104 tracked 13F filers disclose a position in ISTR as of the latest SEC 13F filings, a combined $188.4M 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. | $30.1M | 1.1M | ▲+10% Added · +105K sh | Q1 2026 | |
| 2 | Fourthstone LLC | $22.6M | 827K | ▲+19% Added · +131K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $16.0M | 588K | →First observed position No prior filed position | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $11.9M | 437K | ▲+6.5% Added · +27K sh | Q1 2026 | |
| 5 | ALLIANCEBERNSTEIN L.P. | $10.7M | 401K | ▼−12% Reduced · −54K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $9.9M | 332K | ▲+11% Added · +32K sh | Q2 2026 | |
| 7 | STATE STREET CORP | $7.9M | 263K | ▲+49% Added · +86K sh | Q2 2026 | |
| 8 | HighTower Advisors, LLC | $5.8M | 212K | ▲21× Added · +202K sh | Q1 2026 | |
| 9 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $4.5M | 163K | ▲+50% Added · +54K sh | Q1 2026 | |
| 10 | MALTESE CAPITAL MANAGEMENT LLC | $4.3M | 157K | ▼−8.8% Reduced · −15K sh | Q1 2026 | |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.9M | 142K | →First observed position No prior filed position | Q1 2026 | |
| 12 | KENNEDY CAPITAL MANAGEMENT LLC | $3.9M | 142K | ▲+3.3% Added · +5K sh | Q1 2026 | |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.7M | 136K | ▲+4.4% Added · +6K sh | Q1 2026 | |
| 14 | Bank of New York Mellon Corp | $3.4M | 123K | ▲+241% Added · +87K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $3.1M | 115K | ▲+31% Added · +27K sh | Q1 2026 | |
| 16 | RENAISSANCE TECHNOLOGIES LLC | $2.9M | 105K | ▲+114% Added · +56K sh | Q1 2026 | |
| 17 | AMERICAN CENTURY COMPANIES INC | $2.7M | 97K | ▼−20% Reduced · −25K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $2.5M | 92K | ▲+53% Added · +32K sh | Q1 2026 | |
| 19 | VANGUARD FIDUCIARY TRUST CO | $2.1M | 78K | →First observed position No prior filed position | Q1 2026 | |
| 20 | Kestra Advisory Services, LLC | $2.1M | 71K | ▼−3.9% Reduced · −3K sh | Q2 2026 | |
| 21 | Connor, Clark & Lunn Investment Management Ltd. | $2.1M | 71K | ▲+17% Added · +10K sh | Q2 2026 | |
| 22 | SEI INVESTMENTS CO | $1.8M | 65K | ▲+92% Added · +31K sh | Q1 2026 | |
| 23 | Empowered Funds, LLC | $1.8M | 65K | ▲+9.7% Added · +6K sh | Q1 2026 | |
| 24 | Qube Research & Technologies Ltd | $1.7M | 64K | ▲+168% Added · +40K sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $1.5M | 55K | ▲+40% Added · +16K 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, 13 funds opened a new position in ISTR and 21 added to an existing one, while 9 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 | 49 funds | $132.0B |
| JPMORGAN CHASE & COJPM | 48 funds | $27.2B |
| NVIDIA CORPNVDA | 47 funds | $190.6B |
| AMAZON.COM INCAMZN | 47 funds | $92.9B |
| ALPHABET INC-CL AGOOGL | 47 funds | $71.5B |
| ELI LILLY & COLLY | 47 funds | $36.3B |
| COSTCO WHOLESALE CORPCOST | 47 funds | $18.2B |
| BROADCOM INCAVGO | 46 funds | $78.9B |
| META PLATFORMS INC-CLASS AMETA | 46 funds | $52.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 46 funds | $18.8B |
| BANK OF AMERICA CORPBAC | 46 funds | $14.3B |
| AMPHENOL CORP-CL AAPH | 46 funds | $11.2B |
Ranked by how many of ISTR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 23, 2026 | Jordan Robert Chris | Director | Buy (P) | 2K | $55K |
| Mar 12, 2026 | Jordan Robert Chris | Director | Buy (P) | 2K | $42K |
| Jan 27, 2026 | D'Angelo John J | Chief Executive Officer, Director | Sell (S) | 26K | $733K |
| Nov 22, 2024 | Ginn Scott G | Director | Buy (P) | 8K | $201K |
| Jun 7, 2024 | D'Angelo John J | Chief Executive Officer, Director | Sell (S) | 650 | $10K |
| Nov 14, 2023 | D'Angelo John J | Chief Executive Officer, Director | Buy (P) | 300 | $3K |
| Nov 8, 2023 | D'Angelo John J | Chief Executive Officer, Director | Buy (P) | 750 | $7K |
| Nov 1, 2023 | Nelson Andrew C | Director | Buy (P) | 3K | $30K |
| Oct 31, 2023 | D'Angelo John J | Chief Executive Officer, Director | Buy (P) | 307 | $3K |
| Oct 24, 2023 | Crochet Linda M | Chief Operations Officer | Buy (P) | 3K | $29K |
| Jun 8, 2023 | Hudson Rose J | Director | Buy (P) | 400 | $5K |
| Jun 2, 2023 | HIDALGO WILLIAM H | Director | Buy (P) | 10K | $114K |
| Class | 13F holders | Value held |
|---|---|---|
| ISTRthis pagecs | 104 funds | $188.4M |
| 46134L303NON 13F SECURITY | 1 funds | $6.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for ISTR
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/ISTR/capital-change-brief"
Use Arkolith's capital_change_brief for ISTR. 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 ISTR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.