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.
| # | 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 | ▲New +588K sh | 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 | $8.2M | 300K | ▲+34% Added · +77K sh | Q1 2026 | |
| 7 | HighTower Advisors, LLC | $5.8M | 212K | ▲21× Added · +202K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $4.8M | 177K | ▲+31% Added · +42K 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 | ▲New +142K sh | 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 | AlTi Global, Inc. | $2.4M | 87K | ▲New +87K sh | Q1 2026 | |
| 20 | VANGUARD FIDUCIARY TRUST CO | $2.1M | 78K | ▲New +78K sh | Q1 2026 | |
| 21 | Kestra Advisory Services, LLC | $2.0M | 74K | ▲New +74K sh | Q1 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 | Connor, Clark & Lunn Investment Management Ltd. | $1.6M | 60K | ▼−2.0% Reduced · −1K 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 |
|---|---|---|---|---|---|
| Apr 23, 2026 | Jordan Robert Chris | Director | Buy (P) | 2K | $55K |
| Apr 1, 2026 | Campbell John R | Chief Financial Officer | Tax withholding (F) | 1K | $28K |
| Apr 1, 2026 | Campbell John R | Chief Financial Officer | Grant (A) | 9K | $0 |
| Apr 1, 2026 | Crochet Linda M | Chief Operations Officer | Tax withholding (F) | 2K | $42K |
| Apr 1, 2026 | Crochet Linda M | Chief Operations Officer | Grant (A) | 5K | $0 |
| Apr 1, 2026 | D'Angelo John J | Chief Executive Officer, Director | Tax withholding (F) | 4K | $114K |
| Apr 1, 2026 | D'Angelo John J | Chief Executive Officer, Director | Grant (A) | 16K | $0 |
| Apr 1, 2026 | Martin Jeffrey Wayne | Chief Risk Officer | Tax withholding (F) | 1K | $38K |
| Apr 1, 2026 | Martin Jeffrey Wayne | Chief Risk Officer | Grant (A) | 4K | $0 |
| Apr 1, 2026 | Moore Corey E | Deputy Chief Financial Officer | Tax withholding (F) | 463 | $13K |
| Apr 1, 2026 | Moore Corey E | Deputy Chief Financial Officer | Grant (A) | 2K | $0 |
| Mar 12, 2026 | Jordan Robert Chris | Director | Buy (P) | 2K | $42K |
| Company | Co-held by | Combined value |
|---|---|---|
| VISA INC-CLASS A SHARESV | 31 funds | $2.1B |
| HOME DEPOT INCHD | 31 funds | $1.9B |
| AUTOMATIC DATA PROCESSINGADP | 31 funds | $345.4M |
| MICROSOFT CORPMSFT | 30 funds | $8.8B |
| ALPHABET INC-CL AGOOGL | 30 funds | $5.8B |
| ALPHABET INC-CL CGOOG | 30 funds | $4.6B |
| META PLATFORMS INC-CLASS AMETA | 30 funds | $4.6B |
| ELI LILLY & COLLY | 30 funds | $2.7B |
| COSTCO WHOLESALE CORPCOST | 30 funds | $2.2B |
| MERCK & CO. INC.MRK | 30 funds | $1.3B |
| LAM RESEARCH CORPLRCX | 30 funds | $1.3B |
| ORACLE CORPORCL | 30 funds | $1.3B |
Ranked by how many of ISTR'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 ISTR. 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.