Among active 13F managers last quarter, 1 opened and 4 added, while 4 reduced; the largest holder to move was Cox Capital Mgt LLC (+0.3%). No open-market insider trades in the last 180 days.
No leg leans either way.
38 tracked 13F filers disclose a position in SACH as of the latest SEC 13F filings, a combined $8.1M 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 | Melia Wealth LLC | 2.8M | $2.6M | ▼−0.7% Reduced · −20K sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 2.1M | $2.0M | ▼−0.3% Reduced · −6K sh | Q2 2026 | |
| 3 | Cox Capital Mgt LLC | 1.1M | $1.1M | ▲+0.3% Added · +3K sh | Q2 2026 | |
| 4 | BlackRock, Inc. | 581K | $547K | ▲+6.4% Added · +35K sh | Q2 2026 | |
| 5 | Geode Capital Management, LLC | 539K | $507K | ▼−31% Reduced · −244K sh | Q2 2026 | |
| 6 | Vanguard Fiduciary Trust Co | 291K | $273K | ▲+0.7% Added · +2K sh | Q2 2026 | |
| 7 | State Street Corp | 178K | $167K | —Held | Q2 2026 | |
| 8 | Susquehanna International Group, LLP | 156K | $157K | ▲+30% Added · +36K sh | Q1 2026 | |
| 9 | Renaissance Technologies LLC | 150K | $152K | ▲+227% Added · +104K sh | Q1 2026 | |
| 10 | GatePass Capital, LLC | 145K | $136K | —Held | Q2 2026 | |
| 11 | Northern Trust Corp | 117K | $118K | ▲+43% Added · +35K sh | Q1 2026 | |
| 12 | LPL Financial LLC | 56K | $57K | ▲+31% Added · +13K sh | Q1 2026 | |
| 13 | Napier Financial, LLC | 36K | $34K | —Held | Q2 2026 | |
| 14 | TIAA-CREF Individual & Institutional Services, LLC | 36K | $33K | ▼−44% Reduced · −27K sh | Q2 2026 | |
| 15 | Qube Research & Technologies Ltd | 35K | $35K | ▼−4.9% Reduced · −2K sh | Q1 2026 | |
| 16 | Citadel Advisors LLC | 31K | $29K | ▼−48% Reduced · −29K sh | Q2 2026 | |
| 17 | Conservest Capital Advisors, Inc. | 23K | $22K | —Held | Q2 2026 | |
| 18 | Private Advisor Group, LLC | 19K | $18K | —Held | Q2 2026 | |
| 19 | Woodward Diversified Capital, LLC | 14K | $13K | —Held | Q2 2026 | |
| 20 | Osaic Holdings, Inc. | 14K | $14K | ▼−31% Reduced · −6K sh | Q1 2026 | |
| 21 | JB Capital LLC | 13K | $13K | ▲+1.1% Added · +140 sh | Q2 2026 | |
| 22 | Vanguard Global Advisers, LLC | 13K | $13K | —Held | Q2 2026 | |
| 23 | Darden Wealth Group Inc | 13K | $12K | ▼−36% Reduced · −7K sh | Q2 2026 | |
| 24 | One Charles Private Wealth Services, LLC | 13K | $12K | ▼−16% Reduced · −2K sh | Q2 2026 | |
| 25 | US Bancorp | 12K | $12K | —Held | 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, 1 fund opened a new position in SACH and 4 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 |
|---|---|---|
| Apple IncAAPL | 15 funds | $5.2B |
| Nvidia CorpNVDA | 15 funds | $3.7B |
| Alphabet Inc-CL AGOOGL | 15 funds | $2.2B |
| Advanced Micro DevicesAMD | 15 funds | $1.1B |
| Berkshire Hathaway Inc-CL BBRK/B | 15 funds | $833.7M |
| Amazon.com IncAMZN | 14 funds | $3.5B |
| Microsoft CorpMSFT | 14 funds | $2.7B |
| Broadcom IncAVGO | 14 funds | $2.2B |
| Eli Lilly & CoLLY | 14 funds | $2.0B |
| JPMorgan Chase & CoJPM | 14 funds | $1.9B |
| Alphabet Inc-CL CGOOG | 14 funds | $1.7B |
| Chevron CorpCVX | 14 funds | $1.5B |
Ranked by how many of SACH's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SACH.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 20, 2024 | Villano John L. | Chairman, CEO and President, Director | Buy (P) | 125K | $201K |
| Nov 22, 2023 | Bernhard Leslie | Director | Sell (S) | 3K | $10K |
| Nov 15, 2023 | Bernhard Leslie | Director | Sell (S) | 2K | $7K |
| May 16, 2023 | Prinz Brian A | Director | Buy (P) | 3K | $10K |
| Nov 11, 2022 | Bernhard Leslie | Director | Sell (S) | 2K | $7K |
| Oct 3, 2022 | Goldberg Arthur L | Director | Buy (P) | 3K | $10K |
| Aug 15, 2022 | Haydon William C | See Remarks | Buy (P) | 2K | $10K |
| Aug 12, 2022 | Bernhard Leslie | Director | Sell (S) 2 lots, same day | 2K | $9K |
| Jul 15, 2022 | Haydon William C | See Remarks | Buy (P) | 2K | $9K |
| Jun 15, 2022 | Haydon William C | See Remarks | Buy (P) | 2K | $9K |
| May 16, 2022 | Haydon William C | See remarks | Buy (P) | 2K | $9K |
| Apr 18, 2022 | Haydon William C | See Remarks | Buy (P) | 2K | $10K |
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 | 11 | 12 | – |
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.
Connected entities for SACH
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/SACH/capital-change-brief"
Use Arkolith's capital_change_brief for SACH. 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 SACH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.