCAVGO | 191 funds | $46.8B |
| NVIDIA CORPNVDA | 190 funds | $130.5B |
| META PLATFORMS INC-CLASS AMETA | 189 funds | $39.2B |
| APPLE INCAAPL | 187 funds | $102.0B |
| ELI LILLY & COLLY | 187 funds | $22.6B |
| SERVICENOW INCNOW | 187 funds | $5.4B |
| ALPHABET INC-CL AGOOGL | 186 funds | $59.9B |
| ADVANCED MICRO DEVICESAMD | 186 funds | $10.4B |
| VISA INC-CLASS A SHARESV | 185 funds | $21.6B |
| MICRON TECHNOLOGY INCMU | 185 funds | $14.6B |
Ranked by how many of IOT's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IOT. 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.