192 tracked 13F filers disclose a position in SAFE as of the latest SEC 13F filings, a combined $507.2M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $131.8M | 9.7M | ▲+0.7% Added · +70K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $67.6M | 5.0M | →First observed position No prior filed position | Q1 2026 | |
| 3 | T. Rowe Price Investment Management, Inc. | Withheld | 3.9M | ▲~0% Added · +2K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $41.2M | 2.6M | ▼−0.4% Reduced · −11K sh | Q2 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $30.7M | 2.3M | →First observed position No prior filed position | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $23.1M | 1.5M | ▲+8.4% Added · +114K sh | Q2 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $13.6M | 1.0M | ▲+282% Added · +745K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $11.6M | 857K | ▲+9.3% Added · +73K sh | Q1 2026 | |
| 9 | JPMORGAN CHASE & CO | $11.1M | 815K | ▲+45% Added · +252K sh | Q1 2026 | |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $10.8M | 798K | ▲+11% Added · +80K sh | Q1 2026 | |
| 11 | NewEdge Wealth, LLC | $10.5M | 671K | ▼−13% Reduced · −96K sh | Q2 2026 | |
| 12 | NORTHERN TRUST CORP | $8.3M | 616K | ▲+9.2% Added · +52K sh | Q1 2026 | |
| 13 | ALGERT GLOBAL LLC | $9.5M | 608K | ▼−24% Reduced · −192K sh | Q2 2026 | |
| 14 | AQR CAPITAL MANAGEMENT LLC | $6.0M | 446K | ▲+0.8% Added · +4K sh | Q1 2026 | |
| 15 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $5.7M | 419K | ▲183× Added · +417K sh | Q1 2026 | |
| 16 | Bank of New York Mellon Corp | $5.4M | 396K | ▼−2.1% Reduced · −8K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $4.6M | 337K | ▲+110% Added · +177K sh | Q1 2026 | |
| 18 | PRUDENTIAL FINANCIAL INC | $4.5M | 336K | ▼−0.1% Reduced · −470 sh | Q1 2026 | |
| 19 | FIRST TRUST ADVISORS LP | $4.3M | 317K | ▲+51% Added · +108K sh | Q1 2026 | |
| 20 | PEREGRINE CAPITAL MANAGEMENT LLC | $4.3M | 316K | ▼−8.8% Reduced · −31K sh | Q1 2026 | |
| 21 | DENALI ADVISORS LLC | $4.9M | 310K | —Held | Q2 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $4.2M | 309K | →First observed position No prior filed position | Q1 2026 | |
| 23 | Legal & General Group Plc | $4.1M | 305K | ▼−10% Reduced · −35K sh | Q1 2026 | |
| 24 | State of New Jersey Common Pension Fund D | $4.7M | 302K | ▲+35% Added · +78K sh | Q2 2026 | |
| 25 | PRINCIPAL FINANCIAL GROUP INC | $3.9M | 289K | ▲+2.5% Added · +7K 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, 5 funds opened a new position in SAFE and 16 added to an existing one, while 13 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 93 funds | $213.1B |
| MICROSOFT CORPMSFT | 93 funds | $188.3B |
| ELI LILLY & COLLY | 93 funds | $55.2B |
| NVIDIA CORPNVDA | 92 funds | $279.9B |
| AMAZON.COM INCAMZN | 92 funds | $136.0B |
| ALPHABET INC-CL AGOOGL | 92 funds | $105.2B |
| META PLATFORMS INC-CLASS AMETA | 92 funds | $80.0B |
| MICRON TECHNOLOGY INCMU | 92 funds | $25.3B |
| LAM RESEARCH CORPLRCX | 91 funds | $23.6B |
| BROADCOM INCAVGO | 90 funds | $111.5B |
| NETFLIX INCNFLX | 90 funds | $32.4B |
| COSTCO WHOLESALE CORPCOST | 90 funds | $25.8B |
Ranked by how many of SAFE's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 19, 2023 | NYDICK JAY S | Director | Sell (S) | 8K | $185K |
| Dec 18, 2023 | NYDICK JAY S | Director | Sell (S) | 11K | $242K |
| Dec 12, 2023 | JOSEPHS ROBIN | Director | Sell (S) | 1K | $25K |
| Aug 8, 2023 | SUGARMAN JAY | CHAIRMAN AND CEO, Director | Buy (P) | 65K | $1.4M |
| May 26, 2023 | SUGARMAN JAY | CHAIRMAN AND CEO, Director | Buy (P) | 8K | $205K |
| May 26, 2023 | SUGARMAN JAY | CHAIRMAN AND CEO, Director | Buy (P) | 2K | $41K |
| May 11, 2023 | RIDINGS BARRY W | Director | Buy (P) | 2K | $50K |
| May 11, 2023 | RIDINGS BARRY W | Director | Buy (P) | 2K | $50K |
| May 11, 2023 | RIDINGS BARRY W | Director | Buy (P) | 3K | $75K |
| May 5, 2023 | SUGARMAN JAY | CHAIRMAN AND CEO, Director | Buy (P) | 1K | $28K |
| May 4, 2023 | SUGARMAN JAY | CHAIRMAN AND CEO, Director | Buy (P) | 1K | $32K |
| May 3, 2023 | SUGARMAN JAY | CHAIRMAN AND CEO, Director | Buy (P) | 1K | $30K |
Connected entities for SAFE
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/SAFE/capital-change-brief"
Use Arkolith's capital_change_brief for SAFE. 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 SAFE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.