| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ARK Investment Management LLC | $31.2M | 7.5M | ▲+4.8% Added · +345K sh | Q1 2026 | |
| 2 | Third Point LLC | $20.9M | 5.0M | —Held | Q1 2026 | |
| 3 | BlackRock, Inc. | $19.1M | 4.6M | ▲+1.7% Added · +75K sh | Q1 2026 | |
| 4 | Northern Right Capital Management, L.P. | $17.1M | 4.1M | ▲+43% Added · +1.2M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $12.0M | 2.9M | ▲New +2.9M sh | Q1 2026 | |
| 6 | AWM Investment Company, Inc. | $11.8M | 2.8M | —Held | Q1 2026 | |
| 7 | First Eagle Investment Management, LLC | $9.5M | 2.3M | ▲+6.4% Added · +137K sh | Q1 2026 | |
| 8 | LMR Partners LLP | Withheld | 1.9M | —Held | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $7.1M | 1.7M | ▲+2.7% Added · +45K sh | Q1 2026 | |
| 10 | Sumitomo Mitsui Trust Group, Inc. | $6.9M | 1.7M | ▼−1.4% Reduced · −23K sh | Q1 2026 | |
| 11 | Amova Asset Management Americas, Inc. | $6.9M | 1.7M | ▼−1.4% Reduced · −23K sh | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $6.8M | 1.6M | ▲+12% Added · +172K sh | Q1 2026 | |
| 13 | STATE STREET CORP | $5.6M | 1.3M | ▲+1.1% Added · +15K sh | Q1 2026 | |
| 14 | Uniplan Investment Counsel, Inc. | $5.4M | 1.3M | ▲+2.9% Added · +36K sh | Q1 2026 | |
| 15 | Bank of New York Mellon Corp | $4.5M | 1.1M | ▼−3.5% Reduced · −39K sh | Q1 2026 | |
| 16 | Creek Drive Management Group LLC | $4.4M | 1.1M | ▲+74% Added · +450K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $2.7M | 644K | ▲+33% Added · +158K sh | Q1 2026 | |
| 18 | PRELUDE CAPITAL MANAGEMENT, LLC | $2.3M | 540K | ▼−8.9% Reduced · −53K sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $2.1M | 498K | ▼−35% Reduced · −269K sh | Q1 2026 | |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.0M | 483K | ▲New +483K sh | Q1 2026 | |
| 21 | RENAISSANCE TECHNOLOGIES LLC | $2.0M | 475K | ▼−21% Reduced · −124K sh | Q1 2026 | |
| 22 | BOOTHBAY FUND MANAGEMENT, LLC | $1.9M | 454K | ▲+30% Added · +105K sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $1.8M | 432K | ▲New +432K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $1.7M | 414K | ▼−12% Reduced · −59K sh | Q1 2026 | |
| 25 | CITADEL ADVISORS LLC | $1.6M | 373K | ▲+46% Added · +118K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 30 funds | $9.0B |
| META PLATFORMS INC-CLASS AMETA | 30 funds | $6.9B |
| NVIDIA CORPNVDA | 29 funds | $18.4B |
| AMAZON.COM INCAMZN | 29 funds | $8.5B |
| ALPHABET INC-CL AGOOGL | 29 funds | $6.0B |
| BROADCOM INCAVGO | 29 funds | $5.1B |
| ALPHABET INC-CL CGOOG | 28 funds | $6.4B |
| ADVANCED MICRO DEVICESAMD | 28 funds | $2.8B |
| ELI LILLY & COLLY | 28 funds | $2.1B |
| SALESFORCE INCCRM | 28 funds | $2.0B |
| PALANTIR TECHNOLOGIES INC-APLTR | 28 funds | $1.9B |
| TERADYNE INCTER | 28 funds | $1.3B |
Ranked by how many of SRTA's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 22, 2026 | Cohen Amir | Chief Accounting Officer | Sell (S) | 41K | $240K |
| May 21, 2026 | Cohen Amir | Chief Accounting Officer | Sell (S) | 10K | $60K |
| May 11, 2026 | Cohen Amir | Chief Accounting Officer | Sell (S) | 14K | $83K |
| Dec 9, 2025 | Heyburn William A. | Co-CEO and CFO, Director | Buy (P) | 17K | $76K |
| Dec 5, 2025 | LAUCK ANDREW | Director | Buy (P) | 5K | $22K |
| Nov 20, 2025 | Love Reginald | Director | Sell (S) | 11K | $48K |
| Nov 19, 2025 | Love Reginald | Director | Sell (S) | 11K | $47K |
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/SRTA/capital-change-brief"
Use Arkolith's capital_change_brief for SRTA. 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 SRTA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.