Among active 13F managers last quarter, 5 opened and 2 added, while none reduced or exited; the largest holder to move was Renaissance Technologies LLC (new position). Over the last 180 days, 1 insider sold and none bought, a net -$150K in open-market trades.
The legs disagree, or only one of them leans.
36 tracked 13F filers disclose a position in SEV as of the latest SEC 13F filings, a combined $3.9M 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 | Vanguard Capital Management LLC | 609K | $1.5M | ▲+436% Added · +495K sh | Q2 2026 | |
| 2 | Renaissance Technologies LLC | 266K | $705K | ▲New +266K sh | Q1 2026 | |
| 3 | Geode Capital Management, LLC | 153K | $374K | ▲+18% Added · +24K sh | Q2 2026 | |
| 4 | Citadel Advisors LLC | 85K | $207K | ▲+63% Added · +33K sh | Q2 2026 | |
| 5 | Vanguard Fiduciary Trust Co | 63K | $155K | ▲+21% Added · +11K sh | Q2 2026 | |
| 6 | State Street Corp | 53K | $130K | —Held | Q2 2026 | |
| 7 | Summit Trail Advisors, LLC | 49K | $120K | —Held | Q2 2026 | |
| 8 | BlackRock, Inc. | 40K | $97K | —Held | Q2 2026 | |
| 9 | Aspiring Ventures, LLC | 34K | $84K | ▲New +34K sh | Q2 2026 | |
| 10 | HM Payson & Co | 30K | $74K | —Held | Q2 2026 | |
| 11 | Cerity Partners LLC | 27K | $72K | ▲New +27K sh | Q1 2026 | |
| 12 | Northern Trust Corp | 26K | $70K | ▲+93% Added · +13K sh | Q1 2026 | |
| 13 | Plimoth Trust Co LLC | 16K | $39K | ▲New +16K sh | Q2 2026 | |
| 14 | XTX Topco Ltd | 14K | $38K | ▲New +14K sh | Q1 2026 | |
| 15 | Centiva Capital, LP | 11K | $28K | ▲New +11K sh | Q2 2026 | |
| 16 | UBS Group AG | 11K | $30K | ▲+68% Added · +5K sh | Q1 2026 | |
| 17 | Creative Planning | 11K | $29K | ▲New +11K sh | Q1 2026 | |
| 18 | Aptus Capital Advisors, LLC | 10K | $25K | —Held | Q2 2026 | |
| 19 | Second Line Capital, LLC | 10K | $25K | ▲New +10K sh | Q2 2026 | |
| 20 | Group One Trading LLC | 8K | $19K | ▼−8.6% Reduced · −716 sh | Q2 2026 | |
| 21 | NFSG Corp | 7K | $16K | ▲New +7K sh | Q2 2026 | |
| 22 | Vanguard Global Advisers, LLC | 6K | $15K | —Held | Q2 2026 | |
| 23 | Osaic Holdings, Inc. | 5K | $14K | ▲+3.7% Added · +191 sh | Q1 2026 | |
| 24 | Morgan Stanley | 4K | $9K | ▲+29% Added · +800 sh | Q1 2026 | |
| 25 | Jones Financial Companies LLLP | 3K | $8K | ▲15× Added · +3K 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 SEV and 2 added to an existing one, while none reduced or exited. 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 | 12 funds | $4.0B |
| Nvidia CorpNVDA | 12 funds | $3.8B |
| Alphabet Inc-CL CGOOG | 12 funds | $1.7B |
| Alphabet Inc-CL AGOOGL | 12 funds | $1.6B |
| JPMorgan Chase & CoJPM | 12 funds | $1.2B |
| Advanced Micro DevicesAMD | 12 funds | $1.1B |
| Tesla IncTSLA | 12 funds | $972.1M |
| Amazon.com IncAMZN | 11 funds | $3.2B |
| Broadcom IncAVGO | 11 funds | $2.2B |
| Microsoft CorpMSFT | 11 funds | $2.1B |
| Micron Technology IncMU | 11 funds | $1.6B |
| Eli Lilly & CoLLY | 11 funds | $1.4B |
Ranked by how many of SEV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SEV.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 17, 2026 | Johnson Michael Edious | 10% Owner | Sell (S) | 49K | $150K |
| Jan 28, 2026 | Johnson Michael Edious | 10% Owner | Sell (S) | 38K | $54K |
| Jan 6, 2026 | Johnson Michael Edious | 10% Owner | Sell (S) | 12K | $53K |
| Jan 5, 2026 | Johnson Michael Edious | 10% Owner | Sell (S) | 11K | $48K |
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 | 1 | – |
Insiders Form 4 open-market | 0 | 1 | -$150K |
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 SEV
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/SEV/capital-change-brief"
Use Arkolith's capital_change_brief for SEV. 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 SEV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.