25 tracked 13F filers disclose a position in SIF as of the latest SEC 13F filings, a combined $22.0M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Minerva Advisors LLC | $10.7M | 456K | ▼−5.2% Reduced · −25K sh | Q2 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $2.1M | 155K | ▼−5.1% Reduced · −8K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $1.5M | 115K | →First observed position No prior filed position | Q1 2026 | |
| 4 | Wealthspire Advisors, LLC | $1.3M | 98K | ▲+63% Added · +38K sh | Q1 2026 | |
| 5 | Informed Momentum Co LLC | $1.3M | 56K | ▲New +56K sh | Q2 2026 | |
| 6 | RENAISSANCE TECHNOLOGIES LLC | $743K | 56K | ▼−1.9% Reduced · −1K sh | Q1 2026 | |
| 7 | MARSHALL WACE, LLP | $599K | 45K | ▲New +45K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $1.0M | 44K | ▲+6.8% Added · +3K sh | Q2 2026 | |
| 9 | VANGUARD FIDUCIARY TRUST CO | $293K | 22K | →First observed position No prior filed position | Q1 2026 | |
| 10 | STATE STREET CORP | $496K | 21K | ▲New +21K sh | Q2 2026 | |
| 11 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $222K | 17K | —Held | Q1 2026 | |
| 12 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $347K | 15K | ▲New +15K sh | Q2 2026 | |
| 13 | CITADEL ADVISORS LLC | $192K | 14K | ▲New +14K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $175K | 13K | ▲+44% Added · +4K sh | Q1 2026 | |
| 15 | NewEdge Advisors, LLC | $305K | 13K | ▲New +13K sh | Q2 2026 | |
| 16 | RITHOLTZ WEALTH MANAGEMENT | $274K | 12K | ▲New +12K sh | Q2 2026 | |
| 17 | Evernest Financial Advisors, LLC | $267K | 11K | ▲New +11K sh | Q2 2026 | |
| 18 | Royal Palms Capital LLC | $204K | 9K | ▲New +9K sh | Q2 2026 | |
| 19 | Tower Research Capital LLC (TRC) | $6K | 488 | ▲+13% Added · +55 sh | Q1 2026 | |
| 20 | Vanguard Global Advisers, LLC | $5K | 400 | →First observed position No prior filed position | Q1 2026 | |
| 21 | UBS Group AG | $3K | 259 | ▼−26% Reduced · −91 sh | Q1 2026 | |
| 22 | BlackRock, Inc. | $3K | 222 | ▲New +222 sh | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $0 | 22 | ▲+38% Added · +6 sh | Q1 2026 | |
| 24 | SBI Securities Co., Ltd. | $281 | 12 | —Held | Q2 2026 | |
| 25 | Caitong International Asset Management Co., Ltd | $257 | 11 | ▼−21% Reduced · −3 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, 5 funds opened a new position in SIF and 2 added to an existing one, while 3 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 |
|---|---|---|
| TESLA INCTSLA | 10 funds | $2.1B |
| CHEVRON CORPCVX | 10 funds | $1.7B |
| COSTCO WHOLESALE CORPCOST | 10 funds | $989.4M |
| NEWMONT CORPNEM | 10 funds | $366.9M |
| FOSTER (LB) CO-AFSTR | 10 funds | $18.2M |
| NVIDIA CORPNVDA | 9 funds | $7.5B |
| APPLE INCAAPL | 9 funds | $5.8B |
| MICROSOFT CORPMSFT | 9 funds | $3.0B |
| ALPHABET INC-CL AGOOGL | 9 funds | $2.5B |
| PALANTIR TECHNOLOGIES INC-APLTR | 9 funds | $1.9B |
| ALPHABET INC-CL CGOOG | 9 funds | $1.8B |
| JPMORGAN CHASE & COJPM | 9 funds | $1.2B |
Ranked by how many of SIF's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 24, 2022 | Wells Norman E Jr. | Director | Sell (S) | 4K | $14K |
| Mar 11, 2021 | REITMAN ALAYNE L | Director | Sell (S) | 1K | $14K |
| Mar 10, 2021 | REITMAN ALAYNE L | Director | Sell (S) | 1K | $10K |
| Feb 16, 2021 | Knapper Peter William | President & CEO, Director | Sell (S) | 2K | $19K |
| Aug 25, 2020 | Molten Donald C Jr. | Director | Sell (S) | 3K | $11K |
| Aug 19, 2020 | Molten Donald C Jr. | Director | Sell (S) | 200 | $820 |
| Aug 17, 2020 | Molten Donald C Jr. | Director | Sell (S) | 797 | $3K |
| Aug 13, 2020 | Molten Donald C Jr. | Director | Sell (S) | 6K | $25K |
| Aug 12, 2020 | Molten Donald C Jr. | Director | Sell (S) | 228 | $944 |
| Jun 15, 2020 | Knapper Peter William | President & CEO, Director | Buy (P) | 11K | $45K |
| Jun 15, 2020 | Silk Mark J | Director, 10% Owner | Buy (P) | 9K | $37K |
| Jun 12, 2020 | Silk Mark J | Director, 10% Owner | Buy (P) | 6K | $26K |
Connected entities for SIF
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/SIF/capital-change-brief"
Use Arkolith's capital_change_brief for SIF. 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 SIF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.