Among active 13F managers last quarter, 2 opened and 4 added, while 2 reduced; the largest holder to move was Aristotle Capital Management, LLC (+94%). No recent Form 4 insider filings for ITOCY.
Funds lean in and no leg opposes.
15 tracked 13F filers disclose a position in ITOCY as of the latest SEC 13F filings, a combined $6.6M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Aristotle Capital Management, LLC | 227K | $2.6M | ▲+94% Added · +110K sh | Q2 2026 | |
| 2 | Rhumbline Advisers | 123K | $1.6M | ▲11× Added · +111K sh | Q1 2026 | |
| 3 | Confluence Investment Management LLC | 102K | $1.3M | ▲10× Added · +92K sh | Q1 2026 | |
| 4 | GAMMA Investing LLC | 28K | $322K | ▼−10% Reduced · −3K sh | Q2 2026 | |
| 5 | Canopy Partners, LLC | 24K | $272K | —Held | Q2 2026 | |
| 6 | Atlas Capital Advisors Inc. | 22K | $251K | —Held | Q2 2026 | |
| 7 | Old National Bancorp | 16K | $193K | ▲+898% Added · +14K sh | Q1 2026 | |
| 8 | Westside Investment Management, Inc. | 4K | $41K | —Held | Q2 2026 | |
| 9 | Salomon & Ludwin, LLC | 2K | $20K | ▼−33% Reduced · −860 sh | Q2 2026 | |
| 10 | PNC Financial Services Group, Inc. | 2K | $20K | ▲11× Added · +1K sh | Q1 2026 | |
| 11 | Winch Advisory Services, LLC | 1K | $12K | ▲New +1K sh | Q2 2026 | |
| 12 | Thurston, Springer, Miller, Herd & Titak, Inc. | 430 | $5K | ▲10× Added · +387 sh | Q1 2026 | |
| 13 | Gleason Group, Inc. | 355 | $4K | ▲New +355 sh | Q2 2026 | |
| 14 | IMA Advisory Services, Inc. | 351 | $4K | ▲+55% Added · +124 sh | Q2 2026 | |
| 15 | Richardson Financial Services Inc. | 60 | $684 | —Held | Q2 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, 2 funds opened a new position in ITOCY and 4 added to an existing one, while 2 reduced. 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 | Their position there |
|---|---|---|
| Alphabet Inc-CL CGOOG | 12 funds | $1.9B |
| Microsoft CorpMSFT | 12 funds | $1.4B |
| US BancorpUSB | 12 funds | $1.2B |
| Chevron CorpCVX | 12 funds | $864.9M |
| General Dynamics CorpGD | 12 funds | $849.9M |
| Procter & Gamble CoPG | 12 funds | $683.9M |
| SS SPDR S&P 500 ETF Trust-USSPY | 12 funds | $288.4M |
| Cisco Systems IncCSCO | 12 funds | $150.3M |
| Home Depot IncHD | 12 funds | $123.6M |
| Berkshire Hathaway Inc-CL BBRK/B | 12 funds | $100.3M |
| JPMorgan Chase & CoJPM | 12 funds | $76.5M |
| Costco Wholesale CorpCOST | 12 funds | $26.7M |
Ranked by how many of ITOCY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ITOCY.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 7 | 2 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
No filings captured for this ticker in the live stream yet.
Connected entities for ITOCY
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/ITOCY/capital-change-brief"
Use Arkolith's capital_change_brief for ITOCY. 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 ITOCY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.