Among active 13F managers last quarter, 3 opened and 1 added, while 4 reduced; the largest holder to move was Informed Momentum Co LLC (new position). Over the last 180 days, 2 insiders bought and none sold, a net +$198K in open-market trades.
The legs disagree, or only one of them leans.
32 tracked 13F filers disclose a position in PODC as of the latest SEC 13F filings, a combined $4.9M 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 | FMR LLC | 335K | $1.5M | —Held | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 235K | $1.1M | ▲+103% Added · +119K sh | Q2 2026 | |
| 3 | Informed Momentum Co LLC | 182K | $811K | ▲New +182K sh | Q2 2026 | |
| 4 | Geode Capital Management, LLC | 75K | $334K | ▼−19% Reduced · −18K sh | Q2 2026 | |
| 5 | BlackRock, Inc. | 63K | $280K | ▲+8.7% Added · +5K sh | Q2 2026 | |
| 6 | Vanguard Fiduciary Trust Co | 30K | $133K | —Held | Q2 2026 | |
| 7 | Citadel Advisors LLC | 29K | $128K | ▲New +29K sh | Q2 2026 | |
| 8 | Jane Street Group, LLC | 28K | $58K | ▲New +28K sh | Q1 2026 | |
| 9 | Quadrature Capital Ltd | 24K | $105K | ▲New +24K sh | Q2 2026 | |
| 10 | Bridgeway Capital Management, LLC | 23K | $103K | ▲+81% Added · +10K sh | Q2 2026 | |
| 11 | Centiva Capital, LP | 17K | $75K | ▼−48% Reduced · −16K sh | Q2 2026 | |
| 12 | Frec Markets, Inc. | 16K | $71K | ▼−4.4% Reduced · −730 sh | Q2 2026 | |
| 13 | Northern Trust Corp | 15K | $30K | —Held | Q1 2026 | |
| 14 | Dimensional Fund Advisors LP | 15K | $30K | ▲New +15K sh | Q1 2026 | |
| 15 | Apollon Wealth Management, LLC | 14K | $29K | ▼−30% Reduced · −6K sh | Q1 2026 | |
| 16 | Goldman Sachs Group Inc | 12K | $24K | ▲New +12K sh | Q1 2026 | |
| 17 | State Street Corp | 11K | $50K | —Held | Q2 2026 | |
| 18 | Permanens Capital L.P. | 10K | $45K | ▼−93% Reduced · −125K sh | Q2 2026 | |
| 19 | International Assets Investment Management, LLC | 10K | $41K | ▼−42% Reduced · −7K sh | Q2 2026 | |
| 20 | NewEdge Advisors, LLC | 6K | $29K | ▼−93% Reduced · −82K sh | Q2 2026 | |
| 21 | Morgan Stanley | 2K | $5K | —Held | Q1 2026 | |
| 22 | Citigroup Inc | 2K | $5K | ▲New +2K sh | Q1 2026 | |
| 23 | Vanguard Global Advisers, LLC | 1K | $5K | —Held | Q2 2026 | |
| 24 | Osaic Holdings, Inc. | 1K | $2K | ▼−16% Reduced · −200 sh | Q1 2026 | |
| 25 | Tower Research Capital LLC (TRC) | 397 | $810 | ▼−80% Reduced · −2K 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, 3 funds opened a new position in PODC and 1 added to an existing one, while 4 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 |
|---|---|---|
| Amazon.com IncAMZN | 8 funds | $3.0B |
| Nvidia CorpNVDA | 8 funds | $2.7B |
| Microsoft CorpMSFT | 8 funds | $1.6B |
| Advanced Micro DevicesAMD | 8 funds | $1.5B |
| Eli Lilly & CoLLY | 8 funds | $1.3B |
| Alphabet Inc-CL CGOOG | 8 funds | $1.0B |
| JPMorgan Chase & CoJPM | 8 funds | $943.3M |
| Berkshire Hathaway Inc-CL BBRK/B | 8 funds | $824.4M |
| Netflix IncNFLX | 8 funds | $716.6M |
| Unitedhealth Group IncUNH | 8 funds | $570.4M |
| Lattice Semiconductor CorpLSCC | 8 funds | $201.1M |
| Apple IncAAPL | 7 funds | $2.4B |
Ranked by how many of PODC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PODC.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 21, 2026 | Merriman D Jonathan | Director | Buy (P) | 16K | $43K |
| Aug 17, 2026 | Merriman D Jonathan | Director | Buy (P) | 11K | $32K |
| Aug 14, 2026 | Merriman D Jonathan | Director | Buy (P) | 17K | $54K |
| May 22, 2026 | Merriman D Jonathan | Director | Buy (P) | 7K | $31K |
| Apr 17, 2026 | Carhart Ryan | See Remarks | Buy (P) | 5K | $10K |
| Apr 17, 2026 | Merriman D Jonathan | Director | Buy (P) 2 lots, same day | 10K | $22K |
| Mar 23, 2026 | Merriman D Jonathan | Director | Buy (P) | 3K | $7K |
| Mar 12, 2026 | Merriman D Jonathan | Director | Buy (P) | 6K | $14K |
| Dec 16, 2025 | Merriman D Jonathan | Director | Buy (P) | 6K | $13K |
| Dec 5, 2025 | Merriman D Jonathan | Director | Buy (P) | 6K | $12K |
| Nov 26, 2025 | Merriman D Jonathan | Director | Buy (P) | 7K | $18K |
| Nov 19, 2025 | Merriman D Jonathan | Director | Buy (P) | 11K | $24K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 3 | 10 | – |
Insiders Form 4 open-market | 2 | 0 | +$198K |
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 PODC
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/PODC/capital-change-brief"
Use Arkolith's capital_change_brief for PODC. 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 PODC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.