Among active 13F managers last quarter, 2 opened and 1 reduced; the largest holder to move was Tower Research Capital LLC (TRC) (−12%). Over the last 180 days, 1 insider bought and none sold, a net +$239K in open-market trades.
Funds lean in and no leg opposes.
16 tracked 13F filers disclose a position in NYC as of the latest SEC 13F filings, a combined $496K 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 | Vanguard Capital Management LLC | 21K | $202K | ▲+0.9% Added · +188 sh | Q2 2026 | |
| 2 | Geode Capital Management, LLC | 16K | $151K | ▼−20% Reduced · −4K sh | Q2 2026 | |
| 3 | Vanguard Fiduciary Trust Co | 12K | $112K | —Held | Q2 2026 | |
| 4 | Osaic Holdings, Inc. | 2K | $14K | ▼−8.9% Reduced · −167 sh | Q1 2026 | |
| 5 | Tower Research Capital LLC (TRC) | 500 | $4K | ▼−12% Reduced · −67 sh | Q1 2026 | |
| 6 | Triumph Capital Management | 375 | $4K | —Held | Q2 2026 | |
| 7 | UBS Group AG | 213 | $2K | ▲+4.9% Added · +10 sh | Q1 2026 | |
| 8 | Global Retirement Partners, LLC | 193 | $2K | —Held | Q2 2026 | |
| 9 | NFSG Corp | 156 | $2K | —Held | Q2 2026 | |
| 10 | Bokf, Na | 85 | $819 | ▲New +85 sh | Q2 2026 | |
| 11 | Blue Trust, Inc. | 81 | $781 | —Held | Q2 2026 | |
| 12 | CWM, LLC | 44 | $375 | —Held | Q1 2026 | |
| 13 | Morgan Stanley | 34 | $290 | —Held | Q1 2026 | |
| 14 | Harbour Investments, Inc. | 33 | $281 | ▲New +33 sh | Q1 2026 | |
| 15 | Wells Fargo & Company | 29 | $251 | —Held | Q1 2026 | |
| 16 | AssetMark, Inc | 13 | $125 | ▲New +13 sh | 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 NYC, while 1 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 |
|---|---|---|
| Vanguard S&P 500 ETFVOO | 7 funds | $924.6M |
| Apple IncAAPL | 7 funds | $712.2M |
| Ishares 7-10 Year Treasury BIEF | 7 funds | $700.3M |
| Ishares Core S&P Total U.S.ITOT | 7 funds | $696.7M |
| Ishares Msci USA Quality FacQUAL | 7 funds | $616.8M |
| Nvidia CorpNVDA | 7 funds | $551.4M |
| Invesco QQQ Trust Series 1QQQ | 7 funds | $531.7M |
| Microsoft CorpMSFT | 7 funds | $426.8M |
| Ishares Core S&P U.S. GrowthIUSG | 7 funds | $365.2M |
| ExxonMobil Holdings CorpXOM | 7 funds | $324.6M |
| Amazon.com IncAMZN | 7 funds | $300.3M |
| SS SPDR S&P 500 ETF Trust-USSPY | 7 funds | $293.3M |
Ranked by how many of NYC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NYC.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 27, 2026 | Schorsch Nicholas S | 10% Owner | Buy (P) | 5K | $33K |
| Aug 26, 2026 | Schorsch Nicholas S | 10% Owner | Buy (P) | 5K | $34K |
| Jun 30, 2026 | Schorsch Nicholas S | 10% Owner | Buy (P) | 8K | $76K |
| Jun 29, 2026 | Schorsch Nicholas S | 10% Owner | Buy (P) | 5K | $46K |
| Jun 25, 2026 | Schorsch Nicholas S | 10% Owner | Buy (P) | 1K | $8K |
| Jun 24, 2026 | Schorsch Nicholas S | 10% Owner | Buy (P) | 1K | $8K |
| Jun 23, 2026 | Schorsch Nicholas S | 10% Owner | Buy (P) | 1K | $8K |
| Jun 22, 2026 | Schorsch Nicholas S | 10% Owner | Buy (P) | 2K | $12K |
| Jun 15, 2026 | Schorsch Nicholas S | 10% Owner | Buy (P) | 2K | $12K |
| Jan 30, 2026 | Bellevue Capital Partners, LLC | 10% Owner | Buy (P) | 2K | $19K |
| Jan 29, 2026 | New York City Advisors, LLC | 10% Owner | Buy (P) | 2K | $19K |
| Jan 28, 2026 | New York City Advisors, LLC | 10% Owner | Buy (P) | 2K | $20K |
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 | 2 | 3 | – |
Insiders Form 4 open-market | 1 | 0 | +$239K |
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.
Connected entities for NYC
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/NYC/capital-change-brief"
Use Arkolith's capital_change_brief for NYC. 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 NYC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.