Among active 13F managers last quarter, 2 opened and 1 added, while 1 reduced; the largest holder to move was Inspire Investing, LLC (+78%). Over the last 180 days, 1 insider sold and none bought, a net -$100K in open-market trades.
The legs disagree, or only one of them leans.
24 tracked 13F filers disclose a position in SSII as of the latest SEC 13F filings, a combined $7.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Hood River Capital Management LLC | 833K | $3.5M | —Held | Q2 2026 | |
| 2 | Inspire Investing, LLC | 186K | $773K | ▲+78% Added · +82K sh | Q2 2026 | |
| 3 | UBS Group AG | 156K | $778K | ▼−19% Reduced · −36K sh | Q1 2026 | |
| 4 | Eversept Partners, LP | 110K | $457K | —Held | Q2 2026 | |
| 5 | JNBA Financial Advisors | 102K | $425K | ▼−13% Reduced · −15K sh | Q2 2026 | |
| 6 | AlphaCentric Advisors LLC | 50K | $208K | —Held | Q2 2026 | |
| 7 | Geode Capital Management, LLC | 42K | $173K | ▲+15% Added · +5K sh | Q2 2026 | |
| 8 | Forum Financial Management, LP | 38K | $160K | —Held | Q2 2026 | |
| 9 | AlTi Global, Inc. | 21K | $85K | —Held | Q2 2026 | |
| 10 | Mariner, LLC | 19K | $93K | ▲+24% Added · +4K sh | Q1 2026 | |
| 11 | IFC & Insurance Marketing, Inc. | 19K | $77K | ▲+12% Added · +2K sh | Q2 2026 | |
| 12 | Y-Intercept (Hong Kong) Ltd | 18K | $74K | ▲New +18K sh | Q2 2026 | |
| 13 | State Street Corp | 15K | $60K | ▼−6.8% Reduced · −1K sh | Q2 2026 | |
| 14 | PNC Financial Services Group, Inc. | 14K | $68K | —Held | Q1 2026 | |
| 15 | Goldman Sachs Group Inc | 11K | $53K | ▼−11% Reduced · −1K sh | Q1 2026 | |
| 16 | Millennium Management LLC | 10K | $51K | ▲New +10K sh | Q1 2026 | |
| 17 | Morgan Stanley | 3K | $15K | —Held | Q1 2026 | |
| 18 | Steward Partners Investment Advisory, LLC | 1K | $5K | —Held | Q2 2026 | |
| 19 | NFSG Corp | 916 | $4K | ▼−30% Reduced · −400 sh | Q2 2026 | |
| 20 | Jones Financial Companies LLLP | 376 | $2K | ▲New +376 sh | Q1 2026 | |
| 21 | Basecamp Wealth Advisors LLC | 300 | $1K | —Held | Q2 2026 | |
| 22 | Wells Fargo & Company | 260 | $1K | —Held | Q1 2026 | |
| 23 | Royal Bank Of Canada | 250 | $1K | ▲+279% Added · +184 sh | Q1 2026 | |
| 24 | Osaic Holdings, Inc. | 10 | $50 | —Held | 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, 2 funds opened a new position in SSII and 1 added to an existing one, while 1 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 |
|---|---|---|
| Taiwan Semiconductor-SP ADRTSM | 7 funds | $779.3M |
| Intuitive Surgical IncISRG | 7 funds | $438.9M |
| Insmed IncINSM | 7 funds | $331.2M |
| Eli Lilly & CoLLY | 7 funds | $306.6M |
| AT&T IncT | 7 funds | $293.2M |
| Madrigal Pharmaceuticals IncMDGL | 7 funds | $118.3M |
| Palantir Technologies Inc-APLTR | 7 funds | $75.3M |
| Nvidia CorpNVDA | 6 funds | $2.0B |
| Apple IncAAPL | 6 funds | $1.4B |
| Meta Platforms Inc-Class AMETA | 6 funds | $1.2B |
| Microsoft CorpMSFT | 6 funds | $1.1B |
| Broadcom IncAVGO | 6 funds | $819.6M |
Ranked by how many of SSII's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SSII.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 4, 2026 | Sudhir Srivastava | Chairman and CEO, Director, 10% Owner | Sell (S) | 33K | $100K |
| Mar 6, 2026 | Sudhir Srivastava | Chairman and CEO, Director, 10% Owner | Buy (P) | 499K | $2.0M |
| Mar 6, 2026 | Adams Timothy P. | Director | Buy (P) | 300K | $1.2M |
| Mar 6, 2026 | Moll Frederic H | Director, 10% Owner | Buy (P) | 501K | $2.0M |
| Apr 22, 2025 | Cohen Barry F | COO - Americas, Director | Buy (P) 2 lots, same day | 326 | $3K |
| Apr 17, 2025 | Cohen Barry F | COO - Americas, Director | Buy (P) | 100 | $875 |
| Apr 16, 2025 | Cohen Barry F | COO - Americas, Director | Buy (P) | 107 | $1K |
| Apr 14, 2025 | Cohen Barry F | COO - Americas, Director | Buy (P) | 103 | $920 |
| Apr 10, 2025 | Cohen Barry F | COO - Americas, Director | Buy (P) | 200 | $2K |
| Apr 9, 2025 | Cohen Barry F | COO - Americas, Director | Buy (P) 2 lots, same day | 300 | $3K |
| Apr 8, 2025 | Cohen Barry F | COO - Americas, Director | Buy (P) | 500 | $5K |
| Apr 2, 2025 | Cohen Barry F | COO - Americas, Director | Buy (P) | 420 | $4K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 5 | 5 | – |
Insiders Form 4 open-market | 0 | 1 | -$100K |
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.
| Class | 13F holders | Value held |
|---|---|---|
| SSIIthis pageCOMMON STOCKS | 24 funds | $7.0M |
| 05453U104Stock | 1 funds | $10K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SSII
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/SSII/capital-change-brief"
Use Arkolith's capital_change_brief for SSII. 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 SSII. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.