Among active 13F managers last quarter, 10 opened and 4 added, while 4 reduced; the largest holder to move was Cannell Capital LLC (new position). Over the last 180 days, 1 insider sold and none bought, a net -$358K in open-market trades.
The legs disagree, or only one of them leans.
29 tracked 13F filers disclose a position in SHIM as of the latest SEC 13F filings, a combined $15.8M 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 | Cannell Capital LLC | 958K | $4.4M | ▲New +958K sh | Q2 2026 | |
| 2 | 1492 Capital Management LLC | 604K | $2.8M | ▲+303% Added · +454K sh | Q2 2026 | |
| 3 | Pacific Ridge Capital Partners, LLC | 542K | $2.5M | ▲+23% Added · +103K sh | Q2 2026 | |
| 4 | Sanders Morris Harris LLC | 368K | $1.7M | ▼−51% Reduced · −390K sh | Q2 2026 | |
| 5 | Sei Investments Co | 247K | $906K | ▲+897% Added · +222K sh | Q1 2026 | |
| 6 | Geode Capital Management, LLC | 156K | $713K | ▲+83% Added · +71K sh | Q2 2026 | |
| 7 | Informed Momentum Co LLC | 133K | $608K | ▼−4.0% Reduced · −5K sh | Q2 2026 | |
| 8 | Walleye Capital LLC | 126K | $578K | ▲New +126K sh | Q2 2026 | |
| 9 | Thompson Davis & Co., Inc. | 104K | $475K | ▼−17% Reduced · −22K sh | Q2 2026 | |
| 10 | Vanguard Capital Management LLC | 61K | $225K | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 11 | Renaissance Technologies LLC | 36K | $131K | ▲New +36K sh | Q1 2026 | |
| 12 | State Street Corp | 34K | $154K | ▲+129% Added · +19K sh | Q2 2026 | |
| 13 | Vanguard Fiduciary Trust Co | 33K | $120K | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 14 | Avanza Fonder AB | 27K | $98K | ▲+12% Added · +3K sh | Q1 2026 | |
| 15 | Citadel Advisors LLC | 24K | $112K | ▼−0.1% Reduced · −15 sh | Q2 2026 | |
| 16 | Jane Street Group, LLC | 19K | $71K | ▲New +19K sh | Q1 2026 | |
| 17 | Axq Capital, LP | 15K | $69K | ▲New +15K sh | Q2 2026 | |
| 18 | Centiva Capital, LP | 13K | $48K | ▲New +13K sh | Q1 2026 | |
| 19 | XTX Topco Ltd | 12K | $43K | ▲New +12K sh | Q1 2026 | |
| 20 | BlackRock, Inc. | 11K | $42K | ▲+52% Added · +4K sh | Q1 2026 | |
| 21 | Choreo, LLC | 10K | $47K | —Held | Q2 2026 | |
| 22 | Ancora Advisors LLC | 5K | $22K | ▲New +5K sh | Q2 2026 | |
| 23 | Morse Asset Management, Inc | 3K | $15K | ▲New +3K sh | Q2 2026 | |
| 24 | Tower Research Capital LLC (TRC) | 546 | $2K | ▲New +546 sh | Q1 2026 | |
| 25 | Ameritas Investment Partners, Inc. | 466 | $2K | ▲New +466 sh | 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, 10 funds opened a new position in SHIM 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 |
|---|---|---|
| Nvidia CorpNVDA | 16 funds | $8.5B |
| Microsoft CorpMSFT | 16 funds | $4.5B |
| Advanced Micro DevicesAMD | 16 funds | $803.9M |
| Apple IncAAPL | 15 funds | $6.1B |
| Amazon.com IncAMZN | 15 funds | $4.8B |
| Micron Technology IncMU | 15 funds | $3.0B |
| Meta Platforms Inc-Class AMETA | 15 funds | $2.7B |
| Alphabet Inc-CL AGOOGL | 15 funds | $2.6B |
| Walmart IncWMT | 15 funds | $612.7M |
| Comfort Systems USA IncFIX | 15 funds | $244.4M |
| Alphabet Inc-CL CGOOG | 14 funds | $2.8B |
| Tesla IncTSLA | 14 funds | $1.8B |
Ranked by how many of SHIM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SHIM.
| 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 |
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 | 8 | 6 | – |
Insiders Form 4 open-market | 0 | 1 | -$358K |
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.
No filings captured for this ticker in the live stream yet.
Connected entities for SHIM
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 + the live filing stream, joined for SHIM. Filings are public domain, sourced to SEC EDGAR.