Among active 13F managers last quarter, 11 opened and 10 added, while 9 reduced; the largest holder to move was Gabelli Funds LLC (+3.3%). Over the last 180 days, 2 insiders bought and 1 insider sold, a net +$632K in open-market trades.
Funds lean in and no leg opposes.
66 tracked 13F filers disclose a position in SSSS as of the latest SEC 13F filings, a combined $70.7M 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 | Gabelli Funds LLC | 1.3M | $14.0M | ▲+3.3% Added · +42K sh | Q1 2026 | |
| 2 | Thomas J. Herzfeld Advisors, Inc. | 788K | $9.9M | ▲24× Added · +756K sh | Q2 2026 | |
| 3 | Kingsview Wealth Management, LLC | 564K | $7.1M | ▲+113% Added · +299K sh | Q2 2026 | |
| 4 | GatePass Capital, LLC | 508K | $6.4M | ▲+0.4% Added · +2K sh | Q2 2026 | |
| 5 | Needham Investment Management LLC | 427K | $5.3M | —Held | Q2 2026 | |
| 6 | Franklin Templeton Inc | 301K | $3.2M | ▲+43% Added · +91K sh | Q1 2026 | |
| 7 | Mgo One Seven LLC | 258K | $3.2M | ▼−1.4% Reduced · −4K sh | Q2 2026 | |
| 8 | Gamco Investors, Inc. Et Al | 245K | $2.6M | ▼−6.4% Reduced · −17K sh | Q1 2026 | |
| 9 | LPL Financial LLC | 202K | $2.2M | ▲+16% Added · +28K sh | Q1 2026 | |
| 10 | Jane Street Group, LLC | 197K | $2.1M | ▼−22% Reduced · −54K sh | Q1 2026 | |
| 11 | Wealth Enhancement Advisory Services, LLC | 91K | $1.0M | ▲New +91K sh | Q2 2026 | |
| 12 | BlackRock, Inc. | 88K | $1.1M | ▼−2.4% Reduced · −2K sh | Q2 2026 | |
| 13 | Mangrove Partners Im, LLC | 73K | $920K | ▲+57% Added · +27K sh | Q2 2026 | |
| 14 | Private Advisor Group, LLC | 72K | $901K | ▲+4.1% Added · +3K sh | Q2 2026 | |
| 15 | Morgan Stanley | 66K | $706K | ▲+24% Added · +13K sh | Q1 2026 | |
| 16 | Green Alpha Advisors, LLC | 59K | $745K | ▲+1.3% Added · +764 sh | Q2 2026 | |
| 17 | Two Sigma Investments, LP | 54K | $579K | ▼−62% Reduced · −89K sh | Q1 2026 | |
| 18 | Stratos Wealth Partners, LTD. | 48K | $596K | ▼−8.4% Reduced · −4K sh | Q2 2026 | |
| 19 | Connor, Clark & Lunn Investment Management Ltd. | 44K | $546K | ▲New +44K sh | Q2 2026 | |
| 20 | Wells Fargo & Company | 42K | $455K | ▲+13% Added · +5K sh | Q1 2026 | |
| 21 | Catalyst Capital Advisors LLC | 42K | $533K | —Held | Q2 2026 | |
| 22 | Cresset Asset Management, LLC | 36K | $457K | ▲+11% Added · +4K sh | Q2 2026 | |
| 23 | XTX Topco Ltd | 36K | $389K | ▲New +36K sh | Q1 2026 | |
| 24 | Pathstone Holdings, LLC | 33K | $408K | ▲+1.1% Added · +366 sh | Q2 2026 | |
| 25 | UBS Group AG | 32K | $342K | ▲+39% Added · +9K 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.
Last quarter, 11 funds opened a new position in SSSS and 10 added to an existing one, while 9 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 | 32 funds | $27.2B |
| Microsoft CorpMSFT | 31 funds | $19.8B |
| Amazon.com IncAMZN | 31 funds | $17.5B |
| Apple IncAAPL | 30 funds | $20.1B |
| Alphabet Inc-CL AGOOGL | 30 funds | $15.3B |
| Meta Platforms Inc-Class AMETA | 30 funds | $8.1B |
| JPMorgan Chase & CoJPM | 30 funds | $7.0B |
| Cisco Systems IncCSCO | 30 funds | $5.2B |
| Bank Of America CorpBAC | 30 funds | $4.7B |
| Chevron CorpCVX | 30 funds | $4.5B |
| Visa Inc-Class A SharesV | 30 funds | $4.4B |
| Applied Materials IncAMAT | 30 funds | $2.5B |
Ranked by how many of SSSS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SSSS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 3, 2026 | Lott Ronald M. | Director | Sell (S) | 5K | $51K |
| Aug 26, 2026 | Falk Erik A | Director | Buy (P) | 50K | $511K |
| Aug 10, 2026 | Klein Mark D | Chairman, CEO and President, Director | Buy (P) | 26K | $250K |
| Jun 23, 2026 | Lott Ronald M. | Director | Sell (S) | 500 | $6K |
| Apr 28, 2026 | Lott Ronald M. | Director | Sell (S) | 11K | $138K |
| Apr 22, 2026 | Klein Mark D | Chairman, CEO and President, Director | Buy (P) | 3K | $33K |
| Apr 21, 2026 | Klein Mark D | Chairman, CEO and President, Director | Buy (P) | 3K | $33K |
| Aug 19, 2025 | Lott Ronald M. | Director | Sell (S) | 8K | $66K |
| Aug 12, 2025 | Klein Mark D | Chairman, CEO and President, Director | Buy (P) | 10K | $85K |
| Aug 11, 2025 | Klein Mark D | Chairman, CEO and President, Director | Buy (P) | 5K | $40K |
| Jun 11, 2025 | Lott Ronald M. | Director | Sell (S) | 39 | $289 |
| May 9, 2025 | Klein Mark D | Chairman, CEO and President, Director | Buy (P) | 17K | $87K |
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 | 20 | 17 | – |
Insiders Form 4 open-market | 2 | 1 | +$632K |
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.
Connected entities for SSSS
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/SSSS/capital-change-brief"
Use Arkolith's capital_change_brief for SSSS. 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 SSSS. Filings are public domain, sourced to SEC EDGAR.