Among active 13F managers last quarter, 11 opened and 11 added, while 6 reduced; the largest holder to move was Muzinich & Co., Inc. (+0.1%). Over the last 180 days, 1 insider bought and none sold, a net +$97K in open-market trades.
Funds lean in and no leg opposes.
58 tracked 13F filers disclose a position in SCM as of the latest SEC 13F filings, a combined $35.0M 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 | LPL Financial LLC | 315K | $2.9M | ▲+1.9% Added · +6K sh | Q1 2026 | |
| 2 | Corient Private Wealth LP | 255K | $2.4M | ▼−9.1% Reduced · −26K sh | Q1 2026 | |
| 3 | Muzinich & Co., Inc. | 255K | $2.1M | ▲+0.1% Added · +192 sh | Q2 2026 | |
| 4 | Raymond James Financial Inc | 238K | $2.2M | ▲+5.0% Added · +11K sh | Q1 2026 | |
| 5 | Legal & General Group Plc | 230K | $2.1M | ▲+12% Added · +25K sh | Q1 2026 | |
| 6 | Advisors Asset Management, Inc. | 220K | $1.9M | ▲+14% Added · +28K sh | Q2 2026 | |
| 7 | Ethos Financial Group, LLC | 217K | $1.8M | ▲+9.8% Added · +19K sh | Q2 2026 | |
| 8 | Condor Capital Management | 212K | $1.8M | ▲+2.7% Added · +6K sh | Q2 2026 | |
| 9 | Two Sigma Investments, LP | 197K | $1.8M | ▼−31% Reduced · −87K sh | Q1 2026 | |
| 10 | Sumitomo Mitsui Trust Group, Inc. | 156K | $1.4M | ▲+0.1% Added · +101 sh | Q1 2026 | |
| 11 | Marshall Wace, LLP | 153K | $1.4M | ▲New +153K sh | Q1 2026 | |
| 12 | Morgan Stanley | 148K | $1.4M | ▲+721% Added · +130K sh | Q1 2026 | |
| 13 | Icon Wealth Advisors, LLC | 136K | $1.1M | ▲+0.2% Added · +267 sh | Q2 2026 | |
| 14 | Samjo Management, LLC | 134K | $1.1M | ▲New +134K sh | Q2 2026 | |
| 15 | Millennium Management LLC | 117K | $1.1M | ▲New +117K sh | Q1 2026 | |
| 16 | BlackRock, Inc. | 109K | $922K | ▼−2.5% Reduced · −3K sh | Q2 2026 | |
| 17 | UBS Group AG | 100K | $925K | ▲+297% Added · +75K sh | Q1 2026 | |
| 18 | Inspire Advisors, LLC | 86K | $726K | ▼−22% Reduced · −25K sh | Q2 2026 | |
| 19 | PFG Investments, LLC | 75K | $688K | ▲+7.2% Added · +5K sh | Q1 2026 | |
| 20 | Gables Capital Management Inc. | 67K | $565K | ▲+0.3% Added · +185 sh | Q2 2026 | |
| 21 | Trexquant Investment LP | 64K | $536K | ▼−6.8% Reduced · −5K sh | Q2 2026 | |
| 22 | Virtus Investment Advisers, LLC | 62K | $523K | ▲+2.4% Added · +1K sh | Q2 2026 | |
| 23 | Doliver Advisors, LP | 55K | $466K | ▲+453% Added · +45K sh | Q2 2026 | |
| 24 | Citadel Advisors LLC | 46K | $388K | ▼−26% Reduced · −16K sh | Q2 2026 | |
| 25 | Gallagher Capital Advisors, LLC | 34K | $286K | —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, 11 funds opened a new position in SCM and 11 added to an existing one, while 6 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 |
|---|---|---|
| Nvidia CorpNVDA | 29 funds | $11.0B |
| Apple IncAAPL | 29 funds | $10.7B |
| Microsoft CorpMSFT | 29 funds | $6.7B |
| Alphabet Inc-CL AGOOGL | 29 funds | $5.5B |
| Amazon.com IncAMZN | 28 funds | $8.4B |
| Walmart IncWMT | 28 funds | $1.7B |
| Tesla IncTSLA | 27 funds | $3.7B |
| JPMorgan Chase & CoJPM | 27 funds | $3.6B |
| Advanced Micro DevicesAMD | 27 funds | $2.7B |
| Berkshire Hathaway Inc-CL BBRK/B | 27 funds | $2.4B |
| Visa Inc-Class A SharesV | 27 funds | $1.5B |
| Broadcom IncAVGO | 26 funds | $4.6B |
Ranked by how many of SCM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SCM.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 23, 2026 | Arnoult J Tim | Director | Buy (P) | 700 | $6K |
| May 19, 2026 | Arnoult J Tim | Director | Buy (P) | 9K | $81K |
| May 13, 2026 | Arnoult J Tim | Director | Buy (P) | 1K | $9K |
| Mar 16, 2026 | Ladd Robert T. | President and CEO, Director | Buy (P) | 2K | $14K |
| Mar 13, 2026 | Ladd Robert T. | President and CEO, Director | Buy (P) | 35K | $305K |
| Mar 13, 2026 | Huskinson W. Todd | CFO and CCO | Buy (P) | 6K | $50K |
| Mar 13, 2026 | Bilger Bruce R | Director | Buy (P) 4 lots, same day | 45K | $397K |
| Jun 17, 2022 | Bilger Bruce R | Director | Buy (P) | 18K | $199K |
| Jun 16, 2022 | D'Angelo Dean | Director | Buy (P) | 3K | $28K |
| Jun 16, 2022 | Ladd Robert T. | President and CEO, Director | Buy (P) 6 lots, same day | 6K | $69K |
| May 18, 2022 | Ladd Robert T. | President and CEO, Director | Buy (P) 8 lots, same day | 9K | $114K |
| May 16, 2022 | Ladd Robert T. | President and CEO, Director | Buy (P) | 1K | $13K |
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 | 20 | 15 | – |
Insiders Form 4 open-market | 1 | 0 | +$97K |
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 SCM
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/SCM/capital-change-brief"
Use Arkolith's capital_change_brief for SCM. 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 SCM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.