| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SANDERS MORRIS HARRIS LLC | $1.7M | 368K | ▼−51% Reduced · −390K sh | Q2 2026 | |
| 2 | SEI INVESTMENTS CO | $906K | 247K | ▲+897% Added · +222K sh | Q1 2026 | |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | $312K | 85K | ▲+24% Added · +16K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $225K | 61K | →First observed position No prior filed position | Q1 2026 | |
| 5 | RENAISSANCE TECHNOLOGIES LLC | $131K | 36K | ▲New +36K sh | Q1 2026 | |
| 6 | VANGUARD FIDUCIARY TRUST CO | $120K | 33K | →First observed position No prior filed position | Q1 2026 | |
| 7 | Avanza Fonder AB | $98K | 27K | ▲+12% Added · +3K sh | Q1 2026 | |
| 8 | CITADEL ADVISORS LLC | $90K | 24K | ▼−52% Reduced · −27K sh | Q1 2026 | |
| 9 | JANE STREET GROUP, LLC | $71K | 19K | ▲New +19K sh | Q1 2026 | |
| 10 | STATE STREET CORP | $54K | 15K | —Held | Q1 2026 | |
| 11 | Centiva Capital, LP | $48K | 13K | ▲New +13K sh | Q1 2026 | |
| 12 | XTX Topco Ltd | $43K | 12K | ▲New +12K sh | Q1 2026 | |
| 13 | BlackRock, Inc. | $42K | 11K | ▲+52% Added · +4K sh | Q1 2026 | |
| 14 | CHOREO, LLC | $38K | 10K | —Held | Q1 2026 | |
| 15 | Tower Research Capital LLC (TRC) | $2K | 546 | ▲New +546 sh | Q1 2026 | |
| 16 | UBS Group AG | $1K | 298 | ▼−66% Reduced · −574 sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $1K | 266 | ▲22× Added · +254 sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $734 | 200 | ▼−52% Reduced · −220 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 3 funds | $3.6B |
| AMAZON.COM INCAMZN | 3 funds | $1.8B |
| APPLE INCAAPL | 3 funds | $1.6B |
| MICRON TECHNOLOGY INCMU | 3 funds | $1.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 3 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 3 funds | $1.2B |
| MICROSOFT CORPMSFT | 3 funds | $1.1B |
| BROADCOM INCAVGO | 3 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 3 funds | $904.0M |
| WARNER BROS DISCOVERY INCWBD | 3 funds | $844.1M |
| TESLA INCTSLA | 3 funds | $812.9M |
| ALPHABET INC-CL CGOOG | 3 funds | $775.0M |
Ranked by how many of SHIM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 17, 2026 | Goldsteen Mitchell B. | Director, 10% Owner | Sell (S) | 125K | $358K |
| Aug 29, 2025 | Goldsteen Mitchell B. | Director, 10% Owner | Sell (S) | 15K | $44K |
| Aug 28, 2025 | Goldsteen Mitchell B. | Director, 10% Owner | Sell (S) | 11K | $33K |
| Aug 27, 2025 | Goldsteen Mitchell B. | Director, 10% Owner | Sell (S) | 9K | $31K |
| Aug 21, 2025 | Yoder Todd Wilbur | Chief Financial Officer | Buy (P) | 2K | $6K |
| Aug 15, 2025 | Goldsteen Mitchell B. | Director, 10% Owner | Sell (S) | 31K | $69K |
| Aug 14, 2025 | Goldsteen Mitchell B. | Director, 10% Owner | Sell (S) | 6K | $13K |
| Aug 13, 2025 | Goldsteen Mitchell B. | Director, 10% Owner | Sell (S) | 8K | $17K |
| Aug 12, 2025 | Goldsteen Mitchell B. | Director, 10% Owner | Sell (S) | 2K | $4K |
| Aug 11, 2025 | Goldsteen Mitchell B. | Director, 10% Owner | Sell (S) | 15K | $30K |
| Aug 8, 2025 | Goldsteen Mitchell B. | Director, 10% Owner | Sell (S) | 3K | $5K |
| Aug 7, 2025 | Goldsteen Mitchell B. | Director, 10% Owner | Sell (S) | 2K | $3K |
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/SHIM/capital-change-brief"
Use Arkolith's capital_change_brief for SHIM. 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 SHIM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.